Go Back

Creating a report

September 3, 2018

To start creating a new report, simply click on the green button in the bottom-left corner, just below the list of existing reports:

Then select the report type which will determine how the report will look like. Currently, there are four report types available (flat table, nested table, bar chart and line chart), with more report types to be added in future.

After selecting the report type, the main report editor will be shown. Regardless of the selected type, the first step is always selecting a name for the report (this name must be unique within a single website):

The next step is configuring the actual content of the report. This is done by dragging and dropping elements from the Dimensions & Metrics menu on the right side. For example, in a flat table you can drop the elements to the drop zones in the table header:

Depending on the selected report type, some general conditions regarding selected Dimensions and Metrics must be fulfilled:

Flat Table

  • At least one dimension and at least one metric must be added to the table.
  • Nested Table

  • Metrics may only be added in the table section, it is not possible to drill-down by a metric.
  • At least one metric must be added to the table.
  • At least two dimensions must be added to the drill-down configuration.
  • At most four dimensions may be added to the drill-down configuration. Additional dimensions may be added to the table.
  • Bar Chart

  • At least one dimension must be added to the chart.
  • At least one metric must be added to the chart.
  • At most two dimensions may be added to the chart when plotting a single metric.
  • At most one dimension may be added to the chart when plotting multiple metrics (up to 5 metrics may be plotted in this case).
  • – Selected metrics must have at most two distinct unit types (e.g. revenues and percentages)

    Line Chart

  • Date dimension may not be removed from the chart.
  • When using only the Date dimension:
  • – Up to 5 metrics may be plotted.
    – Selected metrics must have at most two distinct unit types (e.g. revenues and percentages).

  • When using two dimensions (Date and one extra dimension):
    – Exactly one metric must be selected (this metric will be broken over the second dimension).

    Lastly, it is possible to define conditions that will be used to filter data for the report in the bottom-most section of the view:

    Some notes regarding the filters:

  • Report filters are completely optional, by default, there is no filtering.
  • It’s possible to add any number of conditions in the usual CNF format similar to the segment editor in Analytics.
  • Dynamic filtering by segment does not override these filters (i.e. both sets of filters will be applied sequentially).