How to organize your reports

So far, you’ve learned about segments, reports and tagging campaigns. You’ve surely noticed that there are tons of metrics with different meanings in reports. Each report can show you visitor behavior from a unique perspective. Depending on the angle you want to look from, you can compose a dashboard or export data and work with it on a spreadsheet.

Dashboard

The dashboard lets you see the reports of your choice at a glance. You can create several dashboards and set them up as you wish. There are a few dashboards set as default. You can modify them or create new dashboards.

To create a new dashboard, follow these steps:

1. Go to Menu > Analytics.
2. Navigate to Dashboards.
3. On the left, click Add a dashboard.
4. Name the dashboard.
5. In Visibility, choose Author or All users. All users lets you share this dashboard with your teammates.

   

6. (Optional) Check All sites & apps to make this dashboard visible across all sites and apps.
7. Click Save.
8. On the right, click Add a widget and choose one of the following types: Line chart, Bar chart, Pie chart, Flat table, Counter, Text or Map.

   

   Note: Text and map widgets are available from version 16.4.0 onwards.

9. Name the widget.
10. On the right, select the data you want to see on the dashboard. Depending on the type of widget, you can either select metrics or a combination of metrics and dimensions.

    

11. Drag and drop the data into the designing space. 

    

    Note: For a flat table widget, you can set default sorting options. This makes the data appear in the report in a specific order based on the selected dimension or metric.

12. (Optional) Apply filters to dimensions or metrics. For example, if we only want to see data from our blog, we can apply the following filter: Page URL contains blog.

    

13. Click Refresh preview to get a sneak peek of the report. The preview shows sample data.

    

14. When you’re happy with the widget, click Save.
15. Create and add other widgets.
16. When done, drag and drop widgets to where you want them on your dashboard.

    

17. (Optional) You can star your dashboard to make it appear at the top of the list.

    

18. Bravo! Your dashboard is ready.

    Tip: Send your teammates a link to your dashboard by simply clicking on Share in the upper right corner. But note that you need to make the shared dashboard visible to “All users” – not just you – and these users need to have access to your site/app.

You can make changes to your dashboard, copy it to another site/app, export it as a PDF or delete it at any time.

To do this, follow these steps:

1. Go to Menu > Analytics.
2. Navigate to Dashboards.
3. Select the dashboard you want to work with.
4. On the right, click the ⋯ three-dot icon.

   

5. Click on one of the following options: Edit, Copy, Delete, Save as a PDF or Create a PDF scheduled report.
6. Follow the steps on the screen.
7. Done!

   Tip: Click the ⋯ three-dot icon on the widget to edit, copy, delete a widget or export data from the widget.

Export data

Every time you want to use a spreadsheet to work with your data you can export one from a report. It can help you with in-depth researches of your website, as well as with collecting data from various reports. You can simply put together several reports with various metrics and keep only the data most important to you.

To export data from a report, follow these steps:

1. Go to Menu > Analytics.
2. Navigate to Reports.
3. On the left, select the report you want to work with.
4. Click Export in the upper right corner.

   

5. Select the data you want to export and select the file format.
6. Open the exported file in a spreadsheet — Excel, Google Spreadsheet, Numbers or the like.

   Tip: If you want to use data in a spreadsheet, you can export the report to a CSV or XML file. For more advanced tools, use a JSON or JSON (KV) file format.