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 a new dashboard.

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 set: Author or All users. The All users option 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.

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

    

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

    

12. (Optional) Apply filters to dimensions or metrics. For example, we can apply specific filters to see only data from the bank’s offer pages.
    

    

13. Click Refresh preview to take a sneak peek at the report. The preview shows data for the last 7 days or other 7 days when data is available. 
    

    

14. When you’re happy with the widget, click Add a widget.
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: You can quickly send a link to your dashboard to your teammates. Simply click Share in the upper right corner. Just note that the shared dashboard needs to be visible to all users – not only to you – and they need to have access to your site/app.

At any time, you can easily make changes to your dashboard, copy it to another website/app, export it as a PDF file or delete it.

To edit, copy, delete a dashboard, save it as PDF or use it in a scheduled report, follow these steps:

1. Go to Menu > Analytics.
2. Navigate to Dashboards.
3. Pick the dashboard you want to work with.
4. On the right, click the ⋯ three-dot icon.
5. Click 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, pick a report.
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.