Chapter 11

How to organize your reports

By Anna Tomalik

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 (new).
  2. Navigate to Dashboards.
  3. On the left, click Add new dashboard.
  4. Name the dashboard.
  5. Choose the Visibility option: dashboard author or all users. The all users option lets you share the dashboard with your teammates.
  6. A visibility setting in dashboards in Analytics.
  7. On the right, click Add widget.
  8. Choose the type of the widget: line chart, bar chart, pie chart, flat table, or counter and click Choose type.
  9. A dashboard type.
  10. Name the widget.
  11. On the right, pick data that you want to see on the dashboard. Depending on the widget type, you can choose only metrics or dimensions and metrics.
  12. Select metrics for a dashboard.
  13. Drag and drop data to the designing space.
  14. Select metrics for a dashboard.
  15. Optionally, apply filters to dimensions or metrics. For example, we can filter pages to see only data for pages with the bank’s offer.
  16. Filters in a dashboard.
  17. Click Refresh preview to sneak peek at the data. The data will appear for the last 7 days.
  18. Refresh preview in a dashboard.
  19. When you’re happy with the widget, click Add widget.
  20. Create and add other widgets (repeat steps 6 to 13).
  21. When done, drag and drop widgets on the dashboards to organize them as you wish.
An example of a dashboard in Analytics.

At any time, you can edit or delete a dashboard or a widget on a dashboard. You can also copy a dashboard to another website.

To access edit, delete, or copy options, follow these steps:

  1. Go to Menu > Analytics (new).
  2. Navigate to Dashboards.
  3. Pick a dashboard or widget you want to work with.
  4. On the right, click a three-dot icon.
  5. Click edit, copy, or delete.
  6. Copy a dashboard in Analytics.
  7. Follow the steps on the screen.

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 (new).
  2. Navigate to Reports.
  3. On the left, pick a report you want to work with.
  4. In the right, upper corner, click Export.
  5. Export a report in Analytics.
  6. Select data that you want to export and the file format.
  7. 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.