Create a custom report

Analytics new

Needed permissions: owner, manage, edit & publish or edit

Video tutorial: watch on YouTube

Creating a custom report takes a few clicks. First, think of what you want to build, and then follow our guidelines to set the report properly.

To create a new custom report, follow these steps:

  1. Go to Menu > Analytics (new) .
  2. Navigate to Custom reports
  3. Click Add new report.
  4. Pick the report you’d like to use. You can choose from these types: flat table, explorer, bar chart, line chart, funnel, or user flow.
  5. Types of custom reports.
  6. Name the report.
  7. Choose the Visibility option: Author or All users. The All users option lets you share this grouping with other teammates.
  8. Choose dimensions and metrics for your report. Drag and drop elements from the ride-hand menu to the left-hand drop point.
  9. Building a custom report

    Note: Remember that when you are creating a report, you can’t combine an event dimension with a metric calculated for a session dimension. They need to belong to the same scope. For more, read this article.

  10. Optionally, set Default sorting options.
  11. Tip: You can choose to sort by dimensions or metrics. The default setting will always show this type of sorting in your custom report.

  12. Optionally, apply filters to metrics or dimensions.
  13. Filters in custom reports.
  14. Click Refresh preview to sneak peek at the data. The data will appear for the last 7 days.
  15. Preview in custom reports.
  16. When you’re happy with the report, click Create report.

Filters in custom reports

When creating a new custom report you can use filters to refine data.

To use a filter in a custom report, follow these steps:

  1. When you’re creating a new report, scroll down until you see the Filters section.
  2. Adding a filter to a custom report

  3. Drag and drop a dimension or metric from the right-hand menu to the left-hand drop point.
  4. Select a condition for each dimension or metric.

Setting up a condition for a filter in a custom report.

Tip: You can create as many conditions as you wish to, and connect them with Or or And logic operators.

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