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Create a Report

How to create a report?

Updated over 2 weeks ago

To create a new report, open the dashboard and navigate to the cog in the menu bar. From there click 'Add Report'. This will take you to the 'Report Builder' where you have the ability to start building a report.

You'll be launched into Report builder.

In order to create a report users need to select at least one metric. Users can click the metrics they would like to use or search for the metric using the 'search bar'.


Please note, once users have selected a metric, the list of available dimensions may decease. This is because the chosen metrics are not compatible with the removed dimensions.


Navigate through the left panel to create a report, below we are going to look at the 5 Campaigns with the highest spend for the the month. The screenshot below shows a report where the metric 'Media cost' and dimension 'Campaign Name' have been selected.

Within the date range selection there is a large collection of pre-set and customisable date ranges available, in the example the date range selected is 'Last Month'.

Finally the data is sorted highest to lowest and the top 5 campaigns are selected, this is done within the Sort & Limit function.

To help the audience of the dashboard digest the report, let's turn this into a bar chart. To do this select the Visualisation area and select 'Series':

To play around with the base of the report explore the visual chosen:

You can update the visual for individual metrics if you click on the metric name, image below:

Within the Metric area you can update colours, add labels, format numbers, change the plot type, choose the style of line, marker and width.

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