Report creation

Contents

Glossary

Dimension
The category by which the measures are grouped. Example: country, product, or date.
Measures
Are quantitative values that can be aggregated. Example: number of orders, revenue, price.
Cross-table
A type of report that allows you to present data from a source in tabular form, where, unlike Raw Table, dimensions and measures can be in both columns and rows, and their values are aggregated.
Raw Table
A type of report that allows you to present data from a source in a tabular form, where dimensions and measures are used as columns, and their values are used in rows.

How to create a report

A report can consist of a set of charts, text, and media content.

Reports allow you to select specific information from a data source and visualize it. In addition to data retrieved from sources, a report can display calculated fields, such as totals.

To create a report:

  1. Go to the Reports tab and click Report.

    This opens a new page that displays a constructor for creating and editing a report. You can use the buttons at the top panel to perform different actions with the report.

  1. To create a new chart, press Insert and select Chart from the drop-down menu.

  1. Specify in the modal window:
    • Data source — select an existing data source or create a new one.
    • Chart type — explore the available chart types and choose the one that best visualizes your data.

    The selected chart is then added to the report.

  1. Click Insert to upload text blocks, web content, or images from your computer (optional).

    Image limits:
    • supported formats: JPG, PNG;
    • maximum file size: 50 MB.

    1. Use the Settings panel to customize the chart:
      • specify the distance between cells
      • set the cell size
      • check the Show Grid checkbox to set the visibility of the grid
      • specify header and canvas colors
      • control the visibility of the top bar in view mode

      The specified parameters can be saved as the default parameters.

    1. Set up Report Filters. You can add filters for the entire report or for a specific chart.

    1. Manage the finished report. You can save, duplicate, rename and download the report as a PDF file. After saving the report, you can use the Add collaborators menu item to add collaborators.

    1. To save your changes, return to the Reports tab. To do this, click the arrow button and click Save changes in the modal window.

    How to create report based on combined data source

    To create a report based on a combined data source, follow the How to create a report guide and specify a combined data source as the data source.

    Report restrictions:

    • The following report types are available:
      • Column
      • Stacked Column
      • 100% Stacked Column
      • Bar
      • Stacked Bar
      • 100% Stacked Bar
      • Area
      • Stacked Area
      • 100% Stacked Area
      • Cross-Table
      • Single Value
    • You can use only one dimension for one chart. Other dimensions are available only as filters.
    • The following features are not available:
      • ranking filter
      • weeks level of the calendar dimension
      • index dimensions of the calendar dimension
      • sorting
      • creating combined data sources based on Google Ads
      • coloring by measure
    • In the Cross-table report:
      • You can display only one dimension per column and per row
      • You can’t select a measure for the entire table. To display a measure, use the List of measures dimension.
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    Last updated: February 14, 2023

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