Building a New Report (2 Methods)
- Josh Daugherty (Deactivated)
Building a New Report
There are two main ways to begin the report-building process, both of which will be detailed in this lesson: building a new report by modifying a template and building a new report from scratch.
Only the first few steps differ between the two methods—once the right fields are in the report, the rest of the process is identical.
With Method 1, the template is modified by adding/removing fields. From there, the data can be sorted, grouped, summarized, and so on.
Method 2 starts with a blank canvas, which is then populated with user-selected fields. Again, from this point, Method 1 and 2 follow identical processes.
Method 1: Modifying a Template
We recommend starting with either the Default Segments Template or Interaction Summary Template, modifying it to make it what you want.
This is the best approach when you aren't 100% sure exactly what you want. You start with a lot of data, and can remove fields you don't want or need—and replace them with what you need.
To create a new report by modifying/saving a template:
Navigate to Insights.
Click to open either the Default Segments Template or Interaction Summary Template.
Click the Save As button. When prompted, give the report a name.
Method 2: Building a New Report from Scratch
You can also build a new report from scratch.
This is the best (and most efficient) option when you know exactly what you want in a report, and have a decent idea of what you're doing (or are prepared to experiment)
To create a new report from scratch:
Navigate to Insights.
From the Insights Manager screen, click the New Report button.
When prompted, give the report a name, select a data source, check the time zone, and apply any relevant labels.
Click the Create button.
