Create custom reports

Edit online

You can customize reports in the Analytics modules in several ways to suit your preferences.

Create a Custom Report

  • You can create a new custom report by clicking Create. All new user-created reports are based on templates of preexisting standard and custom reports.
  1. Click one of the Categories on the left to narrow down the selection.
  2. Select the template that you want to customize and click Next.
  3. Enter a new name for the report and specify a category to save it in. You can save the report in any of the existing categories or create a new one. You can also add a description for the report, but this is optional.
  4. Click Create to save the new custom report.
  5. Change the Workbook Properties at any time by clicking Edit on the custom report. You can also click Copy on any standard or custom report to automatically create a new version of a report.

Edit Custom Reports

After opening a custom report, click Edit on the upper right of the window. This will allow you to edit the workbook the data visualization is based on.

Overview of the Web Editor Workspace The web editor offers a full suite of data visualization tools that allow you to modify existing reports, as well as create new worksheets and dashboards from scratch. Data fields used in the visualization are displayed as data pills in the Cards or Shelves areas. Blue pills represent discrete values, while green pills are for continuous values.

  1. To get started, you can drag and drop data fields from the Data Pane on the left side bar to either the Cards or Shelves areas to create new visualizations.
  2. Click Show Me and select one of the available options to automatically create new views based on the data fields already in place.
  • A. Toolbar – Provides access to workbook commands and formatting options.
  • B. Data Pane – Displays all connected data sources and all data fields that are available from the currently selected data source.
  • C. Sheet tabs – Click to switch between different worksheets and dashboards contained in the workbook.
  • D. Cards and Shelves – Drag data fields here to change the appearance of data marks, place and modify filters, or separate a report into different pages.
  • E. Columns and Rows Shelves – Use these shelves to specify which data fields will be used for the X and Y-axis of the table.
  • F. Show Me – Click to show different automatically generated visualization options.