Get started with Optimizely Reporting for Experimentation

View dashboards and reports for Optimizely Experimentation using Optimizely Reporting, which you can access through your Opti ID account.

Prerequisites

• You must have an Opti ID account.
• Your Opti ID user account must have a role for an Experimentation instance.
• Your Opti ID user account must have a role for Reporting. This is assigned to users in your organization by default, so you should not have to configure this yourself.

Site navigation

Log in to Optimizely Reporting through the following URL: https://home.optimizely.com/. Select Optimizely Reporting or use the product switcher in the global navigation bar.

After you log in, your product instances and dashboards display on the landing page. Each product instance has pre-defined dashboards—click a dashboard to view it.

The dashboards include tooltips for each metric and graph that explain exactly what data each metric and graph displays. To view the tooltips, hover your cursor over the information icon:

On each dashboard, you can:

• Filter to further refine the data
• Expand, download, or view a visualization for specific tiles within the dashboard
• Download the entire dashboard
• Change the time zone

Filter dashboards

Each dashboard has filters you can use to further refine the data, which you can optionally hide and reset. You can only filter by projects and experiments that your user account has access to.

The filters include a matches (advanced) option, which supports Looker string filter expressions.

The last time the system refreshed the data displays at the top. Any time you adjust the filters, you must click Reload to apply your new filters.

Expand, download, and view dashboard tiles

To expand a tile on a dashboard, click Tile actions > View > Expanded. From the expanded view, use the left and right arrows to scroll through other dashboard tiles.

To download data for a specific dashboard tile:

1. Click Tile actions > Download data.
2. Select your desired Format.
3. (Optional) Expand the Advanced data options section and adjust how to format the data for the download.
4. Click Download.

Specific dashboard tiles have the option to view a data table by clicking the data on the tile.

On the data table view of a dashboard tile, you can:

• Expand and view the filters for the data.
• Drag and drop to reorder columns.
• Sort columns in ascending or descending order.
• Freeze and unfreeze columns.
• Copy column values.
• Autosize the columns and reset the column widths.
• Download the data table.

Download a dashboard

Similar to downloading a single dashboard tile, you can download the entire dashboard:

1. Click Dashboard actions > Download.
2. Complete the following fields:
   • Format – Select PDF or CSV.
     • PDF – Generates one file for the entire dashboard.
     • CSV – Generates a file for each tile within the dashboard.
   • Paper Size – Select Fit Page To Dashboard, Letter, Legal, Tabloid, A0, A1, A2, A3, A4, or A5. For more information on A paper sizes, see papersizes.org.
     An additional Orientation option (Portrait or Landscape) displays for Letter, Legal, and Tabloid.
   • Expand tables to show all rows – Select this checkbox to display all rows in each table.
   • Arrange dashboard tiles in a single column – Select this checkbox to display dashboard tiles in a single column.
3. (Optional) Click Open in Browser to view the results in a new browser tab.
4. Click Download.

Update the time zone

If you want to change the time zone for your dashboard, click Dashboard actions > Dashboard time zone.

Select your desired time zone from the Viewer time zone drop-down list, then click Update.