Use custom reports

Overview

In the reports tool, you can view the standard reports in your account, along with any custom reports that you create. Custom reports allow you to analyze data from various sources, such as your customer profiles. 

This guide reviews the new reporting experience. You can opt-in and opt-out of this experience with the call-to-action on the Reports page.

Report example

This brief video reviews combining the various report elements to create a custom report on the unit and gross sales numbers of a business. Learn more about the video's concepts by reviewing this article. 

Create a report

To create a custom report, go to Company > Reports > New Report in your Optimizely Data Platform (ODP) account.

Report elements

1. Expression Filter

An event must match the expression to be included in the report. You can review and manage the options that appear here in the Filters tool.

2. Date Range

The date range refines the results of the report's expression further. 

Use the link icon to compare two different periods. This comparison will be reflected in the graph but will not affect the table. The table will only reflect values from the primary date range. 

3. Simple Filter  

The simple filter allows you to select a field and specify a value. This filter applies to all events included in the report's expression.

4. Segment

Further refines the report's results by only applying the report's expression to the customers in the selected segment. Learn more about creating and managing segments.

5. Time Series Header

This header highlights the metric (shown as a function of time) and date range selected in the report's expression and shown in the time series chart.

6. Axis Control

You can determine how the date range of the time-series graph is broken down by hour, day, week, or month in the X-axis.

7. Report Name

This is the report's name, and it cannot be changed. To use a different name, click Save > Save as New Report and provide the required information including the new name.

8. Columns

Display the results of the expression filter by a unique set of fields or a rocket column. A rocket column allows you to craft a powerful expression sentence to further segment your results. The default column of events and data displays when another field is selected.

Edit a report

To edit an existing custom report:

1. Go to Company > Reports.
2. Click the name of the custom report you wish to edit. 
3. Make the desired changes and click Save.

To edit an existing custom report while preserving the original:

1. Go to Company > Reports.
2. Click the name of the custom report you wish to preserve and edit. 
3. Click the Save dropdown menu and select Save as New Report. 
4. Set a new Name for the copy.
5. Select the Visibility for the copy.
6. Click Save.

You will now be viewing the clone and can make changes without affecting the original. 

Share a report

You can export the information within a report for external review. You can also use the same report in ODP accounts by copying the report's structure. 

Export

1. Go to Company > Reports.
2. Click the name of the custom report you wish to export.
3. Click Export.
4. In the prompt, toggle the inclusion of the report's column headers on or off, select the file's export format, and select the export file's download destination.
5. Click Export to confirm the download.

Copy to another account 

1. Go to Company > Reports.
2. Click New Report to view a drop-down list of existing reports.
3. Hover over the report you wish to share and select the Copy Report icon. 
4. Select the Account you wish to share with. 
5. Select the Scope you wish to have access to the report. 
6. Click Copy to confirm the share.