Use custom reports

  • Updated

You can use the Reports tool in your Optimizely Data Platform (ODP) account to view standard reports and create custom reports. Custom reports let you analyze data from various sources, such as customer profiles and segments, to gain deeper insights into customer behavior, optimize marketing strategies, and make data-driven decisions.

Create a report

To create a custom report

  1. Go to Reports > Custom Report.
  2. Click New Report.

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 display 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 time periods. This comparison is reflected in the graph but does not affect the table. The table only reflects values from the primary date range. date_range.png
  3. Simple Filter  – The simple filter lets you select a field and specify a value. This filter applies to events included in the report's expression.
  4. Segment – Further refine the report's results by only applying the report's expression to the customers in the selected segment. See Create standard segments.
  5. Time Series 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 rocket columns. A rocket column lets you further segment your results by crafting a powerful expression sentence. See View ODP insights and observations.

Edit a report

To edit an existing custom report

  1. Go to Reports > Custom Reports.
  2. Click the name of the custom report you want to edit. 
  3. Make the desired changes. To undo the changes, click Revert Changes on the Save drop-down list.  
  4. Click Save. 

To edit an existing custom report while preserving the original

  1. Go to Reports > Custom Reports.
  2. Click the name of the customer report you want to preserve and edit. 
  3. Expand the Save drop-down list 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 can now view the clone and 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 Reports > Custom Reports.
  2. Click the name of the custom report you want to export.
  3. Click the Export icon.
  4. In the prompt, select or deselect Use display column headers. Choose the Export format, and select the export file's Destination.  
  5. Click Export to confirm the download.

Copy to another account 

  1. Go to Reports > Custom Reports.
  2. Locate the report you want to share and click the Copy icon.
  3. Select the Account and Scope with which you want to share the report. To create a copy instead, select the current account and scope.
  4. Click Copy to confirm.