What is the Report Designer?
- The Report Designer is a tool that allows you to compose reports of your business needs by selecting the dimensions and metrics you require.
With the Report Designer you can create and add your custom reports to the Analytics Reports portal and run, edit, and share them with other users in your company under the Mange Reports page.
The Report Designer provides three fundamental components of a report, which are Filters, Dimensions, and Metrics.
- At least one Dimension or Metric must be selected to create a valid report.
- You cannot combine every single metric into one big report. The validation engine will run in the background and check that you've made selections that will work together. If the selections will not work together, you'll be shown an error message.
How a Report is Structured in the Report Designer
Reports are modular, allowing you to set one or more data areas known as Sections.
The following diagram and explanation describe the basic structure of every report:
Define the selectors that will allow you to filter your report according to specified entities in our system.
Each Section allows you to define how your data representation will look in your report
|Section Type||A Section can be set to a variety of Section Type (data representation type) such as a table or several graphical representations of your choosing.|
|Section Name||Allows you to define the custom title for each data representation area. This are also used as hotspots, to allow you to jump to a specific section in the report.|
|Dimensions||Define by what property your data will be aggregated by.
Example: You want video views broken out by domain and device.
|Metrics||Define what actual measurable numerical values will be displayed in your report.
Example: You want to get the total video views and total revenue.
Design Report Page Sections
- In the header bar navigate either to Reports > Manage Reports page > All Reports tab and click Create New Report button.
Switch to Create Report tab to open the Design Report page.
- Navigate through the left side menu: Basic, Schedule, Filters and Sections and define the required and optional values per module.
- Start with module Basic Information. For details, see 2 How to Create a Custom Report (Report Designer).
Allows you to define a name for your report (mandatory).
Optional, allows to add some important notes to your report. When the report is saved, the description shows in the report list on the Manage Reports page.
Defines the relevant platform for which you want to create a report. Available options:
|Copy from Existing Report||
Allows to import filters and sections from an existing report.
|Share with Others||
|Schedule this report||
Defines duration of a report, when to send out and how often.
Defines the report format and when sent to one of the delivery location options:
Note: Section types are not represented in any of the scheduled report file types. The report data is represented according to the selected file format.
Available delivery location options:
Allows you to filter your report data per company-related entities. Show your company name by default.
|Point of View||
Allows you to change the view perspective on your report data according to the required business entity.
Example for an Ad Server based report:
Determines, which timer range is covered by your report.
Determines, which timer zone is covered by your report.
|1||Report Section tabs||
Shows the name of the Report Section tab. By default shows as Report Section 1, Report Section 2, Report Section 3…
Defines the section representation type. For details, see 3 Available Sections within a Report.
If you have selected either: Table, Area chart, Line chart or Column chart you will be able to apply additional options to your report section:
Defines the actual data that is displayed in your report. A number will be displayed beside each area indicating how many matching results reside in each area (Dimensions/Metrics).
For details, see Dimension and Metrics.
Allows to search for a dimension using the 'Find Dimensions/Metrics' field. Relevant search results are displayed in the Dimensions and Metrics areas.
Allows to switch between the Dimensions or Metrics group filters to review only specific groups of dimensions/metrics.
Example for a Video SSP based report:
|6||Drag and Drop selection||
Allows to drag & drop the required dimension/metric to the selected Dimensions or Metrics container on the right-side.
|7||Manage Reports return button||
Allows to leave the page without saving changes. If the Manage Reports button was clicked, a warning requires confirmation to either cancel (= Yes) or continue (=No) the report creation.