Navigate to Analytics 2.0 (Beta) in the left main menu and click the Reports tab at the top of the folders menu on the left for a brand new Reports experience that will blow your mind. There's a ton you can do with each report, and key new functionalities for sharing and organizing the unlimited amount of custom reports you can construct with Analytics 2.0. This article breaks down all the key actions you can take when viewing a Report.
How To Switch between Reports and Dashboards
In the upper-left of the Analytics 2.0 page, you'll see a toggle between the Reports and Dashboards pages. Since Dashboards are very literally collections of reports with customizable views, timeframes, and filters, you'll see that they have very similar organization features.
I.E. Reports and Dashboards each have a customizable easy-access Favorites Section, buttons to create new reports as well as new folders to keep related reports organized, a section of My Private Reports that only you can view, and finally all the folders of Public reports shared with your team.
Learn more about the basic differences between Reports and Dashboards on our Analytics 2.0 Overview.
Search For and View Reports
- Search bar: type anything, and the list of reports and folders of reports will automatically sort the most relevant folders to the top of the list and expand to show links to reports with relevant titles; click any report to view it
- Folders list: click any folder to view all the reports within it, and click any individual report to view it
- The Report you're currently viewing is always highlighted in blue in the list
Drill-Through Specific Values in a Report
Once a report is run, certain combinations of metrics and dimensions will offer clickable results so you can see the underlying records that comprise them. Clickable values are displayed in blue, as shown in the image above.
Which Metrics and Dimensions are Supported?
The following metrics are clickable when paired with these dimensions: date range in day, week, month, or year, sequence, user, and contact list
- # Emails scheduled
- # Emails delivered
- # Emails bounced
- # Emails opened
- # Emails clicked
- # Emails replied
- # Emails unsubscribed
- # Contacts changing to stage X (e.g., Replied, Interested) Supported dimensions are (date, user, account owner, and contact owner)
- # Accounts changes to stage Y (e.g., Working, Current Client) Supported dimensions are (date, user, account owner, and contact owner)
Certain dimensions are also clickable when they are used in a report, such as:
- Company # employees
Drag and Drop to Reorganize Reports Within and Across Folders
You can click and drag any report to reorganize its position in the folder you saved it in. You can also drag it down to another folder to transfer it from its current folder to that one. This is especially useful when you want to make a report private or public: simply drag any report into your My Private Reports section to make it private or drag it out of that section and into any other Folder to make it public.
Reports List Quick Actions
Roll over any report in the list and you'll see three small blue dots you can click to view an options menu for that report. From this menu, you can Edit, Clone, Delete the selected report, or Add to Favorites for easy access in the Favorite Reports section at the top of the list. If a report is already in your favorites list, this menu will give you the option to Remove from Favorites. In addition, you can choose to + Add To Dashboards as an easy way to organize similar reports.
Report Info & Actions
Across the top of the Report page, you'll see the title and more useful information and actions for the report you're viewing.
Make a Favorite
Click the Star to the left of your report title to make it a Favorite
Dashboards Featuring Your Report
The icon to the right of the report title displays the number of Dashboards that Report has been added to. If it's any number greater than 0, roll over the icon to see exactly which Dashboards that report is currently on
Run To Refresh Your Report and Report Date Range
On the right side, you'll see the exact date and time the Report was last Run, aka refreshed with the most current data from your App. Next to that is the very important Run button itself, which refreshes your Report whenever you click it. Just below and to the right, you'll see the Date Range setting. Especially for Reports using "smart" date ranges like current week, last 90 days, this quarter, etc., it's critical that you click Run often to ensure you're viewing up-to-date data.
Add To Dashboard
Click the tile icon to the right of the Run button to add the Report to any Dashboard(s) you want
Download as CSV
Click the download icon to download the Report table as a CSV
Click the Edit Report button to open the full editing view where you can change the Reports' Metrics, Dimensions, Filters, Date Range, and more
Quick Actions for Current Report
Click the dropdown to the right of Edit Report to get a quick action menu to create a New Report, Clone, Delete the one you're viewing, or Add to Dashboards.
The Report Itself
Visualized reports include clear information about the constituent pieces that make them up, and you can simply click Edit Report whenever you want to change any of them
In the upper-left of your Report, you'll see exactly which Filters you have applied and the actual values that you've chosen to include and/or exclude from the graph and data table below
Whether an exact Custom timeframe or a "smart" Date Range like Previous Week, Current Quarter, or Last 30 Days, the Date Range of data captured in your Report is always visible in the top-right
Visualization (Chart Type)
No matter which type you chose when creating your report, you can transform your Visualization into the original data table or any one of a half dozen different chart styles with a single click when viewing the live Report
Data Table Visualization Sorting
Scroll down on any Report to view the data table for that Report. You'll see a small blue ^ (ascending) or ∨ (descending) on the column that your data is sorted by. Click the arrow itself to switch back and forth from ascending to descending order or click any other column to elect that as the column to sort by.
Pro Tip: if you're not seeing all your columns in the table be sure to scroll right on your screen, depending on how you created your report, you can have a LOT of extra columns hiding to the right.