Creating and modifying ad hoc reports
You can create a report or modify an existing report. After a report is built, you can customize and share the report as needed.
Select Create report from the Workspace toolbar to create your new report. Use the flyout menu to select your report type and add breakouts, metrics, filters, and segments. Next, select a date range and scheduling options. To finish, select Generate report and add a title to your new report. Here, you can select a file type and email addresses to email the report once it generates. Select Save to begin the report generation.
To modify an existing report, you can either open an existing report and begin making changes to its breakouts, metrics, filters, etc. Or you can Copy an existing report and make your changes from there. Either way, you must select Generate report and add a title to your modified report. And like creating a brand new report, you can select a file type and email addresses to email the report once it generates. Select Save to begin the report generation.
| Customization | Description |
|---|---|
| Toggle the chart display on or off | Click the arrow next to the Chart label |
| Change the metric that is displayed in the chart | Select a metric from the Metric menu on the chart |
| Change the rows displayed in the chart | Click the check box next to a row to toggle its display on or off |
| Toggle the table display on or off | Click the arrow next to the Table label |
| Sort rows in ascending or descending order | Click the arrow in the Breakout header |
| Change the order of the columns in the table | Click and drag a column to a new location |