Jessica Dearing
Articles
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Save a Report
Overview The ability to save reports in the Analytics platform allows you to easily access custom or modified standard reports without recreating them. Audience All users Save to a New Dashboard To...
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Create a Custom Report
Overview Utilizing the option to create a custom report in the Analytics platform is a great way to pull report data that might not be included in the standard reports. This lets you ensure the rep...
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Add a New Field to a Standard Report
Overview Adding new fields to your reports allows you to include additional beneficial data. This will enable you to include a broader range of data, providing deeper insights and information that ...
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Add a Look to a Dashboard
Overview Adding a Look to a dashboard in the Analytics platform allows you to view specific data sets and different visualizations in one place. This article will walk you through adding an existin...
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Copy/Share a Report
Overview Copying/sharing both standard and custom reports allows you to modify the report and share it with others in your company. You can copy a report within the overarching section (i.e., My Re...
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Download Reports and Data from Reports
Overview Analytic reports, whether single reports or dashboards, can be downloaded in multiple formats, including PDF, CSV, and more. Audience All users Download Full Dashboard Within Analytics, na...
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Add Filters to Reports, Dashboards, and Looks
Overview Adding filters to reports, dashboards, and looks allows you to customize your data and ensure your reports reflect the data you want to see. Audience All users Add Filters to a Standard ...
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Schedule and Delete Scheduled Reports
The Analytics platform allows you to schedule and send reports, facilitating regular data distribution to you and your team for easy analysis. Additionally, it will enable the deletion of scheduled...
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Introduction to Analytics
Overview We've compiled a list of links to help you get started with the Analytics platform, including information on getting started, overviews, and processes. Audience All users Quick Links Anal...
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Analytics Terminology
Overview The following article includes some of the most important terms to get you started in the Analytics platform. Audience All users Terms App Switcher - The App Switcher is the nine-box icon...