You can create a new or modify an existing report. Then, you can customize and share it.

Create ad hoc reports

Select Create report from the Workspace toolbar. Select your report type and add segments, breakouts, metrics, and filters. Next, select a date range and scheduling options. To finish, select the Generate report and add a title. Here, you can select a file type and email address to email the report once it generates. Select Save to begin the report generation.

Edit ad hoc reports

If you want to adjust an existing report, click on the three-dotted menu, copy it, and make the desired changes, following the steps mentioned above.

Once you have a report created, you can customize how it displays. When you expand the report to full-screen, you can choose from the following options:

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 checkbox 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

Under the Menu Actions drop-down, you can Export, Email, Copy report, Copy data table, Broadcast report, or Share your report. All might sound similar, but they do different actions. Exporting allows you to generate an API request of the report or export the report into Microsoft Excel, CSV, PDF, PNG, or Tableau format. The email option directly emails the report in one of the exported formats. Broadcasting makes it accessible to other client IDs. And sharing makes your workspace accessible to specific groups.

Note: Ensure that your browser allows pop-ups from the Digital Analytics site when exporting a report.

Categorize report data with breakouts

Breakouts are the displayed columns that categorize report data. When a report is generated, the chart is created from the selected combination of breakouts and metrics.

You can apply up to five breakouts to a new or saved report. If you apply breakouts to a saved report, you must generate the report and save it using a unique report name.

Time-based dimensions (day, week, month, etc.) require another breakout for Digital Analytics to build the report.

To add breakouts to a report, simply select Add breakouts or the Edit icon in the Breakouts section of the report menu pane. The Search breakouts modal opens. Select or search whichever breakouts you want to categorize your data with. The information icons (i) give descriptions of each dimension. When you are done selecting your dimensions, select Apply, and generate your report to see the results.

Narrowing report results by using filters

You can use filters to narrow a report's results by one or more criteria. These criteria compare a selected metric with a specified value and include or exclude records depending on the designated criteria.

For example, you can filter a report by Page Name CONTAINS Sports or Marketing Category IS Clearance. This example narrows your report data to show the names of pages that have clearance items designated in a sports or marketing category. Filters use the criteria (CONTAINS or IS in this example) to compare one or more metrics.

Filters are grouped into categories for convenience, and you can always rename and edit existing filters to fit your specific needs.

To add filters to your report, select the Edit icon in the Filters section of the report menu pane. The Search filters modal opens. Select or search whichever filters you want to restrict your data with. The information icons (i) give descriptions of each filter. When you are done selecting your filters, select Apply, and generate your report to see the results.

In the Search filters modal, you can also create a new filter, broadcast the filter data to other client IDs, make filters public and private, and group multiple filters together to act as a single filter.

Limiting reports to specific sessions by using segments

Segments limit your report to the sessions that match your criteria. You can apply segments to a new or saved report.

Segments help you achieve the following goals:

• Perform relational analysis - For example, of the visitors who arrive at your website through an email campaign and view three or more pages in a session, which conversion events do they complete?
• Understand affinities - For example, of the visitors who view products within the Fishing category, what other product categories do they view during a session?
• Understand visitor personas - For example, engaged visitors, Google users, sports enthusiasts, etc.

To add segments to your report, select the Edit icon in the Segments section of the report menu pane. The Search segments modal opens. Select or search whichever metrics you want to restrict your data with. The information icons (i) give descriptions of each segment. When you are done selecting your segments, select Apply, and generate your report to see the results.

Within the segment list, you can edit, copy as new, or delete segments. Just select the Edit icon next to the segment you want to modify.

To create your own, additional segments simply select Create a new segment from the Search segments modal. Create a name and choose or create a category for your new segment. Decide which tracking mode you want for this segment and add all your necessary criteria. Don't forget to select Save to finish.

You have three options for session tracking:

Same Session

Includes all sessions that match the specified criteria during the reporting time range.

Cross Session

Includes all sessions from visitors during the reporting time range that match the specified criteria between the selected dates. This segment type is not available for reports that use data that is imported in a registration-based data extension file. You must also select the time range (Same period as report, Prior period to report, or Custom date range) for this segment type.

Multi-Channel

Includes both online and offline activity of registered customers only. Like the Cross Session segment type, you must also select the time range (Same period as report, Prior period to report, or Custom date range) for this segment type.

Checking the status of reports

The Report status menu in the Digital Analytics header lets you check the status of one-time and recurring ad hoc reports.

The Report status menu displays a red notification indicating the number of new, unread, and completed reports.

The owner's active reports appear in the Running reports section. You can see the names and start times of the reports.

When a one-time report finishes processing, a green checkmark and banner are displayed in the main reporting window, and the report is moved from "Running reports" to "Completed reports". When a recurring report appears as complete in the status dropdown, this means that the report has processed ranges available for viewing, but may continue to process the rest of the ranges until complete. Completed reports remain in the "Completed reports" section until the user clicks to open the report.

Differences between Flat List and Hierarchy reports

The difference between Flat List from Hierarchy reports is the way the data is structured.

When creating a report, you can select the report type from the top drop-down in the configuration panel: Flat list, Hierarchy, Custom group, Segment compare, True path, and Click stream.

Flat List

These reports show data in a flat structure. Flat list reports are ideal for analyzing a large data set. If you want to restrict the number of individual rows that are displayed, flat list reports offer options for a total row, plus another row. This option provides a summation of values that are not included in your Top N selection.

Hierarchy

These reports show values for one display column based on the value of another display column. For example, you can view the most popular brands in each product category with the hierarchy report.

Creating groups of data by using Custom Group reports

You can use custom group reports to create specific groups of data or expandable categories that use advanced filter logic.

Custom group reports are ideal for creating up to 10 categories quickly or for grouping data elements. Metrics are totaled and deduplicated at group levels. You also have the option for another row that provides a summation of non-displayed values within each group.

When creating a report, you can select the report type from the top drop-down in the configuration panel: Flat list, Hierarchy, Custom group, Segment compare, True path, and Click stream.