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7.1 Finalising Your Report
You can finalise your report once you’ve completed the Data screen. If you’d like to add more to your report, like add sections or an auto chart, refer to the next section.
Otherwise, click on Output to move to the output screen.
Here you will see some of the formatting icons seen on the Data screen, plus some others.
They can include (in order of display):
Export
Export report to a chosen file type or print report
Table On/Off (only displays with charts)
Choose whether your report table displays with your chart or not
Report Formatting
Column Formatting
Conditional Formatting
Section Formatting
Filter Formatting
KPI
a very specific type of report for experienced users
Summary
add metrics and dimensions that summaries the report, for experienced users
Details
Note: Some of these will only display if the report contains that type of function.
Specific details on the more advanced functions above will be outlined in a separate guide.
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You can save your report at any time by clicking Report in the top menu, then Save. |
7.2 Saving Your Report
Make sure you save your report at the completion of the report building process. You can also do this at any stage while you build it.
Click Report in the top left hand menu.
Select Save, or one of the other option if it applies.
You can Activate your report, or Save As Draft to continue editing.
When saving, you’ll need to give your report a title and description. Make these meaningful so that you and others know exactly what the report shows, and specify which folder and sub-folder you want to save your report in.
Note: you cannot undo deleting a report – if that option appears, use it with care.
Report Distribution Settings
When saving, you may wish to check the report Distribution settings. By default a report will ony be able to be broadcasted to Validated Users - ie analytics users with access to that report’s subfolder.
To enable broadcasts to all analytics users choose All Users
To enable broadcasts to other non-analytics users or email addresses, select Unsecure.
You can also specify:
if the report is Private (but you must then add access, including yourself)
if personal broadcasts, broadcasts and email distribution are enabled
if a report will appear on the Browse page (or be hidden)
if a report can appear on a dashboard (this is not available if a report cannot appear on the Browse page)
if a report can be used as a view, as in the report’s columns can be used as fields for another report.
Once you’ve saved your report, many of the editing icons will not be available, and others will appear.
They can include (in order of display):
Export
Export report to a chosen file type or print report
Share
To other users or by email
Broadcast
Set up a scheduled broadcast to automatically send this report to yourself or other users.
Favourite
Add this report as a favourite.
Bookmark
Create a snapshot of the results at this point in time, or bookmark your current filter values
Annotate
Make comment on the report
Details
View basic details about your report.
Access to these functions will be based on your user permissions. Specific details on these functions will be outlined in a separate guide.
7.3 Updating Your Report
If you need to make any changes to your report, including its name or description, click Edit in the top menu.
Click on the report element that you need to edit.
If you edit anything other than the Name and Description of the report, the report will create a duplicate copy for you to update while the original stays active for others to use (if required).
Make sure you Save and Activate your report once you’ve made your changes. Your duplicate update will replace the original that had stayed active while you edited it.
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