Description: Advanced tool for creating custom reports and interactive dashboards, allowing real-time analysis of business data.
What is it for? (Practical examples)
This tool is essential for transforming raw data into useful and visual information, supporting strategic decisions.
- Marketing Performance Monitoring: Create reports to analyze email open rates, unsubscribes, campaign performance, and conversions by specific list or tag.
- Financial and Subscription Analysis: View subscription status (active, expired), track payments, and monitor affiliate or vendor performance.
- Advanced Customer Segmentation: Use geographic filters and advanced conditions to map customer distribution or segment users based on their activity and registration data.
Main Features
1. Custom Report Creation
The user can build a report from scratch by selecting a specific data source (e.g., Users, Marketing, Subscriptions, Forms).
- Dimensions and Groupings: Define main columns and grouping criteria (for example, group data by "Month" or "City").
- Metrics (Values): Select numerical values to analyze, choosing the required aggregation function (Count, Total, Average, Minimum or Maximum).
- Flexible Visualization: Results can be immediately displayed as bar charts, line charts, pie charts, or detailed pivot tables.
- Saving and Duplication: Configured reports can be saved for quick access and duplicated to quickly create variations.
2. Interactive Dashboards
Dashboards are collections of "Widgets" (saved Reports) that provide an immediate overview of key metrics.
- Widget Management: It is possible to add, remove, duplicate, resize, and rearrange widgets through a drag-and-drop interface.
- Real-time Editing: Each widget can be edited directly from the dashboard, updating its configurations (filters, metrics, visualization) without leaving the main screen.
3. Advanced Filters
You can limit the displayed data by applying specific filters to the report configuration.
- Standard Filters: Allows filtering by date (specific ranges like "Last 30 days," "This month"), status (Active/Expired), event type, campaign, or list.
- Operator Filters: Supports logical operators such as "equals," "not equal," and "contains" (LIKE).
- Advanced Customer Filters: In the context of customer reports, a Query Builder is available to define complex search conditions based on demographic attributes (gender, city) and registration data.
- UTM Filters: Allows segmenting data based on tracked UTM parameters, useful for analyzing the effectiveness of external campaigns.
Automatic Integrations
Scheduling and Sending Reports via Email
It is possible to set up automatic notifications to share reports with colleagues or managers.
| Action | Description |
|---|---|
| Send Scheduling | Allows defining a sending frequency (e.g., weekly, monthly) for the configured report. |
| Immediate Sending | Sends a copy of the report via email to specified recipients at any time. |
| Recipient Management | Defines the email addresses that will receive the report. |
| Attached Message | It is possible to include a personalized message in the notification email body. |
How to Configure a New Report
To create a new report, follow these steps:
1. Start Creation: In the sidebar, select the New Report section and choose the desired data source (e.g., "Marketing," "Users," "Subscriptions").
2. Define Dimensions: Click the pencil icon next to Columns / Dimensions and select the fields you want to group data by (e.g., date, name, tag).
3. Define Metrics: Click the pencil icon next to Metrics (Values) and select numeric fields. For each field, you can specify the calculation type (Sum, Count, Average, etc.).
4. Apply Filters: Click the plus icon next to Filters to limit results. For example, you can filter by a specific date range or particular status.
5. Choose Visualization: Select the desired chart type (Bar, Line, Pie) or Table view.
6. View Results: The report will update automatically showing the corresponding chart and pivot table.
7. Save: Click the Save button to name the report and save it in the "Saved Reports" section.
(Note: If editing a Widget within a Dashboard, click Done to save that specific Widget's configuration.)
