Adding Reports

As discussed in previous Exploring sections, you can create new reports by clicking on the + Create button.

Adding a New Report

To add a new report from the Reports List, follow these steps.

  1. Click Reports on the left pane (1).
  2. On the right pane, the Reports List displays, listing existing charts and an Add New Report option (2).
  3. Click on the option to display a pane (3) displays with the various analysis modules in which you can create a report.
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To proceed, refer to the previous sections Exploring Attribution, Exploring Customer Journey, and Exploring Ideal Customer Profile for instructions on how to create reports using these types of analysis.

Adding an Existing Report

Based on your permissions you can select a report that has already been created before, edit it according to your preference, and add it to your dashboard.

To add an existing report through the Add button on your dashboard, follow these steps.

  1. On your dashboard, click on the Add button found on the top right corner of the page.
  2. Select Report from the drop-down options.
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Follow the steps from the previous section: Adding an Existing Report to Your Dashboard.

Adding a Report to Your Favorites List

There are two ways to add a report to your list of favorite reports.
One is by opening a particular report and clicking on the star icon found beside the report name.

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Another is going to the Reports List (1) and clicking the star icon of preferred reports (2). This method allows you to add several reports at the same time to your Favorites List.
To remove a report from your Favorites list, simply click the star icon next to the report's name again.

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Switch the Show Only Favorites toggle button to filter the Reports List and display only the reports you have set as Favorites. Notice that the star icon of these reports are shaded.

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