View or Access Report
Viewing reports
To view or access a report, perform the following:
- From the home page, navigate to Insights+. Click on Home > Insights+.
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- Expand the dropdown menu and select the organization for which you want to see the report.
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- Confirm the change.
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- The Insights+ home page, by default, shows all the reports. Type the name of the desired report in the search box.
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- To filter the report list using a specific KPI, chart type or report type, expand the corresponding dropdown and select the desired category.
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- Click the desired report from the Recently viewed report section. Up to four reports are displayed.
- To open any module-specific report, click and expand the module from the left navigation panel. For example, to see Loyalty+ reports, click on the dropdown menu and select the specific report. The desired report is displayed.
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- To view reports created by you, click on Created by Me from the left navigation panel. All the reports that you have created are listed.
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- To return to the full list of reports, click All Reports.
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- Add a report to your favourites list by clicking Add to favourites.
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- To view all your favourite reports, click the Favourites tab located in the left-hand navigation panel.
- To sort the report list based on Name, Category, or Last Updated date, click on the desired tab. The sorted list is displayed.
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WARNING
A warning will appear if your org has selected 'Customer status' and 'Event user' filters while creating the chart. If customer status is enabled for your organisation while creating the chart:
- Make sure that you select all filters of Event Users and select the relevant filters under Customer status
- By default, customers with Deleted/ Internal/ Fraud confirmed are excluded from the report.
Using various display options to view the report
Upon opening the report, you can use the following data display options.
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To view a KPI definition & Property, open the desired report. Hover over the information icon next to the KPI to see the KPI definition and property.
Alternatively, click More options > View chart details > KPI name to see the KPI definition and property.
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- To see the data for a specific duration, click the Calendar icon. By default, the date filter shows the duration that was configured while creating the report. To know more about date filters, click here.
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- To filter the report data, click Filters and select the desired dimensions/ attributes. Click Include to apply the filter.
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- In order to add a dimension/ attribute to the chart card, click +/- attribute. Select the desired attribute and click Select. You can select up to 50 attributes.
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- To view the chart based on percentage values, click the % icon.
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- To view the Chart Explorer, click the Explore mode icon. This feature enables you to use filters, dimensions, KPI variables and visualizations. To know more about explore mode, click here.
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- To view the chart details, click View chart details.
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- To view the chart in Table or Pie chart format, click on the desired icon.
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- To save the chart as an image file, click More options > Save as Image.
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- To save the table as an excel file, click More options > Save as Excel.
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Video
Updated 6 months ago