To create a new report, press the “+” button on the top right corner of the my reports section. 

You will be prompted to choose the type of report you want to create followed by the title, description and thumbnail image for your report. 


After the report is created, you will be redirected to the report editor where you can customize your report by selecting the dimensions and segments that will show the desired data.


You can also add reports to the “my reports” section by clicking the “add to my reports” button located in the toolbar of the report details panel on each report from the Library and from the shared with me section.

Customizing reports

To customize a report, click the “customize” button located in the toolbar of the “report details” panel. You will be redirected to the report editor where all customizations are done.

Report dimensions

Dimensions are the elements (fields) that contain the data you wish to view in the report. To add a dimension, click the “add dimension” button. You will be prompted to choose the element desired, followed by the label (column/row title) for the dimension. If the element selected has multiple values in the profile, you will be prompted to select the operation desired to group those values together.

For complex reports, it’s possible to filter out values.

Report segments

In some cases, you may wish to segment your dimensions and present a grouped value for each segment. To add a segment to your report, click the “add segment” button. You will be prompted for the segment title, the operation used to identify the data belonging to the segment and the value to match.   

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