How To Create A Report
Follow a few steps to create rich and beautiful reports.
Working With Reports
In this section, we are going to see how we can use the report editor to create and customize reports in Repozix.
What is the report editor
This is the bread and butter of our tool, this is where the magic happens 😎
The report editor is where you can edit reports and view templates. You have a few elements that will help you get things done quickly:
- On top left, you have an actions menu, where you can (from left to right):
- Go back to your home screen.
- Download a report as PDF.
- Share a report.
- Change theme.
- Change logo.
- Refresh your report (for when you face issue).
- On top right, you can save your report, although, this is done automatically and send us feedback.
- On the right, you have a Settings menu with two tabs:
- General: to create new widgets, change Global Date Range, when a widget is selected you can change its title and add new data elements to it.
- Data Elements: as the name indicates, this is used to manage data elements and their properties (title, metric, dimension, …etc)
- On bottom left: you have the page navigator, which allows you to change pages and create/delete them.
- The center: this is where you create your widgets and this is the part that gets printed in your PDF file.
Share a report
To share a report with other people in a read-only mode (albeit, content will be updated if a recurring date range is used), you can use the Share a report icon from the report editor’s action menu.Another option is to click on Share in the Reports section in the console
By default, a shared report is viewed in scroll-mode, where the report’s pages are shown one after the other
Viewers can swap between scroll and tabs mode, to see the report in the same view as in the report editor.
Protect a report with a password
A report can contain confidential information and even though a report’s link is unique and impossible to guess, another layer of security is always better. Password protection allows the creator of a report to protect it using a password to make sure that only people who have the password can see the content of the report. To create a password:
- Go to Reports section in the console.
- Click on the three points on the right side of a report and select 🔒 Password
- Check the mark next to Protect with password and enter your password.
- Click on Submit.
When the report is opened by someone who is not the owner of the report. A password prompt will protect its content.
Add new widget to the report
On the report editor, drag-and-drop a visualization from the Settings menu on the right, this will allow you create a new widget.
Customize a widget
You can do the following on a widget:
- From the the General tab in Settings, you can:
- Modify title of the widget.
- Change its date range.
- If a widget can have only one data element such as Number widget, then you can change its colour (background and font).
- Resize a widget using the handle at bottom right angle of a widget and drag-and-drop to move it.
Delete a widget
To delete a widget go to top left angle and double click on the X that you see there.
Add a new data element
This can be done by clicking on the Add new data element button in Settings from either General or Data Elements tab.
Delete a data element
Select a specific widget from which you want to delete a data element. Go to General tab in the Settings menu, you will have a listing of all data elements, on the left you can find a delete symbol X that you can use to delete a data element.
Customize a data element
From a selected widget, select a data element by clicking on it from the General tab or from the dropdown menu in Data Elements tab. This will show you to the properties of the selected data element, which are (can differ from a widget to another):
- Data element title which you can change by using 🖊️
- Data source used to retrieve data for this data element.
- Metric and dimension/breakdown, these are specific to an integration type and are used to specify the data that we want to retrieve.
- Campaign, ad set and ad, these will define the level of granularity that we want to use.
- Right Y Axis to specify that this data element is using the y axis on the right.
- Overview Mode to transform this data element to an Overview widget (this will affect the whole widget).
- Color will change the color of the data element data, or in case of one-data-element widget (like Number), it will affect the whole widget.
What is the “Right Y-Axis” option?
Good catch if you have seen this one by yourself 👌. If not then this option is part of data element properties under “Data Elements” tab in the report editor (check it here).
The detault y-axis is on the left, and all data elements in a widget will use this same y-axis. Sometimes, this does not work when the scales of values of two data elements in the same widget are very different. For example, CPC (cost-per-click) can have values in [$1-$10] but impressions can be in hundredrs of thousands. This issue can be resolved by using the Right Y-Axis option, this will create a y-axis for this data element on the right side and the chart will be adjusted based on the data of this element.
What is the difference between a data element and a widget?
Most of the time, a data element is a part of a widget. In Repozix, widgets can have many KPIs and each KPI can be represented by a data element. Some types of visualizations do not allow more than one data element such as Number, in this case widget and data element are almost the same.
Can I have a different date range for each data element on a widget?
No, you can have a different date range for each widget but on the same widget, all data elements share the same date range.
What is a level of granularity?
We mean the compaign, adset or ad levels on the datasources that have this hierarchy.