Report Components in Repozix
This section will allow you to understand all the buzz-words we use across our documentation.
In a nutshell, a report in Repozix:
- Can be created from one or many datasources which are from a single or different integrations.
- Can have up to five (5) pages.
- Can contain as many widgets as the available space allows.
- Widgets can have up to ten (10) data elements dependent on the widget type.
- Can be shared using read-only links.
- Is automatically updated with new data thanks to pre-defined recurring date ranges.
- Can be used to create a template.
A report is the bread and butter of our tool so it is important to explain all the elements that you might find in a report.
Reports can have up to five (5) different pages to make sure there is enough space when designing a report.
A single chart, grouping one or many data elements dependent on the visualization type.
A widget has a title and a date range shared by all its data elements.
We have many types of widgets which we will explain later on.
The data returned from the intersection of a date range, metric, dimension and a data element creator (datasource).
This data will be displayed using one of our available visualizations (link here to library of visualizations) as part of a widget.
A data element has a title as well as a colour, both can be edited under the Data Elements tab in the report editor.
The data shown on a widget is based on a date range that is specified in the properties of a widget.
There are two types of date ranges:
- Custom date ranges: here you manually select Start Date and End Date.
- Pre-defined recurring date ranges: you select an option which will be used to derive Start Date and End Date, the available options are:
- Week to date: start date is last Monday and end date is today.
- Month to date: start date is the 1st of this month and end date is today.
- Quarter to date: start date is the 1st of this quarter and end date is today.
- Year to date: start date is the 1st of this year and end date is today.
- Last week: start date is today - 1 week (7 days) and end date is today.
- Last month: start date is today - 1 month (30 days) and end date is today.
- Last quarter: start date is today - 1 quarter (90 days) and end date is today.
- Last year: start date is today - 1 year (365 days) and end date is today.
- Last calendar week: start date is the 1st day (Monday) of last week and end date is last day (Sunday) of last week.
- Last calendar month: start date is the 1st day of last month and end date is the last day of last month.
- Last calendar quarter: start date is the 1st day of last quarter (01/01, 01/04, 01/07, 01/10) and end date is the last day of last quarter (31/03, 30/06, 30/09, 31/12).
- Last calendar year: start date is the 1st day (01/01) of last year and end date is the last day (31/12) of last year.
You can select a Global Date Range on a report level to avoid defining a date range for each widget. Please note that Custom Range is not available for Global Date Range.
A quantitative measurement, i.e. a number that describes a result or an action. Metrics differ from one integration to another and a sample of available metrics for each integration can be found here.
The values associated with a metric are most of the time integers but sometimes they are not, in which case we apply the following formatting rules:
- Percentages: we add the percent (%) symbol.
- Fractions: we multiply the values by 100 and add the percent (%) symbol.
- Currency: we add the currency used in the account to the values and normalize them if necessary.
- Time: we show the values in the following time formatting: HH:MM:SS.
Please note that, there are intersections of (metric, dimension) where you do not have any data.
Data element creator
But let’s face the reality, life is never this simple, is it?
It is actually either a whole datasource or a part of it (a campaign, an adset or even an ad), dependent on the integration type and the use case.
This example would help to understand, let’s say, you have a Facebook Ads account, and you have two different adsets in the same campaign (or two different ads in the same adset). Sometimes, you want to create a report specifically for one of these adsets and not for the whole campaign.
This is done easily in Repozix, when you select a specific campaign a new dropdown to select an adset will appear and if you select a specific adset another dropdown to select an ad will appear. So this means that you control the level of granularity for your data element and in general for your whole report (stay tuned until we talk about templates 😉)
In some types of visualizations like number card, it is only possible to show one value, and thus all returned values for a date range will have to be aggregated together.
We give you the choice to select how you want to aggregate these values by selecting one of these functions: MIN, MAX, SUM, AVG
This is the normal widget where you have one or more data elements, each has one metric and the dimension is time.
Widget with aggregated data
In this type of widget, we use an aggregation function to summarize the values into one number. The following visualizations can be used to create these widgets: Number, Card, Funnel and Pie.
Widget with a dimension other than time
In some integrations, we can select a dimension that is not time which is very useful to do advanced data analysis.
When selecting a value for dimension that is not time, we have two ways to show data:
- Default way: Through Time is disabled, dimension values are shown on the x-axis as shown below.
- Through Time: by enabling this option, we can see the variations of the dimension values through time as shown below. Under this option, we can filter the dimension values that we want to see by using the checkbox ☑️.
Widget in overview mode
The Overview Mode was built to allow some advanced use cases, where we can have many metrics and many data element creators (from the same level and the same data source) in a widget. For example, we are interested in seeing the cost, impressions and CPM for all our campaigns in a Facebook Ads account.