After creating your workspace hit the Create a Report button on the top right, or enter Reports -> All Reports -> Create a Report.
You can either select a Source to start customizing your report or choose one of the pre-made templates of your preferred source.
Let's breakdown the reporting into 4 steps:
General & Report Components
Type the Report Name and choose the Data Source.
In the Report Components Section, drag and drop the components to your liking. You can also sort them by dragging each component in the panel.
Choose the Date Range and Comparison period.
If it's a Google Analytics report, enter Event Option and Goal Matching preferences and type Expressions separated with commas.
You can upload your own logo with any plan! It's available for agencies that have the enterprise plan to upload their customer's logos as well.
Feel free to choose a color style, add your unique colors, or just simply use our color themes.
Make sure you check the preview of your report before pursuing the next step.
In the next step, you can select the number and date formats, and choose where to see your insights.
Choose the chart type and proceed to the last step.
Click 'Create Report' to create (Voila!), you can also save the report as a template.
To send the report as an e-mail, simply add the emails by hitting enter for each.
Have trouble with reports? Contact us here at [email protected].