Creating Reports
Last updated
Last updated
This guide shows you how to create a report and save a series of related charts with written commentary. You can then share these reports with your colleagues for set purposes such as for regulatory compliance, specific product trials, or to generate regular standardized reports.
Navigate to Connected Devices > Reports.
If you have never created a report before, you'll be taken to the new report page. Otherwise, you'll need to click Create New Report.
Give your report a unique Name (e.g., ‘Advertising Standards Compliance’). This will allow you to then find the relevant report on the reports index page.
Under Special blocks, drag and drop headers and text blocks to give your report structure.
As you add blocks, you will see plus (+) signs above and below each block; this allows you to position new blocks above or below existing content.
Click in each header or text box to add your personalized content.
To add charts, click and drag the relevant preset. Organization-wide and personal presets can both be added to a report.
Click Save.
In the resulting popup, you can double-check your report name and choose whether it's visible to you or your organization. You can only make it visible to the organization if all the included presets are also shared within your organization.
Click Save again.
Once saved, the screen displays your report and offers some management options.
When you return to Connected Devices > Reports, you will see your new report listed.
We explain below how to update your saved reports. For example, you may want to update all the charts in a report so that you can look at a different date period without creating a new report from scratch. You may also want to swap between the last 30 days, the current quarter, the previous quarter, etc. Fortunately, you can modify all your charts in your report at the same time.
Navigate to Connected Devices > Reports.
Open your saved report.
Under Date range in the report builder on the left, open the Inherit date range from presets dropdown.
Select your preferred date range.
If you’re changing the date range in a significant way you might also wish to change the aggregation in the Inherit aggregate from presets dropdown.
For example, if you change the date range from the last 3 days to the last 3 months, we recommend you change the aggregation from hourly to daily or weekly. Summary tables, bar charts, CDFs, and box plots will be unaffected by this option as they always look over the entire date range.
Click Update.
