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Step-by-step creation of a scheduled report using components of the Orders explore.

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  1. Choosing the Dimensions and Measures
  2. Creating the Looks*
  3. Compiling the Dashboard
  4. Scheduling

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  • Scroll through the list on the left until you find a suitable measure for this statistic


    Click through everything on the the left to find precisely what you are searching for. There are many options and it may take some time for you to familiarize yourself with them all.
  • Click the measure to add it to the look. It will now be shown on the right side of the screen.


    Notice that if you click Run, the platform will return data but only using the default filter of Today.
  • Because this look is for the current day, the filter can stay as-is
  • Set the other filters for this look:
    • [For a certain campaign]
      • Click the arrow to the left of Campaigns to expand its list of dimensions
      • Hover your mouse over the first dimension, Campaign

        This will bring up the options for the dimension

        In this case, do NOT click the Campaign dimension. Doing so will add it to your query, and we only want to filter by Campaign.
      • Click on FILTER to add the filter on the right-hand side

        Because we only want to include ONE campaign, it must be selected from the dropdown list. Leave the setting for is equal to as is, then click in the text box to add a list of the desired campaign(s) you wish to include in the query.

    • [All agents reporting to a certain group of managers]
      • Click the arrow to the left of Agents to expand its list of dimensions
      • Hover your mouse over the Manager ID dimension
      • Click on FILTER to add it
      • Leave the setting for is equal to as is
      • Click in the text box and then click (scroll if necessary) on the first Manger ID you want to add to the list
      • To add additional IDs to this filter, you can click again to the left of the first ID and choose another from the dropdown that appears
        *Once an ID is added, it will no longer appear in the dropdown

        Subsequent selections will appear on the same line in the same filter. They do not have to be added individually.
  • Click Run to test the query 
  • Choose a Visualization option
    • Click the arrow to the left of VISUALIZATION to expand the list of available choices
    • Click the Single Value option
  • Save the look
    • Click the settings button in the top right
    • Click on Save as a Look

      • Add a Title and an optional Description
      • Browse for a save location by choosing a folder on the left

        Remember that saving into the Shared space means other users can access and make changes to this look. Saving into your Personal space means that only you can see it.
      • Click Save to save the look and return to the explore or click Save & View Look to save and then run as a new query.

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