The configurator is the panel on the left side of the report screen where you define what your report analyzes. It is labeled "Customize Report" and contains all the settings that control which data appears in your report.

How the Configurator Works

The configurator's available fields depend on several factors:

• Report type — The report type determines which fields appear. For example, stage-based report types (Stage Performance and Stage Attribution) include a "Stage Model" selector that other types don't have.
• Template — If you created the report from a template the configurator is pre-populated with that template's settings. You can modify any of these values.
• Your account data — Metrics, filter dimensions, filter values, and group by options are dynamically loaded based on the data in your Dreamdata account. This means the options you see are specific to your connected integrations, stage models, and tracked activities.

Configurator Fields

The configurator is organized into sections, displayed top-to-bottom. Not all sections appear for every report type.

Stage Model (Stage-Based Report Types Only)

For the Stage Performance and Stage Attribution report types, the configurator begins with an "Analyze Opportunities That Reached" dropdown. You must select a stage model (e.g., “SQL”, “MQL”, "NewBiz (SQL to Won)") before configuring the rest of the report.

This field does not appear for the Engagement, Performance, or Spend report types.

During the Period

This section contains two required fields:

• Date Range — The time period to report on (e.g., "Last 90 days," "Last 30 days," or a custom range). This is required.
  • In stage reports the date range selects either the time when a company reached a specific stage.
  • In spend, performance and engagement reports defines the spend or activity cohort you are looking at.
• Aggregate data — How data is grouped over time (e.g., Day, Week, Month, Quarter). Required. This controls the x-axis intervals in time-series widgets. For example, selecting "Month" groups data into monthly intervals.