A report is the starting point for analyzing marketing data in Dreamdata Analytics Hub. You build a report by choosing the type of report, what to measure, how to group it, and which time period to look at. Once configured, the report generates a set of widgets — metric cards, graphs, and tables — that summarize and visualize your data.
Creating a Report
- Navigate to the Analytics Hub home.
- Choose how to start:
- Select a template from the Template Gallery to start with a pre-built configuration that fits your use case. This is the recommended path.
- Click Create from Scratch and choose a report type to start with an empty configuration. This should be considered an advanced option.
- Use the configurator ("Customize Report" panel) on the left to configure your report.
- Click Apply to generate or update the report's widgets.
- Click Save Report in the top-right corner to save your work.
Configuring a Report
The configurator ("Customize Report" panel) on the left side of the screen contains all the building blocks for your report. The section below covers configuration at a high level. See the configurator documentation for a more detailed breakdown. The configurator will contain slightly different elements depending on the report type you are looking at.
Date Range
Choose the time period your report covers.
- Click the Date Range dropdown under "During the Period."
- Select a preset range (e.g., "Last 90 days") or define a custom range.
- The date range is required (marked with a red asterisk).
- 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.
