In This Section
Exploring describes how to work with Reports. Each dashboard has the same basic layout and options above the dashboard’s reports.
Layout and Options
The dashboard name is followed by the app’s industry. At the end of the same row is the time the reports in the dashboard last ran, and a gear icon dropdown menu. To download a formatted PDF of the dashboard, click the dropdown menu and select Download as PDF.
Optionally edit the default file name, then click a button to either Open in Browser or Download.
If the wrong industry selections were made during during set up, click the industry and sub-industry shown in the upper right corner of the dashboard, select from the dropdown menus, then click the Change Industry button. This requires Owner, Administrator, or Full Access permissions.
The next row displays the dashboard’s default Filters and a Run button. Click anywhere in the row to expose the filter options.
Each dashboard contains multiple reports of various Visualization types. While the formats differ, each report can be further explored from dashboard, as well from within the Explore view:
- Hover over displayed data to see detail pop-ups.
- Click report data or any gear icon to expose Download and Explore options.
Click a report’s name from the dashboard to go directly to the Explore view. Once there, you can begin to further slice the chosen report. The Explore view is the same for all reports.
The header includes the report name, and a Run button and gear icon dropdown menu are at the end of the header row.
The left side menu contains a search field for the Dimensions and Measures beneath it. Toggle the menu exposure by clicking + / - in the upper right corner of the menu. Selections made in the left side menu are immediately reflected in the Filters and Data sections of the Explore view.
- The default value for the App Name filter is the current Engage app name.
- Click the plus sign (+) at the end of a filter row to add another filter of the same type, which will be processed as a Boolean OR. Click the X to remove an added filter row.
- After making changes to filters, click the Run button. The reports will update, and a last ran time stamp will appear to the left of the button after its first run.
Check the box for Custom Filter at the end of the Filter section header to expose the entry box.
Each report opens to its default Visualization type. To view the report in another Visualization format, click an icon in the section header. Click the ellipses at the end to expose a dropdown menu with additional choices. Click Edit or the gear icon at the end of the header to see options sepecific to the selected Visualization type.
- Single Value
- Static Map (Regions)
- Static Map (Points)
- Donut Multiples
- Single Record
Some Visualization types may be incompatible with the Dimensions and Measures available in a report.
Data is essentially the Table type of Visualization.
To bookmark your explorations, open the Explore view in a new window. Ctrl+Click (Windows) or ⌘++Click (Mac) any report name or data point. You can then use your browser’s bookmark feature to save the explored view.