The Reports Builder consist of 9 main sections that enable you to explore your data and answer questions with quantitative insights.
Results Section (#1)
The Results section shows the output of the report or chart you are creating. It’s a good place to look at as you drag and drop Measures and Attributes into sections 5 – 7.
This section also serves as a recommendation engine that will suggest the type of report you may want to build after you’ve selected your data. It will intelligently suggest additional
Options Bar (#2)
This section contains:
a. An area to customize the title of the report (as shown below)
b. Undo/Redo actions
c. Clear Button: Clear results to start anew.
d. Open Button:
- The Open button allows you to access all the saved reports within your instance – either those who have been ‘created by me’ or created by all users with access to Analytics.
- Reports can be deleted by clicking the “X” to the right of the report name.
- Note also in the “all” tab, there are reports with the “lock” icon next to them. These are SalesHood Standard Reports that you can quickly access and customize per your needs.
- There is also a Search field to quickly search for specific reports.
e. “Save” button: Save the report
f. “Save as new” button: This button will appear upon opening a report. Use this feature to save the current report as a new report so as to not override the original report. This is also the only option available upon opening SalesHood stock reports since they are locked by default.
This area contains all the data & dimensions within SalesHood, called “Measures” and “Attributes.”
- “Measures” have the “123” icon next to their title.
- “Attributes” have the “ABC” icon next to their title.
- Get accustomed to the data elements available to you by clicking between the “Measures,” and “Attributes.”
- The search bar can also be used to search for a specific Measure or Attribute.
Chart Types (#4)
This area contains all the chart types in the reports builder.
Measures Section (#5)
This area is where you will specify which measurements you want to apply to the Attributes you care about. This is the quantitative data that will populate your report.
- Data from the Datasets (#2) can be dragged and dropped into this section.
- After dragging those data elements into the Measure Section, the Results Section (#1) will begin showing the output of your report.
Attributes Section (#6)
This section is similar to the Measure section. Any “Attribute” (ABC icon), and Date (calendar icon) can be dragged and dropped into this section to be cross analyzed with the “Measures” section.
Stack By Section (#7)
This section is similar to the Measure and Viewed By section. To use “Stack by” only one “Measure” can be used in the Measure section. In this example, we have added “Activity Count,” “Huddle Completion %,” and “Huddle Event” into the Measure section, thus generating this message:
If we were to leave only “Activity Count” in the Measure section, we are able to drag and drop an “Attribute” into the section.
The customize section allows for visual customization of the report. Colors, chart text rotation, legend, and chart scale can be adjusted per your preference in this section.
The filter section can be used to drag and drop “Attributes” from the datasets to the report. This allows you to filter results by specific attributes.
For example, using User Segment filter we have specific that we want the report to show the metrics pertaining to the segments Customer Success, Customer Support, and Product.
One way to think of Filters is as of a way to create “drill downs” for your report. A drill down is a way of looking at more detailed information related to a specific row in your results. You can always filter by the row you’re particularly interested in. After you’ve applied the filter, you can add additional measures and “Save as New” the view you’ve created. In that way you’ve created a drill down of an attribute you’re particularly interested in.