SalesHood Analytics – Customizing a Standard Report using the Reports Builder

The easiest way to learn how to create a report is to customize an existing Standard Report.

Advantages:

  • Understand how reports are created and customized by using a Standard Report Template as a guide.
  • It’s quicker and easier than building a report from scratch as you would only need to customize columns (Measures & Attributes) or chart types.

Disadvantage:

  • The templates do not cover a close use case to what you are looking for.

Review

It’s a good idea to review the available Standard Reports to understand the use case for each report before choosing one to customize.

  1. Navigate to Builder from the Reports tab
  2. Select and open one of the Standard Report Templates
  3. For this example, the Individual Summary is selected.

This report is has the following sections:

  • The Data
  • Chart types, Measures, Attributes, and Customization

Customizing in the Reports Builder

Customize a Standard Report to your preference.

Selecting the Chart Type

  • To begin, select the chart type. Available chart types can be reviewed here.

Measures & Attributes

  • “Measures” and “Attributes” are explained in detail here.
  • Within this table report, the values for “Measures” and “Attributes” are represented in columns.
  • The values for “Measures” and “Attributes” are shown in the data section.

Deleting Existing Values & Adding New Values

  • The data in the Measures and Attributes sections can be deleted from the report by dragging and dropping the Attribute or Measure to the left panel.
  • In turn, new data elements can be dragged and dropped into the Measures and Attributes section.
  • In the example below, “Activity Count” is removed from the report by dragging it into it the left panel. A trash bin will populate after the metric is dragged.
  • Next, the Attribute “User Segment” is added to the “Attributes” section.
  • Note as the values are removed and added between the sections, the report itself reflects the changes in real-time.
  • By default, after a “Measure” is added to the “Measures” section, it will automatically populate as “SUM.” SUM will simply show the summed data value in the column.
  • Be careful which operator your use when adding new measures to a report. In most cases a specific operator makes sense for what you’re looking for. In the example above we are looking for the average Huddle Completion Percentage per user. This metric makes sense as an average but does not make sense as a sum.
    • For this percentages value, select the operator dropdown and change the option to “Average” to reflect the logical value.
  • In the example above, the “Learning Path Completion %” was dragged into the Measures section. By default, it populated as a “SUM.” Since a Learning Path Completion % is a “Percentage” or fraction of a total value (100%), we changed it to “Average” to reflect the correct value for average completion percentage across the Learning Paths the user has participated in.
    • As shown below, the value for “SUM” of Learning Path Completion % initially showed an illogical value over 200%. After the setting was changed to “Average” it reflects logical values (below 100%).

Filters

  • The filters in the “Individual Summary” standard reports can be edited by dragging and dropping.
  • By default, “Attributes” that are added to the Attributes section also populate as filters.
    • The example below highlights how to remove and add Measures or Attributes as filters to your report.

The Summary Section

The summary section is unique to Tables. It is located at the bottom of the table chart to tabulate the following values for each column: SUM (sum of all value), AVG (Average), MIN (minimum value), MAX (maximum value), Median (mid-point value), Rollup Total (summary of values).

  • In the example below, there is a set of data; however, we want to see the totals and average of the column values.
  • For Activity Count, Story Uploaded, Test Passed count, the “Rollup Total” was selected to obtain a total for each row.
  • For the Huddle Completion %, Pitch Completion %, and Learning Path Completion %, the “AVG” (average) was selected to obtain the average completion % for each row (i.e. average completion across all users).

Customizing the Individual Summary Report

to summarize, the image below walks through the steps to add/remove Measures, Attributes, and filters.

  • In this example, the Individual Summary Report was used; however, we want a “cleaner” report and are only interested in each users’ Activities Count and Video Watching Time.
  • To get the new report, the other values were simply dragged from the Measures and Attributes sections in to the data section at the left.

Saving

After customizing the Standard Report template, the new report should be saved for future use.

  • Select “Save as New” in the top right of the report.

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