Personalized Views
Personalized Views is a new feature that gives users full control over what data they see, download, or schedule in their reports. Users can now save custom filter combinations including date ranges, search terms, and specific site selections, and they can apply those saved views to both on-demand downloads and scheduled report deliveries.
Users can:
- Select a custom date range, search term, or site filter within any report
- Save those selections as a Personal View
- Apply that saved view when downloading report data on demand
- Select that saved view within the "Create Schedule" workflow, so scheduled emails deliver exactly the data the user cares about
Configuring Personalized Views
The Select View option is located at the top-left of each report, next to the date selector, and is visible to all users with scheduling access.
- Apply Your Filters. Use the filter controls to configure the view you want; for example, select "Last 14 days" and filter for a specific site.
- Select the Domain Name from the top filter.
- At the top left of any report, in the toolbar where you select dates and enter search terms, click the "Select View" option.
- Click "Save view" to store this configuration as your personal view. If no selections are made, the system defaults to "Last 7 Days" across all sites. You must save the view for it to appear in scheduling or download options; unsaved changes will not persist.
Using a View
You may use the personalized view for Downloads or Scheduling.
Note: The view must be saved before it appears in the schedule or download options. Remember to click the "Save View" button after adjusting filters.
Your saved view will now appear in two places:
- On-demand downloads: Select your saved view before exporting to receive data for only the filters you have defined.
- Scheduled reports: When setting up or editing a schedule via "Create Schedule", your saved view will appear in the "View" drop-down. Select it to ensure every scheduled email delivers data for your chosen date range and site.
- Select "Create Schedule" from report options.
- In the Views section, select the view that was just created (any filters applied to the view will be visible at this step).
Report options
At the top right corner of every report, you will see three horizontal dots. Click this menu to see the options available for the report, which generally will include the following:
- Download PDF
- Present (display a full-screen view of the report)
- Create schedule
- Manage schedules
Download or present a report
For each report, you have the options to download or present it (view it in full-screen mode).
Download
Click the three-dot menu at the top right and select "Download" to save a PDF of this report.
Present
Click the three-dot menu at the top right and select "Present" to display a full-screen view of this report.
Download or present a visualization
Each report's visualizations (charts, graphs, and widgets) offer two tools to easily utilize the data: "Download" and "Present".
Download
Click the three-dot menu at the top right and select "Download" to save a PDF of this visualization.
Present
Click the three-dot menu at the top right and select "Present" to display a full-screen view of this visualization.
Schedule a report
From the report options menu, select "Create schedule". A new window will appear, in which you can choose the day and time, frequency of recurrence, and any conditions.
Set up Schedule
Schedule name
Type the name of the scheduled report, such as "Weekly Search Report".
Add comment
Click the checkbox to add a comment to the scheduled report, such as "Confidential. Do not share."
Send every
Click the drop-down menu to choose an interval.
Options include the following:
- N minutes
- Hour
- Day
- Week
- Month
Once you have chosen the interval, click in the hour and minute boxes to choose the time. Then select the day of the week.
Time zone
Click the time zone shown to change it; the example here is set to America/Phoenix. A drop-down list will appear and allow you to choose from all available time zones.
Add gating condition
Click the checkbox to add a gating condition, which is a statement that returns a single Boolean value (true or false). For example, you could enter Sum(revenue) >100, or Median(quantity)<10.
Select attachment type
Attachment type drop-down menu
Click the drop-down menu to select the format of the scheduled report:
- XLSX (spreadsheet)
- CSV (comma-separated file)
Show advanced PDF settings
Click the toggle to enable advanced PDF settings. These will allow you to edit the format and visualizations, layout, tabs, branding, and a footer for the PDF, if desired.
Add recipients
In the box, type in a user name, email, or group name.
Views
View name
This drop-down menu shows any view names available. The menu will be grayed out if there is only one option.
Filtered by
This section shows the filters currently applied to the report.
Manage Schedules
If you choose "Manage Schedules" from the report options, the system will open a new window that displays any schedules for the selected report. You can add another schedule for this report by clicking the "+ Create schedule" button at the top right of the page.
Date range
Click the "datestamp" field at the top left of the page to select the range of dates for which you would like to view details of this report. This reporting can be viewed up to two years back from the current date. By default, the selection is set to the last 7 days. When the pop-up window appears to select the date range, the system defaults to the "Rolling" date tab.
- In the first drop-down menu on the left, choose before, after, on or after, etc., or yesterday / today / tomorrow, per the data your report needs.
- In the second drop-down menu, choose a reference: This, Last, Next, Today, Tomorrow, or Yesterday.
- In the third drop-down menu, select how many days, weeks, months, etc., of data you need.
- In the last drop-down menu on the right, select from multiple units of time: days, weeks, months, etc.
Click the "Fixed" tab to select a specific date instead.
Once you have selected the appropriate date, click the "Apply" button at the bottom right to save your changes.
Currency
Click the "Currency" field at the top of the page to select which currency to use, if your store uses multiple currencies. A new Currency window will appear and allow you to select from all currencies that are being sent in the data for the selected account. (We do not aggregate currency data.) In the example shown below, only one currency is available: U.S. dollars (usd).
Note: The default currency is pulled from the website info page in Settings > Website settings > Website info.
Click the toggle at the bottom of the pop-up window to "Show unfiltered values". Values selected in other filters limit the values shown in this filter by default. Enable the toggle to see all values; for example, if you choose "Country" as "U.S.", you will see only U.S. currency in the "Currency" filter by default. Switch the toggle on to see a list of all currencies.
Creating a KPI alert
Within any report visualizations, you can mouse over the top-right corner of the section and click the "Create alert" button to set up an alert for key performance indicators (KPIs).
A new window, "Create CPI Alert" will appear, listing the following options:
- KPI crosses a set limit
- Regular KPI updates
- Unexpected changes in KPI
- Values of an attribute crosses a set limit
- Regular updates on values of an attribute
Click any of the available options to select one (options that do not apply to this product insight will be grayed out) and click the "Next" button at the bottom right.
You can update the alert name, set the frequency (daily, weekly, etc.) and time, and add subscribers to the alert by clicking within the box to choose from available email addresses. Type within the "Add custom message for receiver" box to include custom text with the alert; this is optional.
You can also click the drop-down arrow at the right of "View KPI query" to see details of how the query will apply.
When your customizations are complete, click the "Create alert" button at the bottom right to save the KPI alert, or click the "Back" button to update your customizations. Click the "Cancel" button at the bottom left to exit this screen and return to the main report page.
Visualization Options
Click the three-dot menu at the top of any of the visualizations or charts for this report.
Select "Download" to choose between an .xlsx or .csv export, or choose "Present" to view the report in full-screen mode.
Note: Some reports will also have .pdf as a download option.
Filtering a report
To filter by one of the values, right-click the desired correction and select "Filter" to filter by that value. This applies to nearly every visualization in all reports.
Note: The Filter option is not available on aggregate or derived data (calculations or derivations done to get the resulting value.)
The report will update to reflect that filter.
Click the "Clear All" button at the top of the page to remove the filter from the report.
The report will reset to its original state.
Search the report
Search any report by clicking the "Search" button that is second from the left at the top of the page.
Type in a search term and press <Enter>, or scroll down the list displayed and click to choose a search term.
Click the "Apply" button. The system will apply the search as a filter for the report.
To clear the search term and revert to the original report, click the "Search" button at the top left of the page.
Click the selected checkbox to uncheck it, then click the "Apply" button. The report will revert to its original state.
Include and Exclude tabs
The Search pop-up offers both an "Include" tab and an "Exclude" tab. You may utilize both to include certain search terms and also to exclude certain search terms. In the example below, we have included "shirt" but excluded "elon thermal base layer".
Once you click the "Apply" button at the bottom right to apply both terms, the report will update with those filters applied. Because multiple search terms are applied, the Search box at the top left of the report shows "Click to see filter". Click that button to pull up the same window shown above, where you can click the checkboxes on each tab to remove the applied terms that were included or excluded from the report.
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