Create and save reports

Creating a new report

1. Access the reports section:

   • Click on Reports in the sidebar menu under Report Builder Supply/Demand.
   • Alternatively, click New Report on the Custom Reports page. Select your type of report (Supply/Demand) and it will take you to the Custom Reports page and open the report creation page.
2. Configure report settings:
   • In the Report Settings section, select the date range for the report. You can choose from a predefined list or set a custom date range.
   • By default, the Last 7 days is the timeframe selected.
3. Select metrics and dimensions:
   • Choose the metrics and dimensions for your report from the drop-down selections.
   • You can arrange the order of these metrics and dimensions in the table view of the report using a drag-and-drop mechanism.
4. Run the report:
   • Click Run Report. Once the report runs, the results will be displayed in a table.

Useful tips:

• Graph view:
  • Under the Overview section, a graph view is available for analyzing all metrics included in the report.
• Row selection:
  • You can select up to 5 rows from the report for detailed analysis and comparison in the graph view across all supported metrics.
• Column filters:
  • Refine and filter your report using the column filters available for each column in your report.

Save report

1. Save the report:
   • In the top right corner of the report page, click the SAVE button.
   • A popup window will appear for saving your report.
2. Enter report details:
   • Report Nname: Enter a name for your report.
   • Report access: Set up the report access level:
     • Private: Only visible to you.
     • Restricted: Visible to selected users, who can be added via name or email.
     • Everyone: Accessible to all users with reporting access in your account.
3. Finalize and save:
   • Once you have filled in the details, click Save.
   • The report will be saved and visible on the Custom Reports page under the Reporting tab in the sidebar menu, along with all report details (type, access, created at, etc.).

Additional information

• Data update frequency:
  • The data in the EX.CO Reporting & Analytics dashboard are updated every 60-90 minutes.
• Data query limitations:
  • To maintain efficient query response times, custom reports can include data from only the past 180 days.
• Data availability:
  • The data on the report builder is available from January 1st, 2024.