Reports

The Reports tab in Insights Analytics allows you to create and customize data reports based on user activity. This powerful tool lets you view, filter, and export event data in real-time, helping you uncover detailed insights without needing to understand complex query languages.

The Reports Feature provides real-time querying so that you can see the latest data whenever you run a report. Unlike other reporting tools, this feature ensures your data is always fresh and up-to-date.

Configuration Panel

A left-side configuration panel helps you control what data appears in your report, organized into two tabs:

Structure Tab:

1. Select which fields you’d like to display in the report.
2. This tab also allows you to set up Flexible Grouping, where you can organize data by up to three fields to view summarized information.

For example, you can group by user country, browser, or event type, giving you a structured view of the data. Grouped data is retained in the exported reports as well.

Filter Tab: Add filters to refine your data view.

1. Set a specific date range.
2. Add filters to show specific values, such as filtering for events type marked as "LEFT_CLICK"

Export to Excel

Once configured, you can download the report as an Excel file, with all filters and groupings included in the exported version for consistent data views.

Save and Reload Reports

For frequently used configurations, you can save your report settings, including any filters and grouping options. Saved reports appear with your custom title and description, allowing you to reload them anytime without reconfiguration.

Save Report View

Each saved report displays as a row, showing the title and description.
A three-dot button next to each report allows you to:

• Edit: Make changes to the saved configuration.
• View: Open the report to review the data.
• Delete: Remove the report if it’s no longer needed.

How to Use the Reports

Creating a Report:

1. Open portal
2. Navigate to the insights tab
3. Click on the reports section.
4. Click on plus icon to create a report

5. Add a title and description
6. Click on the side panel
7. Click on the attributes user can select all attributes or select specific attribute
8. If desired, apply grouping by selecting up to three fields.
9. User can click on apply button it will apply the configuaration or if desired add a filter

10. Click on the filter tab
11. Click on the date range to Specify the start and end dates.

12. Click on the plus icon which is below the date range will add a filter
13. Select an attribute and select the conditional operator then add a value.
14. Click on apply button
15. To delete a filter simply hover the filter there is an icon which will display on hover

Exporting Data:

Once your report is ready, select Export to download it as an Excel file, including any applied filters and grouping.

1. Click on the three dot button options will appear
2. Simply click on download button it will download the file in excel format.

Saving a Report:

1. Enter a title and description in the modal box that appears.
2. Click on Save changes it will save the report.
3. Saved reports can be edit, view or deleted from the reports overview.