Create, View, Manage Reports & Charts
This category contains topics on how to view reports and all other report options including sharing, scheduling, filtering data, applying dimensions, downloading, editing, sharing and creating reports.
Apart from the standard reports that are available by default, EI allows you to create three types of custom reports. Normal Reports: General report that ...
Tue, 9 Feb, 2021 at 3:19 PM
Library consists of all charts enabled for the organization. This include standard charts, which are pre-configured, and custom charts, which are created b...
Tue, 9 Feb, 2021 at 4:17 PM
A funnel chart represents a sequence of steps a user takes to convert to a qualified goal. In Insights+, the funnel chart translates a sequence of steps cus...
Mon, 8 Feb, 2021 at 12:00 PM
A report is a combination of charts that provides essential insights of a business based on KPIs and dimensions. A report consists of scorecards/chart card...
Tue, 9 Feb, 2021 at 6:00 PM
Use the Date filter to filter data by a specific duration. You can see some predefined periods such as WTD (start of the week until the current date), MTD (...
Thu, 18 Mar, 2021 at 11:47 AM
Filters let you remove unwanted data from a report and focus on specific data that you intend to see. There are over 200 predefined filters grouped into var...
Sat, 15 Jun, 2019 at 8:20 AM
The audience group list helps filter the Insights+ reports based on customer demographics, campaigns, transactions, and other activities. There are multiple...
Thu, 5 Nov, 2020 at 6:04 PM
A dimension is an attribute by which you can split the data. Dimensions can be applied on a KPI and cannot stand alone. For example, you can see store wise ...
Mon, 27 May, 2019 at 2:59 PM
Download Report To analyze a report offline, you can download a generated report to an Excel sheet. The downloaded report consists of the entire data of th...
Wed, 29 May, 2019 at 12:36 PM
Chart Explore mode lets you focus on a specific chart and analyze the chart data from different perspectives. For example, you can filter down the chart dat...
Tue, 21 Dec, 2021 at 11:41 AM