Data requests - Request Wizard Step 1

Last update: 2024-01-23
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    Admin

On the Request Wizard: Step 1 form, you select the report suite, report type, segments, and configure dates.

Screenshot showing the Request Wizard: Step 1 form.

  1. Report Suite: The list of report suites available to you based on your login credentials. See Select Report Suites.

  2. Range Selector: Lets you select a report suite ID from a cell in Excel. See Select Report Suites.

  3. Segment: Segments are custom subsets of data, or data filtered by rules that you create. Segments are based on hits, visits, and visitors. See the Analytics Segmentation Guide for more information about segments.

    For example, you can run a Pages Report, and then apply a First Time Visits segment.

  4. Allow Publishing List Override: Publishing lists were a feature in Reports & Analytics, which has been end-of-lifed.

  5. Report Type: Specifies the base report you want to run in your data request. You run one report per request, and that report can have one-to-many dimensions and one-to-many metrics. Metrics and dimensions for a report type are displayed on the Request Wizard; Step 2 interface. See Select Report Types.

  6. Date Ranges: Defines the time span covered by the request. Several types of request time periods are available, such as preset, fixed, and rolling. The maximum number of periods is 366. You can also choose a date range specified by a cell, and save date ranges as templates for later use. See Configuring Report Dates

  7. Apply Granularity: Specifies the level of time-based detail that is included in the report. See Granularity.

Troubleshooting

Sometimes the request wizard appears off-screen, especially for users that move between monitor setups. For example, you use a docking station at work, and your laptop screen at home. If you click ‘Create’ again while a request wizard is already open, you get the following error:

“You first need to complete the request wizard process before starting a new one.”

Moving the request wizard back on-screen resolves this issue.

  1. Open Microsoft Excel and log in to Report Builder.
  2. Click Create, which opens the request wizard off-screen.
  3. Press [Alt] + [Space].
  4. Press [M].
  5. Press any of the arrow keys.
  6. Move your mouse, which attaches the request wizard to your cursor
  7. Click the mouse to release the request wizard on-screen.

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