Customize reports overview

IMPORTANT

Read more about the Reports & Analytics End-of-life announcement.

After running a report, you can customize the report to view and analyze the data according to your needs. You can filter report data, change how data is presented graphically, change date granularity, and so on.

Create a custom report

You can save a report’s current configuration as a new custom report for all users to see.

Only administrators can create a custom report. When you create a custom report, it is added to the main reporting menu next to the report on which it is based.

To create a custom report:

  1. Run a report and configure it as necessary.

  2. Click More > Create Custom Report.

  3. Name the report, then click Save.

    Ensure that you do not duplicate an existing report name.

Select a date or date range

You can choose the time periods for your report data.

You can select specific days, weeks, months, or years. You can also run comparison reports.

When you open a dashboard with reportlets that have different date ranges, you can choose a new date range in the calendar. The changes apply to all reportlets in the dashboard.

To select a date range:

  1. Run a report.

  2. Click the calendar icon on the top right.

  3. Select a date.

    You can:

    • View days, months, or year periods (up to three).
    • Drag your cursor across dates to select a range.
    • Enter dates manually.
    • Click a month name to select a month.
    • Click Select Preset to select a preset date.
    • Compare dates.
  4. Click Run Report.

Compare dates

You can use the calendar to run date comparisons between ranked reports.

You cannot compare dates between trended reports.

NOTE

If you want to perform a date comparison on key metrics in a dashboard, you can pull the data into Report Builder using two separate requests. You then use custom formulas in Excel to analyze the difference between the two.

To compare dates between ranked reports in Reports & analytics:

  1. Run a report.
  2. Click the calendar at the top right.
  3. Click Compare Dates.
  4. Select the dates you want to use.
  5. Click Run Report.

Display a percent as a graph

You can specify whether to display the percent in a report table as a graph.

This visualization is available also in dashboard reportlets.

To display the percent as a graph in a report table:

  1. Run a report that supports percentages, such as a Pages Report.
  2. Click Percent Shown As: Graph.

Normalize report data

After you run a report with compared dates, or for A/B comparisons, you can normalize the data to show the percent of change between the reports. The secondary data set is adjusted to compensate for differences in the number of selected days, or for different volumes of traffic.

To normalize report data:

  1. Run a report that supports date comparisons.
  2. Click Compare Dates, then specify your date comparison.
  3. Click Run Report.
  4. Click Normalize Data: Yes.

Select a page for a report

To select a specific page from the pages of your website for a report:

  1. Generate a report, such as a Page Views Report ( Reports > Site Metrics > Page Views).
  2. Click the Selected Page link.
  3. On Choose Page, select the pages you want to display.
  4. Locate the page.
  5. Click OK.

Compare report suites

You can display reports from two report suites in the same report.

In addition to the graphical display, the table of the report gives you a percentage comparison. The following reports can be run with comparisons:

  • Site Content
  • Mobile
  • Traffic Sources
  • Campaigns
  • Products
  • Visitor Retention
  • Visitor Profile
  • Custom Conversion
  • Custom Traffic
  • Target
  • Survey

To compare report suites:

  1. Generate a report that allows you to compare reports.
  2. Click the Compare to Site link.
  3. Locate the report suite.
  4. Click OK.

Specify report granularity

You can view report totals on an hourly, daily, weekly, monthly, quarterly, or yearly basis.

The report’s time period determines which granularity options are available. For example, you can select only Hourly if you have a one or two day time frame selected. You can select only Yearly granularity if you have more than one year selected.

To specify report granularity:

  1. Generate a trended report, such as Site Content > Pages.
  2. Click the View by link, then click a granularity.

Run a day-of-week report

You can run reports on a specific day of the week, such as over each Monday in a given date range.

This feature applies only to trended reports filtered with a date range of Week or Day.

To run a day-of-week report:

  1. Run a trended report over a specified date range.
  2. Click the Day of Week link, then click a day.

‘Try in Workspace’ button

Clicking the Try In Workspace button at the top of a report will load the same report in Analysis Workspace.

Most reports in Reports & Analytics now include a “Try in Workspace” button to allow you to reproduce the current view in Analysis Workspace for further customization.

Currently, the button is only available if your username has full rights to Analysis Workspace.

For more information on all the ways you can customize your report, see the Analysis Workspace guide.

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