The SQL Report Builder is primarily used to build new reports and iterate on analyses, but it can also be used to effectively audit data and metrics. The following information explains how to audit data and metrics using the SQL Report Builder so that you can compare the results with the data from your local database.
To get started, open the SQL Report Builder by navigating to Report Builder > SQL Report Builder > Create Report. You can use the sidebar in the SQL editor to insert a metric directly into your query by hovering over the metric and clicking Insert. This adds the query definition of that metric to the editor. The definition includes the following components:
SUM() in the example below.
WHERE clause in the example below.
ORDER BY clause in the example below.
To have a clearer view of the query, you can reformat how it is displayed in the query field. When ready, select
Run Query. The results populate as a table in the report panel below the query.
If you are trying to pinpoint a specific discrepancy or set of data, you should restrict the query to a specific sample to check against your local database. You can do this by editing the query to match your desired restrictions. In the following example, you are restricting the query to include only revenue from January 1, 2013 or later. After you update the query, select Run Query again to update the results.
When the report meets your needs, give the report a distinct name, click Save, and select the type of report you would like to save and the dashboard. When auditing metrics, Adobe recommends saving the report as a
Table and saving it to a test dashboard.
After the report is saved, navigate to that dashboard by selecting
Go to Dashboard. From there, you can export the data by finding the report and selecting Options gear > Full
.csv Export or Full Excel Export.
You can also write custom queries and export the results to compare against your local database. Following the guidelines for query optimization, write a query in the SQL editor. You can use the buttons at the top of the sidebar to toggle between lists of tables and metrics available for use in the SQL Report Builder and add them to your query. When your custom query fits your needs, you can save the report and export that data from the dashboard.
If you find a discrepancy after auditing your data, look at the Contacting Support: Data Discrepancies support topic for more information on what to do next.