SQL Report Builder
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 will add the query definition of that metric to the editor. The definition will include the following components:
If you would like to have a clearer view of the query, you can reformat how it is displayed in the query field. When you are ready, select
Run Query. The results will 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, we 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, save it to a dashboard by giving the report a distinct name, clicking Save, and selecting the type of report you would like to save and the dashboard. When auditing metrics, we recommend 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, take a look at the Contacting Support: Data Discrepancies support article for more information on what to do next.