Key takeaways

In this module, you learned:

• KPIs are the micro steps that support a macro business goal. A Key Business Requirement (KBR) is the overarching objective — such as "increase online revenue." KPIs are the measurable steps customers must take to get there, like completing a checkout or viewing a product page. Understanding the distinction helps you build reports that connect day-to-day metrics to business outcomes.
• A virtual report suite is a filtered view of an existing report suite, not a separate copy of data. An admin creates it by applying a segment, and it behaves like its own report suite from the user's perspective. This is useful for giving teams access to a scoped slice of data — such as mobile app traffic or a specific region — without duplicating collection infrastructure.
• The "count repeat instances" setting affects how page views are counted when a visitor refreshes. When enabled, each consecutive reload of the same page is counted as a separate page view. When disabled, repeated hits on the same page within a visit are not counted again. This matters when your data shows unusually high page view counts on a single page.
• Holding Shift when dropping multiple segments to the drop zone creates a dropdown toggle instead of an AND condition. Without Shift, all dropped segments are applied simultaneously as a combined AND filter. With Shift, each segment becomes an independent option in a dropdown menu, letting you switch between them to compare data for one segment at a time.
• "Share Project" and "Send File on Schedule" serve different distribution needs. Share Project gives the recipient live interactive access to the workspace, with configurable permissions (edit, duplicate, or view-only). Send File on Schedule delivers a static export — CSV or PDF — on a recurring automated schedule, and does not require the recipient to have an Adobe login.