Exploring Reports

When you access a report, either by opening it directly, or by viewing it in a dashboard, you have the option to go to an Explore view (report builder). In this view, the data that makes up the report is presented along with the configured filters and the visualization that has been applied. Users can change any and all of these points in this Explore view. 

To access the Explore view of a report:

1. Navigate to Analytics & Reports.
2. Open the report you want to edit, or the dashboard that contains it.
3. Choose the Explore from here option for the report:

   • If opening the report directly, choose   > Explore from here

     

   • If viewing reports in a dashboard, each tile represents a different report. Choose the report you'd like to work with and select Explore from here from the three dots menu icon at the top of the tile.

     

The Explore view contains a few main sections - click the arrow to expand each one:

• Filters - The filters that have been put in place for the report.

  Filters define what data is to be included in the report. Any available data point can be used as a filter. When viewing a pre-built report, please note that the filters may already have a set value, for example a data range.

  Including filters on reports and dashboards is an easy way to prepare for sending the same data to several colleagues that may have slightly different needs.

  For example, you want to send partner login stats to your global Channel Account Manager team. The EU CAMs only need to see partners in the EU region, and the NAM CAMs want information about partners in the NAM region, so including a Region filter makes sense here.

  Add further filters, or groups of filters, based on the report's available data fields, or custom filters based on Looker expressions.

  

  For information creating filters for a report, see Filtering Data in Reports and Dashboards.

• Visualization - The graphical representation of the compiled data in the report

  You can change the visualization type here, selecting from a number of types depending on how the data in the report should be interpreted - table, pie chart, scatterplot, etc. Use the visualizations bar to switch between visualization types. The three dots menu provides access to even more options. Note that visualization options may be limited to the type of data you have in your report. 

  Use the Edit button to add custom display rules for the visualization, such as defining the layout, including totals or row numbers, relabeling the data sets when they're shown in the visualization, or using custom colors and rules. For more information, see Manage Visualizations of Data.

  

• Data - The compiled data for the report

  The area shows the data points that have been included in the report, in table form. The columns are color coded to represent the various types of data - dimensions, measures or custom calculations. 

  Manipulate the fields included in the report by dragging them into the required order, adding new ones from the Find a Field area in left sidebar, or removing them. You can also include row totals or a limit to the number of rows permitted.

  

  For more information, see Generate the Data for a Report and Manage the Data Rows in a Report.

• Fields (left sidebar) - The data points (dimensions and measures) that are available for this report.

  Note that each report includes different available data points, depending on the subject of the report. For example, reports on Library downloads do not include data points for Deal Registration.

  Use this area to review what's currently in the report (In Use) or find a new data field and add it to the report (All Fields). All Fields is a list of all the data points in the Unifyr system.

  Use the Find a Field area to search for a data point if you know its name, or expand the categories in All Fields to browse for the one you need. 

  Click on a field in All Fields to add it to the data table for the report. Click again to remove it. If a field is included in the report, it's highlighted.

  You can also include any Custom Fields you have set up in the report, by selecting them from the Custom Fields category.

  Note: If your organization has created your own Custom Fields and you want to use them in your reporting, open a ticket with your Unifyr team to have those fields added to the reporting data-mart.