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Custom Reporting Terminology
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== Step-by-Step Instructions == Creating custom reports involves several steps, each using specific terminology that defines how reports are constructed and visualized. 1. **Creating a Look**: - A report begins with the creation of a '''Look'''. This is the foundational element of your custom report. - In the reporting interface, select the data dimensions and measures you want to include in your Look. 2. **Saving to a Dashboard**: - You have the option to save your Look to a new or an existing '''Dashboard'''. - A Dashboard can be thought of as a collection of Looks that allows for the application of global filters. 3. **Using Dimensions and Measures**: - Dimensions, such as contact name or ID, are used to define the data contained in your report. - Measures express metrics related to these dimensions, such as counts or unique clicks. 4. **Applying Filters**: - To refine the data in your Look, you can apply '''Filters'''. This restricts the results based on certain criteria. 5. **Choosing Visualizations**: - Once your Look is ready, select the '''Visualizations''' that best represent your data, including options like bar graphs, line graphs, or pie charts. 6. **Utilizing Table Calculations**: - You can enhance your Look by adding '''Table Calculations''', which apply custom formulas to your data for derived values. 7. **Implementing Pivots**: - The '''Pivot''' feature allows you to rearrange your report data, enabling more meaningful data presentations.
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