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Using Custom Reporting Recipes
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=== Step-by-Step Instructions === Below is a detailed guide on how to utilize custom reporting recipes effectively: 1. **Access a Reporting Template** - Upon selecting a dashboard or look, the reporting template will load, showcasing metrics for your campaigns or automations corresponding to the selected template. Each metric is displayed within its own tile. 2. **Explore Metrics** - To inspect how the data for any tile was constructed: - Hover over the tile. - Click the '''vertical ellipsis''' that appears. - Select the '''Explore From Here''' option. The page will then reload, providing insights into how that metric was developed. By selecting the '''Filters''' bar at the top, you can view the filters applied to curate the data for that metric. 3. **Adjust Filters** - Alter the displayed metrics by removing filters via the '''X''', expanding or constraining data logic by clicking the '''+''' button, or applying additional filters from the provided dropdowns. To refresh the results based on your modifications, click the '''Run''' button. 4. **Saving Your Work** - After customizing the metric view to your satisfaction, you can save your configuration: - Click the '''gear icon''' on the top right of the page. - Hover over '''Save''' and select either '''Save as a Look''', '''Save as a new Dashboard''', or '''Save to an existing Dashboard'''. - Complete the '''Title''' field with a name for your Look or Dashboard. - Choose the folder where you wish to save your Look or Dashboard. - Keep in mind that saving to the '''Group''' folder will make your report accessible to other users within Custom Reporting. - Finally, select '''Save''' to finalize.
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