Building a Report

Think of building a report as answering a question or "Running a Query." The simpler the question is, the easier the answer will be to retrieve and visualize. You can build several reports and group them together in a Dashboard to visualize the answers to many questions in one place.

The first step in building in a report is to Choose an Explore - Daasity has pre-built Explores for you to choose from - or for More Advanced Users - you can Build your Own Explores or Modify Daasity's Explores. Certain Integrations have dedicated Explores as well.

Choosing the correct Explore is important when building a report. The Dimensions and Measuesr in each Explore or unique, and specific for the type of report you can create.

Building a Report in Daasity

Steps for Growth Licenese

Navigate to the Reports Menu

Reports

Click New Report Button

New Report

Choose an Explore

Choose an Explore

You can also go Directly to Choose An Explore by Clicking on Explore in the Visualization section of the left-hand Navigation.

Enterprise License

Enterprise Merchants in Looker can go directly to their Explore section and choose an Explore.

When Choosing an Explore we recommend for your first report to use a common Explore such as Order & Order Line Revenue or Transactional Sales Report. Please read this help desk page To Understand the difference between these two Explores.

You can Use a Pre-Existing Report as a Starting Point when Building a New Report. To Do so, Click the ellipses (three vertical dots) located in the top-right corner of every report tile. and Click Explore From Here

Explore From Here

When you "Explore From Here' You will be taken to the Pre-built Report. You can edit the report and

• Save as a New Report

• Save to New Dashboard

• Save to an Existing Dashboard

This will NOT affect the original Report. - The original Report will remain in-tact.

Sections of the Report

Reports have 3 Main Sections

Filters: Adding a Filter to report will allow you to Filter on dimensions such as:

• Date (Example: Past 7 Days)

• Date Comparisons (Example: Week over Week)

• SKU Attributes (Example: Product Categories)

• Sales Channels (Example: Amazon vs. Shopify)

Visualization: How you See the Data

For example:

• Bar Graph

• Table

• Line Graph

• Pie Chart

You can edit the Visualization, change colors, axis, how many rows to display etc.

Edit Visualization

Results: The Raw Data results of your Query

Add Dimensions and Measures