Creating and Saving Custom Reports

While the standard dashboards cover common use cases, you’ll often want to create custom reports for your specific business questions. Here’s a quick overview of how to build and save your own dashboards:

• Using Explore to Build a Report: Navigate to the Explore section and select a data explore that matches your subject (e.g., “Ecommerce Orders & Revenue” explore for order-level analysis, or “Marketing Attribution” explore for marketing performance). Add the fields you need – for example, you might pull in Order Date, Sales (Revenue), and Orders, and then pivot by Marketing Channel. Apply any filters (such as a date range or filtering to a specific campaign). Then choose a visualization type (column chart, line graph, etc.) to represent the data. You can iterate by adding/removing fields until the chart or table answers your question.

• Saving as a Look or Dashboard: Once you have a visualization or table in Explore that you want to reuse, you can save it. In Daasity’s embedded UI, you typically click Save and choose to save as a Look (a single report tile) or Add to Dashboard. If you’re creating a new dashboard, you’ll provide a name and it will be saved under your user’s space or a shared Collection. You can also save into an existing dashboard if you’re adding a new tile to something you already created. For example, you might have a dashboard called “Subscription Analysis” and you add a new tile for “Revenue by Product Category” that you just built.

• Organizing Dashboards: After saving, find your new dashboard in Collections. You can create Collection folders (e.g., “Marketing Team Reports” or “Finance Dashboards”) to organize content. By default, dashboards you create might be private to you; you can then share them with colleagues or move them to a team Collection so others can view and contribute. Tip: Use clear naming conventions and descriptions for your custom dashboards so everyone knows their purpose at a glance (e.g., “Flash Sales Dashboard – US Site” or “Email Marketing Performance Q3”).

• Templates as Starting Points: If you’re not starting entirely from scratch, consider using a Template dashboard as a starting point. In the Templates library, find one close to your needs, open it, and click a Save/Copy option to duplicate it into your space. Then you can edit that copy – removing or adding charts – rather than building up everything from zero. This can jump-start your analysis while still allowing customization.

• Editing Dashboards: When viewing a dashboard you own (or have edit rights to), you can typically enter Edit Mode (there may be an “Edit” button or a pencil icon). In edit mode, you can reposition tiles, resize charts, add text boxes or headings, and remove tiles. You can also edit the queries behind each tile by clicking the gear or three-dot menu on a tile and choosing to edit or explore from here. Keep in mind that changes you make in edit mode will apply to everyone who can see that dashboard once you save – if it’s a shared dashboard, collaborate with your team to ensure changes are desired. Alternatively, if you don’t want to disturb the original, use Copy Dashboard to create your own version. [Insert screenshot: Dashboard in edit mode with tile layout options]

By understanding these basics of reporting and dashboarding in Daasity, you’ll be prepared to get actionable insights out of your data. In the next sections, we’ll dive into specifics like sharing dashboards with others, scheduling automated report emails, defining custom metrics, and other advanced capabilities to tailor the platform to your needs.