Using Reports: An overview

The reporting tab allows your to understand the value being generated by your hub, analyze your advocate behaviour, and understand the activities and social influence of your advocates.  

  1. Changing the date range
  2. Filtering by groups
  3. Changing the sort order of a widget
  4. Downloading a Microsoft Excel XLS / Data export
  5. Drilling in to a widget
  6. Changing the Chart Formatting / Colouring

Changing the Date Range

You can change the date range for the reports in the current tab as follows:

  1. Click the side arrow on the Filters section to expand that section
  2. To select a date range, choose the "is in range" option and then select your start and end dates
  3. Now click the Run button so that the reports update to reflect your new date range
  4. You can also select a different type of date range filter, or choose the "matches (advanced)" filter and type in things like "in the last quarter". A full list of possible date filtering is available on this page, scrolling down to the Date & Time section.  


Filtering by a Group

By default, the reports include data for all groups.  You can filter down to a specific set of groups as follows
  1. Select the right arrow to expand the Filters section and then on the groups row, 
  2. Choose "is equal to" as your filter type.  Start typing the name of the group(s) you are interested in filtering down to.  
  3. Select as many groups as you are interested in including.  The report will return all advocates in ANY of the groups you put in.  If you would like to remove a group click the "x" icon next to its name.  
  4. Now click the "Run" button, so that the report updates to reflect your selection.
  5. If you want to add multiple group filtering criteria, click the the + button.
  6. You can also select different types of group filtering criteria if you are interested.


Changing sort order on a table


To change the sort order on any table, simply click the column header that you wish to sort it by.  Click again to change the sort order.  Click a different header if you wish to sort by something different. This is possible with every table you may encounter in the Reports section.
For instance if I wanted to sort the widget below by Events in ASCENDING order, I would click the Events column header.    If I wanted to sort the widget by "Name", I would just click the Name column header.

Downloading an XLS/Data export

Follow these steps to download the data shown on a chart in a tabular format.  
  1. Click the gear icon for the chart you want to download, and then choose the "Download Data" option
  2. Choose the options you are interested in and then click the download button.
  • File Format:  The most common options are a CSV or Microsoft Excel Spreadsheet.  More advanced options are JSON, HTML, Markdown. and TXT file, which might be useful if you are importing this into another website.
  • Values: Formatted values will show you the same values that appear on the screen.  Unformatted values will show you the raw numbers, including all available decimal places, and without formatting such as comma separators or $ signs.  
  • Limit: By default the whole data set for that widget is downloaded, but if you'd like to limit it to a smaller number of rows (say the first 100) you can use this option
  • Filename:  Specify the filename you'd like this to be called
  • Open in Browser:  If you'd like to get a preview of the data being exported, you can Open in Browser to quickly see what it looks like.  You can also use this to quickly copy and paste a selected set of rows or number.

Drilling in to a Widget

Certain charts and number widgets can be drilled into, to get the underlying data.  
  1. If a widget is drillable, your cursor will turn into a hand icon like the image below.  If the widget shows a number, it will also become underlined. 
  2. Click into the drillable widget, and you will now get access to a Details screen showing the data underneath it.  To export this data, click the "Explore from Here" button
  3. Click the gear in the top right corner, and then click the "Download" button
  4. Select your download options as in the section above
  5. To exit the "Explore from Here" view, refresh the page


Changing the Chart Formatting / Colouring

You can change the colour or formatting of a chart using the "Explore" option

  1. Click the gear icon next to the widget you'd like to modify, and choose the Explore option
  2. Use the top chart to change the visualization to the one you'd like 
    1. For a a full explanation of all the visualization options, you can explore this document.  
  3. If you'd like to change the colour scheme, the formatting of the chart, or the axis options click the Edit Gear on the right side of the screen.
    1. The options for formatting depend on the type of chart.  For a full explanation of all options, you can use the side bar on the left side of the help article here.  
  4. Currently there is no way to export this chart as an image file, but you can take a screenshot using your desktop or a browser extension tool like Awesome Screenshot.  

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