Overview

In the reports tool, you can view the standard reports in your account, along with any custom reports that you create. Custom reports allow you to analyze data from various sources, such as your customer profiles.

Note: This guide reviews the new reporting experience. You can opt-in and opt-out of this experience via the call-to-action at the upper right of the Reports page.

Report Example

This brief video reviews combining the various report elements to create a custom report on the unit and gross sales numbers of a business. Dig deeper into the video's concepts by reviewing the rest of the information in this article.

Create a report

To create a custom report:

In your Zaius account, navigate to Company > Reports.
Click New Report in the upper left.

Report elements

1. Expression Filter

The expression that an event must match to be included in the report. The options that appear here can be reviewed and managed in the Filters tool.

2. Date Range

The date range used to refine the results of the report's expression further.

Use the link icon to compare two different periods. This comparison will be reflected in the graph but will not affect the table. The table will only reflect values from the primary date range.

If you use one of the default date range options, you can opt for the report to use a sliding scale when you save. This means the report will constantly update based on that selected range (e.g. Last week) and won't need to be manually updated.

3. Simple Filter

The simple filter will present you with the option to select a field and specify a value. This filter will apply to all events included in the report's expression.

4. Segment

Further refines the report's results by only applying the report's expression to the customers in the selected segment. Learn more about creating and managing segments.

5. Time Series Header

In addition to the metric being displayed by the selected fields, the metric will also be shown as a function of time. This header highlights the metric and date range selected in the report's expression and shown in the time series chart.

6. Axis Control

This allows you to determine how the date range of the time-series graph is broken down. Your hour, day, week, or month selection will be applied to the X-axis.

7. Report Name

This is the report's name. It cannot be changed. To use a different name, you will need to click the Save dropdown menu at the upper right, select Save as New Report, and provide the required information including the new name.

8. Columns

These allow you to display the results of the expression filter by a unique set of fields or a rocket column. A rocket column allows you to craft a powerful expression sentence to further segment your results. The default column is events and data is not displayed until another field is selected.

Edit a report

To edit an existing custom report:

In your Zaius account, navigate to Company > Reports.
Click the name of the custom report you'd like to edit.
Make the desired changes and click the Save button at the upper right.

To edit an existing custom report while preserving the original:

In your Zaius account, navigate to Company > Reports.
Click the name of the custom report you'd like to preserve and edit.
Click the Save dropdown menu at the upper right and select Save as New Report.
Set a new Name for the copy.
Select the Visibility for the copy.
Click the Save button to confirm.

You will now be viewing the clone and can make changes without affecting the original.

Share a report

The information within a report can be exported for external review. The report's structure can also be copied between Zaius accounts so that the same report can be used in each.

Export

To receive a file with your report's data:

In your Zaius account, navigate to Company > Reports.
Click the name of the custom report you'd like to export.
Click Export at the bottom right of the report's results.
In the prompt, toggle the inclusion of the report's column headers on or off, select the file's export format, and select the export file's download destination.
Click the Export button to confirm the download.

Copy to another account

To share your report's structure with another account:

Navigate to Company > Reports.
Hover over the report you'd like to share and select the Copy Report icon.
Select the Account you'd like to share with via the dropdown menu.
Select the Scope you'd like to have access to the report via the dropdown menu.
Click the Copy button to confirm the share.