Report Glossary

Reports help you organize and make sense of your marketing data visually, with tables, charts and other graphics. This article explains the different parts of a Clarisights report.

Report title

This is the name of the report. It is unique across your organisation's Clarisights workspace.

Tip: a clear name helps you find the report. Use a naming convention, for example a suffix such as [SEM] or [App], to make searching the list of reports easy.

Report options

Report more options menu with Lock Report, Duplicate, Report Scheduler, Convert Currency, Attribution Window and Delete Report

The icons next to the report title and the more options (...) menu give you various options for a report. The most important ones are:

Star: bookmark your most used reports. See Starring reports to bookmark them.
Share: share reports with your teammates and company. See Sharing a report with a team.
Snapshot: generate a snapshot of the report, especially useful for sharing a monthly audit with internal and external teams. See Sharing a snapshot of a report.
Lock: restrict changes on important reports. See Locking a report.
Report Scheduler: schedule a daily or weekly email with a link to a report snapshot. See Scheduling your reports.
Convert Currency: view the report in a different currency. See Currency Conversion.

The more options menu also lets you duplicate or delete the report.

Tabs

Tabs help you organize and structure your reports. Common examples are tabs for countries, channels or product categories. To add a tab, click the + icon.

The options to rename, duplicate and delete a tab are under the small inverted triangle icon.

Tab menu with Rename, Duplicate and Delete

Tip: create a template tab with all the widgets you need, then duplicate it and add tab filters to create tabs for different verticals.

Tab filter popover opened from the filter icon next to the tab name

Widgets

Widgets are the tables, charts and other graphics that make up your report. There are various widget types, such as Table, Bar chart and Timeline chart. See Types of widgets in Clarisights for all the widget types you can choose from.

Report tab with a tile widget, a timeline chart and a pie chart

To create a new widget, click Create Widget just below the tab bar.

Create Widget and Add Text buttons below the tab bar

You can configure a widget to choose its dimensions and metrics, and add filters and sorting.

Table widget toolbar with Dimensions, Metrics, Filter, Sort, Style, Transform and Date Override

Date Picker and Date Override

Report with the date picker at the top right marked 1 and a widget date override marked 2

Choosing the right dates is essential when reporting data. There are 2 ways to choose the dates in a report (labeled in the screenshot above):

User-level Date Picker: the data in all widgets is filtered for the dates chosen in this date picker.
Widget Date Override: the widget shows data for the overridden dates, regardless of the User-level Date Picker. This is optional, and particularly useful to make sure the top widget shows data for This Month or This Week.

Now that you know the basic elements of a Clarisights report, build your weekly performance report.