Every report that you build has a motive to answer some specific question. Some sample questions can be -

  1. How are our major KPIs like spends, installs, acquisitions, revenue trending over time?

  2. What kind of creatives resonate the best with our customers and give maximum ROI?

An Overview report with dimensions - Channel, Sub Channel and metrics - Total Spend, Installs, Acquisitions, Revenue would answer the first question whereas dimensions - Creative, Ad Type, Creative Size, Images, Video and metrics - CTR, CPC, Spends, Acquisitions would be required to answer the second question. Clearly, the set of dimensions and metrics required to build these two reports are different.

To achieve this, you can choose the specific set of dimensions and metrics that you want to use in the report. All other dimensions and metrics for various report segments will be hidden.

Let’s take an example of building an Overview report and explain how to use this feature.

Turn this on to choose a set of dimensions and metrics to be used in your report. When this is disabled, all the dimensions and metrics of the report segments will be visible in the report.

You will be prompted to choose at least one dimension and one metric. Select the dimensions from the All Dimensions box on the right by either searching or from the drop-down to add them to the list of Visible Dimensions box on the left.

Similarly, select the metrics to add them to the list of Visible Metrics. Once done, click on Create Report.

Only the chosen dimensions and metrics will be available in the report as shown in images below.

Choosing a complete Metric group or Dimension group:

Instead of choosing the individual metrics and dimensions, you may also choose a complete group by clicking on the Plus icon next to it. This will ensure that any new dimension or metric added in those groups will automatically be available in the report.

For example - Here the dimension groups - Facebook and Snapchat are chosen.

You can also choose a complete metric group, both standard ones like AdWords, Custom Metrics or the user-defined ones like KPIs (see the image below). Once selected, the constituent metrics of that metric group get shown on the left. Any new metrics additions in these groups will be available on the report.

Best practices:

  1. We recommend you create metric groups and use them while choosing metrics and dimension for a report. Learn how to create a metric group.

  2. Choosing the right metrics and dimensions in a report will avoid the case of any new user in your team getting confused with other irrelevant ones. 

  3. If you create a new custom metric or a custom dimension, please ensure that you add it in the chosen list in the report setting.

Learn how to share and schedule a report on Clarisights or go to the home page.

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