What are Report Segments?
Report segments are a way for you to create collections of data sources, layered with filters and use these instead of plain vanilla data sources, in your reports.
Earlier, in Clarisights you could only choose data sources for a report, and if any filter needs to be pre-applied on the source, it would need to be added as tab-level filters in every tab. This was a problem in scenarios where a data source is shared by multiple teams, for e.g. Google Ads is usually shared by SEM, Display and Video teams.
Additionally, there are scenarios where a team needs to look at data of >5 sources consistently in all their reports, and it becomes cumbersome to keep track of and ensure that the same set of sources are added in all the reports being created.
Report segments solves these two problems by making the following possible -
1. You can now create collections of data sources onto which filters are pre-added, as report segments; and use these instead of just whole data sources in your reports.
2. If at any point, a new source is introduced for your team, then you only need to add it to the relevant report segment, and it would show up automatically in all reports where that segment is included.
How to create Report Segments?
You can find report segments by clicking on the preferences option in the following menu -
Click on "Report Segments" to see the list of available segments. To create a new segment, click on "+ Segment" -
In the form, give the Report Segment a name, choose the data sources you want to include in it, and add the filters that you want to overlay on these data sources -
Click "Save" and your Report Segment would be created!
Now, whenever you create a new report, you would be able to add the custom report segments you created instantly, without needing to worry about adding specific data sources, adding tab-level filters etc.
You can still include plain vanilla data sources in the report instead of custom segments if you so choose - they are listed under "Native Segments" in the report creation as you can see above.
Report Segments can only be created and edited by users who have the role of "Admin" or "Editor" at the company level.
Any user irrespective of role can include the report segments that were created, in their reports. Data access restrictions which might be relevant to specific users (especially Team Members) would still apply.
Once a report segment is edited, users who have been using it in their reports would need to refresh it once to see the new inclusions/exclusions of the segment in their report.
When you are deleting a report segment, you will be presented with an option of automatically replacing it with another, in the reports which were already using the segment being deleted.
If you include a data source (native segment) in a report along with a custom segment, which is already part of the definition of that custom segment, then any filters that were added in the custom segment would still be preferred over the inclusion of the whole data source (native segment).