Custom Reports - Overview

Modified on Sun, 31 May 2020 at 09:10 AM

Custom Reports

When certain analytical data is of particular interest to you, or if you wish to see specific analysis immediately without having to find it first, you can include it in a custom report.
A custom report is tailor made to include specific analysis data from several panels and provides a great overview.

You can also setup a custom report as the first screen by selecting the report and with the report on the screen choose for 'My Start Page' in the top menu bar.


Create a custom report

 

A custom report is made up of panels with analysis data, by:

  • adding a panel or metric to a report. See Panel actions for instructions, or
  • applying a segment. See Segmentation for more information.

 

Open a custom report

 

In the Snoobi menu, go to Custom reports. If you have created custom reports, or have received access to reports from others, you can see them here.
If you have multiple Snoobi accounts the 'Show all accounts' will show the complete overview, otherwise only the reports for this Snoobi account are shown.

The Report list shows the following
  • Created At - when was this report created
  • Report Title - click on the title to show the report
  • Modified - when was it last modified
  • Creator -who was the original creator of this report
  • Subscribers - a number indicating how many subscribers there are to the automatically sent report. Click on the number to view.
  • The report ID - click on the ID to see the report
  • 'Enabled' is on by default. Starting with Soobi 6.8 R4 you set switch off the automatic e-mail sending.

You can also copy/clone the report and delete it. Be careful with deletion as there is no possibility to retrieve once deleted.


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