Reports and Explorations

If a dashboard is the screen you look at, a report is the document you present. To choose between one and the other, see Analytics module.

Build a report with blocks

In Analytics > Reports you build the report by stacking Blocks from the side panel:

• Platform KPIs, Platform Table and Platform Chart — the data from your integrations.
• Title and Text — to structure and give context.
• Image and Separator — for the design.

You drag the blocks onto the canvas, configure them and arrange the report into sections. Unlike a dashboard, here the narrative (the text between the data) takes center stage.

Build a report with AI

With Build with AI you describe the report you need and the AI builds a first version that you then adjust. You also have the AI Text block, which generates the written analysis of a section from its data: the reading of the numbers, already written.

Your brand, templates and delivery

• Theme — apply your brand's colors and style to the entire report.
• Save as template — turn a report that worked for you into a reusable mold for the next client or month.
• Download PDF — generate the final document to present or attach. The report can also be embedded wherever you need it.

Explorations: quick analysis with Explorer

When you have a specific question and it's not worth building a report, use Analytics > Explorer. It's a pivot table: you choose Dimension and metrics and cross the data on the fly. You can save each cross as a New view to come back to it. Ideal for ad-hoc analysis ("which campaign spent the most this week?").

Deliveries: let the report arrive on its own

Deliveries are the way to deliver your reports automatically. In Analytics > Deliveries, a New delivery defines the Recipients, the report and the Schedule (for example, the first of every month). From there, the report arrives on its own by email, without you having to remember to send it.