Creating a new report is easy and gives you a number of different ways to slice and dice your company's data.
How to create a new report
Click New report at the top right.
Fill out all required report input fields.
From template (optional): Start with a pre-defined report, hand-crafted and recommended by us, by selecting one of the options in the From template selector. You can easily make tweaks to the report after selecting a template.
Name (required): Give your report a name so you can locate it later. This name will show up in your report file name.
Date range (required): Select your desired time range or create a custom date range.
Locations (required): Selecting All locations runs the report against all locations you have access to. If additional locations are added in the future they will automatically be included in this report. When choosing Selected locations, hand-check all locations you would like to include in the report.
Levels of detail (required): Select the level of detail you would like the report broken down by. For more details on this field, see our Levels of detail guide and glossary.
Metrics (required): Select all the numbers you want to include in the report. For more details on this field, see our Metrics guide and glossary.
Filters (optional): If there are specific levels of detail you want to exclude from the report you can create filters. Each filter requires (1) the name of the field you want to filter, (2) the type of filter operation (i.e. equals, does not equal, etc.), and (3) the value within the filter name you want to filter on. For more details on this field and recommendations of common filters, see our Report filters guide.
Advanced (optional): The advanced selections are already configured to the most common use cases, but if needed you can configure these.
Remove blank rows (optional): If your report has a lot of unnecessary rows that contain only 0s in the metrics, check this box to remove blank rows automatically.
Start of week (optional): If your week starts on a day other than Sunday, you can configure the start of the week here.
Start of year (optional): If your year starts in a month other than January, you can configure the start-of-year month here.
Email to (optional): Add any email addresses to be notified when the report is completed. If you need multiple email addresses, click
Add email. This field is highly recommended if you are scheduling a report.
Once all the fields have been filled out, click Run report at the top right side of the browser to run the report immediately. For more information about scheduled reports, please see Scheduling a report.
Once the report has been run, if done successfully, you will be redirected to the report history tab, where you can see your report at the top of the list. Wait for the report status to say “Completed”, then click
Download on the right side of the report list to export a CSV file of your report.
Have additional questions or need assistance? Reach out to us via chat or at support@waitwhile.com.