2. Ally Next Gen Reporting – A Guided Deep Dive

Let’s Build Your First Report – A Step by Step Guide

Welcome to the heart of AI based Reporting.

In this section, we’ll walk you through how to set up reports, configure widgets, and unlock insights using Ally. Whether you’re starting from scratch or building on existing templates, this is your roadmap to creating impactful, data-driven reports.

Setting Up Your Report

Here’s how to bring your report to life in a few simple steps:

Choose Your Starting Point:
In the Add Widget section, decide whether to use an existing widget or create one from scratch.
Define Your Timeframe:
Set the Global Date Range from the top-right corner of the report. This ensures your data reflects the right time period.
Apply Global Filters:
Tailor your report further by selecting the Global Add Filter located under the report title. This applies consistent filters across all widgets in your report.
Save Your Report:
Click on Create Report to rename your report and save it. Now, your report can be accessed from the Saved Reports section in Reports.

🌟 Pro Tip: Ally capabilities are enabled only after saving the report

Configuring Widgets: The Power is in Your Hands

Widgets are the building blocks of your reports. Here’s how you can create and customize them:

Start Fresh: Click Start from Scratch to create a widget tailored to your specific needs
Pick Your Data Source: Select from the provided data sources depending on what you want to analyze:
- Catalog SKUs
- Ad Targets
- Share of Voice Keywords
- Budget Pacing
Visualize Your Data: Choose a visualization type that brings your insights to life. Options include:
- Tables
- Multi Timeseries Tables (MTF)
- Line Charts
- Pie Charts
- Metric Tiles

Data Source	Description	Supported Visualizations
Catalog SKUs	SKU level performance data across sales, marketing and supply-chain	Table MTF Line Pie Metric Tiles
Ad Targets	Target/Keyword-campaign level performance metrics for search	Table MTF Line Pie Metric Tiles
Share of Voice Keywords	Brand level share of Voice of Keywords tracked in Market Insights	Pie Line
Budget Pacing	Budget Utilization and Pacing Tracking based on goals in Budget Optimizer	Table MTF

Customizing Widgets: Getting the Details Right

Once you’ve added a widget, it’s time to fine-tune it

Basic Configuration

Define metrics, dimensions, and groupings for your data.

Add a Title and Description

Give your widget a clear name and explain its purpose. This helps when revisiting or sharing your reports.

Explore Advanced Options

Explore features like PvP comparisons, rows and columns swapping, and percentage breakdowns for better understanding and get richer insights. These options do vary by data sources.

Hurray! 🎉 You’ve just mastered setting up and customizing reports like a pro 😎

Now let’s dive into Ally – your new AI teammate.

With its amazing capabilities to reduce effort and supercharge productivity, you’ll be ready to take on any data challenge.

Let’s explore Ally ⬇️

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