Welcome to the heart of Omnichannel Reporting! In this section, we’ll walk you through how to set up reports and configure widgets. 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.The filters present are in fact the global fields defined in Common Taxonomy.
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.
Configuring Widgets: The Power 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
Campaigns
Visualize Your Data: Choose a visualization type that brings your insights to life from the options:
Table
Line Charts
Pie Charts
Metric Tiles
Customizing Widgets: Getting the Details Right
Once you’ve added a widget, it’s time to fine-tune it
Add a Title and Description
Give your widget a clear name and explain its purpose. This helps when revisiting or sharing your reports.
Basic Configuration
Define metrics, dimensions, and groupings for your data.
Explore Advanced Options
Explore features like PvP comparisons for better understanding and get richer insights. These options do vary by data sources.
Default Widgets
The default widgets available in the default template:
Performance Overtime showcasing the trend of the metrics specified
Retailer's Scorecard showcasing five core metrics aggregated across retailers
Dimension Breakdown showcasing the value by dimension
Performance Overtime
Retailer's Scorecard
The Retailer Scorecard showcases 17 omni metrics incorporated by the system.
Dimension Breakdown
Custom Widgets
The custom widgets available in the default template:
Category Wise Ad Spend For Each Retailer
Retailer Wise Ad Spend For Each Category
These widgets can be accessed using Add button.
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.
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