Report Builder Basics | ProdPro Help Center

Note: This article covers ProdPro Analytics. Contact us if you're interested in learning more.

Learning to use the Report Builder

This guide will cover some basic functionalities and tips for the Report Builder, a useful tool for generating customized data tables with the parameters of your choice.

Creating a New Report

You can build a new report from scratch by clicking the blue New Report button in the main navigation, or by editing one of our many templates found in the 'Report Library' tab.

Navigating the Report Builder

On the left side of the screen, you'll find a variety of fields to pick from. For definitions of each field, see our Analytics Glossary. Simply drag a field to either the rows or columns section to organize your data based on one of these fields. Remember that the order matters here, so you'll want to start with broad categories followed by more narrow breakdowns.

For example, a typical view will organize the columns by Year of Principal Photography Start Date followed by Quarter of Principal Photography Start Date.
A typical organization of your rows may be Country followed by State.

Only want to include a portion of the data? Click on the down arrow that follows each field and select only the categories you would like to include to filter down the data.

Customizing the Output Data

Depending on what you are trying to track, it makes sense to change the aggregation method of a given report. Aggregation methods drive what is actually displayed in your table, such as the number of productions or the sum of estimated production budgets.

These can be changed in the upper left corner of each report. The three most common aggregation methods are as follows:

Count of Unique Productions: This will return a simple count of the number of productions that fall into a given category.
Sum of Total Production Budget: This will return the total spend of all the productions in a given category. Use this to track spend for any fields not related to location, such as Genre or Primary Production Company.
Sum of Location Budgets: This will return the total estimated spend of all the productions in a certain location. Use this method when filtering by Region, Country, State, or City.

Saving your Reports

There are a few different options for saving your reports so you can return to them later.

Save will overwrite an existing report and update it to your current view.
Save As will create a new saved report, useful when you want to preserve your original report or if you began by editing one of our templates in the library.
Export as CSV will generate a .CSV file of the data that you can save to your device.

	Save will overwrite an existing report and update it to your current view.
	Save As will create a new saved report, useful when you want to preserve your original report or if you began by editing one of our templates in the library.
	Export as CSV will generate a .CSV file of the data that you can save to your device.

Troubleshooting

Data not appearing as expected?

Check your filters to ensure you aren't accidentally excluding pertinent data. Field names will appear in blue when filters are applied.

Data not being organized in the way you would like?

Try switching the fields in your rows and columns. It is usually best to display broader categories like time frames as columns, and more narrow categories like Parent Studio as rows.
Remember to take advantage of the filtering function to exclude unnecessary data when dealing with larger reports.

Additional Help and Feedback

We are continuously adding new features and looking to improve ProdPro Analytics. If you have questions, encounter any issues, or have suggestions for features you would like to see implemented, please do not hesitate to reach out! The blue chat bubble in the bottom-right corner of every page will connect you directly with our team.

We hope this article provides some clarity to help you effectively use the Report Builder!