Creating Custom Reports

introduction a note on terminology a report on the chord platform can refer to either a dashboard or a look (which also known as an explore ) a dashboard is made up of a collection of looks ( explores ) chord enables you to create custom analyses using our modeled data you can visualize your data, gain insights, and share those insights with others you can share these reports with others and let them view the data or give them edit access to change the report structure this article will help you create a report useful to your business so that you know, you can modify the examples provided to create the custom report of your choice see below for more details on creating new dashboards or looks on the chord platform build a new dashboard create a new look how to use explores build a new dashboard log into chord and navigate to the my reports menu item in the left navigation pane, under the analytics page if you do have pre existing reports, click on the pink + new report button if you do not have any pre existing reports, click the add new report button in the middle of the screen click on new dashboard in the dropdown selection to create a new dashboard that consists of multiple looks you will be immediately taken to the newly created dashboard under my reports here, you can edit the dashboard and add custom metrics to build the reporting you need create a new look navigate to the my reports tab within the analytics homepage if you do have pre existing reports, click on the pink + new report button if you do not have any pre existing reports, click the add new report button in the middle of the screen click on new look in the dropdown selection to create a new look you will be taken to our quickstarts library to browse different starter metrics to create a new look note you can also create a look using explores , which is outlined in the next section how to use explores you can access explores in two different ways clicking into the explores tab under analytics (which we cover in this section) adding a new visualization to a dashboard if you click on explore from here on an existing look (seen below), you will see a pre filtered view of explores navigate to the explores tab within the analytics homepage click on the dropdown menu on the top left section of the page and select a specific explores category that you are interested in creating each category will display a set of fields in different tabs all fields that are available and fields that are currently in use if you begin creating a look via explores , you will see that the “in use” tab will be empty until you apply fields to your query different explores categories will highlight different facets of chord collected data that you can use to build specific queries to use as part of your reporting some common fields that you can use are custom fields (custom fields that you have created) activities (different dimensions focused on customer activities on your site, such as session landing page) sales (dimensions focused on sales related activities, such as order discounts) once you have created a specific query using existing measures, you can save it to your personal reports folder or add it to an existing dashboard for more details on creating a new look using explores, check out the video below