---
title: Creating Custom Reports
slug: creating-custom-reports
createdAt: 2023-01-17T16:12:27.000Z
---

# Introduction

:::hint{type="info"}
**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

![](https://api.archbee.com/api/optimize/VPxpEoMPxDsnmxOyjOdWV-aWxHdrRiDQ2Ev4ED0wTQt-20241119-160503.png "My Reports page")

![](https://api.archbee.com/api/optimize/VPxpEoMPxDsnmxOyjOdWV-zE5LAoKs-uWmCV375k12l-20241119-160549.png "Empty Dashboard view")

1. Log into Chord and navigate to the **My Reports** menu item in the left navigation pane, under the **Analytics** page.
2. If you do have pre-existing reports, click on the pink **+ New Report** button. 
3. If you **do not** have any pre-existing reports, click the **Add New Report** button in the middle of the screen.
4. Click on **New Dashboard** in the dropdown selection to create a new dashboard that consists of multiple Looks.
5. You will be immediately taken to the newly created dashboard under **My Reports**.
6. Here, you can edit the dashboard and add custom metrics to build the reporting you need.

# Create a new Look

![](https://api.archbee.com/api/optimize/VPxpEoMPxDsnmxOyjOdWV-aWxHdrRiDQ2Ev4ED0wTQt-20241119-160503.png "My Reports page")

![](https://api.archbee.com/api/optimize/VPxpEoMPxDsnmxOyjOdWV-hAcP-Vxxymxq-UDAxhYmv-20241119-160723.png "Create New Look modal")

![](https://api.archbee.com/api/optimize/VPxpEoMPxDsnmxOyjOdWV-XpXREjuxAyKKe53Nb3aIA-20241119-160841.png "Quickstarts Library")

1. Navigate to the **My Reports** tab within the **Analytics** homepage.
2. If you do have pre-existing reports, click on the pink **+ New Report** button. 
3. If you** do not** have any pre-existing reports, click the **Add New Report** button in the middle of the screen.
4. Click on **New Look** in the dropdown selection to create a new Look.
5. You will be taken to our **Quickstarts** library to browse different starter metrics to create a new Look.

:::hint{type="info"}
**Note:** You can also create a Look using **Explores**, which is outlined in the next section.
:::

# How to use Explores

:::hint{type="info"}
You can access** Explores** in two different ways:

1. Clicking into the **Explores** tab under **Analytics** (which we cover in this section).
2. Adding a new visualization to a dashboard.
:::

:::hint{type="info"}
If you click on **Explore from Here** on an existing Look (seen below), you will see a pre-filtered view of **Explores**.

![](https://api.archbee.com/api/optimize/VPxpEoMPxDsnmxOyjOdWV-zd0FSwoUlqHqPl0gvG9xk-20241119-155338.png)
:::

![](https://api.archbee.com/api/optimize/VPxpEoMPxDsnmxOyjOdWV-Y4MpSrv7BOzKmw41U5wy6-20241119-161003.png)

1. Navigate to the **Explores** tab within the **Analytics** homepage.
2. 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.

   ::Image[]{src="https://api.archbee.com/api/optimize/VPxpEoMPxDsnmxOyjOdWV-Kgb3AC2dOnElXPaaxsbSk-20241119-155422.png" size="32" width="936" height="1264" position="center" darkWidth="936" darkHeight="1264" showCaption="false"}
3. 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.
4. 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:
   1. **Custom Fields** (custom fields that you have created)
   2. **Activities** (different dimensions focused on customer activities on your site, such as session landing page)
   3. **Sales** (dimensions focused on sales-related activities, such as order discounts).
5. 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.

::loom{url="https://www.loom.com/embed/63e056c1a82242b48881ed7caf018148?sid=8a71fb4a-e51d-4b7b-a1fc-58c48d160f95"}