Modifying a Report

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 report filters and other content see below for more details on editing different report types on chord modifying a dashboard modifying a look modifying a dashboard there are a few different ways to modify or edit an existing dashboard view the instructions below from my reports navigate to my reports under the analytics homepage select the dashboard in your reports folder that you want to edit via the dropdown menu on the top left click the icon with three vertical dots to open up the menu dropdown for the dashboard select edit dashboard from the pink menu bar, select a new visualization, text, or other option to add and modify your existing dashboard don’t forget to save your new dashboard! from shared reports if you edit a shared dashboard, the updated data will appear immediately upon saving make sure that you are editing the correct dashboard on the shared reports page! navigate to shared reports under the analytics homepage select the dashboard in the shared reports folder that you want to edit via the dropdown menu on the top left click the icon with three vertical dots to open up the menu dropdown for the dashboard select edit dashboard from the pink menu bar, select a new visualization, text, or other option to add and modify the existing shared dashboard don’t forget to save your new dashboard! from quickstarts navigate to quickstarts under the analytics homepage change the filter to see quickstarts that are dashboards select a dashboard quickstart to use as your baseline report give your new dashboard a new title and/or description click create dashboard you’ll be taken to your new dashboard in your personal folder that you can edit using the instructions above! modifying a look there are a few different ways to modify or edit an existing look view the instructions below from my reports navigate to my reports under the analytics homepage select the look in your reports folder that you want to edit via the dropdown menu on the top left click the gear icon to open up the menu dropdown for the look from here, you have two options to modify a look explore from here and edit we will review the two options below modifying a custom/personal look explore from here explore from here is a great option if you aren’t quite sure what you want to modify yet but want to test different metrics and dimensions if you select explore from here , you will see our familiar explores screen with the relevant filters for your underlying look preselected select any fields on the lefthand side to try out different types of filters to edit your look don’t forget to save your edits once complete! you can save your look as a starter metric for a new dashboard, save to an existing dashboard, or a create a new look altogether modifying a custom/personal look edit if you select edit , you will see a screen very similar to the one that displays if you had selected explore from here the key difference with choosing to edit rather than explore from here is that you are directly editing the chosen look rather than seeking to create an entirely new look once you make your necessary edits, you can save this look or select any additional options, such as saving it as a new or existing dashboard or as a new look from shared reports if you edit a shared look, the updated data will appear immediately upon saving make sure that you are editing the correct look on the shared reports page! navigate to shared reports under the analytics homepage select the look in your shared reports folder that you want to edit via the dropdown menu on the top left click the gear icon to open up the menu dropdown for the look from here, you have two options to modify a look explore from here and edit we will review the two options below modifying a shared look explore from here explore from here is a great option if you aren’t quite sure what you want to modify yet but want to test different metrics and dimensions if you select explore from here , you will see our familiar explores screen with the relevant filters for your underlying look preselected select any fields on the lefthand side to try out different types of filters to edit your look don’t forget to save your edits once complete! you can save your look as a starter metric for a new dashboard, save to an existing dashboard, or a create a new look altogether modifying a shared look edit if you select edit , you will see a screen very similar to the one that displays if you had selected explore from here the key difference with choosing to edit rather than explore from here is that you are directly editing the chosen look rather than seeking to create an entirely new look once you make your necessary edits, you can save this look or select any additional options, such as saving it as a new or existing dashboard or as a new look from quickstarts navigate to quickstarts under the analytics homepage change the filter to see quickstarts that are looks select a look quickstart to use as your baseline metric give your new look a new title and/or description click create look you’ll be taken to your new look in your personal folder that you can edit using the instructions above! faqs and troubleshooting q how can i pin a new report that i just created and edited? a you must be an admin level user in order to pin reports to do so, make sure that your new report is in your organization’s shared reports folder once the report has been shared, an admin level user can pin it by clicking into the report and pinning it via the pin icon for additional information on pinning and unpinning reports, please check out https //docs chord co/pinning and unpinning reports