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Create your first report

Before you start​

You need access to a data source and permission to create reports. Ask an administrator for access if no source is available. Use a desktop or laptop. Your source may contain existing data or events collected through Platform.

1. Choose a question​

Start with something specific, such as: “How are visits distributed across device types?” You need a visits metric and a device dimension. Their names may vary by source.

2. Open a report and select a source​

Open Explorer and choose Create new Report. Select the Data Source you want to analyze. Check the source before building the analysis.

3. Build a table​

Use the Add analysis plus icon to add an Analysis Table. Choose a metric and a dimension from the available fields and drag them into the corresponding areas of the table. The metric is the measurement. The dimension breaks it into rows.

Choose a date range that contains data. Start without extra filters so that you can check whether the metric, dimension and date range answer your question.

4. Save the report​

Give the report a meaningful title. When the naming dialog appears, confirm with Save Report. Return to Explorer and check that you can find the saved report.

Next steps​

Learn how metrics, dimensions and filters work together. For empty results, see troubleshooting.