Advanced Analytics & Reporting

Beyond Basic Metrics

This guide covers advanced analytics features for teams that need deeper insights and custom reporting capabilities.

Custom Dashboards

Creating Custom Views

1. Navigate to Analytics → Dashboards
2. Click "Create Dashboard"
3. Add widgets by dragging from the library
4. Configure each widget's data source
5. Set refresh intervals

Widget Types

• Time Series: Trends over time
• Pie Charts: Distribution breakdowns
• Heat Maps: Time-based patterns
• Tables: Detailed data views
• KPI Cards: Single metric highlights

Custom Reports

Report Builder

1. Select data sources
2. Choose dimensions and metrics
3. Set grouping and aggregation
4. Apply filters
5. Choose visualization

Scheduled Reports

Automate report delivery:

• Daily summaries
• Weekly digests
• Monthly executive reports
• Custom schedules

Export Formats

• PDF (for presentations)
• CSV (for spreadsheets)
• JSON (for integrations)
• Excel (with formatting)

Best Practices

Dashboard Design

• Focus on actionable metrics
• Use consistent color coding
• Include context (targets, benchmarks)
• Mobile-friendly layouts