Process Flow
Animated overview of the full workflow
TL;DR
Customise existing reports by clicking the pencil icon — add/remove dimensions and metrics, apply filters, and save. Create entirely new reports in the Reports Library (Reports > Library > Create new report). Add custom summary cards and detail reports. Reports can include up to 2 dimensions and 12 metrics. For more advanced analysis, use Explorations (see our Explorations guide) which offer free-form tables, funnel analysis, path exploration, and segment overlap.
Overview
Customise existing reports by clicking the pencil icon — add/remove dimensions and metrics, apply filters, and save. Create entirely new reports in the Reports Library (Reports > Library > Create new report). Add custom summary cards and detail reports. Reports can include up to 2 dimensions and 12 metrics. For more advanced analysis, use Explorations (see our Explorations guide) which offer free-form tables, funnel analysis, path exploration, and segment overlap.
Related Guides
See our complete guide library for detailed coverage of setup, tracking, analysis, and optimisation across all platforms.
Step-by-Step Guide
Follow these 3 steps to complete this guide
- 1
Step-by-Step Setup
Access your account or platform. Navigate to the relevant section. Complete each configuration step, testing along the way. Verify your setup using built-in diagnostic tools before relying on the data for decisions.
- 2
Best Practices
Start with recommended defaults and optimise based on data. Review performance regularly. Make incremental changes. Document your configuration.
- 3
Common Issues and Solutions
Check the platform's help centre for troubleshooting. Allow 24-48 hours for data to populate. Ensure correct permissions. Verify all integrations are active and properly configured.
Frequently asked
Questions & answers
How long does setup take?
Most configurations take 10-30 minutes.
What if data is not appearing?
Allow 24-48 hours for data processing. Use real-time reports or debug tools to verify installation immediately.
Where can I learn more?
Check our related guides and the platform's official documentation for advanced topics.
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