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New Reports Builder Documentation

 

  1. Navigation

  • Reports: In the top-left dropdown menu of Voltax, select ‘Analytics’ —>” Reports.”

  1. Create New Report

    1. Choose a system report: To build a report, you must select which system reports (like data sources) you want to pull the data from 
      1. System Reports: You have access to the reports given in your permissions. If you need additional System Reports, please reach out to BI & Support.




    2. Date Range: Select a date range to analyze in your report 
      1. Preset Date Ranges: You can easily select date ranges for: 
        1. Today
        2. Yesterday
        3. Last 7 Days: Displays data from the previous seven days from the query date
        4. Last 30 Days: Displays data from the previous thirty days from the query date
      2. Custom Date Range: If you’d like to set a custom date range, use the calendar to select a start date and end date
    3. Time Zone: Specify which time zone your report will be based on. This is available only for specific data sources.
    4. Dimensions: Select which dimensions, or attributes, of your data you’d like to build your report around.

Note: Specific dimension options will vary depending on the system report (data source) chosen

  1. Metrics: Select which metrics (quantifiable measurements) you’d like to build your report around.
  2. Filtering: To narrow down the results, you can set custom filtering using string filtering within the system. String filtering is a way to narrow down a dataset by searching for specific patterns or characters within a string field. 

For example, you might use string filtering to find records containing a specific word or phrase or to find records matching a certain pattern.

  1. Select a Dimension from the dropdown menu
  2. Select whether to Include or Exclude this Dimension from the Filter
  3. Choose which rule to set on your filter 
    1. Exactly Matching 
    2. Starts With
    3. Contains 
    4. Is Null
    5. In
    6. Regex
  4. Type in the value you want to filter by in your report 

You can filter by different Metrics in your report with slightly different input values. 

  1. Select a metric from the dropdown menu 
  2. Choose which rule to set on your constraint 
    1. “=”
    2. “>”
    3. “=>”
    4. “<”
    5. “=<”
    6. Between
  3. Type in the exact value to complete the metric constraint

Note: Metric constraint string must be a numeric value. Only one metric constraint can be used per report. 

  1. Run Report: Click on the ‘Run Report’ button to see the data populate in the table.





  1. Managing the Data in the Table

    1. Sort: Users can manipulate the data in the table by clicking on a column header to sort in ascending or descending order.
    2. Multisort: Allows users to sort the data on one or multiple levels. Sorting can be done in ascending order (A-Z, 1-9) or descending order (Z-A, 9-1), for both text and numeric values.
    3. Search: The search box allows you to quickly and easily find values within the data table.
    4. Quick Filter: Users can include or exclude a value from the table using the ‘Include or Exclude’ button within the line item.

  2. Saving and Scheduling Reports

    1. Save As: Users can quickly save a report using the ‘Save As’ button on the top right side of the screen. To view your saved reports, navigate to the “My Reports” section.  
      1. Report Name: Before saving the report, users must give the report a unique name.

Note: The report name can’t contain any special characters.

  1. Save: Once you’ve used the ‘Save As’ and named your report, you’ll be able to save future versions with the ‘Save’ button. 

Note: Using the Save button will override the previous version of this report. 

  1. Export: Users can export their saved reports as a CSV, XSLX, or Large File format
  2. Three Dot Dropdown: On the right side of the screen, there is a “...” button that opens up into different options
    1. Schedule Report: Users can schedule reports to automatically be sent to themselves or others. 
      1. Frequency: Select how often you’d like to receive the report
      2. Day: Which date do you want to receive the report
      3. Time: Which hour do you want to receive the report
    2. Copy Report Link: Users can quickly copy a link to the report to share externally. Users must save and name the report before sharing it. 

Note: Only users with an active Voltax account and permissions to the relevant data sources can view reports sent using the link.

  1. Copy Query: Users can quickly copy the configured query
  2. Report Constraints: Each report has a maximum number of 15,000 rows

 

Compare by Segment 

The "Compare by Segment" feature is a new addition in its first release. It allows users to view trends by comparing specific values within dimensions of their choice. This feature is designed to enable easy and effective trend analysis, helping to compare different segments in your data.

How it works:

  1. Create a report: Start by creating a new report.
  2. Define the dimension: Select the dimension you want to analyze and compare.
  3. Set metrics: Define the metrics that you want to view trends for.
  4. Apply filters: Filter for the specific values you want to compare, such as versions (e.g., Version A, Version B, Version C).
  5. Click on the "Compare" button above the data table.
  6. Select the domain: Choose the domain you want to analyze.
  7. Select the target value: For example, select the control version (e.g., Version Control).
  8. View results: Now, you will be able to see percentage changes and trends for the selected versions compared to the control version using the same target value.

Disclaimer:
After running the report and comparison, you can further filter the results in the table. The system will retain the comparison, allowing you to view the filtered data while keeping the initial comparison intact.

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