Report Components Guide

A recap of the types of widgets you can build into your report components to populate data in Campaign and Custom Reports.

Report Components UI

For access, reach out to our Customer Success Manager for the permission to be enabled for your user. Once granted, you will navigate to Report Components workflow from the main menu. 

Component Types

  1. Highlight: a single number, directly related to the metric
  2. Chart: includes up to four highlights and two charts 

Component Builder

Enter the workflow by clicking on 'New Component' in the top right

You will see two options, corresponding to either a 'Highlight' or 'Chart' component type in the workflow. 

Examples of Components  

A 'Highlight' is composed of a 'Number' widget and corresponds to any of the metrics displayed at the top of a Custom Report (Share URL). User can add up to four of these when building out a Custom Report.

A 'Chart' widget can include a combination of a up to four Highlights and up two Charts. We support many types including; Table, Line, Bar, Pie. 

How to build a new Highlight 

  1. Select 'Highlight' under component type 
  2. Complete all fields with an asterisks (*)
  3. In the component builder section, either select a pre-existing 'Number' widget by searching or create 'New Widget'
  4. After selecting 'New Widget', select a single metric (this should be a metric for which a Highlight doesn't already exist in the component library) and add a name 
  5. Select  'Number' from the Chart Type dropdown before saving, don't forget!

How to build a Chart 

  1. Start with selecting any Number widgets / Highlights, if relevant, and scroll down to select a Chart widget by searching. If building an entirely new Chart, select 'New Widget'

  2. Chart type must be set to anything other than 'Number', see dropdown for more options 

  3. Ensure you select a dimension (indicated purple) before adding metrics (indicated green)


Dimensions for chart widgets:

Report Name; use this to populate in the name of the report, this corresponds to the same line item as what you see in the Campaign workflow for any report type. This can be used universally across any data source