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Editing Reports

How to adjust dimensions or KPI settings.

Daniel Busch avatar
Written by Daniel Busch
Updated over 10 months ago

Summary

For common changes like adjusting dimensions or KPI settings:

  • Click on the component to edit.

  • Access available KPIs by typing in the desired metric.

  • Select the metric or dimension you want to display.

Deep Dive

Determine the Scope of Editing

  • Decide if you want to permanently alter the report for everyone or just have a specific view.

  • For specific changes like date range, filters, attribution model, or table sort, create a specific view: Creating Report Views

  • For permanent alterations like changing components, KPIs, or dimensions, proceed with report editing.

Report Editing

  • Click the button in the top right corner to enable editing.

Identifying Components for Editing

  • Understand the different components in the report.

  • Refer to the component overview in the help base for specific guidance on editing components.

Making Changes to Components

  • For significant changes like resizing or altering appearance, consider reaching out for assistance or exploring the component library.

  • For common changes like adjusting dimensions or KPI settings:

    • Click on the component to edit.

    • Access available KPIs by typing in the desired metric.

    • Select the metric or dimension you want to display.

Editing Table and Graph Components

  • Changing metrics:

    • Click on the metric to add a new one or replace it with a different metric.

  • Adjusting dimensions:

    • Add or rearrange dimensions on specific drill-down levels.

    • Drag dimensions to reorder them in the table.

    • Override existing dimensions with new selections.

Finalizing Component Edits

  • Save changes by going back to the “View” mode to ensure the components in the report reflect the desired modifications.

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