Create and configure a Report
This article covers the full Report-building workflow — from creating a blank Report to adding sections, choosing metric groups, ordering for readability, and duplicating as a template.
Create a blank Report
Section titled “Create a blank Report”- Open More → Reports.
- Click Create new report.
- Give the Report a name, and set its default date range and comparison.
- Click Create.
After creation, you land on an empty Report with an Add section button.
Add a section
Section titled “Add a section”- Click Add section.
- Choose a section type from the list — Brand metrics by date, DTC metrics by date, Ads performance, and others.
- The section appears with a default metric group and date range. Choose its headline metrics and breakdown (by date for a trend, by product for top items, by campaign for ads).
- Save the section.
A section type is the metric group that backs the section — it determines which metrics and breakdowns are available.
Choose a metric group
Section titled “Choose a metric group”A metric group is a curated dataset that backs a section — a set of measures and dimensions appropriate for one area. To change a section’s metric group, click the metric-group label in the section header and pick from the dropdown.
Common metric groups in most workspaces:
| Group | Powers |
|---|---|
| Brand metrics by date | Top-line revenue, orders, blended ROAS over time |
| DTC metrics by date | Shopify / BigCommerce / WooCommerce sales and product breakdowns |
| Amazon metrics by date | Amazon Seller marketplace performance |
| Store Ad Spend | Combined ad spend across connected platforms |
| Facebook / Google / TikTok Ads | Per-platform ad detail |
| GA4 UTM report | Traffic and conversion by UTM source / medium / campaign |
| Recharge Subscription MRR / Churn | Subscription health metrics |
The available groups depend on which datasources are connected. The full list lives in Metric groups.
Worked examples
Section titled “Worked examples”Add a Brand metrics section
Section titled “Add a Brand metrics section”The Brand metrics by date group provides blended top-line metrics — best for the headline section of an executive summary.
- Add section → choose Brand metrics by date.
- Headline metrics: Revenue, Orders, AOV, Blended ROAS.
- Breakdown: by Date for a trend chart.
- Save.
Add a DTC metrics section
Section titled “Add a DTC metrics section”The DTC metrics by date group provides direct-to-consumer sales — Shopify, BigCommerce, or WooCommerce.
- Add section → choose DTC metrics by date.
- Headline metrics: Gross Sales, Net Sales, Orders, AOV, Refund Rate.
- Breakdown: by Date for trend, by Product for top items.
- Save.
Add an Ads performance section
Section titled “Add an Ads performance section”For a cross-platform rollup, use Store Ad Spend; for one platform’s detail, use that platform’s group.
- Add section → choose Store Ad Spend (cross-platform) or, e.g., Facebook Ads (single platform).
- Metrics: Total Spend, Blended ROAS, Conversions (or Spend, ROAS, CPA per platform).
- Breakdown: by Platform for the rollup, by Campaign for platform detail.
- Save.
Ordering sections for readability
Section titled “Ordering sections for readability”A consistent section order makes a Report scannable and easy to reuse. The typical executive-summary order:
- Revenue overview — Brand metrics by date.
- Channel performance — DTC and Amazon trend.
- Top products — DTC by product.
- Marketing efficiency — Store Ad Spend by platform.
Keep section titles stable across weeks so readers always know where to look, and keep the spread tight — most exec-ready Reports run 3–7 sections; above 8, split into two Reports. To reorder, open the Report in edit mode and use the section-list controls (drag-and-drop or move actions, depending on the workspace).
Duplicate a Report as a template
Section titled “Duplicate a Report as a template”To reuse a layout, duplicate the Report — the structure carries over, and data is pulled fresh.
- Open the Report.
- Click the ⋯ menu → Duplicate.
- Rename the copy.
- Edit only the bits that need to change.
Section list and order, metric-group selections, default date range, and section titles all carry over; data does not. A common pattern is a master template Report duplicated each week or month to preserve the structure. Reports live within a workspace — to reuse one elsewhere, recreate the structure in the target workspace.
Common questions
Section titled “Common questions”Can I add the same section type twice?
Yes. Adding two “Brand metrics by date” sections with different date ranges lets you compare periods side by side without using the comparison control.
Can Members create Reports?
Yes. Members can create Reports and Views, but they cannot manage access, invite users, or provide access to other users.
Can I reorder sections after adding them?
Yes. Open the Report in edit mode and use the section-list controls to move sections; the new order saves with the Report.
Troubleshooting
Section titled “Troubleshooting”- A section shows “No data” — the section’s metric group needs a datasource that isn’t connected, or the date range is outside the available history. Confirm the datasource in the Data panel and widen the date range. See A Reports section shows “No data”.
- A metric group is missing from the picker — the related datasource isn’t connected, or your role doesn’t include access to that group. Connect it in Settings → Integrations.