Reports
Reports is the surface for building custom multi-section pages that combine data from different metric groups, share with your team, and schedule for email delivery. A Report is composed of sections, each powered by a metric group — a curated dataset like Brand metrics by date or Store Ad Spend — and the sections can mix data from different datasources on one page.
What Reports is for
Section titled “What Reports is for”Reports does three things Explore’s pre-built dashboards can’t:
- Custom section combinations — stack DTC sales, paid spend, and Amazon performance on a single page, in the order you choose.
- Shareable pages — a Report is a saved, named page you point teammates to, not a one-off view.
- Scheduled delivery — send a Report’s contents as a recurring email digest. See Scheduled Reports.
Use Reports for recurring executive or stakeholder summaries, cross-source views, and standardized reports reused across brands.
Reports vs Explore
Section titled “Reports vs Explore”| Explore | Reports | |
|---|---|---|
| Layout | Pre-built, fixed per dashboard | User-built, sections in any order |
| Saved state | Saved Views | The Report itself is the saved state |
| Best for | Drilldown and diagnosis within one area | Cross-source layouts and recurring summaries |
| Sharing | View-level | Shareable, scheduled-delivery page |
Explore is the default — fast, read-only, best for daily checks and ad-hoc diagnosis. Reports is the right tool when a single Explore dashboard can’t keep the data in one view, or when the same layout needs to ship to stakeholders on a cadence. For where Reports fits among all three surfaces, see Explore vs Brand Overview vs Reports.
What’s in a Report
Section titled “What’s in a Report”Each section is built from one section type (metric group) — Brand metrics by date, DTC metrics by date, Ads performance, and others — and contains:
| Element | Description |
|---|---|
| Metric group | The curated dataset the section draws from |
| Date range | The Report’s default, or a per-section override |
| Breakdown | By date (trend), by product (top items), by platform (ads comparison) |
A typical Report has 3–7 sections with stable titles so readers learn the layout once.
Common questions
Section titled “Common questions”Where do I find Reports?
More → Reports. From there you can open an existing Report or create a new one.
Can Members create Reports?
Yes. Members can create Reports and Views, but they cannot manage access, invite users, or provide access to other users.