We have seen how to create your first data source in the first course. We will now create a blank report with this data source and learn how to create charts and tables with your data.
First, you need to find your data source. You will find it in your data source list on the homepage.
Clicking on it will open the data source management page (more information on our first tutorial), then click on Create Report in the top left corner.
You just created a blank report with your new data source in it. You can now select cards, charts, and tables to be displayed in your report. You are currently in edition mode, meaning you are a user with the edition right. You can know this from the View button in the top left corner.
You can find a details explanation of the interface in this annex.
Ok, let's put a concrete example. I will take a Facebook Ads data source to start a report. The idea is to have a small report that gives me performance insight quickly.
The metrics I will use: Spend, Impression, Link Clicks, Add to Cart, Purchases and Purchases Value.
I want them for the account and breakdown by the campaigns.
We will place a Scorecard for each metric and create a few relevant calculated fields, step by step:
Create a calculated field :
I now want a table with all the previous metrics, breakdown by campaign:
You now have a trim dashboard with the relevant metrics to follow your Facebook Ads account (or any social ads account, whatever it is).
In the following tutorial, I will show you how to share your report in several ways.
If you have any questions, feel free to ask on our chatbox!