Creating and Adjusting Reports

You can create a new report at any time by selecting the New Report button in the Reports section of the HUMAN Dashboard or by importing data from an Explore view. You can also edit an existing report by selecting the name of any report on the Reports list.

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Select Cancel to cancel your report, Run Report to run your report without saving its settings, Save to save your settings without running the report, or Save & Run to simultaneously save and run your report.

Report Name and Details

When creating a new report, choose a report name that reflects the overall purpose or function of your report. You can also enter a short description with any additional information about your report.

New reports are automatically assigned a filename that matches your chosen report name. However, you can change this filename to a new value at any time. 

The date range determines the time frame of traffic data that will be incorporated into your report. You can select one of several preset date ranges or select a custom date range on the calendar. After selecting a custom date range, choose Select to apply your changes or Cancel to revert to the previous date configuration. 

Scheduled reports will incorporate data from the selected date range relative to the time of the report. For example, if you select the date range Last 7 Days for a report that is scheduled to run once a month, each monthly report will include data from the previous seven days leading up to the date that report was run. You can use almost any pre-defined date range in your scheduled reports, but custom date ranges and the Today date range are not compatible with report scheduling. 

Datasources

If you are using multiple HUMAN solutions, you can choose which solution will provide the data for your report. Additionally, if you are creating a report using BotGuard for Growth Marketing data, you can choose whether to use pageviews or sessions as a base unit.

Fields

You can choose which fields are included in your report. Although the specific fields available vary between solutions, each field offers a unique way to break down your data into distinct categories—for example, you may wish to group data by user platform, campaign ID, or device type. You must include at least one field in your report, but you can add as many additional fields as you see fit.

To add or remove fields, select the Fields button and toggle the checkbox next to the name of each field you would like to include or exclude. Select Add to save your changes, or Cancel to revert to your previous configuration. 

Hovering over the name of an existing field will give you the option to delete that field from your view or create a filter based on that field.

Filters

You can create filters based on the fields and metrics associated with your view. These filters can help you narrow down large datasets by only including data that meets certain criteria.

To add a new filter, select the Filters button and toggle the checkbox next to the name of each field or metric you would like to include or exclude. Select Add to save your changes, or Cancel to revert to your previous configuration. You can also hover over the name of any active items in the Fields or Metrics section and select the filter button for that item.

Certain filters, like Platform Type, provide a single drop-down menu with available filter settings. Other filters consist of a Constraint drop-down menu with several boolean operators and a text field to enter your filter condition. For example, if you’d like to exclude traffic data from Windows users, create a filter based on the OS field, select the constraint Is not, and write “Windows” in the text field. You can also create a filter with multiple constraints for more complex operations. 

Hovering over the name of an existing filter will give you the option to delete that filter. To delete individual constraints within a filter, select the trash can icon next to each constraint.

Metrics

You can choose which metrics are included in your report. Metrics provide insight into the data categories determined by fields—for example, you may wish to measure levels of SIVT (your metric) across different platform types (your field). 

Like fields, the specific metrics available vary between solutions. You must include at least one metric in your report, but you can add as many additional metrics as you see fit.

By default, new reports include the metrics from each solution’s Summary category. To add or remove metrics, select the Metrics button and toggle the checkbox next to the name of each metric you would like to include or exclude, or toggle the checkbox next to the name of a category to include or exclude all metrics in that category. Select Add to save your changes or Cancel to revert to your previous configuration. 

Hovering over the name of an existing metric will give you the option to delete that metric from your report or create a filter based on that metric.

Report Schedule

Rather than running each report manually, you can schedule HUMAN to automatically run your reports at set intervals. Before you can schedule a report, you must first save your report settings and select the toggle icon in the Report Schedule pane.

To choose how often your report is run, select an option from the Repeats drop-down menu. Depending on your selection, another option called Repeats On may appear, which lets you decide how frequently your report will repeat within the chosen time frame. The Starts and Ends options let you choose the date when your scheduled report should begin running and when it should end, if applicable. 

Email Notifications

If reports are enabled, HUMAN can send you email notifications when new report files are ready to download. Each report can have multiple recipients, but these recipients must have email addresses associated with your organization’s HUMAN account or be part of an existing agreement to receive data from HUMAN. To remove any existing email recipients, select the Remove button next to that recipient’s name.