With Freshworks Analytics, the goal is to give you the power to make your own decisions with respect to your key performance indicators. Using reports, you can decide which metrics to track, how they're organized and what filters you use. You can choose which visualisations you'd like, compare metrics and apply even report-level filters to organize your datasets.
Creating a report
When it comes to creating a new report, there are two options: cloning a curated/existing report or creating a new report from scratch.
Cloning a curated/existing report
A curated report is a report built for you by the Freshworks product team. We put together a group of metrics to give you an overview of your account. You can modify a curated report by cloning it.
Open the report you'd like to clone
Click on its name. A dropdown menu will appear with an option - clone the report.
Clone the report so you can make changes at will.
Creating a new report
Click on the 'New Report' button. You'll be asked to enter a name (you can change it later) and choose its access permissions (this cannot be changed later). If you'd like to change access permissions for a report later, you have to clone it and save the cloned report with the new access permissions.
Once you create a new report, you will be able to add widgets to the report. You can choose to: start from scratch with a new chart, a chart created by your team in the 'Existing' gallery or a template created by the Freshworks product team. You can also add a text widget to the report.
Here's how you can modify widgets
Designing the layout of the report
A report consists of widgets. You can add chart and text widgets to a report and categorise them using pages. You can add style to a report's elements - background color, border, change font etc.
You can create up to 10 pages of widgets in a report so use it wisely.
Applying filters to a report
In Freshworks Analytics users can employ four levels of filters to refine reports and their components:
Report-level filter
Page-level filter
Widget-level filter
Metric-level filter
Date Range and Date Range Dimension
At both the report and page levels, users have the option to incorporate date ranges, which apply to the entirety of the report or the specific page, respectively. A date range functions as a filter that influences the data retrieved within those specified periods.
Additionally, users can utilize the "Apply to all metrics in this report" checkbox available within the report-level date range. This feature ensures the application of the report-level date filter to the entire report down till the metrics. You will notice the default Date Range Dimension filter automatically enabled across all metrics in the report when this checkbox is selected. In this example, the Date Range Dimension is mapped to the Created Date. This is configurable and can be replaced with any other date fields as well.
Saving changes to a report
When you modify the filters for a widget or a report, you need to hit 'Apply' for the changes to be reflected in the report/widget.
Once you apply your changes to a widget, you have the option to save the modifications to the widget, save the modifications as a new widget and add it to another report or the current one, or discard the changes. Similarly, when you modify a report, you have the option to save changes or discard them.
Exporting data
You can set up schedules to regularly export certain datasets and email reports to your and certain stakeholders' inbox.
Find out more about exporting data from Freshworks Analytics
Presenting a report
The presentation mode for a report removes all the distracting details - the navigation bar, the filters buttons etc. - from the screen and give data the spotlight it deserves.
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