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| Information Block | Field Description | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Filters | On the Filters menu, select the required parameters for the report. To cancel any filter, click on the delete You can start a quick search by typing filters' names in the field at the top of a drop-down menu with filters. | |||||||||
| Period | Specify the time interval for the report and a timezone. Please note that the Period field is mandatory. | |||||||||
| Client Type | Select a client type from a drop-down list of the following options:
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| Additional Filters | ||||||||||
There are the following accessible additional filters:
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| Client Tags | Specify certain tags to filter clients and show more detailed results in the report | |||||||||
| Owner | Define a reseller for the report | |||||||||
| Package | Enter a package for the report | |||||||||
| Group by | There are the following accessible options to group the data in reports:
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| Output | This form contains settings for the output data of the report. | |||||||||
| Type | Choose a format of the report from a drop-down list: Web/CSV/Excel XLS/Excel XLSx | |||||||||
| Send to | You can send generated reports via email. Also, it is possible to specify several emails.
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| Currency | Specify a currency for the report. All values will be automatically converted to the specified currency in the report. | |||||||||
| Active Duration | Determine the period (in months). If the customer has used any paid services within this period, (s)he will be considered an active client. | |||||||||
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Screenshot: Customer Dynamics chart
Sharing a Report
Each time you query a report, the system generates a unique link in the format of "/view?id=<uniq-string>". The link allows sharing data with the users, even if they don't have access to that part of your system. In case you made some changes in the report after sending the link, the user could still view the previous data by the link you had sent him before.
To share a report with a user, you need to send him/her a link you get after the report query.
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