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  • CDP 365 INTRODUCTION
    • Overview of CDP 365
    • Feature Structure
    • CDP 365's Interface
    • Help feature
  • PERSONAS
    • Visitors & Customers
      • Data table
      • Explore data
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  • DATA HUB
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    • Channel Integration - Destinations
      • All Destinations
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  • Insights
    • Quick start guide
    • Data Source
      • Create a data source
    • Reports
      • Create reports
        • About reports
        • Build, stylize, and add data to reports
          • Set report date ranges
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          • Chart references
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          • Add reference lines to charts
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          • Use the Insights Report Editor
        • Copy a report
        • Delete a report
        • Tutorial: Create a new report
      • Filter your data
        • About filters
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        • Let your viewers control the date range
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        • About data blending
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      • Glossary
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  • DATAFLOWS
    • Dataflows
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          • Export to CDP 356 Events
          • Export to CDP 365 Business Object
          • Export to CDP 365 Segment
      • Work with Dataflow
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    • Data Destinations
      • Create a Data Destination
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      • Data Destinations Connectors
        • Amazon S3
        • CDP Coupon
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        • CDP Business Object
        • CDP Segment
        • CDP Event
        • Audience SaleForce Maketing Cloud
        • Google BigQuery
        • Facebook Audiences
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        • Postgres
        • Send Mail
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    • Data Source
      • Create a Data Source
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        • Google Analytics
        • CDP ANTSOMI
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        • Facebook Ads
        • Youtube
        • PostgreSQL
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        • File Upload (Big Table)
        • Business Object
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        • CDP 365 Segment's Members
        • Analytic Model Antsomi
        • SQL Server
  • PORTAL SETTINGS
    • Overview
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    • Conditions
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  • TICKET MANAGEMENT
    • Tickets
  • Use cases
    • Personas
      • Visitors/Customers
        • How to add new and update Customers to CDP
        • How to create a Customer Custom Attribute
        • How to create a Customer Computed-Last Attribute
      • Segments
        • How to export .xml file?
        • How to create a Dynamic Segment
        • How to create a Static Segment (Matching file)
        • How to create a new segment?
        • Create a segment for Cart Abandonment
        • Set up a "Segment" containing emails to be excluded before sending mail
      • How to create "Attribute" for "Customer"/"Visitors"?
    • Data Hub
      • Event Sources
        • Set up Event Tracking code to track events into CDP
        • Set up Event Tracking code to track events into CDP
        • How to check data after you track an event on the website and app?
      • Business Objects
        • How to create "Data Source" connected with the "Data Object" of CDP 365
        • How to create a Collection
        • How to create "Custom Attributes" with Input via UI feature
    • Marketing Hub
      • How do I set up an advertising SMS campaign using the SMS FPT destination?
      • Strengthening User Identity Verification with OTP Authentication
      • How to use Line Message Templates?
      • How to set up a Webhook Journey
      • How to set up a campaign using SMS channel
      • How to setup a campaign using App Notification channel?
      • How to configure a smart inbox campaign? (In Progress...)
      • How to calculate conversion goals for a journey?
      • How to recommend products using the Parent-Child Algorithm
      • How to create Branded domain in Link Management?
      • How to send messages using OneWay SMS destination?
      • How to explore Journeys?
      • How to test a Journey using Email channel?
      • How to send marketing email using Mailgun Destination?
      • How to send marketing SMS using One Way SMS Destination?
      • How to create Web Personalization using Media JSON in CDP 365?
      • How to create an Email Customer Journey?
      • How to create a Web personalization journey?
      • How to create a "Trello Card" using CDP 365
      • How to display template on website using CDP 365
      • Initialize customer after submitting form
      • How to create Customer Journey?
      • How to set up some Inline templates
      • How to monitor campaign performance?
      • How to create "Promotion"/"Coupon" by uploading files?
      • How to create Coupon from Magento or ERP system to CDP 365?
      • How to send "SMS Yondu" using CDP 365
      • How to send mail from email upload?
      • How to send "Zalo Notification Service" using CDP 365
      • How to send message using "FB Messenger" in CDP
      • How to Send SMS using "Klasik SMS" in CDP 365
      • How to push notification "Firebase Cloud Messaging" using CDP 365
      • How to Send email using "Amazon SES" in CDP 365
      • How to define zone in website for improve web personalize performance
      • How to Send "Viber Yondu" using CDP 365
      • How to send "Infobip Viber" using CDP 365
      • How to send "eSMS Viber" using CDP 365
      • How to create a new "Display Zone"
      • How to Send SMS using "Telerivet SMS" in CDP 365
      • How to push notification using "Onesignal (App Push)" in CDP 365
      • How to push notification using Antsomi Web Push in CDP 365?
      • How to Send email using "SendGrid" in CDP 365
      • How to send email using "Mailjet" in CDP 365?
      • How to send WhatsApp message in CDP 365?
      • How to send Telegram message in CDP 365?
      • How to track click metric of OneSignal App Push
      • How to send Ticket from CDP 365 to Antbuddy?
    • Insights
      • How to create "Report" with “Journey performance” data source?
      • How to create a new "Data sources"?
    • Dataflows
      • How can I export data from CDP 365 to Google Sheets?
      • Collect data from TikTok Form to CDP 365
      • How to create a Segment Data Source
      • How to create a report from multiple data sources?
      • How to send messages using "Facebook Messenger" in CDP 365
      • How to create a new Google Analytics data source?
      • How to create Facebook Ads data source?
      • How to create Google Ads data source?
      • How to create a "Destination Channel" in "Dataflows"?
      • Set up Dataflows to push data to a Business Object in CDP 365
      • Set up Dataflows to push data to Google and Facebook Audiences
      • How to upload segment data into Google Ad Manager (GAM) 360 using Dataflow?
    • Portal Settings
      • How to set up two-step authentication?
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On this page
  • Create a new blank report
  • Add another chart to the report
  • Style the report
  • Add a banner
  • Add a title to the report
  • Next steps

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  1. Insights
  2. Reports
  3. Create reports

Tutorial: Create a new report

Follow these steps to create a simple Google Analytics report.

PreviousDelete a reportNextFilter your data

Last updated 2 years ago

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Creating reports in Insights is easy! In this tutorial, you'll build a useful and attractive report in just a few steps.

Let's get started!

Create a new blank report

  1. Sign in Insights

  2. Select Report menu

  3. In the top left, click

  4. You'll see the report editor tool, with blank canvas.

  5. In the top left, name your report by clicking Untitled Report.

Add another chart to the report

The time series chart plots data over the course of time.

  1. In the tool bar, click Add a chart.

  2. Select a Time series chart .

  3. Click the canvas where you want the chart to appear.

  4. Insights automatically adds the Date dimension and the Source metric (assuming you're using an Analytics data source).

  5. To adjust the chart's position, click and drag it, or select the chart and move it using your keyboard arrow keys. Each press of the arrow key moves the chart one full column or row (10 px) on the grid. Hold the Shift key down while using your arrow keys to nudge the selected components into place a pixel at a time.

  6. To adjust the chart's size, select it, then drag a corner or mid-line point.

  7. Let's breakdown the chart by Device Category:

    1. Make sure the time series is selected.

    2. On the right, under Available Fields, use the search tool to find the Device Category dimension.

    3. Drag the field and drop it on the Breakdown Dimension target.

Your chart should now display data series for the different device categories (Mobile, Desktop, and Tablet):

  1. Edit the report.

  2. Open the Theme and Layout panel:

    1. The Theme and Layout panel appears on the right whenever no components are selected.

    2. You can also click Theme and layout in the toolbar.

    3. In the THEME tab, click the theme you want to apply.

You can customize any of the preset themes. For example, you can select a different background color that better matches your brand:

  1. In the Theme and Layout panel, click Customize.

  2. Scroll down to the Background and Border section

  3. Use the color picker to set the Background color to your favorite color. Something in a mauvy-peach, perhaps?

  1. Select the Page component by clicking anywhere in the grid area.

  2. Draw a rectangle across the top of the page.

  3. Select the STYLE tab of the Rectangle Properties panel on the right.

  4. Set the rectangle background color to blue.

Extra credit! Add a gradient to the banner.

  1. Draw a textbox inside the banner rectangle.

  2. Type Google Analytics Demo Dashboard in the textbox.

  3. Highlight the text. Use the Text Properties panel on the right to change the font color and the font size to something that looks nice to you.

Hey! Where's the SAVE button?

In the tool bar, click on Save button to save your changed.

Next steps

Learn more about the building, stylizing, and adding data to reports.

Style the report

Preset themes let you apply color and style options to your entire report.

Add a banner

Use a colored rectangle as a background banner for your report header.

Select the Rectangle tool from the toolbar.

Add a title to the report

The text tool lets you annotate your reports and charts.

Select the Text tool from the toolbar .

Add more charts to your report.
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