Overview

Beeswax has an advanced reporting tool for full customization on reporting. This article highlights the workflow and functionality in Report Builder.

Accessing Reporting

Navigate to Analytics module and view the available reports under the Reporting menu.

Build a Report

Depending on the report selected, certain fields will be auto-selected on the left hand navigation. Query fields can optionally be filtered, pivoted, or sorted.

To add a field to a query, do the following:

1. Start by navigating to one of the reports in Analytics.
   
   

2. In the Field Selection, click the name of a field once to add it to the query. Clicking the field a second time removes the field from the query.
   
   

The added field appears in two places:

• In the Data section as a column. Dimensions appear as blue columns and measures appear as orange-brown columns.
  
  
• In the In Use tab of the Field Selection. Dimensions appear as blue rows and measures appear as orange-brown rows.

Optional: Remove a Field from a Query

To remove a field from a query, do one of the following:

• In the Field Selection, click the desired field.
  
  
• In the Data section, click the gear icon in the column header of the desired field. Then, click Remove.

Optional: Add a Calculated Field to a Query

Calculated fields are user-created metrics and dimensions that are derived from one or more existing fields, including other calculated fields.

In the query results data table, located in the Data section, calculated fields appear as green columns. To learn more, see Table Calculations in Report Builder.

Visualizations

The Report Builder's robust features enable users to visualize data within the results pane directly. To initiate the creation of a visualization, expand the 'Visualization' tab and select a chart or visualization type from the available options.

The tool automatically analyzes the data in the results section and applies the most appropriate visualization. Users can adjust various settings to modify axes and enhance the graphic's clarity. When a report with a visualization is saved, the configured visualization is saved along with the report.

To fine-tune visualizations, use the Edit bar on the side. Additionally, users can specify which fields should be excluded from the visualization.

Saved Reports

Report Builder enables users to save reports for future reference. After running a report, select the "Save as a Look..." option from the gear icon located in the top right-hand corner. A prompt will appear requesting a name for the saved report. To access this report later, select any report from the Reporting dropdown menu. In the top right-hand corner of the report, click the icon with four tiles to view all saved reports. Clicking on a saved report will re-run it and display the associated visualization. To edit an existing saved report, click the gear icon and choose "Explore from Here," which will return to the Report Builder view for that specific report.

Downloading Reports

The option to download report results can be found by clicking the gear at the top right corner and selecting the “Download” option after the report has been run. This will open the following modal allowing the specification of criteria for the download file:

All of the following file formats are supported by Report Builder:

• TXT
• XLSX
• CSV
• JSON
• HTML
• Markdown
• PNG (of the Visualization)

Users can export a boundless set of report results by choosing the “All Results” option under “Limit”. Report Builder users are not subject to a maximum row limit when downloading their report results.

Sending and Scheduling Reports

To export data from Report Builder to another system, users can choose from various delivery methods, including email, S3, SFTP, and webhooks. Data can be exported either on a scheduled basis or ad hoc.

For ad hoc exports, select the “Send…” option from the gear menu in the top-right corner. This action will open a modal with available sending options.

To schedule a report to run at a specific time and send the results to designated recipients, users will be provided with scheduling options and a time window. Note: It is important to consult with a Beeswax Account Manager before setting up reports on an ‘Hourly’ schedule or more frequent intervals. The scheduling window can be set in 5-minute increments.

Dashboards

See Dashboards to learn more.