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Reports & Dashboards

In this article you'll learn:

  • How you can use dashboards and reports together to monitor your most important metrics
  • How to create, manage, and delete dashboards
  • How to create, manage, add footnotes to, and delete reports
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Overview

Reports are saved analysis results, which can be pinned to dashboards to create a birds-eye view of your most important metrics. For example, you may wish to group together all analysis results related to your signup flow so you can monitor for trends and changes.

A dashboard with three pinned results: signup funnel, signup conversion by channel, signup conversion by referrer

Read on or click the sections to the left for deep dives into both of these features.

Reports

Reports are saved analysis results which you can continually re-run to monitor your analytics. The reports page gives you an overview of all of the reports available in your Heap account. You can search by report name or by category to filter down to specific reports.

Searching for a report titled Homepage and then selecting the top result

You can also click on the filter icon to filter reports by which analysis module they use, whether or not they are verified, and when the report was last modified.

An arrow pointing to the quick switcher icon as it appears on the reports page

Creating Reports

To create a new report in Heap, simply run an analysis module by navigating to Analysis > the type of analysis you want to run At the top, click the Save as Report button.

The save as report button where it appears on the report page

A pop-up will appear where you can name your new report. You can also choose to make it a personal report. Personal reports are only visible on your dashboard, though it can be published to a shared space later.

A report being saved with the name Count of Session

Only team members with the role of Analyst and higher can create shared reports.

When creating multiple new reports at once, after saving a report, you can click the reset button in the top-right to set the workspace back to a blank slate so you can set up a new report.

The reset button where it appears on the reports page

If you’re looking to create a new report that’s a slight modification of an existing report, there’s no need to manually set up that report all over again – simply make a copy of the report by clicking the Copy button, modify the copy, then update the name of the report.

The copy to personal space button where it appears on the report page

If you’re looking to create a new report that’s a slight modification of an existing report, there’s no need to manually set up that report all over again – after modifying the report, simply select Save as New Report from the save drop-down.

A drop-down on the report page with save as new report and save changes

Adding Footnotes to Reports

Once a report has been saved, you can add footnotes to graph reports by clicking on any data point, clicking the Add Footnote button, and providing the text of your footnote.

Once the footnote is added, all viewers of this report will see a line on the graph indicating a footnote is present. Hover the line to see the text of the footnote.

You can delete a footnote by clicking the line, clicking the footnote, and then clicking the trashcan icon when it appears.

Organizing Reports

Once you have enough reports, you’ll want to categorize them. New categories can be only be created during the act of creating a new report.

To categorize a report, on the Save as Report pop-up, simply type the name of the new category into the ‘Select category’ box.

A report being saved as App - Reads Docs

To categorize several reports at once, select the checkmark next to them where they are listed on the Reports page, then click Move at the top.

The more button where it appears on the report page

A pop-up will appear where you can select an existing category or create a new one by simply typing the new category name.

The move to category pop-up with the name Product Ops in the category name field

For best practices on naming reports and categories to benefit your team, see the Reports section of our article on Categories.

Rename Report Categories

To rename a report category, just click the pencil icon next to the category from the Reports page. A pop-up will appear where you can update the category name.

The rename category pop-up with the title Apps - Reads Docs in the name field

Scheduling Emailed Reports

Heap allows you to schedule daily, weekly, and monthly emails to yourself and others based on existing reports you’ve saved. For full steps to set this up, see Schedule email reports for you & your team.

Deleting Reports

To delete a report, from the Reports page, click on the report to open it up, click the ellipses in the top-right corner to open additional options, then click Delete Report.

The delete report option under the more options drop-down where it appears on the report page

Dashboards

Dashboards are the main hub of your Heap account, which is why this page is the default when you log into Heap. They are used to organize relevant reports in the same space to review all of the analytics your team needs at a birds-eye view. You can create as many dashboards as you need, and organize them into categories by team, feature, release, and more.

We recommend building out high-level dashboards that span multiple teams to get a summary of how the needles are moving, and building focused dashboards to understand the depth of analysis.

Building Dashboards

There are two ways to build a dashboard of your own. The first way is to click the + Create New Dashboard button from within the Dashboards drop-down.

The create new dashboard button where it appears on the dashboards page

The second way to create a new Dashboard is to click the + Pin this report to a dashboard button from the report pinning menu.

The pin to dashboard button where it appears on the report page

You’ll be prompted to either select an existing report, or create a new one by clicking the + Create a new Dashboard button.

The pin to new dashboard button where it appears in the pin to dashboard option menu on the report page

On your new Dashboard, you’ll see options to give your dashboard a name, categorize it, and toggle the visibility in your workspace. Click save and you’re done!

A report being named 2019 daily user retention in the name field on the report page

Using Dashboards

Dashboards can hold a maximum of 100 reports. You can currently pin graph, funnel, retention, and influence reports to dashboards.

A Marketing KPIs dashboard featuring six pinned reports

Once you have several reports in a dashboard, you can drag the report cards to rearrange them to your liking.

A report being moved around a dashboard via drag-and-drop

You can also resize the dashboard cards to make certain reports more prominent than others. Click the ellipses (three vertical dots) icon in the top-right of the report card you wish to resize, then select the option for the size you want the report to have.

Dashboard queries are cached for 24 hours from the time the dashboard was last visited. If you need up-to-date data, you can always click the “refresh” button in the dashboard toolbar.

The refresh reports button where it appears on the dashboard page

Within a dashboard, you can click the report title to be taken to the corresponding report and analysis module.

Clicking on a report in a dashboard to jump to the report page

You can organize your dashboards using the same categories you use across your account to keep things neat and tidy. Dashboards can also be created, copied, and moved between personal spaces and shared spaces.

The copy to shared space button where it appears on the report page

Home Dashboard

Admins and Architects can customize the view that team members are presented when they login by selecting a home dashboard. Home dashboards are configured on a per-project basis, and all users in the project will be shown the selected dashboard upon login. Heap will default users to the reports view in the absence of a selected home dashboard.

To set a home dashboard, all you need to do is visit a dashboard in your Heap project and click the home icon in the top-right of the dashboard. When selected, you’ll be prompted to confirm the selection.

The set as home for all users button where it appears on the dashboard page

If you’d like to change the home dashboard, navigate to a different dashboard in your Heap project and repeat the process. If desired, you may also specify the reports view as the home location for all users by clicking the home icon in the reports view. You’ll be prompted to confirm this selection.

The Use this as the home for all users? Confirmation pop-up that appears after you click the set as home for all users button

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Last updated April 13, 2020.

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