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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
A pop-up will appear where you can select an existing category or create a new one by simply typing the new category name.
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.
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.
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 second way to create a new Dashboard is to click the + Pin this report to a dashboard button from the report pinning menu.
You’ll be prompted to either select an existing report, or create a new one by clicking the + Create a new Dashboard button.
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!
Using Dashboards
Dashboards can hold a maximum of 100 reports. You can currently pin graph, funnel, retention, and influence reports to dashboards.
Once you have several reports in a dashboard, you can drag the report cards to rearrange them to your liking.
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.
Within a dashboard, you can click the report title to be taken to the corresponding report and analysis module.
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.
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.
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.
