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Create a Custom Report

Tailor Your Insights: How to Create a Custom Report in Triple Whale

Chaim Davies avatar
Written by Chaim Davies
Updated over 3 months ago

Overview

Triple Whale centralizes all your data into a single source of truth, making it easier for your team to collaborate and make better decisions with greater speed and clarity. Straight out of the box, Triple Whale includes four standard reports to help you with those decisions:

  1. Summary Page: Aggregate your key performance metrics from your store and various integrated data sources.

  2. Pixel: Analyze marketing performance with first-party attribution reports and campaign analytics.

  3. Retention: Dive into customer retention analytics.

  4. Product Analytics: Understand the impact and sales trajectory of specific products and make inventory projections.

Create a Custom Report

To create a new report, click the "Add" button and select Report. You will first be offered to explore one of our custom template reports from the Template Library. If you intend to build from scratch, click Create New Report from Scratch.

Assign a name, and select a folder for the report to live in. Open the Advanced Settings if you want to assign a custom date range to the report. When complete, click Save.

Adding Metrics to Reports

Now that you've created your report, it's time to fill it with your desired metrics. There are several ways to add fresh data to your report. There are three ways to add data visualizations to your report. Let's explore each one below.

Chat with Moby

Open your AI-powered data analyst, where you can ask questions in plain language about your data and add those metrics and insights right to the report.

Metric Library

Build a table containing specific data points from connected marketing channels. Add filters and order preferences. Click Apply to add the table to your report.

Custom SQL Builder

For data analysts, this allows you to write SQL from scratch and build specific tables by querying data points from the data warehouse.

Once all this is done, you'll have a completely customized report with all the metrics your team needs to collaborate and make better decisions together.

Chat with Reports

Have questions about your data? Moby is available in every report to generate insights based on the data in the report. With a click of a button, you can ask questions about the report and generate actionable insights to drive better decision-making and greater profitability for your brand.


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