Comparison Report Guide

Comparison Report Builder 

The Comparison Report Builder tool has been redesigned to be more user friendly and intuitive.  

 

This new update to our tool allows you to construct reports tailored to your needs, outlining metrics from 12 diverse categories (such as Direct and Organic Channels, Google Analytics and Google AdWords, CRM data, Inventory vendors and Third-Party services), where you can look at data patterns, compare differences side by side and analyze figures over time in a clear manner, thanks to an enlarged and updated range of metrics and categories.

1) Select a store, then go to Tools > Comparison Report Builder 

2) Exporting to an Excel file: 

In the upper left corner, you will find a dropdown menu where you can filter by category to help you segment the metrics, making it easier to manage. Then select the metrics you want into the report, click on “Select Metrics for Export”, and finally click the “Export” button located in the upper right corner of the screen. 

Note: if “Select Metrics for Export” is not check marked when clicking Export, the tool will grab all the metrics when exporting to an Excel file.

The screenshot below shows the Excel file using the Export button, only the check marked metrics were exported into the file. 

3) Create or Review saved Reports: 

Next to the Export button, you will find the “Create a Report or Review Saved Reports” button, here you can create customized reports tailored to your needs:  

In this dashboard you can see all your created reports as well as create new reports.  

In the right side of the screen (highlighted in red), you will find three buttons: the arrow facing down is for Download Report, the magnifier button to Preview Report and the trash can to Delete Report. 

Click on the magnifier and a pop-up will show up, here you can create your personalized report: select the data range, also the option to Show % Change month over month, the type of file (Excel or PDF), select one or more stores from the group, and select metrics classified by categories.  

Do not forget to add a name to your report and click on “Create Report”.

4) Preview Report and Download Report

Once the report is created, click on the magnifier button to preview it, as you can see in the example of the image below. It’s important to mention that there is no print button within the preview.

To print your recently created report: you must click on the arrow button to download the file, once downloaded you will be able to print it, either as a PDF or an Excel file.

5) More custom report examples:

Only one store is selected (Excel):

Many stores are selected (Excel):

% Change is shown (PDF):

% Change is not shown (PDF):  

Contact [e-mail] with any questions.