After you build a Data Explorer report, you can analyze the results, customize the chart, and share your findings with others.
This article explains how to interact with report data, export results, and share reports with your team.
When the report loads, the Chart and Breakdown sections populate with a visualization and the raw data used to generate the chart.
Analyze the chart
The chart shows the event measurements defined in your query over time.
- The X-axis shows the selected date range.
- The Y-axis shows event totals or other selected measurements.
Hover over a data point to view the value and trend compared to the previous point.
The legend displays beneath the chart and includes up to 10 events. If you select an event from the legend, it hides the event data from the chart. To add the event data back into the chart, simply select it again. You can also modify which events appear in the chart using the dropdown menu in the top-right corner of the chart and the table in the Breakdown section.
If you have formulas added to your query, the chart displays the formula data. If you'd like to see data for individual events instead, consider removing any applied formulas.
Timeframes with incomplete data are denoted by a dash pattern. For example, if you're looking at weekly data on a Wednesday, data for the current week (which hasn't had a full seven days yet) will show as a dash pattern.
Modify the chart
You can adjust both the chart type and view to meet your needs.
Adjust the chart type. In the top-left of the Chart section, you can update the type of chart that displays by selecting the dropdown menu and selecting a new chart type: line, area, stacked area, column, stacked column, bar, stacked bar, donut, and summary number. If you have two event groups selected, you can choose the chart type for each event group.
The available options vary depending on your query. If an option is grayed out, you can hover over the option to read why it’s unavailable for selection.
Adjust the chart view. Using the dropdown menu in the top-right corner of the chart, choose which data displays in the chart. The two options are as follows:
- Top 10 values (or Top 10 formulas if you have a formula applied) uses the top ten Summary values in the breakdown table. These values update dynamically after each report run.
- Custom visibility allows you to choose the values that display in the table by selecting the eye icons in the breakdown table.
Interact with the data
To view additional information, hover over a data point in the plot area to view the corresponding date and quantity. For line, area, and column charts, you can also view trending information based on the previous datapoint. If the trending information is "N/A", this indicates that the previous value was 0.
If you select a data point, a side panel opens that lists the specific visitors and accounts included in the quantity of that specific data point. By default, the table in this side panel shows data by Visitor ID and Account ID.
If you want to change the metadata values that display for visitors or accounts, select the Filter icon next to the first column in the table.
This substitutes the Visitor or Account ID with the new value and doesn't recalculate the data or quantities displayed in the side panel. When changed, the setting applies until the report is closed or the metadata field is changed again.
If you want to export the data in the side panel, select Download CSV below the table.
If desired, you can include additional metadata to the CSV by selecting Add Metadata and selecting a value from the dropdown menu. After you choose your desired metadata, select Generate CSV to download the file to your device.
You can also hover over a label in the legend, located below the chart, to highlight the associated data in the chart.
Download the chart
If you want to download the chart as a PNG image file, select the Download PNG icon in the top-right corner of the Chart section.
View the breakdown
The Breakdown section contains a table that summarizes the data shown in the chart.
Above the breakdown table, there's a toggle to filter out rows with no activity or events. You can also use the search field to find a specific data point.
Update the chart view
In the first column of the breakdown table, you can find a Show in chart icon in each row that represents whether the associated data displays in the chart. Up to 10 events populate in the X-axis of the chart. By default, these are the first 10 events sorted by the Summary column in the table in descending order.
To update which events display in the chart, choose Custom visibility from the dropdown menu located in the top-right corner of the chart, then select Show in chart using the eye icon next to each appropriate event. If you have formulas in your query, you must have Custom visibility selected in the top-right corner of the chart to view individual event data in the chart.
If 10 events are already visible, you must hide one of these events before you can select a new event to display.
Understand the breakdown summary
The values in the Summary column of the breakdown table reflect the total counts based on the Measure you selected for the event group across the selected date range.
The numbers in the columns to the right of the Summary column might not add up to the Summary count. This is expected based on the selected measurement.
When measuring by Total events, the Summary count includes all event interactions within the date range. The totals across the date range do total up to the Summary count in this instance.
When measuring by Number of unique visitors or Number of unique accounts, the Summary count might not match the total of each preceding column because it is looking at unique usage.
To better understand this, consider the following example:
- You're reporting on the Number of unique visitors that used a specific Feature across a two-week date range.
- In the first week, two visitors clicked the Feature: Visitor A and Visitor B. The total that shows in the breakdown table for the first week is 2.
- In the second week, two visitors clicked the Feature: Visitor A and Visitor C. The total that shows in the breakdown table for the second week is 2.
- Even though the totals over the date range sum up to 4, the Summary column shows a total of 3 since Visitor A is a single unique visitor and is only counted once.
Understand groupings
When organizing your data with a Group By value, the breakdown table returns all possible values of your selected grouping option (visitor metadata, account metadata, historical metadata, or event property), as long as the number of unique values doesn't exceed 10,000 (for each event if you have 10 or fewer events selected, or across all events if you have more than 10 events selected). The results are filtered by the chosen segment.
Export the breakdown table
If you want to export the full table of data as a CSV, select the Download CSV icon in the top-right corner of the Breakdown section. When selected, the file automatically downloads to your device.
Save your report
After you finish building and analyzing your report, you should save your report so that you can return to your findings or modify your query as needed.
Select Save in the top-right corner of the page, then fill out the following:
- Report name and Description so that you and others can easily identify it from the list of reports.
- Visibility. If you want others in your Pendo subscription to view or edit the report, set this to Everyone. (If you have read-only permissions, you can only save the report as Only me.)
- Add to dashboard (optional) to pin this report to an existing dashboard for quick access.
Select Save report to add it to your subscription's list of reports in Analytics > Data Explorer and Analytics > View all reports.
Share your report
To share a saved report, copy the URL or direct users to it from Analytics > Data Explorer or Analytics > View all reports.
Make sure the report’s visibility is set to Everyone if others need access. You can update this setting using the Share icon at the top of the report.
Add the report to a dashboard
To add a saved report to a dashboard, you have two options:
- Select Add to dashboard at the top of the report.
- Create a new Data Explorer widget in an existing dashboard and select the saved report. This lets you monitor usage data alongside other metrics in a central location. When viewing the report in a dashboard widget, hover over an event tag to see the event name, filters, and apps applied. Select the tag to open a modal with more event details.