Data Explorer empowers you to analyze insights, create visualizations and reports using any of your product data in a central location. This allows you to quickly uncover usage trends and patterns, then utilize these insights to make iterative improvements to your product — all within a single platform.
Any user can build and save reports in Data Explorer except for read-only users.
To navigate to Data Explorer, click on "Behavior" and then select "Data Explorer" in the main navigation.
Then, you'll see a "New Report" builder so you can get started.
Data Explorer is essentially made up of 3 parts:
- Breakdown Table
In this section, you will build query by choosing up to 2 data source types. Data sources options include:
- Page Views
- Feature Clicks
- Track Events
- Guide Views
Next, choose how you want to measure these sources:
- Total - This includes all events
- Average - This measurement will calculate the average view, click or event based on your data source.
- Number of Visitors or Accounts - This includes all unique visitors or accounts
- Percent of Visitors or Accounts - This includes all unique visitors or accounts
If you have multiple applications within your Pendo Subscription, choose your app. Then you can choose up to 5 "Objects" at a time:
Note: For multi-app customers, you can only choose one app for each Data Source.
Next, add your second Data Source as desired. Your finished data sources might look something like this:
Date Range Presets
Choose the date range of this data from a preset dropdown of options:
- Last 7 days
- Last 30 days
- Last 90 days
- Last 180 days
- Custom Date Range
Then, choose the data breakdown within that time period: hourly, daily, weekly or monthly.
You may noticed that some options are greyed out. Depending on what preset date range you're choosing from, the frequency may be to large or too small to represent within your visualization. The following options are available in these date range presets:
- Today: Hourly
- Yesterday: Hourly
- Last 7 days: Daily
- Last 30 days: Daily / Weekly
- Last 90 days: Weekly / Monthly
- Last 180 days: Weekly / Monthly
Choose who you want to include in your dataset by selecting or creating a custom segment:
If you need, you can choose multiple segments to compare the data by segment as needed:
After choosing your segment, choose how you would like to "Group" your users by selecting Visitor or Account Metadata:
Then, select the specific type you'd like to use. For example, you could choose "role" so you can see the different persona or department roles for your Visitors:
Note: If you choose multiple segments, Group By option is greyed out.
Once you're ready, click on the "Run" button at the bottom of your Query Builder to see your visualization:
After you "Run" your query, you might see your visualization build differently from what you desired.
From this view, you can adjust how your visualization looks by choosing the chart type you want to use for each of your data source types:
If you want to analyze your data hover over a data point within your chart as desired:
Click on the data point to see all the visitors and accounts that are included in that specific data point (i.e. a list of Accounts and a list of the Visitors within those Accounts who meet the query criteria for that data point).
You can export a list of Accounts or Visitors via a .csv with any additional metadata fields that you would like to include in your file.
Just like the chart data points, your chart labels are interactive as well. Hover over any labels to see the representation highlighted to understand all of your data types.
After analyzing your chart, you can also download the chart as a .png file.
Below your chart, you will see a breakdown table that summarizes your data into a table:
Click on the "eye" icon next to a data source in your Breakdown table to temporarily hide it within your visualization:
If you need, you can also choose to export the full table as a csv by click on the "download" icon in the top-right corner of the section:
Save Your Report
If you want to review this report on a recurring basis, save the report so you can re-run your it as needed. To do this, click on the "save" button in the top right-hand corner of the page.
Then name your report and choose your visibility:
When you're ready, click on "Save Report."
After you save your report, you will be taken to the Saved Reports page.
If you have a long list of saved reports, you can filter your list by changing the dropdown option from "Created by anyone" to "Created by me" (1) or simply search the list (2).
You can also navigate back to this page by choosing "Behavior" and then "Saved Reports" from the main navigation: