How to Create Reports and Dashboards

Oktopost's Social BI is a business intelligence solution built on top of your social media data. You can use it to create any dashboards and reports that help you derive actionable insights and easily share them with your colleagues.

Core Concepts

Before getting started, here are the main concepts that you should know:

Concept Description
Reports Reports display your social data visually using charts, graphs, and tables. Reports are always related to dashboards, but you can view and analyze them individually.
Dashboards Dashboards are collections of reports, organized on a single page.
Source Source defines the data-set in your report. For example, Posts, and Social Profiles.
Dimensions Dimensions are the properties in your data-set that you can use for grouping, for example, campaigns, tags, etc.
Metrics Metrics are the quantifiable properties in your data-set, for example, link clicks, impressions, etc.

Creating Dashboards

To create a dashboard, go to Dashboards, and click on Add Dashboard. Enter the name, description, and determine your dashboard's visibility (can be changed later on):

  1. Public: anyone in your team can view the dashboard.
  2. Private: only you can see the dashboard.

Creating Reports

Once you've set up your dashboard, you can start adding reports to it. To create a report, click on Add Report to open the report builder.

In your report builder, under Outline, select the Source. The Source defines the data-set that you want to analyze. You can choose only one data-set to analyze per report. The Source selection also determines the dimensions, metrics, and filters that you can choose.

Next, under Group by, select the Dimensions in your report. Dimensions act as the first axis, X, or Y, in your report. You can select up to two dimensions per report, and one time-series, depending on the chart type. If you've selected more than one dimension, you can re-arrange your selection using drag and drop to alter the groups in your chart.

Next, choose the Chart Type.

Then, choose the Metrics. Metrics act as the second axis to your previously selected Dimensions. You can select multiple values, depending on the chart type, and re-arrange them using drag and drop to alter your chart.

Note that, at all times, the chart preview will be updated with sample data from the last seven days, depending on your settings.

Next, apply Filters to your report. Filters help you limit the results in your data-set by a specific set of rules.

Once you've finished setting up the report and are happy with the preview, it's time to name it. Click on the report's name and description and update both. Note that giving your report clearly defined names and descriptions will help provide better context for anyone viewing it later on.

Click Save, and you're done.

Now, the new report should appear on your dashboard. You can resize or drag it to a new location and hit Save on the top right-hand to lock the new size and position.

Additional configurations in your report builder

When creating reports, you may encounter additional options under Outline.

Option Description
Columns Columns refer to additional data that you can add to your reports when drilling down to a tabular format. Columns do not impact the visual chart types.
Order by This option applies only to tabular reports and allows you to order the data-set according to specific columns in an ascending or descending order.
Limit This option also applies only to tabular reports and allows you to determine the number of records to show on the dashboard. Note that the report drill-down will still contain the rest of the records.

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