Preparing for a more focused Report Builder

We updated the Report Builder to make it a clearer, more reliable tool for exporting your data. The builder has a redesigned workflow and a new View/Edit mode. At the same time, we introduced a Dashboard Builder, a dedicated space to build and explore charts using the same data you work with in the Report Builder.

Charts have moved out of the Report Builder and into Dashboard Builder. The result is a Report Builder that does one thing well: configure, preview, and export your data.

What changed

The Report Builder now focuses exclusively on data exports, and the Dashboard Builder is your new home for data visualizations.

• New menu label: Look for My Reports in the left menu of the Analytics tab in the Admin App.
• Redesigned builder: To make configuring your datasets faster and more intuitive, you now select dimensions and measures from dropdown menus rather than dragging them from a side panel. Select a data field to add it to the table, and drag fields in the list to reorder them.
• Autosave: Next to your report title, watch as the last saved date and time updates as you edit your report.
• View and Edit modes: Open your saved reports in read-only View mode, where you can sort columns and adjust filters to explore your data without saving changes. Click Edit to make changes that are saved automatically.
• Templates for tables only: Report Builder templates now apply only to table reports. Chart templates are no longer available here.
• Charts removed: You can no longer add or configure charts in the Report Builder. See Dashboard Builder below.

Existing reports with charts

If you saved reports as charts, we’ve converted them to custom dashboards with a single chart. You’ll find them in My Dashboards in the left menu of the Analytics tab in the Admin App.

Dashboard Builder

Admins and Promoted Members can now build dashboards combining charts, tables, text, and images using the same datasets available in the Report Builder. Chart types include bar, line, column, KPI, pie, treemap, and more.

You can apply global filters across an entire dashboard, export dashboards as a PDF or PNG, and schedule dashboard delivery.

What you need to do

Your existing reports have been carried over automatically.

Now that the update has been released:

• Find any reports that include charts in your custom dashboards.
• Explore the Dashboard Builder to build chart-based views of your data.
• Update any internal documentation or training materials that reference the old Report Builder navigation (Analytics > Reports is now Analytics > My Reports) or chart functionality.