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Custom Report Basics in Collaboration Analytics
Custom Report Basics in Collaboration Analytics

Getting Started in Collaboration Analytics with Custom Reports.

Communications avatar
Written by Communications
Updated over a month ago

Within Collaboration Analytics, Power Users have the capability to create custom reports, defining the attributes and metrics included in the analysis (Dashboard & Alert Users do not have this capability). There are three report structures available to create from: A To-Date Analysis, Trend Analysis, and a Totals Analysis.
💡 It is important to remember, all attributes, metrics, and reporting periods will be from the perspective of the Retailer in the relationship.

To-Date Analysis (Outlined in Red) reports gather and present the data rolling up to a user-specified end date. Depending on each retailer, the metrics in To-Date reports can usually be presented as Week To-Date (WTD), Month-To-Date (MTD), Quarter To-Date (QTD), Season To-Date (STD), and Year-To-Date (YTD) with Last Year (LY), Variance (VAR), and Same-Store (SS) options for each time-frame.

Totals Analysis (Outlined in Green) reports gather and present the data in a user-specified window of time. Depending on each retailer, the metrics in Totals Analysis reports can be shown as This Year (TY), Last Year (LY), Variance (VAR), and Same-Store (SS) in the user-defined time-range.

Trend Analysis (Outlined in Yellow) reports gather and present the data in a user-specified window of time and a repeating cadence defined by the user. The options for the trend cadence of the data groupings are Weekly, Monthly, Quarterly, Seasonal, and Yearly. Depending on each retailer, the metrics available in Trend Analyses can be presented as Week To-Date (WTD), Month-To-Date (MTD), Quarter To-Date (QTD), Season To-Date (STD), and Year-To-Date (YTD) with Last Year (LY), Variance (VAR), and Same-Store (SS) options for each window of time.

For additional information on creating custom reports in Collaboration Analytics, any registered user may sign up for the free webinar, “Collaboration Analytics 200 – Report Building”. Registration links can be found on your Analytics portal homepage;

Or on the course outline page for Collaboration Analytics on Training Center;


⛑️ SPS Analytics Support

If you have any additional questions regarding Collaboration Analytics Reports, please reach out to our Analytics Support team at the contact information below:

☎️ 888-739-3232, Option 2

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