Generating Custom Reports and Insights
Last updated September 27, 2024
In today's data-driven landscape, making informed decisions requires access to accurate and timely insights. At Okendo, we empower users to create custom reports tailored to their specific needs, enabling businesses to analyze their performance effectively. This article will guide you through the steps to generate custom reports and extract meaningful insights from your data.
Step-by-Step Guide to Generating Custom Reports
- Log into Your Okendo Account
- Go to the Okendo website and log in using your credentials.
- Navigate to the Analytics Section
- Once logged in, locate the Analytics tab in the main navigation menu.
- Select "Reports" from the Analytics Menu
- Click on the Reports option to access the reporting tools.
- Choose "Create Custom Report"
- Find and select the Create Custom Report button to start building your report.
- Define Your Report Criteria
- Specify the metrics you want to include in your report. Options may include customer feedback, review statistics, and more.
- Use filters to narrow down your data based on date ranges, product categories, or customer segments.
- Add Visualizations
- Choose how you want to display your data. Okendo offers various visualization options, including charts, graphs, and tables.
- Preview Your Report
- Click on the Preview button to see how your report will look with the selected criteria and visualizations.
- Save and Export Your Report
- Once you’re satisfied with your report, click Save. You can also choose to export your report in different formats (CSV, PDF, etc.) for sharing or further analysis.
- Schedule Regular Reports (Optional)
- For ongoing insights, set up a schedule to automatically generate and email reports at regular intervals.
- Analyze and Act on Your Insights
- Review the generated reports to identify trends, patterns, and areas for improvement. Use these insights to inform your business strategies and decisions.
Was this article helpful?