Advanced Reporting - Getting Started

Powered by Looker, Affinity's Advanced Reporting will enable you to create new, robust visualizations of your data and share them with others moving forward.

Note: Advanced Reporting is only available to a specific set of users at the moment, and will be available to everyone in early 2021 at an additional cost.

For those with early access, once your Affinity CSM has set it up for your team Affinity account, feel free to jump to the section most relevant to you:

• Getting started with Advanced Reporting
• How to download a dashboard (one-time)
• How to email a dashboard to others (one-time and recurring)
  
  

Getting started with Advanced Reporting

1. Click the Reports tab on the top navigation bar.
   
   
   
2. Click New to create a new dashboard, then click Edit Dashboard. You can also click the ellipsis (3-dotted icon) to edit the dashboard in the future.
   
   
   
3. Give your dashboard a name (we suggest using the name of the list that will be used to generate the reports). Then, click Add Tile.
   
   
   
4. You can choose from two types of tiles: Visualization or Text.
   1. Visualization tiles (shown in red) display quantities and metrics.
   2. Text tiles (shown in green) only allow text and serve as headers for different reporting sections of your dashboard.
      
      
      
5. Given that visualization tiles will be used most frequently, click Visualization.
6. Select the list you want to generate a visualization for. In this example, we will choose the Deals List.
   
   
   
7. Given that this is a multi-step process, we've broken it down for you.
   
   
   
   1. First, name this visualization tile. In this example, we'll name it "Top Source of Introductions."
   2. Then, click the All Fields tab and select the dimensions (the fields) and measures (the unit of measurement) that will make up the visualization.
   3. You'll see the relevant data appear in the Data section. Click Run to see updates whenever you change your dimensions or measures.
   4. Now, click any visualization option to display the chosen dimensions and measures. You can choose from table charts, vertical column graphs, horizontal bar graphs, scatterplots, line graphs, area graphs, pie charts, maps, and single values.
   5. You can also apply filters to focus on specific field values. Click Run to see updates whenever you change your filters.
   6. Finally, click Run one more time after everything is set, then click Save.
      
      
8. Now, you should see your newly-created visualization tile showing the relevant data.
   
   
   
9. Repeat steps 2-9 above, and you'll have a dashboard that consists of multiple visualizations to keep track of different metrics and key performance indicators.
   
   
   
10. Feel free to copy your dashboard URL and share it with fellow members on your team Affinity account.
11. If you need to edit any tiles after they've been created, simply go back to Edit mode for the entire dashboard (see Step 2), then click the ellipsis (3-dotted icon) within the tile to make the necessary changes.
    

How to download a dashboard (one-time)

Once you've built out a dashboard, you can download it as a PDF or CSV and send it to others outside of your team Affinity account.

1. Click the ellipsis (3-dotted icon), then click Download.
   
   
   
2. Select one of two formats: PDF or CSV.
   1. The PDF format will display the visuals as is.
   2. The CSV format will consist of multiple CSV files containing the quantitative values shown in each visualization tile.
      
      
      
3. If you choose the PDF format, select a Paper Size. If you have a long dashboard with many tiles, we would highly suggest sticking with Fit Page To Dashboard.
   1. You can additionally choose to expand tables to show all rows and not just a few.
   2. You can additionally choose to arrange dashboard tiles in a single column.
   3. You can click Open in Browser to see a preview of the PDF before choosing to download it.
   4. Once you approve of the PDF, click Download.
      
      
4. If you choose the CSV format, simply click Download.
   
   

How to email a dashboard to others (one-time and recurring)

If you'd like to share your dashboard with others on a frequent basis, you can send it to your colleagues via email.

1. Click the ellipsis (3-dotted icon), then click Schedule delivery.
   
   
   
2. Select your preferred Recurrence and Time.
3. Add all the email addresses you'd like to send this dashboard to.
   
   
   
4. Select one of three formats: PDF, PNG, or CSV.
   1. The PDF format will display the visuals as is.
   2. The PNG format will display the visuals as is.
   3. The CSV format will consist of multiple CSV files containing the quantitative values shown in each visualization tile.
5. Click Save and you're all set!