Affinity Analytics - List Summary Reports

With List Summary Reports, you can quickly gain a high-level overview of different metrics and trends based on the data within a list.

You can also follow these step-by-step examples below:

1. First, click into the list you'd like to report on, then click the + icon as shown below. Then, click the List Summary template option to create a new dashboard view.
   
   
   
2. Once the List Summary report is generated, you will immediately see different visualization tiles and metrics based on the data within this list.
   
   
   
3. Want to understand how certain visualization tiles were generated? Click the ellipsis (3-dotted icon) on the top-right corner of the visualization tile you want to dig deeper into, then click Explore from here.
   
   
   
4. If you'd like to change the data fields being used for certain visualization tiles, click the ellipsis (3-dotted icon) on the top-right corner, then click Edit dashboard.
   
   
   
5. Then, click the ellipsis (3-dotted icon) on the top-right corner of the visualization tile you want to dig deeper into, then click Edit.
   

To learn more about customizing, filtering, and pivoting data on your dashboard view, check out our Help Center's dedicated section on Affinity Analytics.