Custom reports is a feature that allows you to create reports that are customizable, detailed, and readily accessible. Custom reporting was developed to be a
self-service function, reducing the time it takes to gather vital information essential to your business needs.
Using Custom Reports is an add-on feature. If you'd like to use Custom Reports, please contact your designated Fountain representative or [email protected] to enable it in your account.
Access Custom Reports
Custom reports is an advanced feature located in the Analytics tab. Simply click Analytics in the top toolbar of any Fountain page, then click Custom Reports in the left sidebar. There are four Explore options available - Explore Applicants, Explore Users, Explore Product Metrics, and Explore Calendar.
Quick Starts
Quick Starts are a way to create a new report with a set of starter metrics that help you craft your report faster. Quick Starts contain the most popular metrics and are a great starting point.
The Applicants and Calendar Explores both have Quick Start options. Simply click on a Quick Start tile to see the report.
Want to learn more? Watch the video below to dive deeper into using Quick Starts:
Filtering and Additional Capabilities
When you click into a Quick Start tile, you can view all the data related to that Quick Start which includes filters, visualizations, and a list of the data.
You can also create a custom report from scratch by clicking on one of the four Explore options and then adding dimensions, measures, and filters.
Watch the video below to see how to create a custom report from scratch:
Important Note:
Standard data keys are available to be used in all Explores. Custom data keys are only available to be used in the Applicants Explore.
Saving Dashboards & Looks
Once you have your custom report created, you can save it to share with other Analysts or refer back to it in the future. Created items can be saved as dashboards or looks. Follow the steps below to save:
Click the Settings icon in the top right corner and then click Save. Choose to either create a new dashboard, save to an existing dashboard, or save as a Look.
Type a title for the dashboard or look and then select either your personal folder (My Folder) or a Shared folder. Dashboards saved to personal folders can only be viewed by the dashboard creator while dashboards saved to a shared folder can be shared with Administrators, Team Managers, and other Analysts. Shared folders are ideal for sharing dashboards with multiple users.
Users that only have access to specific Brands or Openings will only see data results for those they're allowed to see. If the dashboard content is filtered using any Brand or Opening that a user is not allowed to see, they won't see any data, even if the dashboard is in a shared folder.
Click Save.
To access the dashboard or look you just created, select the folder icon located in the top right corner of any Analytics dashboard. If you need to make additional edits, click the 3 dots icon in the top right corner and click Edit (look) or Edit dashboard.
You can add additional filters or drag and drop tiles on your dashboard to reorder them. Click Save at the top after making any adjustments.
What is the difference between a dashboard and a look?
Looks are the saved visualizations that can be created by the Fountain user. These single visualizations are created in the Explores and are used to understand and analyze the data. These Looks can be shared and reused in multiple other dashboards.
Dashboards allow you to place multiple tables or graphs or looks on one page, so that you can get a quick view of the related content.
Additional Resources
Check out these additional custom analytics videos:
Want to learn more about the Custom Reports? Click the tile below to launch our Fountain Analytics course series!
Try It Out!
Click the images below to try out creating a custom report and adding a report to a Dashboard:
