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Create a Flat Table Report

You can create a flat table report when you want a report that extracts your raw data into a CSV or Excel file.

Required Editions

Available in: Intelligence Reports and Intelligence Reports Advanced
User Permissions Needed
To create and edit reports Schedule / “Create & Edit”
  1. From Analytics Builder select Intelligence [Datorama] Reports.
  2. Select the Reports tab.
  3. Click Create New Report.
    Note
    Note You can also create the same report from the Pivot Table module by using schedule export as a flat table.
  4. Define your General details.
    1. Enter a Name.
    2. Select the Export Format: CSV or Excel.
      Note
      Note The configuration settings change according to the format type you select. For example, if you select CSV, not all the fields are available.
  5. Define your Configuration details:
    1. To determine the dates you want to pull data from, select the Time Period. You can use a predefined time period, such as week, month, or year, or you can define a custom date.
    2. In Measurements, select the measurements you want pulled into the report, for example, email sends. You can select up to 100 measurements.
    3. In Dimensions, select the dimensions you want pulled into your report, for example, send date. You can select up to 80 dimensions.
      Note
      Note For a detailed explanation of the metrics available, see Dimensions and Measurements.
  6. Customize your report in the Configuration settings area:
    1. To include the total numbers in the report, select the Show Totals checkbox.
    2. From the Sort By dropdown, search for and choose the dimension or measurement you want to sort the report by. You can choose from any of the selected dimensions or measurements.
    3. From the Sort Order dropdown, select the way you want to sort, either descending or ascending order.
    4. To add another filter to your report, click Add Filter. For example, you can also filter by Campaign Name. For more information about filters, refer to Apply Filters.
  7. Define scheduling and delivery methods for the report. Refer to Define Scheduling and Delivery Methods.

See Also