Create your own custom reports.

 

Compass is pivot tables that dissect the information inside your account.

 

Free till it reaches a point of maturity and thereafter, it will be charged for as a percentage on your monthly bill.

 

Please note: 

  • Compass does NOT do comparisons.
  • All information fields in Magnetic are available including custom fields and profitability data.


Modules available and examples of reports created there:



Sections in Compass: 

  1. Filters applied (as seen in other reports).

  2. Available fields to create the report from.

  3. The area to drag and drop row fields.

  4. The area to drag and drop column fields.

  5. Dropdown of options for how to summarize the values to display in the table.

  6. Dropdown of options for how to display the report data (E.g. table or bar chart).

  7. Report display.


 




Dropdown Options for Data type:

 

Count 

  • Most commonly used.

  • Determine the total number of (a collection of items).

Sum

  • Most commonly used.

  • The aggregate of two or more numbers, magnitudes, quantities, or particulars.

List/Count Unique Values

  • Lists value of subject fields. 

  • E.g.list comma separated names or no of entries e.g. 28

Average

A number expressing the central or typical value in a set of data.

Minimum

Minimum value of a deal.

Maximum

Maximum value if a deal.



Dropdown options for types of tables/charts:

 

The data can be visualised in a number of ways:


Table: (Also know as a Pivot table)

A pivot table allows you to summarize data in multiple dimensions that you select by choosing fields to use on the x and y axis that is displayed in a table. The value displayed in the table can be many different options such as the count of items found or the sum of a particular field.

Table Bar Chart

Table with a bar chart within each line. 

Heat map: 

  • Def: A heat map is a two-dimensional representation of data in which values are represented by colors. A simple heat map provides an immediate visual summary of information. More elaborate heat maps allow the viewer to understand complex data sets.

  • Uses: use color to communicate relationships between data values that would be would be much harder to understand if presented numerically in a spreadsheet.

  • Agency example: viewing analytics data: time spent by various users per job.

  • Two types: Row heat map and Column heat map.

  • Row Heat map: Heat intensity is calculated for each cell with respect to its row only.

  • Column Heat map: Heat intensity is calculated for each cell with respect to its column only.

Line Chart

  • Def: A line graph is a graphical display of information that changes continuously over time. A line graph may also be referred to a line chart. Within a line graph, there are points connecting the data to show a continuous change.

  • Uses for agencies: Turnover over last few months. Or tracked time of users for each month.

Bar Chart

  • Def: a graph or chart that uses narrow columns of different heights to show and compare different amounts.

  • Uses for agencies: Time tracked for users over different months.

Stacked Bar Chart

  • Def: A stacked bar chart is a graph that stacks the individual bars in a particular category on top of each other. This is good to compare the totals of all the items together in a category and still see the breakdown in each category.

Area Chart

  • Def: An area chart represents the change in one or more quantities over time. It is similar to a line graph. In both area charts and line graphs, data points are plotted and then connected by line segments to show the value of a quantity at several different times.

  • Uses for agencies: line version of stacked bar chart. Same user case.

TSV Report

This is basically an Excel/CSV export option. Copy the text and paste into a blank Excel workbook. The text is a Tab Separated list of values and will also be able to be imported into other spreadsheet software.

Table with Subtotal Bar Chart

 

  •  Two fields on the y-axis. 

  • Expand and collapse with triangles to see subtotalled columns.



Examples of different tables/charts:

 


Pivot table showing the sum of tracked time in hours by month by employee


 

 

 

 

 

 

 

Table Bar Chart:

 

 

 

Row Heat map: Heat intensity is calculated for each cell with respect to its row only.

 

 

 

 

 

Column Heat map: Heat intensity is calculated for each cell with respect to its column only.

 

 



 




Line Chart: 

 

 

 


 

Example of a Bar Chart

 





Example of a Stacked Bar Chart

 

 

 


Area Chart: 

 

 

 

TSV Report: 

 

 




Example of a Subtotal bar chart:

 







Tip: 

Remember to use Saved Searches to save your new reports. The saved searches will appear on the dropdown menu under the Compass icon.