User templates
MyTracker allows you to add your own template reports. You need not build the entire template from scratch; specifying just a few parameters may be enough (for example when you want to build similar reports for different data views, specifying time periods and metrics is enough).
Create template
- Select the Reports > Templates menu.
- Press the Add template button.
You can also build your templates in the Report builder that gives you immediate access to samples of template-based reports. Once the necessary parameters are set, press the Save as template button or .
- Fill out the report template form as follows:
- Title — enter your template name;
- Folder — select folder to store your template (root catalogue is selected by default);
- Period type — fixed period (for example, January 1-7)
or sliding period (for example, last 7 days).
- Report period — specify a time period to be covered by your report.
For a fixed period, you need to select exact dates.
For the sliding window, you can select one of the following values
- the last X days (for example, 5 days)
- X calendar weeks
- X calendar months
- X calendar quarters
- 1-2 calendar years
The calendar period is the current week,
month, quarter, or year. For example, if you build a report
on January 7, the period of 1 calendar month
is from January 1 to January 7.
When you build the same report on January 27,
the report period will be from January 1 to January 27.
About the offset, see the note below.
- Offset (only for the sliding period) —
set the number of days that offset the period to the past.
For example, if you build a report on January 7
for the last 5 days without offset,
the report period will be January 3 to 7.
The period offset by 2 days is January 1 to 5.
A calendar period with offset can be moved from the current week,
month, quarter, or year to past periods.
For example, if you build a report on January 7 offset by 10 days,
the period of 1 calendar month is from December 1 to December 31.
When you build the same report on January 17,
the report period will be from January 1 to January 17.
- Email subscription — set up a subscription, if desired.
- Specify selectors, filters and settings for your report. For more details, refer to the the Builder section.
- Press the Add button.
Now, selecting a template using the Reports → Templates menu is all it takes to generate a report.
For more details, refer to the Report by template section.
Edit template
- Select the Reports > Templates menu.
- Press the button on the relevant template line.
- Edit template properties, subscription settings, and parameters as needed.
- Press the Save button or, if you want to generate your report right away, Save and calculate.
Delete template
- Select the Reports > Templates menu.
- Press the button in the relevant template line.
The selected template will be deleted. If a template-based report was included in an email subscription, that subscription will be cancelled automatically.