Insights - Configuring a Report

The Insights custom reports follow the same filters as your campaign fields. You drag and drop the fields in creating reports across your organization's campaigns in Basis. The layout options include filtering, charts, and maps. You have the option of exporting the report as a .PDF, .CSV, or Excel (.XSLX) file formats. The report name appears on the Layout page. (The default name for a new report is "Untitled".)

Build the Report

Your Report Results

The Layout page includes the following sections in configuring a report: