Types of reports

Ortto provides two types of reports: snapshot and dynamic. Learn more about each type of report below.

Snapshot reports

Every report created initially begins life as a snapshot.

This means that the report represents a snapshot of data in time and is not automatically updated with new information. Depending on your plan, snapshot reports are able to represent data from the last 30 or 90 days.

Snapshot reports allow you to analyze activities that occur between specific time period. They are best used for quick analysis when you don’t require information outside of this specific time period. Snapshot reports can look back up to 90 days depending on your plan.

  • When you create a report it’s a snapshot by default.
  • It’s a fixed period in time.
  • It won’t update beyond this fixed period.
Example snapshot report

To record data over time or add it to a dashboard you need to switch your report type to dynamic.

Dynamic reports

Dynamic reports are "live" reports which update with new information over time.

You can switch a snapshot report into a dynamic report. This is done either by switching the report to dynamic while viewing the report, or is done automatically when you pin the report to a dashboard. When the report is dynamic it means the report will continuously update with new information. As the report accumulates more and more information you can look back further and further. For example if a report with monthly precision has been dynamic for an entire year you could look back at specific months or all months over that year.

NOTE: If you change any metrics, filtering or grouping rules of an existing dynamic report, we will re-generate the report data and lose any historical data in the report beyond 90 days, calculated using the old report rules.

So, it will be as if you had just created the report, with no historical data to look back on.

  • You can switch a report to dynamic.
  • Dynamic reports continuously collect new information so you can analyze longer periods.
  • When you pin a report to a dashboard it becomes dynamic.
Example dynamic report

NOTE: Dynamic reports using field metrics will update daily (unless you click the refresh button within that time period).