Creating a new report

You can create a new Ortto report either from an existing template or from scratch.

Creating from a template

To create a new Ortto report from a template:

1. On the Reports page, click New report.
   
2. Select a template based on a particular use case or data source integration as the basis to build your report. You can also select previously Saved templates or choose from templates shared with you from another Ortto account under Shared with me.
   When you choose a template, click Use template to get started. If the template you selected uses data from a connected data source, you’ll need to choose the relevant accounts. Once selected, you can also rename the report if needed.
3. The report will be pre-configured and shown as a preview of the last 30 days.

Creating from scratch with multiple activities

To create a new Ortto report from scratch (with multiple activities):

1. On the Reports page, click New report > Start from scratch.
   
2. Select a report type then click Next. This example will teach you about column charts.
3. Name your report something memorable. The convention we typically follow is the activity followed by the precision of the report. For example if you were looking at how many times your emails were opened each week this report would be named "Opened emails by week".
4. Select an activity to see data display on the column chart. In this example we will select Opened email.
   
5. Next we want to change the precision to Weeks.
   
6. Let’s add a second activity to compare. We will select Clicked email as our second activity.
   
7. Under Chart options you can display the activities as "stacked" to compare them in the same column. This is useful for when you have multiple activities.

Types of reports

Ortto provides two types of reports: snapshot and dynamic. Learn more about the types of reports.

Creating a field-based report

Creating a field-based report enables you to see how many users have a certain value for a custom, system or data source field on a particular day, week or month so you can track relative group sizes over time.

Using field metrics is available in pie, metric, line, table, area, column, and geo chart report types.

Learn more about creating a field-based report.

Uniqueness window

When you create a report with the Aggregate by option Unique total count, you are able determine the Uniqueness window. The uniqueness window enables you to choose the window in which the report captures unique contact activities (for the timeframe of your report).

Learn more about the uniqueness window.

Aggregate by

The Aggregate by setting is used to determine how activities ought to be counted.

• Total count: Provides a sum of the total number of activities that occurred.
• Unique total count: Provides a sum of the unique contacts that have had the activity occur. This means if an activity occurs for a contact more than once, it will only count once.

When using Unique total count, there will also be an Associate by setting that will become available. This Associate by setting is used to determine how an activity is identified as unique.

Uniqueness filter for table reports

When you create a table report with the Aggregate by option Unique total count, by default, the Apply uniqueness filter against each group checkbox is selected. This setting collects 1 activity event per person, per group (instead of 1 activity event per person across all groups).

Learn more about the uniqueness filter for table reports.

Report timeframes

You can find a list of the report Timeframe options, including a description of how each timeframe is calculated, in Report timeframes.

Chart options

The following table details by report type the chart options available when you create a report from a template or from scratch.