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TABLE OF CONTENTS

• Summary 
• Substrats
  • Applying Substrats to All Primary Strat Tables
• Custom Bucketing 
  • Advanced Buckets for Numeric Fields
• Saved Views  

Related Articles

• Excel Export
• Custom Columns using Aggregations
• Pivot Table
• Editing Buckets & Creating Field Groups

Summary 

dv01's Reports tool is one of the most popular and widely used pages in our app, and for good reason: it provides nearly unlimited ways to format and display your collateral data and generate customized reports. Available across all product lines, Reports displays an array of customizable tables for the selected datasets. 

Substrats

Primary strat tables for the fields available for the dataset can be added in the Page Settings section, then secondary and additional sub-strats continue to create additional cohort layers.

Applying the Secondary and Tertiary Strats to All Fields

To apply the same sub-strat to all primary strat tables, click on the "stack" icon.

Creating a Summary Table

Summary table creation details are here.

Creating a Pivot Table

Pivot table creation details are here.

Saved Views  

Users can save a table configurations to recreate it another time.

1. Configure the Reports page with desired settings (tables, columns, filters, and bucketing). 
2. Next, click "Save Current View" located above the Page Settings , where you will name and save it.
   

To load a previously saved view, choose it from the drop-down menu or via "Browse All Views".  

Note: In the event that strat cards do not load when you apply a saved view, it is most likely because the saved view contains fields that do not exist in your current dataset. You can make changes to the saved view (such as clearing the primary strats for cards that don't load) using the settings card, or you can select another view.