Setting up your detailed customer report is almost identical to setting up your list view report. It uses the same spreadsheet, but requires particular attention to specific fields. This article will give you a snap-shot on what this report looks like, but will only focus on those specific fields and how they effect the detailed report. If you need a refresher on what all the fields mean, or where to obtain the spreadsheet from, please review them in the article explaining how to set up a list view report.
What does a detail view report look like?
These types of reports are incredibly valuable because of the type of insights they can provide. The report in this example is giving us a breakdown of sales data across product categories. We've configured it so we can filter by manufacturer.
Relevant fields to the detail view report
As mentioned above, there are a few fields that require special attention as compared to the list view formatting. Let's take a look.
- title - The title that appears directly above the report. Our title cell is not filled in with a complete sentence because we are filtering by manufacturer. We'll come back to this in the segment_by section. If you don't want to filter by manufacturer (other options include ship to, sales order categories, item category, and customer), you would want to complete the sentence with whatever you are using in the group_by section, which brings us to...
- group_by - For a customer detail view, this is always going to include "customer" and another option of your choosing. Common use cases included "itemCategory". Notice how in our example the left-most column is broken down by Product Category. Other options include "shipTo", "salesordercategory" and "manufacturer". If there is a filter set via the segment_by field, you'll want to include that in this cell as well. In our example we are filtering by "manufacturer", so it is there with "customer" and "itemCategory".
- segment_by - This is a filter applied to whatever you have chosen to pull up more detail on. It also serves to complete the sentence we mentioned in the title section above. Notice how the word 'Urban Threads' is in orange and we can tap on it. This allows us to breakdown at a customers year-over-year sales specific to a manufacturers line of products. If you don't want to have a filter applied to your report, you can leave this field blank.
More questions about Customer Level Reports?
Send any screenshots you can provide or a detailed description of how you need assistance to our customer success team.