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Custom Reports

What Is This Feature?

Custom reports in the Insights app enable you to pull specific data points that your Insights charts on your saved boards aren’t providing.

Custom reports can be complex to build. If you’d like to run a custom report talk with your Kapost customer success manager (CSM) for guidance.  

How It Helps

Custom reports allow you to slice and dice your data however you’d like to. These reports are totally customizable so that you can pull content and performance metrics specific to your content operation.

Best Practices

  • While you’ll find value in other Kapost features by experimenting with various filters and other options, you shouldn’t have to play around with custom reports often. Only run a custom report when you’re looking for a very specific data point that you can’t find anywhere else in Kapost.
  • Unless you’re running a custom report for a narrow window of time, set the report’s activity window for all time in the Summarize Data area.
  • Custom reports can be a good way to see analytics on your workflows. Use them when you need to dig deeper into your workflow Insights charts.

How It Works

We strongly recommend that you speak with your Kapost customer success manager if you’d like to run a custom report. Your CSM can help with the complexity of building a report so that you’re not held up generating data.

 

Navigate to the Insights app and click on the Custom Reports tab.

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Any saved reports generated for your instance’s content inventory will appear at the top of this page. Scroll down just below this to the section to build your report with custom filters, columns, and other parameters.

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Build your custom report here by selecting the parameters for the data in the report.

  • Custom reports will return analytics on content that is in progress as well as published content.
  • Custom reports return data on your content inventory; they don’t return data on initiatives.
  • Kapost provides analytics on archived content in custom reports.

Apply Filters

Choose the filters to apply on content that you want to analyze in your custom report using the options in the drop-down menus. You can apply metadata as filter options.

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  • Remember the difference between Completed Date and Created Date in the Apply Filters area. Created Date means the day that the content was created in Kapost. Completed Date means the day when the content was marked as complete in Kapost based on its workflow.
  • If you select multiple Content Metadata options in the Apply Filters area, you’re applying “or” logic to the filter. If you select separate metadata options, you’re applying an “and” filter.

Add Columns

Choose columns to specify the data on content that will appear in the columns in your report.

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Summarize Data

Specify the window of activity your report will provide data within (such as page views between January 1st and January 25th).

You have the option to define how you’d like the metrics to be summarized, or grouped by content metadata (such as page views by content type or author).

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Save your custom report by clicking the Save button at the top of the page. Your report will be added to the list of saved custom reports on this page.

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Download your custom report by clicking on the CSV button at the top of the page.

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