Create a report card
- Open Reports and select New report.
- Choose one metric from the available catalog.
- Choose the chart style and give the card a clear name.
- Save it.
Organize the board
- Drag cards to reorder them.
- Rename a card to state the question it answers.
- Duplicate a card before creating a close variation.
- Delete cards your team no longer uses.
- Turn on vs prev period to overlay the immediately preceding period.
Choose a useful range
Short ranges expose launches and outages. Longer ranges show trend. Dates use the workspace timezone. When previous-period comparison is enabled, a seven-day range is compared with the seven days immediately before it.Build a focused board
A practical acquisition board might include spend, visitors, conversions, revenue, and return on ad spend. A product board might use visitors, pageviews, signups, purchases, and revenue. Keep each card to one metric. Use the same date range across the board, then open Events, Users, or the source platform to explain an unexpected change.A card can disappear if its integration is disconnected or its metric is no longer available. Reconnect the source, then add the metric again if needed.