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Reports gives one question its own card. The board belongs to the workspace, so every member sees the same cards in the same order. This page covers the Cards tab. The Dashboards and Analyses tabs arrange these cards and write them up. See Dashboards and analyses.

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Create a card

1

Open Reports

Reports sits under Analytics.
2

Start a report

Select new report. The New report sheet opens.
3

Pick a chart type

Select Line, Area, Bar, Breakdown, Donut, or Funnel.
4

Pick a source

Under Source, select Catalog to pick one metric from a list, or Query to build a query. A funnel has no source choice.
5

Fill in the fields

Fill in the fields for that source. See Query cards for the Query fields.
6

Name it

Type a name in Name (optional), up to 120 characters. Leave it empty to keep the suggested name.
7

Save

Select Add report.

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Card types

Break down by offers Referrer, Campaign, Tag, Page, Country, City, Device, Browser, and OS. Breakdowns and donuts take Datalyr metrics only.

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Query cards

A query card runs the same query the chat and agents run. Select Query under Source on any kind except Funnel. A card saved from chat or by an agent opens in the same editor. Select edit on it.

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Where cards are saved

Cards save to the workspace, not to your browser. Clearing browser storage deletes nothing, and a teammate sees the card you add. The cards keep the same order they had in your browser, after any cards the workspace already holds.

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Manage the board

We record every change in the workspace audit log. After the notice closes, an agent can still restore a deleted card with POST /v1/audit/{auditId}/undo. See Agent access. A deleted card stays on every dashboard that shows it, as This report was deleted. To share a card, add it to a dashboard and share the dashboard.

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Cards from chat and agents

Select Save to Reports under a chart in AI chat to add it here. Select Add to dashboard next to it to put the card on a dashboard too. An agent with the datalyr:write:reports scope can add, edit, and delete cards. With the same scope, it can arrange cards on dashboards, cite them in analyses, and share them. A query card uses the range you set on the page, not the range the chat asked about. A time-series query card picks its bucket from the range. A chat answer with only totals becomes a metric tile. The tile shows the current total and its change against the previous period.

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Compare with the previous period

Line, Area, Bar, and metric tiles always compare against the period immediately before your range. last 7d compares against the 7 days before it. Breakdowns, donuts, and funnels never compare.

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Which metrics exist

Metrics group by platform. Datalyr always appears. Every other group appears only while that source is connected. Every event name your SDK sends also appears as its own metric. Within a group, metrics sort into four sections: Standard, Conversion, SaaS & Mobile, and Profitability.

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Date ranges

Ranges use the workspace timezone. The page opens on today each time, and every card uses the page range.

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Verify

  1. Create a Line card for Visitors.
  2. Set the range to last 7d.
  3. Confirm the footer shows current, prev, and a percentage.
  4. Ask a teammate to open Reports.
  5. Confirm they see the same card.

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When it does not work

Next, open Events to explain a spike, or Different numbers when a card disagrees with an ad platform.