Requested web metric reports allow your organization to easily see longer periods of data and enable you to easily share this data with relevant stakeholders and any business intelligence tools you may use. In this article, we will cover:
Note: When viewing dashboard data for any web metric within the Diagnose portal, your organization is limited to a periodization of 30 days worth of data. Viewing data for any period longer than 30 days will require your organization to request a report.
How to request a web metric report
The following steps can be performed from any web metric dashboard in Diagnose (including the Summary dashboard) to request a report. From your Diagnose account, click Web on the left-hand rail and select Metrics from the subsequent menu.
Click any web metric.
From the web metric page, navigate to the down-arrow to the right of the Apply button. Click Request Report from the subsequent menu.
Note: Alternatively, selecting a date period that exceeds 30 days on the web metric page will automatically replace the Apply button with a Request Report button.
Use the request a report modal to configure the following fields in the request:
| Field | Description |
| Properties | Select properties that should be included for each metric in the request |
| Regions | Select the countries/regions for your end-users when they are accessing your properties for each metric in the request |
| Date range | Select the periodization that should be included for each metric in the request. This range can be as long or as short as needed. |
| Metrics | Select the individual web metrics in your request. Each metric will be attached as individual csv files that will be delivered in individual emails. Additionally, each web metric will count individually towards your total monthly quota of reports. Click here for more information. |
Click Request Report when finished.
Your request will be processed by Sourcepoint and email(s) containing a csv for your web metric(s) will be delivered to your email address.
Monthly quota
Once a report request is submitted, the report request modal will relay the remaining reports in your organization's monthly quota. Sourcepoint gives your organization a monthly quota of 20 reports that is shared across all members of your organization. Once the 20 report limit is reached, your organization will need to wait until the following month for the limit to reset.
The 20 report monthly quota is not synonymous with report requests. Rather, the monthly quota pertains to the number of web metrics included in your request. If 6 web metrics were included in a single request then 6 reports will counted towards your 20 report monthly allotment.
Note: If your request is an exact duplicate of another request made in the same month then the delivered reports will not count towards your monthly quota. Additionally, if your request is an exact match for Properties, Regions, Date range fields, and your requested metrics is a subset of another request made in the same month then the delivered reports will not count towards your monthly quota.
Report delivery
Once your report request has been processed Sourcepoint will deliver an email containing a csv for each web metric included in the request (e.g. if 4 web metrics were included in the request then you will receive 4 separate emails with each email containing a csv file for one of the included web metrics).
The email(s) will be delivered to the e-mail address associated with the account that executed the report request.
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