Creating Reports

Unifyr Support

May 19, 2026 09:57

Overview

Reports help you generate the information and metrics needed to assess the success of your partner program and engagement.

You can access the reports that are provided in Unifyr One and tweak them to meet your own needs. You can also create and save your own and provide them for the other members of your organization to use.

Once you have your reports ready, you can set up dashboards that display groups of reports and other information. These can be distributed to stakeholders to give them access to the up to date information they need in a single location. For information on providing dashboards of information for your organization, see Creating Dashboards.

For information on distributing reports and dashboards, see Exploring, Personalizing, and Distributing Reports and Dashboards.

Attention

When you have made changes to any report, carry out these steps to retain the changes:

Run - Run the report (using the Run button) to regenerate its data. This allows you to confirm that the report now includes and presents the correct data.
Save - Save the report (using > Save) to save the new version. Choose Save > As a Look and choose the folder / title to save the report to. Choose the same location/title to overwrite the current report.

For more information, see Exploring, Personalizing, and Distributing Reports and Dashboards.

Before You Begin

Before creating reports, it is recommended that you analyze your available data and how you want to use and present it. The goal of any data analysis is to learn more, draw conclusions, and recommend changes that will improve performance. Before creating your report set, you may want to begin your analysis process with this four-step process:

What questions does the data need to answer? For example:
- How is my partner program doing?
- Which pages in the partner portal are being used, and which aren't?
- What are my partners' marketing trends?
- How strong is X partner's pipeline?
What data do you want to gather?
What is the best and most informative way to display the data?
What do your stakeholders need to see to carry out their own tasks, and how often do they need it?

Click on the + to expand the instructions for the desired task.

Create and Save a Report

To create a custom report, you start by creating the base report. You have two options for creating your starting point:

Find an existing report that almost provides the information you need, and make adjustments
1. Navigate to Analytics & Reports
2. Find the report that is similar to one you want, either by selecting from Reports & Analytics summary page or using Browse Reports to list all available reports and dashboards. A report is identified with the icon.
  
  If you will use the base report regularly, consider favoriting it so you can access it easily next time. For more information, see How to Favorite Reports and Filter Navigation.
3. With the report open, click > Explore from here. This opens the report builder. You can make your adjustments here
4. When your adjustments are complete, and you've run the report to make sure it provides the information you need, click > Save. You can save it as a new standalone report (Look) or add it to a dashboard. For more information, see Save a Report.
Start from scratch with a blank report
1. Navigate to Analytics & Reports
2. Pick and open any report
3. With the report open, click > Explore from here to open the report builder
4. Click > Remove fields and filters. This clears all configuration from the report.
5. Click > Save and save the new report. You now have a blank slate on which to start building your metrics.
  
  Note: A clearing of fields and filters is only saved when you save a new version of the report. The configured fields and filters will persist if you leave the report without saving.

Now you have the base for your new report, you can start building it. Ensure it's open in the Explore window ( > Explore from here) - this is the report builder element of Unifyr One.

This article contains some conceptual ideas for creating and tailoring your report. For more information on how to use these features, please see Looker documentation. For example:

https://cloud.google.com/looker/docs/creating-and-editing-explores

https://cloud.google.com/looker/docs/filtering-and-limiting

https://cloud.google.com/looker/docs/filter-expressions (includes how to configure date and time filters - see the PDF link at the bottom of this article)

https://cloud.google.com/looker/docs/functions-and-operators

https://cloud.google.com/looker/docs/custom-formatting

https://cloud.google.com/looker/docs/creating-visualizations

These are external sites, so we have no responsibility for the content.

Generate the Data for a Report

The Data area of the report builder shows the columns of data the report includes. As a default, each column is based on a data field (a measure or a dimension). The Fields area of the report builder (left sidebar) provides access to the fields in your data. You can add or remove columns of data as required (a maximum of 50 columns is recommended to maximize browser performance). For more information, see Exploring Reports.

If you're working with a pivot table, the arrangement is slightly different. For more information, see the Create a Pivot Table section of this article.

The Filters area of the report builder shows how the data being pulled in to the report is filtered for use.

If you make changes to the data configuration or filters, click Run to regenerate the report and confirm it's providing the information you need.

Manage the Data Rows in a Report

Once you've set up the data for your report, you can add row details to control what and how rows are displayed.

Row Limit

You can add a limit to the number of rows displayed in the report.

Enter the number (up to 5000) in the Row Limit field in the Data area of the report builder. The default is 500. Unifyr One will present a warning if your row limit is too low, which may result in data being hidden.

Note: If you reach a row limit, you can't sort by row totals or table calculations.
Totals

If your report includes measures, you can add totals to provide the overall count for each column that is based on a measure. Enable Totals on the header row in the Data table.

The totals are displayed if you're presenting your report as a Table Chart. They're shown in the visualization and in the Data table.
Subtotals

If your report includes at least two dimensions, you can add subtotals to break out the information and provide context. Enable Subtotals on the header row in the Data table.

For example, this report shows the number of new leads generated by partner, compared by the registration source of the partner. With the subtotals active, the data is broken down based on the leftmost column (Partner Source):

Without the subtotals shown, the report is just a list of partners with their registration source:

Notes:
- All dimensions in the table, other than the rightmost one, will be subtotalled if the option is enabled. You may need to reorder the dimensions in your report (drag and drop) to get the presentation you want.
- The subtotals are displayed if you're presenting your report as a Table Chart. Note: the subtotals will only show in the visualization. They aren't included in the Data table.
Column Limit

If your table is pivoted, you can add a limit to the number of columns displayed in the report. For information on creating a pivot table from your data, see the Create a Pivot Table section of this article.

Enter the number (up to 200) in the Column Limit field in the Data area of the report builder. The default is 50. Unifyr One will present a warning if your row limit is too low, which may result in data being hidden.

Note: Dimensions, dimension table calculations, row total columns, and measure table calculations outside a pivot are not counted toward the column limit. Pivoted groups count as one column toward the column limit.
Row totals

If your table is pivoted, you can add row totals to provide the overall count for each row, counting up each column that is based on a measure.

For example, the pivot table in this example shows a list of partners categorised by registration source, with the new lead and registered lead totals shown for each partner/source.

With Row Totals enabled, totals of new leads and registered leads are provided for each registration source. Use the arrow next to the Row Totals option to change the placement of the Row Totals column in the Data table.

Note that there is a Column Limit of 3 on the table in this example, so the Row Totals columns can be seen.

Manage Visualizations of Data

When creating a report, a visualization is the graphical representation of the data in the report. The visualization of your report is managed in the Visualization area of the report builder. For more information, see Exploring Reports.

Unifyr One supports multiple types of visualization that you can use to make sense of your data. For more information on the types, and how to select one to display your report, see the Visualization Types section of this article.

Each type of visualization has different settings that you can use to customize its appearance. When you've chosen the type of visualization, click Edit to access the configuration options:

Tabs of configuration options are available for a visualization, depending on the visualization type - here you can do things like naming and arranging chart axes, choosing the position and type of each data series, or modifying the chart color palette.

For information on the configuration options available for each visualization type, click the link next to each one (these are links to external sites, so we have no responsibility for the content)

Chart Type	Configuration Options
Cartesian charts
Column	Column chart options
Bar	Bar chart options
Scatterplot	Scatterplot chart options
Line	Line chart options
Area	Area chart options
Boxplot	Boxplot chart options
Waterfall	Waterfall chart options
Pie and Donut charts
Pie	Pie chart options
Donut Multiples	Donut Multiples chart options
Progression charts
Funnel	Funnel chart options
Timeline	Timeline chart options
Text and Tables
Single Value	Single Value chart options
Single Record	Single Record chart options
Table	Table chart options
Table (Legacy)	Table (Legacy) chart options
Word Cloud	Word Cloud chart options
Maps
Google Maps	Google Maps chart options
Map	Map chart options
Static Map (Regions)	Static Map (Regions) chart options
Static Map (Points)	Static Map (Points) chart options

Visualization Types

Unifyr One supports multiple types of visualization that you can use to make sense of your data. You can choose and change the type to use as required.

With the Explore of the report open, select the type you want to use to display your report in the Visualization area:

Click an icon (common types such as bar chart or pie chart)
Choose a type (other types, and custom types if they're in use) from the three dots menu

The type of visualization currently in use is highlighted in the top bar of the Visualization area of the report builder. For example, this report is based on the Table chart type - it's one of the common listed types so its icon is highlighted:

If you've chosen from the three dots menu, the name of the type is shown and highlighted:

Unifyr One supports these types of visualization (note: these images are taken from the Looker help topic Visualization Types - an external site, so we have no responsibility for the content):

You may also see some custom visualization types if your organisation has these in place. For more information on each of the individual visualization types, see Visualization Types (this is an external site, so we have no responsibility for the content).

Create a Pivot Table

You can create a pivot table from your report data, where the data in the table is grouped and labeled by one of its columns (dimensions). You pivot the rows generated for the dimension so they become columns. This lets you narrow down a large data set or analyze relationships between data points. Pivot tables reorganize your dimensions and metrics to help you quickly summarize your data and see relationships that might otherwise be hard to spot.

For example, the table below shows a list of partners and their lead totals, based on the source of their registration. It's just a list of partners with their registration source and the lead numbers:

Pivoting the Partner Name column organizes the data into a column for each partner, with each partner having their own columns for registration source and lead totals.

With the Explore of the report open, nominate the column (based on a dimension) that you want to group the information by.
Go to the Fields area of the report builder (left sidebar)
Find the dimension in the In Use list. This is the list of fields that are employed in the report.
Hover over the dimension name and choose the Pivot data icon . You can click the icon again to remove the pivot on the column.
Click Run. The column is added as a row for the table, and the data from the columns distributed among its values.

Add Table Calculations

Table calculations make it easy to create ad hoc metrics. They are similar to formulas that are found in spreadsheet tools such as Excel. Table calculations appear as green columns in the data table, which differentiates them from columns based on dimensions (blue) or measures (brown).

Table calculations can perform mathematical, logical (true/false), lexical (text-based), and date-based calculations on the dimensions, measures, and other table calculations in your report.

With the Explore of the report open, go to the field picker area of the report builder (left sidebar)
In Custom Fields, click Add > Table Calculation. The Create table calculation window opens.
In the Calculation field, choose the type of calculation you want to include:
- Select a prebuilt calculation, for example % of row or Running column total
- Choose Custom expression to add a calculation of your own
If adding a prebuilt expression, complete the information requested. This will differ based on the calculation type selected.
If entering your own custom expression, add the expression definition in the Expression field:
- Enter a Looker expression
- The expression can evaluate to a number, date, string (text), or boolean (true/false)
- You can only create table calculations from numeric fields that appear in the Explore's data table (i.e. those listed in the In Use tab of the field picker).
- Syntax suggestions are displayed as you type
- You can use the Format field to specify how the result should be formatted
When you've completed all the fields, click Save. The new calculation will automatically appear as a column in the data table and is listed in the Custom Fields section of the field picker. As with other fields, you can select the calculation's name to add or remove it from a report.

For example, this report shows a list of partners with their current totals of new and registered leads. The Less than 10 new leads column is based on the expression ${lead_to_ref.new_leads}<10 and displays Yes if the calculation evaluates to true.
To edit the calculation later, click click > Edit calculation next to the column.
To hide the custom calculation from the visualization of the report, click > Hide this field from visualization next to the column.

Add a Report to a Dashboard

You can add a report to a set of performance metrics by adding it to a dashboard, or using it as the basis for a new dashboard.

For more information about dashboards, see Creating Dashboards and Exploring, Personalizing, and Distributing Reports and Dashboards.

To add a report to an existing dashboard:

With the Explore of the report open, click > Save > To an existing dashboard
In the Add to a Dashboard in this folder window, browse for the folder that contains the dashboard you want to update
Click the title of the dashboard to select it
Click Add Look to Dashboard. The report is added to the dashboard. A message at the top of the report indicates that this has been done, and provides a link for you to go to the dashboard.

To create a new dashboard and add a report to it:

With the Explore of the report open, click > Save > As a new dashboard

In the Save as a new dashboard window, add this information:

Parameter

Description

Title

Enter the title of the new dashboard

Settings > Folder

Browse for the folder in which to save the new dashboard

You can only select folders to which you have access, such as My Folder - for example, you can't access Shared as this is a Unifyr One folder

Filters

Set the filters that will be used on the data in the report when it appears in this dashboard.

The filters available for selection are those configured for the report in the Explore / report builder. For more information, see How to Filter Reports and Dashboards. You can use all, some, or none of the filter options in the dashboard usage of the report.

The filters you set here don't affect the base report - you set them for this use only.

Click Save. The new dashboard is created. A message at the top of the report indicates that this has been done, and provides a link for you to go to the dashboard.

As a default, the report is given the same name as the dashboard you add it to - use the link to go to the dashboard and edit the title of the tile as required.
You can now edit the new dashboard. For more information, see Edit a Dashboard.

Training

Learn more with our training course:

Analytics & Reports

You will be prompted to log into your CustomerONE account to access the link.