Overview
Once logged into Unifyr One Admin, you have access to Advanced Reporting (Analytics & Reports). With Advanced Reporting, you can generate a complete picture of your channel and partner data in a single view. You no longer need to manually extract data or go to your report guru. You can view and manage your data, and generate reports quickly using the powerful Unifyr One Admin Advanced Reporting feature.
For more information about the Advanced Reporting feature, see these articles:
Exploring, Personalizing, and Distributing Reports and Dashboards
Visualizations
A visualization is the graphical or tabular representation of the data in a report. You can set up visualizations of your metrics using the Advanced Reporting feature. Displaying the data in this way makes it easier for your stakeholders to comprehend and provides context to the information.
Unifyr One provides several ways of presenting report data:
- Column and Bar charts
- Line and Area charts
- Dual-axis charts
- Pie and Donut charts
Use this chart to help to determine which visualization is best for your data.
The next sections give some best practices for working with each type of visualization.
Column and Bar Charts
Column and bar charts are used to show a comparison among different items.
- The measuring axis should typically start at 0 to avoid misleading viewers.
- Use horizontal labels whenever possible to ensure that they are readable.
- Consider using a bar chart over a column chart when dimension axis labels are long.
- Choose a bar chart over a column chart when displaying negative values.
- Choose a column chart when comparing values over time.
Line and Area Charts
Line charts are best for depicting trends or progress over time.
- Use line charts for comparing measures or dimensions to each other.
- Use area charts for showing cumulative values.
- Choose stacked area charts for visualizing how different components contribute to the overall trend (avoid stacking line charts, as these are easy to misinterpret).
- Avoid plotting too many lines or categories at once (5 or fewer is best).
- When possible, it’s best to start the y-axis at 0 to ensure data isn't misinterpreted.
Dual-Axis Charts
Dual-axis charts are best for visualizing relationships between different measures when the scale of each is vastly different (i.e. values and percentages).
- Combine different mark styles (such as a line and a bar) to clearly illustrate each measure.
- Use contrasting colors for each measure to further clarify which is which.
- Place the primary measure on the left-side y-axis, as people tend to look to the left first (similar to how they would read).
Pie and Donut Charts
Pie and donut charts should be used to visualize a part to the whole relationship.
- Make sure that the total sum of all segments equals 100 percent.
- Include fewer than 5 categories in the pie or donut chart whenever possible.
- Pie and donut charts should not be used for comparing individual sections to each other or for representing exact values.
- Avoid pie and donut charts whenever possible, as differences in angles and areas can be difficult for the brain to detect.
Training
Learn more with our training course:
You will be prompted to log into your CustomerONE account to access the link.
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