Exploring, Personalizing, and Distributing Reports and Dashboards

Rebecca

May 19, 2026 10:06

Overview

With Advanced Reporting, you no longer need to manually extract data or go to your report guru. You can view, manage your data, and generate reports quickly using the powerful Unifyr One reporting dashboards.

Users can access the reports and dashboards that are provided in Unifyr One and customize them to meet your own needs. You can also create and save your own report or dashboard to share with other members of your organization.

Once a report or dashboards is customized and saved it can be scheduled to be automatically delivered to any colleagues that require the information. Filters can be applied to reports or dashboards to make the information relevant to the end recipient.

For information on accessing the reports and dashboards available in Unifyr One, see About Analytics & Reports.

For information on creating reports, see Creating Reports.

For information on creating dashboards, see Creating Dashboards.

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

Exploring Reports

When you access a report, either by opening it directly, or by viewing it in a dashboard, you have the option to go to an Explore view (report builder). In this view, the data that makes up the report is presented along with the configured filters and the visualization that has been applied. Users can change any and all of these points in this Explore view.

To access the Explore view of a report:

Navigate to Analytics & Reports.
Open the report you want to edit, or the dashboard that contains it.
Choose the Explore from here option for the report:
- If opening the report directly, choose > Explore from here
- If viewing reports in a dashboard, each tile represents a different report. Choose the report you'd like to work with and select Explore from here from the three dots menu icon at the top of the tile.

The Explore view contains a few main sections - click the arrow to expand each one:

Filters - The filters that have been put in place for the report.

Filters define what data is to be included in the report. Any available data point can be used as a filter. When viewing a pre-built report, please note that the filters may already have a set value, for example a data range.

Including filters on reports and dashboards is an easy way to prepare for sending the same data to several colleagues that may have slightly different needs.

For example, you want to send partner login stats to your global Channel Account Manager team. The EU CAMs only need to see partners in the EU region, and the NAM CAMs want information about partners in the NAM region, so including a Region filter makes sense here.

Add further filters, or groups of filters, based on the report's available data fields, or custom filters based on Looker expressions.

For information creating filters for a report, see the How to Filter Reports and Dashboards section of this article.
Visualization - The graphical representation of the compiled data in the report

You can change the visualization type here, selecting from a number of types depending on how the data in the report should be interpreted - table, pie chart, scatterplot, etc. Use the visualizations bar to switch between visualization types. The three dots menu provides access to even more options. Note that visualization options may be limited to the type of data you have in your report.

Use the Edit button to add custom display rules for the visualization, such as defining the layout, including totals or row numbers, relabeling the data sets when they're shown in the visualization, or using custom colors and rules. For more information, see Manage Visualizations of Data.
Data - The compiled data for the report

The area shows the data points that have been included in the report, in table form. The columns are color coded to represent the various types of data - dimensions, measures or custom calculations.

Manipulate the fields included in the report by dragging them into the required order, adding new ones from the Find a Field area in left sidebar, or removing them. You can also include row totals or a limit to the number of rows permitted.

For more information, see Generate the Data for a Report and Manage the Data Rows in a Report.
Fields (left sidebar) - The data points (dimensions and measures) that are available for this report.

Note that each report includes different available data points, depending on the subject of the report. For example, reports on Library downloads do not include data points for Deal Registration.

Use this area to review what's currently in the report (In Use) or find a new data field and add it to the report (All Fields). All Fields is a list of all the data points in the Unifyr One system.

Use the Find a Field area to search for a data point if you know its name, or expand the categories in All Fields to browse for the one you need.

Click on a field in All Fields to add it to the data table for the report. Click again to remove it. If a field is included in the report, it's highlighted.

You can also include any Custom Fields you have set up in the report, by selecting them from the Custom Fields category.

Note: If your organization has created your own Custom Fields and you want to use them in your reporting, open a ticket with your Unifyr One team to have those fields added to the reporting data-mart.

How to Filter Reports and Dashboards

You can obtain data from base reports and tailor it to meet your criteria. To get the metrics you need, filter the data by properties such as trend dates, partner, customer, etc., depending on the screen you are in.

Reports and dashboards each display a subset of the data collected by Unifyr One. Certain reports and dashboards may include some default filters, such as by partner group, country, region, or a date range, but you can add your own.

Note:

The filters will reset to the default settings when you leave a report or dashboard. To apply filter changes to a report permanently, save the report as a Look or in a dashboard. For more information, see the How to Save Custom Reports section of this article.

You can also filter a report or dashboard when you schedule it to be sent to other users. You set values for the filters that exist for the report when configuring the delivery. For more information, see the How to Schedule and Send Reports and Dashboards section of this article.

To add new filters to an existing report/dashboard:

Navigate to Analytics & Reports.
Open the report or dashboard you want to view for edit.
Choose the > Explore from here option if you're looking at a report. Users must have editing rights or be on the Explore page to add more filters to a report.
Filter the report or dashboard as required:
- Reports
  
  In the Explore page, go the Filters section of the report. View the filters already in place for the report.
  
  Click the arrow to expand the Filters section and expose the filter edit area.
  
  Update the filters as required, based on the data fields that make up the report. The left sidebar displays a list of the data points that are available for you to use as filters. Expand each category to view the fields (dimensions and measures) themselves.
  
  Save the report ( > Save > …) if you’d like to use it with these filters again. For more information, see the How to Save Custom Reports section of this article.
  
  Click Run at the top of the page to regenerate the report with the new settings.
- Dashboards
  
  If a dashboard includes filters, they're displayed at the top of the window. Click on each filter to adjust the values as required.
  
  Click the Update icon to regenerate the report with the new settings. The icon is highlighted when something in the dashboard has changed.
  
  To reset the filters, click Reset filters.

How to Regenerate Data from Reports and Dashboards

When you open a report/dashboard from the Analytics & Reports page, its metrics are either generated automatically for current date/time, or you load the data manually. You can see if the data provided represents your needs, or decide if you need to personalize the report/dashboard.

If you do make changes to a report/dashboard's configuration, you can re-run it to make sure that it now provides the required information.

Reports

From the Explore page, click Run at the top of the page. The Visualization and Data areas of the report update based on the changes you've made.
Dashboards

With the dashboard open, click the Update icon to regenerate the report with the new settings. The icon is highlighted when something in the dashboard has changed.

Tiles affected by the changes you've made update.

How to Schedule and Send Reports

Unifyr One allows you to send individual reports as a one off delivery to single or multiple users.

You can also schedule a regular report refresh. You can send a report to many people automatically, on specified dates/times. Each scheduled delivery can be configured with different, persistent filter settings, for example for different regions or timeframes, sent to different users in different formats, and sent on specific schedules.

Delivery can be made via one of these supported methods: Email, Webhook, Amazon S3, SFTP, Google Sheets, Slack.

For more information, see Looker > Delivering Looks and Explores (this is an external site, so we have no responsibility for the content).

Navigate to Analytics & Reports.
Open the report you want to send.
Click > Send (for a one off delivery now) or > Schedule (to set up a regular automated delivery)

Provide this information:

Parameter	Type	Description
Title	Text	Enter a title for this delivery. This defaults to the name of the report. It's good practice to edit this value, especially if you're scheduling multiple deliveries, to differentiate this delivery from others that use the same standard report. The value will accompany the delivery of the report, for example it will be the title of an email. It will also identify the delivery in the list of scheduled deliveries in the Schedules area of the left sidebar.
Where should this data go?	Single select	Select from one of the supported delivery methods: Email Webhook Amazon S3 SFTP Google Sheets Slack
Who should it be emailed to?	Text	If Email is selected as the delivery method Enter the email address of the email recipient. You can send to multiple addresses by entering a comma separated list of addresses in the field. Click Add to save the addresses to the distribution list. Click the X next to an address to remove it from the distribution list. Tick the Include a custom message checkbox to add a message to the recipient(s). The message will appear as the body of the email, above the report itself. The report will be sent from reports@unifyr.com. You should advise recipients so they can whitelist the address if required.
Webhook URL	Text	If Webhook is selected as the delivery method Enter the target URL for the request
S3 Details	Text	If Amazon S3 is selected as the delivery method Enter details: Bucket: The name of your Amazon S3 bucket (required) Optional Path: The folder to which to save data (optional) Access Key: The Access Key ID to your S3 bucket (required) Secret Key: The Secret Access Key to your S3 bucket (required) Region: The Amazon services region where your S3 bucket is hosted.
SFTP Details	Text	If SFTP is selected as the delivery method Enter details: Address: The URL or IP address of the SFTP server to which you want to send your data (required) Username and Password: Login credentials for the SFTP server (required) Preferred key exchange algorithm: Choose the algorithm for establishing the connection (optional)
Google Sheets	Text	If Google Sheets is selected as the delivery method Sign in to your Google account to access Google Drive and select the required location to deliver the file. You'll also be promoted for a name for the file (required).
Slack	Text	If Slack is selected as the delivery method Log in to Slack to access your workspace and select the channel into which to post the report
Format data as	Single Select	Not available if Google Sheets is selected as the delivery method Select the format in which the report should be provided. The available options depend on the delivery method you've selected. Data Table Visualization CSV XSLX JSON-Simple JSON-Label JSON-Simple, Inline JSON-Detailed, Inline Text HTML
Trigger	Single Select	If Webhook, Amazon S3, or SFTP is selected as the delivery method for a regular scheduled delivery Enter the type of trigger that will invoke the delivery: Repeating interval Datagroup update - if using this option, add details of the target datagroup in the Select Datagroup field.
Deliver this schedule	Single Select	If scheduling a regular delivery of a report Select the cadence at which you want the report generated and sent - daily, weekly, monthly, hourly, or by minute You can then specify the exact day/time of the delivery. The options presented depend on the cadence you selected.
Filters		Set values for any of the filters that exist for the report. Click the arrow to expand the area and expose the options. Use these settings to specify what data will be included in this delivery of the report (doesn't affect the base report). For information on setting up filters for a report, see the How to Filter Reports and Dashboards section of this article.
Advanced Options		Set additional directions for the delivery of the report. Click the arrow to expand the area and expose the options. Send this schedule if - define how the availability of results of the report will decide if the report is sent and results changed since last run - check this option to specify that the report should be sent if there are new results for the report Limit - send the results in the table or select All Results Email options (if Email is selected as the delivery method for a regular scheduled delivery) - Specify whether to include links If this option is selected, the data delivery emails include a link that the recipient can click to go to the report/dashboard Format options - specify how the report should be presented Apply data visualization options - select this option to specify that the report be sent as a table chart, using the settings configured for the visualization. For more information, see the Exploring Reports section of this article and Looker > Applying visualization options (this is an external site, so we have no responsibility for the content). Formatted data values - select this option to send the data as a data table, as it appears in the Data section of the Explore window. For information about the Data section, see the Exploring Reports section of this article. Timezone - select the target timezone for the delivery

Click Send if sending the report now.
[Optional, if scheduling a regular delivery of a report] Click Send Test to carry out a test delivery of the report.
[If scheduling a regular delivery of a report] Note that a summary of the current scheduled delivery is listed under Schedules in the left sidebar. Click New to set up another scheduled delivery of the same report, with different content filters, delivery method, schedule, recipients, as required.
Click Save All to save the report. Once saved, the report will run and send on the specified schedule(s).

How to Schedule Dashboards

You can schedule a regular delivery of a dashboard, to ensure users have the up to date information when they need it. You can send a dashboard to many people automatically, on specified dates/times. Each scheduled delivery can be configured with different, persistent filter settings, for example for different regions or timeframes, sent to different users in different formats, and sent on specific schedules.

Delivery can be made via one of these supported methods: Email, Webhook, Amazon S3, SFTP, Slack.

For more information, see Looker > Scheduling and sending dashboards (this is an external site, so we have no responsibility for the content).

Navigate to Analytics & Reports.
Open the dashboard you want to send.
Click Schedule delivery from the three dots menu.

Provide this information:

Parameter	Type	Description
Settings
Schedule Name	Text	Enter a title for this delivery. This defaults to the name of the dashboard. It's good practice to edit this value, especially if you're scheduling multiple deliveries, to differentiate this delivery from others that use the same standard report. The value will accompany the delivery of the dashboard, for example it will be the title of an email.
Recurrence	Single select	Select the cadence at which you want the report generated and sent - daily, weekly, monthly, hourly, or by minute, or on specific months or days. You can also select Send Now to do a one off immediate delivery. If you want to trigger a delivery whenever a particular datagroup is updated, pick Datagroup update and choose the target group in the Datagroup field.
Month Day Time Hour Send every	Single select	Specify the exact day/time of the delivery. The options presented depend on the recurrence you selected.
Destination	Single select	Select from one of the supported delivery methods: Email Webhook Amazon S3 SFTP Slack
Email addresses	Text	If Email is selected as the delivery method Enter the email address of the email recipient. You can send to multiple addresses by entering a comma separated list of addresses in the field. Click the X next to an address to remove it from the distribution list. If you want to add a message to the recipient(s), go to Custom Message on the Advanced options tab. The report will be sent from reports@unifyr.com. You should advise recipients so they can whitelist the address if required.
Webhook URL	Text	If Webhook is selected as the delivery method Enter the target URL for the request
S3 information	Text	If Amazon S3 is selected as the delivery method Enter details: Bucket: The name of your Amazon S3 bucket (required) Optional Path: The folder to which to save data (optional) Access Key: The Access Key ID to your S3 bucket (required) Secret Key: The Secret Access Key to your S3 bucket (required) Region: The Amazon services region where your S3 bucket is hosted.
SFTP information	Text	If SFTP is selected as the delivery method Enter details: Address: The URL or IP address of the SFTP server to which you want to send your data (required) Username and Password: Login credentials for the SFTP server (required) Preferred key exchange algorithm: Choose the algorithm for establishing the connection (optional)
Slack information	Text	If Slack is selected as the delivery method Log in to Slack to access your workspace and select the channel into which to post the report
Format	Single Select	Select the format in which to send the report: CSV zip file - recommended if recipients will need to perform any operations on the data PDF - useful if you don't want users to edit the report PNG visualization - a quick, easily-digested view of the information All recipients will receive the data in the same format.
Filters	Multi-select	Set values for any of the filters that exist for the dashboard. Use these settings to specify what data will be included in this delivery of the dashboard (doesn't affect the base dashboard).
Advanced options
Custom Message	Text	If Email is selected as the delivery method Add a message to the recipient(s). The message will appear as the body of the email, above the report itself. The report will be sent from reports@unifyr.com. You should advise recipients so they can whitelist the address if required.
Include links	Checkbox	Enable this option to include a link that the recipient can click to go to the report/dashboard
Expand tables to show all rows	Checkbox	If PDF is selected as the format Enable this option to include all the rows in the report
Arrange dashboard tiles in a single column	Checkbox	If PDF or PNG is selected as the format Enable this option to display all the tiles in the dashboard in a vertical layout
Paper size	Single select	If PDF is selected as the format Choose a paper size for the report, or specify Fit Page to Dashboard to use the size of the dashboard to decide
Delivery timezone	Single select	Select the target timezone for the delivery
Results		If CSV is selected as the format Specify how the report should be presented With visualization options applied - select this option to specify that the report be sent as a table chart, using the settings configured for the visualization. For more information, see the Exploring Reports section of this article and Looker > Applying visualization options (this is an external site, so we have no responsibility for the content) As displayed in the data table - select this option to send the data as a simple data table, as it appears in the Data section of the Explore window. For information about the Data section, see the Exploring Reports section of this article.
Values		If CSV is selected as the format Specify how the values in the report should be presented Formatted Unformatted - with any special characters, formatting, etc. removed)
Test now		If Email or Slack is selected as the delivery method Send a test message

Click Send Now if sending the report now.
Click Save if scheduling a regular delivery of a dashboard. Once saved, the dashboard will run and send on the specified schedule(s).

How to Download a Report

You can download a report. For more information, see Looker > Downloading content (this is an external site, so we have no responsibility for the content).

Open the report then click > Download

In the Download window, complete this information:

Parameter	Type	Description
Format	Single select	Select the format in which to download the report: TXT Excel Spreadsheet (default) CSV JSON HTML Markdown PNG (visualization)
Filename	Text	Specify the filename for the download This defaults to the report name with the date and time that the download was requested. For example, Lead Summary 2023-10-05T1628.
Results	Single select	Not available if PNG is selected as the format. Specify how the report should be presented With visualization options applied - select this option to specify that the report be sent as a table chart, using the settings configured for the visualization. For more information, see the Exploring Reports section of this article and Looker > Applying visualization options (this is an external site, so we have no responsibility for the content). As displayed in the data table - select this option to send the data as a simple data table, as it appears in the Data section of the Explore window. For information about the Data section, see the Exploring Reports section of this article.
Data values	Single select	Not available if PNG is selected as the format. Specify how the values in the report should be presented Formatted Unformatted - with any special formatting such as special characters, rounding of long numbers, etc. removed). This is useful if the data will feed in to another application.
Number of rows and columns to include	Single select	Not available if PNG is selected as the format. Current result table - what's currently shown in the report, within any row limits set All results - all available results Custom - a custom number of rows and columns
Open in Browser		Not available if Excel Spreadsheet is selected as the format. Click this link to display the data or visualization in your current browser.

Click Download.

The report is downloaded to your designated downloads area.

How to Download a Dashboard

You can download a dashboard to your desktop.

Open the dashboard then click Download from the three dots menu.

In the Download window, complete this information:

Parameter	Type	Description
Format	Single select	Select the format in which to download the report: PDF (default) CSV
Paper size	Single select	Not available if CSV is selected as the format. Choose a paper size for the file, or specify Fit Page to Dashboard to use the size of the dashboard to decide
Expand tables to show all rows	Checkbox	Not available if CSV is selected as the format. Enable this option to include all the rows in all the tables (very large tables may be shown in plain text or show limited rows)
Arrange dashboard tiles in a single column	Checkbox	Not available if CSV is selected as the format. Enable this option to display all the tiles in the dashboard in a vertical layout
Open in Browser	Single select	Not available if CSV is selected as the format. Click this link to display the dashboard in your current browser.

Click Download.

The report is downloaded to your designated downloads area.

How to Save a Report

You can save a report in two ways: save it as a Look or add it to a dashboard. This can be done for either a default version of a report, or when you have customized one.

With the report open, click > Save.
Click one of these options:
- As a new dashboard - start a new dashboard and add the report to it as a tile
- To an existing dashboard - add the report to an existing report as a tile
- Save As - open the Save as Look window, where you can save the report as a single standalone report or tile. For more information, see Saving and Editing Looks (this is an external site, so we have no responsibility for the content). Choose the folder location to which to save the file, based on who needs to access it. For more information, see Folder View.

How to Make Reports/Dashboards Available to Partners

Some standard reports/dashboards from the Shared > Partner Portal Standard Reports folder in Analytics & Reports can be displayed in the partner portal. For more information, see Using a Folder for Reports and Dashboards.

Reports - use a Dynamic Content widget in a custom page. For more information, see Adding Dynamic Content to a Custom Page.

There's a widget for each report listed in the Looks area of the Partner Portal Standard Reports folder.
Dashboards - add the Feature Page representing the dashboard to the required site view. For more information, see Adding Feature Pages to the Partner Portal.

There's a widget for each dashboard listed in the Dashboards area of the Partner Portal Standard Reports folder.

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