OVERVIEW

Within Loop Analytics, merchants can customize reports and dashboards to spotlight the data that matters most to their businesses. Easily add filters, adjust or swap visualizations, and fine-tune the layout to keep the most important insights front and center.

The following videos show how merchants can use and interact with dashboards.

When a custom report or dashboard is saved, it will appear in the Private tab of the Analytics nav.

When a private report or dashboard is shared, it will move to the Shared tab. The Shared tab is populated with custom reports and dashboards that the merchant has either shared or that have been shared with the merchant.

When viewing a dashboard outside of Edit mode, selecting Explore from here from the menu in the upper-right corner of a visualization opens an editable exploration view. From there, merchants can change filters, remove dimensions, adjust chart types, or reorder columns.

Note: Use this option when you need to look up specific data points or export a customized, one-time report. Changes made from here cannot be saved to the original report or dashboard.

To switch visualization types (for example, from a bar chart to a line chart), use the chart icons to the left of Filters. If switching from a Table to a Chart without a metric in use, there will be a prompt to add one in order to create the new visualization.

To remove or add fields to a visualization, drag and drop fields from within the data objects pane on the left to the Metrics, Rows, or Columns sections.

To change date filters, click into the date filter to swap out. Under Date as, there will be a list of Date dimensions you can use instead that will work with the visualization's current metrics.

To add an additional date dimension, click and drag the ‘Date’ object in the left hand objects pane into the Drop space that will become highlighted in the filters pane. Then click into the new date filter and select the desired date dimension and period.

How can I configure the date dimension a specific metric is filtered by?

When in Edit mode of a dashboard, click into the visualization you wish to configure. A three dot menu will appear; click and select ‘Configuration’ from the list. Scroll to the Filter By section, which will show a list of date dimensions available to use as the date range. The new date dimension selected will update the values with the same timeframe set in the overall dashboard filter (for example, the last 3 months).

Note: Deselect the Filter by option if you don't want your visualization to be affected by dashboard filters.

I want to build a report or dashboard completely from scratch - how do I do this?

At this time, only pre-built Loop Reports or Dashboards can be saved as copies to edit and customize further. More customization capabilities will be released in 2025.

I want to combine data from across reports in a customized view - how do I do this?

At this time, reports cannot be joined together into a singular saved view. This capability will be released in 2025.

I opened a Loop dashboard/report, chose Explore from Here on a visual, and made edits and saved them. Why didn’t my updates get saved on the original dashboard/report?

When exploring visuals within a Loop created dashboard or report, you can create new visualizations but they can't be saved onto that template since it is locked. Your visualization will instead be saves to a backend library, where it can be accessed when you create and edit copies.

How do I access saved visualizations I create from Explore from Here?

All visualizations created by you will appear under the ‘created by me’ list in your ‘Saved Visualizations’ library, which is only accessible when you are in ‘Edit’ mode of a private or shared dashboard.

If I don’t want to save a visualization I edit from a template, and just export the result, is this possible?

Yes! After applying your edits, click on the three dot menu icon in the upper right of the visualization, which will provide you with a list of Export options: XLSX, CSV (formatted), CSV (raw).

I added a filter to my dashboard but it doesn’t seem to be filtering anything. What’s going on?

Please double check to ensure that the filters added to copies of the main dashboards are not using report dimensions and that filters added to copies of reports are from the report dataset. This can be checked by hovering over the ? that appears next to the dimension name when searching for filters. If the dataset is named the same as a report, it is a report dimension and should only be used with that specific report.

Note: This is temporary and will be resolved when customized reports are released in 2025.

Please reach out to support@loopreturns.com with any additional questions