Lightspeed Analytics offers you many commonly-used reports right out of the box, but its real strength is that it empowers you to design your own custom reports to suit your specific needs. You can start with one of the existing reports and add to it or tweak it to better fit your requirements, or you can start with a blank template and build your custom report from scratch. In either case, you'll want to have a clear idea in mind of the kind of report you're going to make in order to start with the right foundation.
Where to start
Certain dimensions and measures are only available in certain categories of reports, so it's important to have a clear idea of what you want the report to do before you begin. For example, if you want to see which employee has sold the most of a certain product, you'd want to start with a sales report and add the necessary dimensions, such as Employee. If you wanted to see how many items you have with a stock quantity less than five, for example, you'd want to start with an inventory report and add the appropriate filters.
If you prefer to start from scratch with a blank report template, the same principle applies. Dimensions and measures related to sales and inventory can be found in the Sales and Inventory template, while dimensions and measures related to employee performance can be found in the Employee Performance template.
To create a custom report from a blank template:
- Click on Sales and Inventory, Employee Performance, or Marketing in the main menu depending on what kind of report you want to make.
- Click on Reports.
- Click on Create report.
- Add the desired dimensions, measures and filters to produce the report you need.
- Click Save as new report to save the report for future viewing.
- Give the new custom report a Title and a Description.
- Optionally, check Share with entire company to make your new report available to other users on your Analytics account.
- Click Submit.
Changing dimensions and measures
Adding and removing dimensions and measure from a report is simple and straightforward. All of the dimensions and measures that are compatible with the current report will be listed on the sidebar on the left of your screen.
If you don't see the sidebar, click the button to expand it out.
You can click on any dimension or measure to add it to the report (or to remove it if it's already part of the report). You can also remove a dimension or measure by hovering over it in the data table, clicking the gear icon, and clicking Remove.
If you want to start over, you can remove all of the dimensions and measures at once by clicking the gear icon in the upper right-hand corner of the report, then clicking Remove Fields & Filters.
It is worth noting that as you add and remove dimensions and measures, the data table will not automatically update with new data. Once you are done making changes, click Run to recalculate the table based on the new metrics you've defined.
Pivoting and filtering
When adding a dimension to a report, you have the option to filter or pivot that dimension. Clicking Filter will add that dimension to the Filters section of the report. Clicking Pivot will add the dimension to the table as a horizontal metric, so instead of a column of values you will get a table of values.
In the above example, the Sale Completed Month Name dimension is added normally, while the Sale Completed Year dimension is pivoted. The result is sales by month, year over year.
Custom fields and calculations
In addition to hand-picking the dimensions and measures you want in a report, you can also create custom fields and apply calculations to the data in your table. Note that these custom fields are not the same as the custom fields in Lightspeed Retail; they are custom dimensions and custom measures.
To create a custom dimension or measure:
- Open the Custom Field section of the sidebar.
- Click New.
- Select which type of custom field you would like to add.
- Define the custom field using the drop-down menus or the calculation section.
To add Calculations to your report:
- Click Calculations on the Data bar of your report.
- Click Add Table Calculation.
- Name the calculation.
- Use the drop-down menu to select any pertinent formatting.
- Define the calculation using the proper syntax.
- Repeat steps 2-5 as needed.
- Click Save Table Calculations.
Both custom fields and calculations use a collection of functions and operators and a proper syntax to define what they will do. A detailed guide on these functions and operators and how to use them can be found here. You can also find some detailed examples of how to build calculations on our Community Forums.
Saving and scheduling a report
Once you've completed your custom report, you can save it for future use. When saving the report, you'll have the option to make it available to other users on your Analytics account. You can also download the report in a variety of formats or schedule automatic updates of the report. You can learn more about saving and scheduling a report here.