Overview

Performance Reports allow users to build detailed, customizable reports using selected categories, sources, dimensions, attributes, and metrics.

These reports help users analyze business performance across multiple platforms such as:

Shopify
Meta Ads
Google Ads
TikTok Ads
Klaviyo
LayerFive

Users can create reports using templates, duplicate existing reports, or build reports entirely from scratch.

Creating a New Report

To create a new report:

Navigate to Performance Reports
Click Create

The Create New Report modal appears.

Report Creation Methods

Users can create reports using three different methods.

Start with Template

Use predefined report templates provided by the system. This option helps users quickly generate commonly used reports. Available Templates examples include: Klaviyo Report, LayerFive Report, TikTok Ads Report, Meta Ads Report, Google Ads Report, Shopify Report.

Start with Copy

Duplicate an existing report configuration. This option is useful for creating variations of existing reports.

Start from Scratch

Create a completely custom report without predefined settings. This provides maximum flexibility.

Report Configuration

The Report Configuration section contains the core report setup options.

Report Title - Enter a unique report name.

Report Description - Provide a short explanation of the report purpose.

Current Selection Panel

The Current Selection panel displays all currently selected:

Categories
Sources
Metrics

This provides a quick overview of the report configuration.

Sources

Sources represent the connected data platforms used in the report.

Available Sources

Examples include:

Shopify
Meta Ads
Google Ads
TikTok Ads
Klaviyo

Selecting Sources

Choose one or more sources
Available metrics update dynamically

Group By Options

The Group By setting controls report aggregation intervals.

Available Group By Options

Daily
Weekly
Monthly
Quarterly
Yearly

Dimensions

Dimensions define how report data is categorized.

Example Dimensions

Orders
Campaign
Ad Set
Product
Country

Attributes

Attributes provide additional detail within dimensions.

Example Attributes

Order ID
Campaign Name
Product SKU
Device Type

Metrics

Metrics are the measurable values included in reports.

Available Shopify Metrics

Examples include:

Gross Sales
Net Sales
Total Orders
Returning Customers
Total Discounts
Total Returns
Total Shipping Charges
Total Tax
Inventory Item Cost

Creating the Report

Once configuration is complete:

Review all selected options
Click Create Report

The report is generated and saved.

Reset Configuration

Users can reset all report selections using the Reset Configuration option

This clears: Categories, Sources, Metrics, Dimensions, and Attributes

Common Use Cases

Ecommerce Reporting

Track:

Gross Sales
Net Sales
Orders
Returns
Customer trends

Advertising Performance

Analyze:

ROAS
CPA
CTR
CPM
Conversion rates

Attribution Analysis

Evaluate channel contribution across customer journeys.

Executive Reporting

Create high-level summary reports for leadership review.

Troubleshooting

Metrics Not Appearing

Verify:

Categories are selected
Sources are selected
Metrics belong to selected sources

Unable to Create Report

Ensure:

Report title is entered
At least one metric is selected
Required fields are completed

Empty Report Results

Check:

Date range configuration
Connected data source status
Metric compatibility

Source Not Available