What a report is, its two types (dashboards and data explorers), and how to share and organize them
A report is where you see how your marketing is performing. You pick the metrics that matter (open rate, revenue, conversions), lay them out as charts and tables, and save the result to open again whenever you want. Build a report once and it’s there the next time you log in, and there for the colleagues you share it with.
Report types
Section titled “Report types”Reports come in two types, suited to different questions:
- Dashboard: a canvas of widgets (charts, tables, and numbers). Each widget draws from its own dataset, so one dashboard can bring campaigns, subscribers, and revenue together on a single screen. You can set one period against another to see how you’re trending.
- Data explorer: a single table you pivot and filter, built on one dataset, like a spreadsheet for marketing data. A data explorer focuses on one period; it’s for working through the numbers yourself.
Sharing
Section titled “Sharing”By default a report is private: only you can see it. From there you decide who can reach it and, for people in your workspace, what they can do with it.
| Share level | Who can reach the report | What they can do |
|---|---|---|
| Private | Only you. | Everything. The report is yours. |
| Workspace | Everyone in your workspace. | The access level you grant: view, edit, or full access. |
| Members | A chosen subset of workspace members you share with. | The access level you grant each: view, edit, or full access. |
| Public | Anyone with the link, whether or not they use SEINō. | View only. |
Sharing access level
Section titled “Sharing access level”When you share a report with your workspace or with chosen members, you also pick what each person can do with it. There are three access levels, and each includes everything the one before it allows:
| Access level | What it allows |
|---|---|
| View | Open and read the report: its widgets, tables, and numbers. Nothing they do changes it. |
| Edit | Everything in view, plus reshape the report: rename it, add and rearrange widgets, and adjust filters. |
| Full access | Everything in edit, plus manage the report: share it with others, set what those people can do, and delete it. |
Where the level applies depends on who you share with. Share to your whole workspace and everyone gets the same level. Share with specific members and you set a level for each one, so a colleague who owns the numbers can edit while the rest only view. A public link is always view-only, whoever opens it.
Full access is the level to grant deliberately: it lets someone reshare the report, change who else can reach it, and delete it entirely, the same control you have as its creator.
In the report list, an icon beside the title shows each report’s level: for public, for members, and for workspace-shared. Private reports show no icon.
Organizing your reports
Section titled “Organizing your reports”Dashboards and data explorers sit together on the Reports page. Folders decide where a report lives. Labels narrow any list down to the reports that carry them.
The sidebar on the left is how you get around:
- Home is the top level of your folder tree.
- Dashboards and Explorers list one report type, from every folder.
- Recent lists what you opened last.
- Folders holds the tree itself.
Click the Name or date column header to sort the list. Click it again to flip the order. Folders always sit above reports.
Folders
Section titled “Folders”Folders group reports the way a file system does. You build the tree yourself, as deep as you need. Every report lives in one folder, or at the top level, Home.
A new report goes in the folder you are standing in. To move reports or folders, drag them, or use Move to…. See Organize reports in folders to create, move, rename, and delete them.
With a report open, use the navigator to go to the next one. See Navigate between reports.
Labels
Section titled “Labels”Labels are colored, named tags you create yourself and assign to reports. A report lives in one folder, but it can carry as many labels as you like. So a report can belong to a campaign and a quarter at once.
Select a label in the sidebar to narrow the list to the reports that carry it. This works inside a folder and across the whole workspace. See Manage labels to create, edit, and remove them.