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 in one list. As it grows, you have three ways to keep it manageable: filter, sort, and label.
- Filter the list by report type, by owner (anyone, you, or not you), and by label.
- Sort it by title, by when you last opened a report, or by when it was last modified. Sorting by activity groups the list into Today, Last 7 days, Last 30 days, and Older.
Labels
Section titled “Labels”Labels are colored, named tags you create yourself and assign to reports. Assign as many as you like, so a report can belong to a campaign and a quarter at once. Name each one, give it a color, and shape the list around whatever your team works by: campaign, client, quarter, or owner. Filtering on a label narrows the list to just the reports that carry it. See Manage labels to create, edit, and remove them.