Create a Custom Analytics Report – Yext Help

With Yext Analytics, you have the ability to create reports with the metrics and dimensions you’re most interested in. This article covers how to create a Custom Analytics Report. To learn more about the different metrics you can include in your Custom Analytics Report, see Available Metrics.

To create a Custom Analytics Report:

Hover over Analytics in the top navigation bar and click on the Report Builder sub-tab.
Click on the + Add New Report button in the left sidebar.
Select your desired Time Range. Otherwise, it will default to the last 14 days.
(Optional) Click + Compare to Previous and select a time period to compare your selected date range to.
- Note: This option is not available for all metrics and cannot be used when selecting multiple metrics.
(Optional) Click + Add Metric to add additional metrics.
- Note: If any Metric, Dimension, or Filter is not clickable, it is not available within the parameters you have selected.
(Optional) Click + Add Dimension to add an additional dimension.
(Optional) Click Add Filter to apply a Filter.
If you selected a Table Chart you can set up sorting.
1. Click + Select Column and select the column you would like to sort by.
2. Select Ascending or Descending sort order.
3. Select the checkbox next to Add Columns to Show Rank to add ranking to the table.
4. (Optional) Select the checkbox next to Show Total Row to add the grand total to the bottom of the table.
Click Apply Changes.
(Optional) To change the format of your report, select from the Chart Type options on the right side of the page.
To save this report, click Save Report.
- Partners and Enterprise Customers: You will have two options: Save to Your Saved Reports (just visible to you) or Save to Account Reports (visible to all users).

To add this report to a new or existing Dashboard, click Add to Dashboard. For more information, see Create a Custom Analytics Dashboard.

Note: There is no limit to the number of insights you can add to each dashboard.