Dive into the details of the Discover Table
What is it?
The Discover Table is our most dynamic reporting option yet - allowing you to filter, refine, and review your data in all the best ways. Select your data sources, add filters, and configure columns.
What else is coming?
The Discover Table is only going to get better. Keep an eye out for new options in this space, including:
- Export to CSV
- Additional grouping options
- Goal nesting
- Risk column
How can I use it?
The Discover Table was created to be as simple as it is flexible. You'll be able to select a specific data source, filter to perfection, and select exactly what fields you'd like to surface from your goals.
- Create the perfect structure for your monthly strategy review.
- Run team meetings and review relevant numbers and latest updates.
How do I set it up?
The Discover Table is available in Reports.
- First, create a new Report.
- Select the Discover Table icon in the top navigation bar while editing your report.
- Use the drop-down menus to select the data source for your table.
- Next, apply the necessary filters to your data set.
- Finally, select the require columns for your table by checking the box beside relevant items.
- Learn more about using the Discover table.
Now you can share your report, manage your work, and more!