Best Practices & Use Cases

General

Best

Practices for Report Building

Clearwhatyouwant to achieve before you start building. Are you trying to measure email engagement, or track retail revenue? Knowing your key questions helps you choose

StartBest withPractice a	Goal: Description Know
Use the rightStandard row3-Panel groupingsBuild	Every report should be constructed using the three main panels: Organize Rows By, Select Table Data, and metricsFilter from the start. Leverage Suggested Templates first: Instead of building a complex setup entirely from scratch, load a pre-built template that matches your department and tweak its filtersBy.  Be Specific with AI Prompts: When using natural language input, state both your metric and time constraint explicitly (e.g., "Show store metrics for last week") to get highly accurate auto-configurations.  .
Group Data First	SequenceAlways use the Organize Rows Hierarchically:By Arrangepanel rowto groupings fromadd the broadestfields categoryyou want to group your data by; these will become your primary first columns.
Pick Specific Metrics	Use the Select Table Data panel to define the exact quantitative metrics you want to evaluate.
Always Apply Filters	Most reports require you to use Filter By to narrow the data down by a specific date range or condition to ensure relevance.
Preview Before Finalizing	Always click Generate Report to preview the configuration and data before completing the task.
Save for Automation	Click Save Report if you intend to reuse the exact layout or schedule it going forward.

 

Report Use Cases & Configuration Best Practices

Sales Performance

Report	What it tells you	Organize Rows By	Select Table Data	Filter By
Weekly Sales & Basket Trend	How sales and average order value are moving day to day	Sales Date	Total Sales (After Tax), Total Bills, Average Order Value	Sales Date = Last 7 Days
City-Wise Sales Performance	Which cities generate the most specificrevenue attributeand number of transactions	Store City	Total Sales (After Tax), Total Customers, Total Bills	Sales Date = This Year
Category-Wise Sales Contribution	Which product categories drive sales and volume	Product Category	Total Sales (After Tax), Total Units Sold, Unique Items Purchased	Sales Date = This Year
Month-over-Month Sales Growth	Whether sales are trending up or down month to month	Sales Month	Total Sales (After Tax), Sales Growth % (vs Previous Month)	Sales Date = This Year
Units & Value Per Customer Trend	How basket size (UPT) and customer value (VPC) are trending	Sales Month	Units Per Transaction (UPT), Value Per Customer (VPC), Average Order Value	Sales Date = This Year
First-Time vs Repeat Visit Trend	What share of footfall is new vs returning, by month	Sales Month	First-Time Visits, Repeat Visits, Total Visits	Sales Date = This Year
Store-Wise Returns Report	Which stores have unusually high return volumes	Store Name, Receipt Number	Item Price, Quantity	Quantity < 0; Sales Date = This Year




Customer Insights

Report	What it tells you	Organize Rows By	Select Table Data	Filter By
New vs Repeat Customers by Store (Monthly)	Acquisition vs retention performance, store by store	Store Name, Sales Month	New Customers (Monthly), Repeat Customers (Monthly), Repeat Customer % (Monthly)	Sales Date = This Year
Top Spenders Leaderboard	Your highest-value customers, for VIP treatment	Customer Name, Mobile Number	Total Sales (After Tax), Total Visits, Average Order Value	Sales Date = This Year; sort by Total Sales, descending
Dormant Customer Win-Back List	Customers who haven't shopped in a while — good for a win-back campaign	Customer Name, Mobile Number, Home Store, Last Purchase Date	Total Visits, Total Sales (After Tax)	Last Purchase Date before [your cutoff, e.g. 6 months ago]
Customer Recency by Tier	How recently each loyalty tier's customers have shopped	Loyalty Tier, Customer Name, Mobile Number	Days Since Last Visit, Total Visits	Sales Date = This Year
Customer Base by Location	Where your customers are concentrated geographically	Customer City, Customer State	Total Customers	Sales Date = This Year

 

Loyalty Program

Report	What it tells you	Organize Rows By	Select Table Data	Filter By
Tier-Wise Loyalty Balance & Enrolment	Points balance and new enrolments, by tier	Loyalty Tier	Loyalty Points Balance, New Enrolments	Enrolment Date = This Year
Loyalty Redemption Rate by Store (Monthly)	How actively each store's customers earn vs redeem points	Store Name, Transaction Month	Points Issued, Points Redeemed, Points Value Issued, Points Value Redeemed	Transaction Date = This Year
Tier Upgrade Report	Which customers moved up a tier, and when	Loyalty Tier, Customer Name, Mobile Number, Tier Upgrade Date	(none needed)	Tier Upgrade Date = This Year
Points Activity by Type	Points issued, redeemed, and reversed, broken down by type	Transaction Type	Points Issued, Points Redeemed, Points Reversed (Issued), Points Reversed (Redeemed)	Transaction Date = This Month




Campaigns & Communication

Report	What it tells you	Organize Rows By	Select Table Data	Filter By
Campaign ROI by Channel	Which channels (SMS/Email/WhatsApp) deliver the best return	Channel	Campaign Spend, Attributed Sales, ROAS, Attributed Customers	Campaign Date = This Month
Top Campaigns by Attributed Sales	Which campaigns drove the most revenue	Campaign Name	Attributed Sales, Attributed Customers	Campaign Date = This Year; sort by Attributed Sales, descending
Store-Wise Campaign Attribution	Which stores benefit most from your campaigns	Attributed Store, Campaign Name	Attributed Sales, Attributed Customers	Campaign Date = This Year
Click-Through Performance by Campaign	Engagement (sent/delivered/read/clicked) across campaigns	Campaign Name, Channel	Sent, Delivered, Read, Clicked	Campaign Date = This Year

 

Advanced (if Customer Segmentation is enabled on your account)

Report	What it tells you	Organize Rows By	Select Table Data	Filter By
Segment-Wise Customer List	Your customers grouped by RFM segment (e.g. Champions, Loyal, At Risk)	Customer Segment, Customer ID, Customer Name, Mobile Number	Loyalty Points Balance	(none needed)
At-Risk High-Value Customers	High-value customers your segmentation model flags as at risk of churning	Customer ID, Customer Name, Mobile Number	Total Sales (After Tax), TierTotal Name followed by Membership Status) for clean, nested table visualizations.Visits	Customer Segment = [your "at risk" segment label]; Sales Date = This Year