Composite Reports

One of Easy Insight's strengths is the way that we enable you to report across multiple data sources. To provide a concrete example of how this can help your business, let's take the example of matching your referral sources from Google Analytics to custom business data from a spreadsheet.

First off, let's create a simple List report in the report editor, dragging in Source as the single field:



This gives us the list of where people have come from to visit our website. Next, let's click over to the Export tab and click on "Export to Excel." This will give us a nice little spreadsheet to start with as the basis for our second data source.

After saving and opening that spreadsheet in Excel, we'll go ahead and introduce a second column, Category. We're going to use this second column to group up the different sources based on what type of category they fit into--Facebook and Twitter referrals into Social Media, Google referrals into Search, and so on.



We'll go ahead and save off that spreadsheet, then return to Easy Insight, click over to the My Data page, and click on Upload File. Go ahead and choose the spreadsheet you created and upload it. This creates a new second data source containing those two columns, Source and Category.

Now it's time to join the two data sources--Google Analytics and our Source List, as I opted to call it. To do this, select the two data sources in My Data and click on Combine Sources. It'll take a minute or two to perform auto discovery, at which point you should see:



You can save the resulting data source off and open the report editor on the source from the report editor to begin creating reports on the combined data. You'll see that fields from both data sources are now available under folders in the field list on the left hand side. You can drag these fields together to create reports on the combined data, as easily as if it were just one data source!