Please see the following video to learn the basics on how to use the Quick Reports dashboards:
Use-Case Examples For Quick Reports
There are many different ways to use Quick Reports Views to view important data for your business, before trying to do anything more complicated, we highly recommend viewing our organizing mass data guide HERE to understand how to use the filters and edit sources/products inside of Hyros.
please see below for a few examples to help get you started:
Load Main Traffic source metrics based on what is important to your business
When Creating a new view, you should have the option to load a default “traffic source data” view. This will show you metrics from Facebook, Google and Pinterest by default.
However you can edit each widget to show specific metrics that are important to you. Just edit the settings of each widget and click through the filter section, then you will reach a list of metrics which you can adjust to suit you:
You can also create brand new widgets within the same view to add more traffic sources following this video:
Compare LTV by traffic source
Please take in mind the LTV widget has 2 types of LTV modes depending on what you want to see, LTV for First Click and Total LTV:
Before explaining these, for information on our general LTV modes to understand how LTV for sources and First click mode work, please see THIS GUIDE.
LTV for First Click – This is similar to our first click attribution mode and will take into account the date range selected on the dashboard. It will calculate the LTV of all leads who initially entered your system during the data range selected in the dashboard, up until now or within the time period you configure within the widget.
A good example of this is to create different widgets based on different ad sources. In this example we have created one for Facebook and one for Google, with a date range selected for the Christmas period.
This allows us to see the actual LTV of all leads who clicked on either a Facebook or Google ad during those dates as their first point of entry, up until today (or a specified time period you choose in the widget settings):
Total LTV – This is similar to our LTV for sources report. Use this widget if you want to ignore the date range selected in the dashboard, and instead just see the average LTV over a certain time period from a specific source or just in general.
An example of this is having a view with several widgets, all filtered to show the total LTV from Facebook only, but with different time periods. This will give you an easy view of how your average LTV changes over time from a specific source:
Compare data from a single traffic source in different attribution modes
This could be for example, comparing Fb Revenue in standard last click mode or last click using date of click attribution.
You could also compare data from Facebook in scientific mode with different Day range for first ad attribution settings.
Or just compare Scientific mode vs last click in a single view for a certain traffic source.
Sharing Quick Reports with Clients and Team Members
Seeing Quick Report Data Inside the Chrome Extension
You can also view a summary of data from a particular view inside your ad manager using the chrome extension. Assuming you have already set up the Chrome extension, click here inside the view to see a summary of the data inside of your ad manager:
This will allow you to view your most important data easily whether you are reading your stats inside Hyros or in your ads manager. You should see these metrics at the op of your screen here:
If you have not set up the chrome extension yet, please follow THIS GUIDE for more details.