January 2025 Update: We've updated the organization of the Reports tab, giving you access to advanced reports organized by their relevant subject.
ConnectSx utilizes the Google Looker tool for enhanced visual reporting and data exports, though things may look a bit different than they did before.
This article shows generally how to use a report page, including filters and exports
Please note, the visualization data tables in the browser may have a row cap between 500-5,000 depending on the report. However, you may always access all of the results in the data selection by following these steps.
You’ll find these on the Reports page, but also in drop down menus in context to where and how you’ll need to find it, like on the All Inventory screen.
You’ll now see new high-quality dashboards of your sales and inventory data, powered by Google Looker.
These reports automatically update periodically throughout the day. You can see the last time your reporting data refreshed using the timestamp on the reports page.
Apply Your Filters
Filters are critical to using reports correctly, for instance: Always remember to apply the "Active" filter when searching for current inventory, because you may also view any inventory ever deactivated using the "Inactive" filter. If no "Active/Inactive" status is selected in filters, your report will display both (probably not what you're looking for).
Note: When using the Visualizations, filter selections must be made in the visualization window on the right side of the screen. Filters applied in the normal Events List or All Inventory screens will not carry over to the visualizations page.
Additionally, after selecting your filters you must refresh the report by clicking the Refresh Button at the top of the page (See below image).
Utilize the filters along the right side of the screen to manipulate the data being displayed, always clicking refresh to apply any filter changes.
Use Multiple Reports on the Same Page
Remember to scroll down in the report page to see even more tables and data.
BUT WAIT! Scroll down in the report to see even more!
Export any Report
To export your data, first select and apply any filters you'd like to use in your export.
Click on the vertical ellipse icon in the upper right of the report to download your report.
View your data right on the screen, then export your data whenever you’re ready.
Downloading your Data, Choosing your File type, and Setting your Data Range
The user interface is a little different than before, but you can download any of the data being displayed in the looker reports, you can even select different file types for your export!
Click on the “Kabob” menu (or the 3 vertical dots) in the upper right corner of the data table you want to export
Click “download all data”
Next select your file type, you may select from:
TXT
Excel Spreadsheet (Excel 2007 of later)
CSV
JSON
HTML
Markdown
PNG (Image of Visualization)
Next, click on “Advanced Data Options”. Select these settings to export with the best results:
Results: "With visualizations options applied"
Data values: "Unformatted (no rounding, special characters, etc.)
Number of rows to include: “All Results”. This will ensure that if there is a visual limit on the table, say for 500 rows, the export will include all rows, even above the visual cap of the table. If All results is not available, select "custom" and input a high row range to cover your dataset.
My report is not showing all of my results, how can I access more?
The new reports display boatloads of data right in the browser where you can review it, but there are limitations. Each table has a row cap between 500-5,000 rows due to the amount of data being displayed. However, you can always access the full data set by downloading the table and using the advanced download options:
Click Download on the table
Expand the Advanced Data Options
Select the "All Results" option
Click download.
Note: These reports need to be configured by the ConnectSx team. If you are a new customer or there is an issue with your reports generating, please submit a support ticket and we will get you up and running.