Skip to main content
Reports
Updated over 4 months ago

The Reports page contains all the reports that Sona uses and generates. User-created reports can also be found in the Blended and Derived categories (Growth and Enterprise only).

Reports are grouped into the following main categories:

  • Original Datasets or source reports imported and used by Sona for contact profiles and attribution models.

  • Blended Reports contain data aggregated from different reports and datasets. The blending process combines relevant information into one comprehensive report.

  • Derived Reports have filtered data extracted from an existing report. These reports offer customized views of the data, focusing on specific subsets or insights.

Navigating the UI

Use the Reports menu on the left to switch between different report types, then click on a report to view it.

  • Use the search bar to find reports with names that match your keywords.

  • Click Filters below the search bar to filter the data. Click Grouping to save search filters.

  • Click Actions to create a new derived report after adding filters to the current report.

  • Click the three dots on the upper right to download the report and change column settings.

Unlock More Insights from your Data

With Growth and Enterprise packages, users can create new reports from existing datasets. Growth and Enterprise users have more customization options and reporting features so you can access more data and extract more value out of it.

Did this answer your question?