Setting Up Your First Analytics Report

Custom reports help you track the metrics that matter most to your channel. Let's create your first one.

Why Custom Reports?

Pre-built dashboards are great, but custom reports let you:

Focus on specific metrics you care about
Compare any combination of data points
Set up automated weekly/monthly deliveries
Share with team members or clients

Creating Your First Report

Step 1: Navigate to Reports

From your dashboard, click 'Reports' in the sidebar, then 'Create New Report.'

Step 2: Choose a Template or Start Fresh

Templates available: Weekly Performance Summary, Video Launch Analytics, Audience Growth Report, Revenue Tracking, Competitor Benchmark. Or start from scratch for maximum flexibility.

Step 3: Select Your Metrics

Choose from dozens of available metrics including Overview Metrics (Total views, Watch time, New subscribers, Average view duration, Revenue), Video Performance (Individual video views, CTR, Average percentage viewed, Likes/comments/shares), Audience Metrics (Returning vs new viewers, Demographics, Traffic sources, Device breakdown), and Engagement (Likes per view, Comments per view, Shares, Subscriber conversion rate).

Step 4: Set Your Filters

Refine your data with filters: Date range (any period you choose), Video (specific videos or video groups), Audience (Subscribers only, or include all viewers), Geography (Specific countries or regions).

Step 5: Choose Visualization

How do you want to see your data? Line chart for trends over time, Bar chart for comparison between items, Table for detailed numbers, Pie chart for distribution breakdown, Heatmap for performance by day/hour.

Step 6: Save and Schedule

Save options: Give your report a name, add to favorites for quick access, share with team members. Schedule options (Pro+): Email delivery (daily, weekly, monthly), auto-generate on a set schedule, Slack/Discord integrations.

Example Reports

Weekly Performance Report

Metrics: Views, Watch Time, Subscribers, CTR. Visualization: Line chart. Schedule: Every Monday at 9 AM.

Audience Growth Report

Metrics: New Subscribers, Returning Viewers, Demographics. Visualization: Multiple charts. Schedule: Monthly on the 1st.

Managing Your Reports

Edit reports: Click any saved report, then 'Edit'
Duplicate: Create variations of existing reports
Export: Download as CSV, PDF, or image
Share: Generate a shareable link (Pro+)

Pro Tips

Start simple: Your first report should have 3-5 metrics max
Iterate: Add complexity as you learn what matters
Use naming conventions: 'Weekly_ChannelName_Metrics' keeps things organized
Set reminders: Schedule reports for times you'll actually review them

The 'Weekly Performance Summary' template is the best starting point for most creators — it covers views, watch time, subscribers, and CTR in a single clean report.

Setting up your first analytics report