This feature is only available in the Pro version of Independent Analytics.
The Overview Report gives you one place to find data from all your saved reports.
It’s made with customizable modules that can display your data in a variety of ways, from pie charts and line graphs to top-ten lists.
In this tutorial, you’ll learn how to add your own modules, customize them, and reposition them in the report.
How to add a new module
There are two ways to add a new module to the Overview report.
The first way is to scroll to the bottom of the page and click on the Add Module button in the placeholder module.
Alternatively, you can click the Add Module button in the toolbar, and this will scroll you to the bottom of the page and open the module picker.
Once you’ve clicked either button, you’ll see the module picker:
There are 10 different modules you can choose from, and you can find a summary of each module here.
Click on the module you’d like to add, and the module editor will appear. Each module has its own options that allow you to configure exactly what data you want to display.
Once you’re happy with your settings, you can click the Add Module button to include it in the report.
How to edit an existing module
To edit one of your modules, hover over the header of the module, and three buttons will appear. Click on the cog icon to open the module settings.
You’ll see the same editor that was used when adding the module initially. You can modify the settings however you’d like and then click the Save button at the bottom to save your changes.
An explanation of the settings
Let’s take a look at each of the settings available in the module editor. We’ll use a Top 10 List module as an example.
Every module includes the Name field, which you can use to provide a descriptive title for the module. For example, if you want to see your referrers with the lowest bounce rate, you might name it something like “Low Bounce Rate Referrers.”
Next, there is an option to choose one of your saved reports. For instance, if you choose the Pages report, you’ll see a list of your top 10 pages, or if you select Browsers, you’ll see your top browsers instead.
The Sort By option lets you select the metric to sort the results by. For example, if you want to see your pages with the longest View Duration, you would select that here.
The next option is called Sort Direction, and it allows you to sort the list from highest to lowest or lowest to highest. For instance, you could sort by lowest to highest if you wanted to find your pages with the shortest View Duration.
The last option is the Date Range, and this is an option that every module has. There are a few options to choose from, like Today, Yesterday, and Last 30 Days.
How to replace a module
When editing a module, you’ll see a Change Module Type button at the top.
Clicking this button will replace the module editor with the module picker, so you can choose a new module to replace the current one.
This can be useful if, let’s say, you’ve created a Top 10 List of your referrers but then decide that a Pie Chart would be a better way to display this data.
How to resize a module
Any module can be displayed in one or two columns.
If you hover over the header of a module, you will see three buttons. You can click on the layout icon to toggle a module between one and two columns wide.
The module width can be toggled in the normal display and also while reordering modules.
How to reorder the modules
To reorder the modules, start by clicking the Reorder Modules button in the toolbar.
Once pressed, the button will turn purple, and the modules will display only their name and icon.
You can then drag and drop the modules into new positions.
Once you are finished, you can click the Reorder Modules button again to return to the regular display.
Refreshing the data
The Overview Report refreshes data in the modules once per hour. If you want to see the most recent data, you can click the Refresh button in the report header.
This will update all the modules right away to use data that is recent up to the present moment.