How to build a single metric deep dive report

You will learn

Learn how to use the single metric deep dive report to get metric data for either a broad overview of activities or to understand trends by key event or profile properties. You can choose any metric in your account to build a report around and can further customize it by selecting different timeframes, properties, and groupings.

The single metric report can help you answer questions like:

• What was my revenue breakdown by product collection over the last year?
• How has my checkout value changed over the last 90 days?
• How has order volume compared across different loyalty tiers over the last quarter?

In this guide, you will learn more about what the Single Metric Deep Dive Report entails, where to find it in Klaviyo, and how to configure it to meet your reporting goals.

Build your report

1. To create a new Single Metric Deep Dive Report, navigate to Analytics > Custom reports.
2. Click Create from scratch. You can also browse the reports library for a prebuilt report.

3. Under Report Type, select Single Metric Deep Dive Report from the dropdown, and give your report a name.

4. Choose a metric from the dropdown, such as Placed Order. You can select standard metrics and custom metrics available in your account. Calculated rates, such as Open Rate, are not available in this report. In the example below, Placed Order is the selected metric.

5. Next, decide how you want to analyze the metric. All standard metrics support 2 different dropdowns to customize your analysis:

• Total, Unique Profiles, or Value
  You can report on the total number of instances of an event (Total) or the unique number of profiles that performed that event (Unique Profiles). If the metric you select has a monetary value associated with it (e.g., Placed Order), you can also report on the value of the events (Value).
• SUM or AVG
  Choose how to summarize the selected measurement. SUM shows the total for each time period and group in your report. For example, if there are 2 Placed Order events in the same period and group, each worth $15, Value with SUM is $30 and Total with SUM is 2.
  AVG depends on the measurement. Value with AVG shows the average value per event, so the same 2 orders average $15. Total with AVG shows the average number of events per profile that performed the event. Use Unique Profiles with SUM to count distinct profiles.

To include rows containing only zeros, clear Exclude results containing only values of zero. This option is selected for new reports.

6. You can add a modifier to group and filter your report by specific values. This allows you to build a more tailored report around your selected metric, specific to your business needs.

• Add a grouping
• You can group values within your report by 1 property. When you use a grouping, you can add 1 filter to limit the values of that same property. Klaviyo lets you group your reports by both event data and profile property data. Note that reports only include events filtered by a profile property starting after that property was created. Even if a property was retroactively applied, if it didn’t exist on profiles at the time the event takes place then it won't appear in the report.
• For example, you can group your Placed Order report data by Collection, to compare how different collections perform. To do so, select + Add Group By and select your property for Collection. Then, you can optionally select + Add Filter and restrict your report to only look at a subset of values. In the image below, we’ve limited our Placed Order report to only show us data for 2 key collections: Klaviyo T-Shirts and Women’s items.
• For more information on properties that you can use for grouping, head to our Guide to Properties.

• Add a filter
  Without a grouping, you can filter your report by event or profile properties, with up to 10 filters. For example, if you only want to report on performance for a specific gender, select + Add Filter to set this up.
• Separate filters are joined with AND, so activity must match every filter. You cannot join separate filters with OR. For example, you can report on all orders placed by those whose Gender equals Female AND whose City equals Boston. However, you cannot view activity only for those whose Gender equals Female OR whose City equals Boston. Within a single filter, selecting multiple values matches any of those values. For list properties such as Collections, an event matches if the list contains any selected value.
• For more information on the distinction between AND and OR, head to our AND vs. OR Guide.

Customize by timeframe

By customizing the time range of your report, you can restrict the report so that it only shows the data you care about.

1. To adjust the timeframe, choose your selected time range and grouping from the associated dropdowns.

You can adjust the time range to:

• Today
• Yesterday
• This Week
• Last 7 Days
• Last Week
• This Month
• Last 30 Days
• Last Month
• This Year
• Last 90 Days
• Last 365 Days
• Last Year
• Custom

The available time groupings depend on your selected time range:

• Day
• Week
• Month
• Entire Range

For a Custom date range, choose Day or Entire Range. Entire Range gives one result for the selected range, or one result per property value if you added a grouping.

Run and export your report

1. After configuring your report, click Save & Run Report to generate your results. A results summary will appear for you to review, and you can choose to export these results for further analysis.

While it may take some time to generate your results, the results summary will appear as soon as your data is ready. If the report takes a while, Klaviyo will notify you with an in-app notification and email when your results are ready.

Your report is saved on the Custom reports page when you click Save & Run Report. It is not possible to save a partially configured report. When you open an existing report, a timestamp of when the report was last run appears above your results along with an Export CSV button. For larger reports, the preview shows only a summary; export the report to see the full results.

2. To export the results of your report for further analysis, click Export CSV, as shown in the top right in the example below.

Schedule your report

After your report finishes running, click Schedule Report. In the modal, set a start date, a weekly or monthly frequency, and a delivery time, then click Schedule Report to confirm. Klaviyo will email you when the scheduled results are ready to download, so you do not need to run the report manually each time.

Head to our guide on How to Schedule Custom Reports and learn how to set this up for your reports.

Update report results

Unless you schedule them, reports do not automatically refresh with data over time, even if you use a relative timeframe such as Last 30 Days. To see when report results were last generated for a given report, look at the Last Run timestamp on the Custom reports page or from within the report itself.

1. If you want to update your report results to pull in fresh data, navigate into the report and click Save & Run Report again.
2. In the event that you need to see historical report results from previous runs, go to Custom reports.
3. Open the three-dot menu beside the report, then choose View History from the dropdown menu.

This shows completed report runs that are still available.
4. To download a previous run, open its three-dot menu and select Export.

Clone and rename reports

If you have an existing report that you would like to copy, use the clone option.

1. To clone a report, go to Custom reports and find the report that you want to clone.
2. To the right of the report, open the three-dot menu.
3. Then choose Clone Report from the dropdown menu.

Note that cloned reports do not include scheduling preferences from the original report. If you would like to schedule your copied report to deliver to you on a regular cadence, head to our guide on How to Schedule Custom Reports.
4. If you would also like to rename your cloned report, open its three-dot menu.
5. Then choose Edit Name from the dropdown menu.

6. Rename your report in the modal that appears. Once you have renamed your report, click Save.

Additional resources