How to Build a Single Metric Deep Dive Report

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Overview

The Single Metric Deep Dive report supports slicing and dicing metric data to get either a broad overview of activity or 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 Deep Dive can you 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

To create a new Single Metric Deep Dive Report, navigate to the Analytics tab and select Custom Reports.

On the Klaviyo Analytics landing page showing Metric, Benchmark, and Custom reporting sections.

Then, either browse our library of prebuilt reports or click Create from scratch.

View of Custom Reports list page with buttons at top left to create own report or button at top right to go into the Reports Library

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

Inside a new Custom created report with option to choose type of report on left and ability to rename on right

Then, choose a metric to report on. From the designated dropdown, you can select any standard metric available in your account including select calculated metrics, like rates (e.g.,Open Rate). In the example below, Placed Order is the selected metric.

Inside a metric report with option at top to choose property to report on and grouping to sort by below

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

  • Total, Unique, 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). 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
    You can choose one of two aggregations: SUM or AVG. SUM shows you the total of all events for your selected metric. For example, if there are two Placed Order events within the timespan you select, both with a $15 value, the VALUE SUM will be $30 and the TOTAL SUM will be 2. AVG shows the average of events that occurred for your metric. For example, if there are two Placed Order events within the timespan you select, both with a value of $15, the average will be $15.

Finally, 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 metrics, specific to your business needs.

  • Add Group By

    You can group values within your report by a specific property. You can then add a filter on top of this to make your grouping even more precise. 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 Collection, to compare how different collections perform. To do so, select +Add Group By and select your property for Collection. Then, you can then 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 two key collections: Klaviyo T-Shirts and Women’s items.

    Inside a metric report with option at top to choose property and grouping to sort by below with examples women's shirt grouping

    For more information on properties that you can use for grouping, head to our Guide to Properties.

  • Add Filter
    Instead of grouping your report by specific attribution or profile properties, you can instead choose to limit your results by filtering what data is included. For example, if you only want to report on performance for a specific gender, select + Add Filter to set this up.

    If you want to be more inclusive, and limit to activity that meets several different criteria, you can add subsequent filters. These will all appear separated by the OR connector. At this time, it is not possible to report on a cross-section of filters separated by the AND connector. For example, you can report on all orders placed by those whose Gender equals Female OR whose Country equals United States. However, you cannot view activity only for those whose Gender equals Female AND whose Country equals United States

    Inside a metric report with option at top to choose property and grouping to sort by below with example filter of gender

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

Inside a Custom report, you can customize by a timeframe dropdown for range and grouping of dates

You can adjust the time range to:

  • Today
  • Last 24 Hours
  • 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

You can also group the data by:

  • Daily
  • Weekly
  • Monthly
  • Yearly

Run and Export Your Report

After configuring your report, click 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.

An example of a custom report that is ready to be run by clicking on the Run Report button at the bottom of the page

While it may take some time to generate your results, you will see a robust summary of your report populate as soon as your data is ready for analysis. If you don’t want to wait, we will notify you with an in-app notification and email when your results are ready.

All of your previously run reports will be automatically saved in your Custom Analytics page. It is not possible to save a partially configured report, but every report will be automatically saved after the first time it is run. When you navigate into an existing report, a timestamp of when the report was last run will appear above your results along with an Export button.

To export the results of your report for further analysis, click Export.

After a Custom Report has run, click the Export button in the top right to download and export results

Schedule Your Report

You also have the option to schedule a report to auto-run at a specific date and time and be notified via email when your results are ready. This way, you can set up your reports to automatically run and pull data for your review instead of manually exporting them.

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

Update Report Results

Reports do not automatically refresh with data over time if you are using 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 from either the Analytics tab or from within the report itself.

If you want to update your report results to pull in fresh data, navigate into the report and click Run Report again.

In the event that you need to see historical report results from previous runs, go to Custom Reports and click More and then choose View History from the dropdown menu.

On the Custom Analytics list page, clicking on the More dropdown to the right of the analytics name will expose the View History option

This will show all historical runs for your report of interest. To download the historical results of your report, select Export.

Inside a custom report history, there will be listing of all reports ever run with the ability to export again by clicking on export the right of a report.

Clone and Rename Reports

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

To clone a report, go to Custom Reports and find the report that you want to clone. To the right of the report, click More and then choose Clone Report from the dropdown menu.
On the Custom Reports list page, the button labeled more to the right of a report will open a dropdown when clicked and shown Clone ReportOnce you clone your report, you will see a new report appear at the top of your Custom Reports list named "Copy of your original report name.

On the main Custom Reports list page, an example of a cloned report which will appear at the top of the list

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.

If you would also like to rename your cloned report, navigate to the right of the report and click More, then choose Edit Name from the dropdown menu.

On the Custom Reports list page, the button labeled more to the right of a report will open a dropdown when clicked and shown Rename Report

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

When Rename Report is chosen from the More dropdown on the custom reports pages, a modal will appear to allow you to rename report

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