Custom Extracts is designed to allow users to pick and choose the data they want to generate their own custom reports.
Key Steps
Step 1: Access the Custom Extracts Dashboard
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Navigate to the Custom Extracts dashboard.
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Familiarize yourself with the tab structure to understand the flow of data selection.
Step 2: Select Date Details
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Choose the time period for data analysis.
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Options include:
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Aggregate by:
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Day
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Week
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Month
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Quarter
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Year
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Total selected time period
- Aggregated the entire time period selected
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Step 3: Choose Location Details
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Select the level of location detail based on your access:
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My locations aggregated (single row for all your retail locations).
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My locations detail only (data points for each location).
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Other location detail only (available for premium subscribers, pulls location level detail for other locations in competitive set).
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All locations (available for premium subscribers, your locations + competitive set).
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Note that all data for other locations in the competitive set is modeled data to protect retailer anonymity.
Step 4: Select Product Details
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Choose product attributes to analyze
Step 5: Choose Metrics to Analyze
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Select metrics for analysis
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Choose change metrics:
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Confirm the selected period for comparison (e.g., month).
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This will determine the period over period break by. For example, if the chosen date aggregation is month, then "vs. prior period" will be vs prior month.
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Step 7: Choose Table Type
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Choose between two export options:
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Unformatted table (CSV layout for further analysis in Excel or BI tools).
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Customized table layout (select specific rows and columns for a tailored view).
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Step 8: Customize Table Layout 3:18
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Select desired rows and columns for your custom table:
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Example: Level 1, Level 2, Brand as rows; Month as columns.
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Export the customized table while retaining the new formatting.
Step 9: Filter Data 4:00
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Use filter tabs to narrow down data by additional product attributes.
Step 10: Reset Selections 4:10
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Click on 'Reset Selections' to start over.
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Alternatively, reset only the rows and columns for the specific table.