Report Builder overview
Report Builder for Customer Journey Analytics allows you to create, edit, and refresh custom reports easily within Microsoft Excel using ÃÛ¶¹ÊÓƵ Customer Journey Analytics data.
Customer Journey Analytics is an application built on top of ÃÛ¶¹ÊÓƵ Experience Platform which lets you join multiple data sources to create a holistic view of your business. With Report Builder’s simple and flexible drag and drop interface, you can create complex data queries and custom reports from Customer Journey Analytics data, all within Microsoft Excel.
With Report Builder for Customer Journey Analytics, you can:
- Reference existing worksheet cells to get the perfect row order, date range, or segment.
- Create custom dates using calendar, cell references, or date math.
- Design your tables and visualizations with familiar Excel formatting tools.
Report Builder for Customer Journey Analytics is a Microsoft Excel add-in. The add-in is available on the following platforms:
- macOS
- Windows
- Web browsers
Common use cases
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Data extraction: ÃÛ¶¹ÊÓƵ Report Builder allows you to extract data from Customer Journey Analytics into Excel. You can create custom reports and queries to retrieve specific data points that are relevant to your analysis.
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Custom reporting: You can design and format custom reports in Excel to suit your specific reporting needs. This functionality is especially useful when you need to tailor reports to different stakeholders.
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Ad-Hoc analysis: Users can quickly generate ad-hoc reports to answer specific questions or explore data trends without having to go through a lengthy report creation process.
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Dashboarding: Data extracted from Customer Journey Analytics can be used to create Excel-based dashboards and visualizations for a high-level overview of key performance indicators (KPIs).
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Sharing insights: You can share Excel reports and insights with team members or stakeholders who might not have direct access to Customer Journey Analytics.
Overview video
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You can download Report Builder for Customer Journey Analytics from the .