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KIBO’s “Reporting” is used to retrieve and visualize statistics about tenant and storefront data. Built using Google Looker, KIBO provides thousands of reports, called “Looks”, out-of-the-box, while additional custom reports can be created as needed. All reports can be viewed within the KIBO platform, downloaded, emailed on a preset schedule, or exported as a file for external use.  Keebos reporting is used to retrieve and visualize statistics about tenant and storefront data. Built using Google looker. Kibo provides thousands of reports called looks out of the box while additional custom reports can be created as needed. All reports can be viewed. Within the kibo platform downloaded, email on a preset schedule or exported as a file for external use. In this video, I’m going to demonstrate how to interact with a “Dashboard” in the KIBO “Reports” menu. A “Dashboard” is a homepage where all reports, or “Looks”, about a particular topic are displayed. Since there are hundreds of prebuilt “Dashboards” in the KIBO platform, and an unknown number of custom “Dashboards” that can be created, this may not cover all possible interactions, but should cover most that are available. In this video, I’m going to demonstrate how to interact with a dashboard in the kibo, reports menu. A dashboard is a homepage where all reports or looks about a particular topic are displayed. Since there are hundreds of pre-built dashboards in the key bow platform and an unknown number of custom dashboards. That can be created. This may not cover all possible interactions, but should cover most that are available. To navigate to “Reports”, in the left menu, on the “MAIN” tab, scroll all the way down and click “Reports”. To navigate to “Reports”, in the left menu, on the “MAIN” tab, scroll all the way down and click “Reports”. This is the KIBO “Reports” menu. The default “Dashboard” that appears when first navigating to the menu is the “Order Dashboard” as shown here, and this is the Dashboard we’ll discuss in this demonstration. This is the KIBO “Reports” menu. The default “Dashboard” that appears when first navigating to the menu is the “Order Dashboard” as shown here, and this is the Dashboard we’ll discuss in this demonstration. “Dashboards” consist of “Measures” and “Tiles”.A “Measure” is an aggregated calculation. For example, an order has a tax total attribute that is the amount of tax charged to the customer. We could add a measure called Total Tax that is the sum of the tax total for all orders.The dashboard is laid out as a series of “Tiles”, which are the individual reports, or “Looks” within the dashboard topic. These “Tiles” display “Measures” as well as additional data that are not aggregated calculations. “Dashboards” consist of “Measures” and “Tiles”. A “Measure” is an aggregated calculation. For example, an order has a tax total attribute that is the amount of tax charged to the customer. We could add a measure called Total Tax that is the sum of the tax total for all orders. The dashboard is laid out as a series of “Tiles”, which are the individual reports, or “Looks” within the dashboard topic. These “Tiles” display “Measures” as well as additional data that are not aggregated calculations. “Filters” are parameters that can be applied to reports to specify ranges or values of data being collected. We can remove or add more “Filters” to “Dashboards” as needed to get the reporting data we need. We’ll discuss editing “Looks” and “Dashboards” in a separate video.In this example, we could select which “Site” we want to see orders from, the “Dates” when the orders were submitted, a specific “Billing Country” as well as “Billing State or Province”, and the “Tenant ID”. As we can see, only the “Order Submitted Date” is populated with a specific value, which is the default for this “Dashboard”.Depending on the “Dashboard”, one or more “Filters” may need to be configured before data will populate. “Filters” are parameters that can be applied to reports to specify ranges or values of data being collected. We can remove or add more “Filters” to “Dashboards” as needed to get the reporting data we need. We’ll discuss editing “Looks” and “Dashboards” in a separate video. In this example, we could select which “Site” we want to see orders from, the “Dates” when the orders were submitted, a specific “Billing Country” as well as “Billing State or Province”, and the “Tenant ID”. As we can see, only the “Order Submitted Date” is populated with a specific value, which is the default for this “Dashboard”. Depending on the “Dashboard”, one or more “Filters” may need to be configured before data will populate. To configure a “Filter”, we’ll click directly on it. This will open all of the configurable fields, which may include dropdowns or areas for value entry. To configure a “Filter”, we’ll click directly on it. This will open all of the configurable fields, which may include dropdowns or areas for value entry. In this example, we can choose how we want to define the timeframe for when an order was submitted. In this example, we can choose how we want to define the timeframe for when an order was submitted. Once we’ve configured one or more “Filters”, we’ll want to “Reload” the data in the “Dashboard” to reflect the new parameters. Clicking the “Reload” button will update all “Looks” on this “Dashboard”. Once we’ve configured one or more “Filters”, we’ll want to “Reload” the data in the “Dashboard” to reflect the new parameters. Clicking the “Reload” button will update all “Looks” on this “Dashboard”. Clicking the “Hide Filters” button will collapse all of the “Filters” out of view, so we only have the “Dashboard” in view. Clicking the button again will make them reappear. Clicking the “Hide Filters” button will collapse all of the “Filters” out of view, so we only have the “Dashboard” in view. Clicking the button again will make them reappear. Clicking the “Ellipses” on the top opens up a menu with several selections. We’ll review each of these now. Clicking the “Ellipses” on the top opens up a menu with several selections. We’ll review each of these now. “Clear cache and refresh” is similar to “Reload”, in that it will refresh all “Looks” on the “Dashboard”. However, It also takes the extra step of clearing the cache of each “Look” when it reloads them. We can also do this on individual “Tiles”, which we’ll review shortly. “Clear cache and refresh” is similar to “Reload”, in that it will refresh all “Looks” on the “Dashboard”. However, It also takes the extra step of clearing the cache of each “Look” when it reloads them. We can also do this on individual “Tiles”, which we’ll review shortly. “Download” allows a user to save all of the “Dashboard” or “Look” data locally, and we’ll review what that looks like shortly.“Schedule Delivery” allows a user to set up a cadence of “Dashboard” or “Look” data to be sent via different methods. We’ll review this in a separate video. “Download” allows a user to save all of the “Dashboard” or “Look” data locally, and we’ll review what that looks like shortly. “Schedule Delivery” allows a user to set up a cadence of “Dashboard” or “Look” data to be sent via different methods. We’ll review this in a separate video. “Reset filters” resets the values and selections made in “Filters” back to their default values and selections. “Reset filters” resets the values and selections made in “Filters” back to their default values and selections. “Viewer time zone” allows a user to change the relative time zone for “Dashboards” and “Looks” being generated. “Viewer time zone” allows a user to change the relative time zone for “Dashboards” and “Looks” being generated. “Folders” are where we can access “Favorites”, “Saved”, “Shared”, and the out-of-the-box “KIBO Standard Reports”. Clicking the “Folder” button opens a side panel where we can access the different folders where these “Dashboards” and “Looks” are saved. “Folders” are where we can access “Favorites”, “Saved”, “Shared”, and the out-of-the-box “KIBO Standard Reports”. Clicking the “Folder” button opens a side panel where we can access the different folders where these “Dashboards” and “Looks” are saved. The “Favorites” folder saves all “Dashboards” and “Looks” that have been designated as a “Favorite”, per user. To favorite a “Look” or “Dashboard”, click the “Heart” icon, as seen here. These “Favorites” only save for the user that has “Favorited” them. The “Favorites” folder saves all “Dashboards” and “Looks” that have been designated as a “Favorite”, per user. To favorite a “Look” or “Dashboard”, click the “Heart” icon, as seen here. These “Favorites” only save for the user that has “Favorited” them. “My Folder” saves new and edited “Dashboards” and “Looks” for individual users. When saving a new or edited report, we can choose whether we want to make it available via the “Shared” folder, which will allow other users to access and edit, or if we want to limit access and save it only in the “My Folder” directory. From there, we can choose to “Make a copy” of it and share that, or “Move” it to another folder. “My Folder” saves new and edited “Dashboards” and “Looks” for individual users. When saving a new or edited report, we can choose whether we want to make it available via the “Shared” folder, which will allow other users to access and edit, or if we want to limit access and save it only in the “My Folder” directory. From there, we can choose to “Make a copy” of it and share that, or “Move” it to another folder. The “Shared” folder has two sub-folders listed in it, “Custom Reports” and “Kibo Standard Reports”.“Custom Reports” holds all shared “Dashboards” and “Looks” in this tenant, accessible to anyone who has permission to access the “Reports” menu.“Kibo Standard Reports” contains prebuilt “Dashboards” and “Looks” that are available out-of-the-box.Important note - “Kibo Standard Reports” cannot be edited and saved back to this folder. If we need to make edits to a “Standard Report”, we will need to save the new “Dashboard” or “Look” to either the “My Folder” or “Custom Reports” folder. The shared folder has two subfolders listed in it custom reports and kibo standard reports. Custom reports holds all shared dashboards and looks in this tenant accessible to anyone who has permission to access the reports menu. Kibo standard reports contains pre-built dashboards, and looks that are available out of the box. Important note. Kibo standard reports cannot be edited and saved back to this folder. If we need to make edits to a standard report, we will need to save the new dashboard or look to either the my folder or custom reports folder. There are several different folders in the “Kibo Standard Reports” folder covering varying topics, each with several prebuilt “Dashboards” and “Looks” contained within them. There are several different folders in the “Kibo Standard Reports” folder covering varying topics, each with several prebuilt “Dashboards” and “Looks” contained within them. For example, these are all of the “Dashboards” and “Looks” available within the “Order” folder, including the “Order Dashboard” example that we’re using. For example, these are all of the “Dashboards” and “Looks” available within the “Order” folder, including the “Order Dashboard” example that we’re using. Depending on the “Visualization” being utilized within a “Tile”, the data presented may be interactive. For example, hovering over a bar in a bar graph may present the specific data that is represented there. Depending on the “Visualization” being utilized within a “Tile”, the data presented may be interactive. For example, hovering over a bar in a bar graph may present the specific data that is represented there. Clicking on that bar could also open a window that presents a table that would list all of the orders generated within that time frame. Clicking on that bar could also open a window that presents a table that would list all of the orders generated within that time frame. Hovering over the “Tile” will also bring up some icons in the top right corner of the “Tile”. The first is a “Compass” icon, which will allow us to “Explore from here”. Clicking that icon will open up another screen where we can “Edit” the data in this “Look”.We’ll talk about creating and editing “Looks” in a separate video. Hovering over the “Tile” will also bring up some icons in the top right corner of the “Tile”. The first is a “Compass” icon, which will allow us to “Explore from here”. Clicking that icon will open up another screen where we can “Edit” the data in this “Look”. We’ll talk about creating and editing “Looks” in a separate video. The next is a “Bell” icon. Clicking on that icon will open a modal window where we can set up custom “Alerts” based on the data contained within the respective “Look”. The next is a “Bell” icon. Clicking on that icon will open a modal window where we can set up custom “Alerts” based on the data contained within the respective “Look”. In this example, we can set a “Condition”, “Operator”, and “Threshold” that will trigger the “Alert”. Then, we will set the notification “Method” and the “Frequency” of the “Alert”.Any required entries are tagged with a red “Star”. In this example, we can set a “Condition”, “Operator”, and “Threshold” that will trigger the “Alert”. Then, we will set the notification “Method” and the “Frequency” of the “Alert”. Any required entries are tagged with a red “Star”. Clicking the “Ellipses” on a “Tile” opens up a menu of options, similar to the “Dashboard Ellipses” we reviewed earlier. We’ll look at each of these now. Clicking the “Ellipses” on a “Tile” opens up a menu of options, similar to the “Dashboard Ellipses” we reviewed earlier. We’ll look at each of these now. The first is “Explore from here”, which is the same as the “Compass” icon we just reviewed.As mentioned earlier, we’ll talk about this in a separate video. The first is “Explore from here”, which is the same as the “Compass” icon we just reviewed. As mentioned earlier, we’ll talk about this in a separate video. “Download Data” allows a user to save all of the “Dashboard” or “Look” data locally. “Download Data” allows a user to save all of the “Dashboard” or “Look” data locally. Clicking on “Download Data” opens up a modal window where we can make some selections about how we want to download the respective data. In the first step, we can click on a dropdown and choose the “Format” we want to download. Clicking on “Download Data” opens up a modal window where we can make some selections about how we want to download the respective data. In the first step, we can click on a dropdown and choose the “Format” we want to download. Next, we can choose some optional “Advanced data options” which will change how the “Results”, “Data values”, and “Number of rows” will appear in the download. Once we’ve made all necessary selections, we can click the “Download” button. Next, we can choose some optional “Advanced data options” which will change how the “Results”, “Data values”, and “Number of rows” will appear in the download. Once we’ve made all necessary selections, we can click the “Download” button. Back on the “Tile Ellipses” menu, clicking “View”, then clicking “Expanded” will open a window with a larger view of this specific “Tile”. Back on the “Tile Ellipses” menu, clicking “View”, then clicking “Expanded” will open a window with a larger view of this specific “Tile”. This is the “Expanded View”. As we can see, we can close this window or click the left or right arrows to cycle through the other “Tiles” in the “Dashboard”. This is the “Expanded View”. As we can see, we can close this window or click the left or right arrows to cycle through the other “Tiles” in the “Dashboard”. Lastly, just like before, clicking “Clear cache and refresh” will clear the cache and reload the data, but this time only for this specific “Look”. Lastly, just like before, clicking “Clear cache and refresh” will clear the cache and reload the data, but this time only for this specific “Look”.

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Reporting Overview

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