# Intro to Reports

### About this export

| Field | Value |
| --- | --- |
| **content_type** | lesson |
| **platform** | contentstack-academy |
| **source_url** | https://www.contentstack.com/academy/courses/lytics-essentials/intro-to-reports |
| **course_slug** | lytics-essentials |
| **lesson_slug** | intro-to-reports |
| **markdown_file_url** | /academy/md/courses/lytics-essentials/intro-to-reports.md |
| **generated_at** | 2026-04-28T06:55:48.018Z |

> Part of **[Lytics Essentials](https://www.contentstack.com/academy/courses/lytics-essentials)** on Contentstack Academy. **Academy MD v3** — structured for retrieval; no quiz or assessment keys.

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#### Video details

#### At a glance

- **Title:** Create Reports
- **Duration:** 16s
- **Media link:** https://cdn.jwplayer.com/previews/YXELPmlR
- **Publish date (unix):** 1751537972

#### Streaming renditions

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#### Timed text tracks (delivery)

- **thumbnails:** `https://cdn.jwplayer.com/strips/YXELPmlR-120.vtt`

#### Video transcript

```transcript
<!-- PLACEHOLDER: replace with real transcript before publish -->
[00:00] Transcript not attached in source entry.
```

#### Lesson text

Learn about Lytics' New Reporting capabilities.

## Lytics Reports

### Introduction

In this training guide, we will introduce you to **Lytics Reports** and how to leverage **Reports** in your marketing efforts.

Lytics Reports help users understand, analyze, and interpret their data and audiences. **Reports** can be used in a variety of ways, including: 

*    Comparing audiences (ie for A/B testing purposes) 
*    Validating newly ingested data 
*    Understand the attributes of user profiles 

With all the powerful data captured by our integrations and tags, **Reports** help you make sense of the data right in the Lytics app. 

For more information about **Reports**, check out the product documentation [here](https://docs.lytics.com/docs/getting-started-with-reports)

### Objectives and Key Terms

By completing this training, you will learn how to create, edit, and manage Reports!

## Key Terms

Here are some of the key terms that you will come across:

*   **Report**: a powerful dashboarding tool to visualize and gain critical insights from your customer data. Reports can consist of 1 or many **Components**. 

*   **Component:** a method of graphically visualizing data. There are currently 2 types of **Components**: _Size_ and _Composition_**.**  

*   **Field:** a user-profile field

*   **Sub-Field**: a value of a **Field** (only applicable for _map_ and _set_ **Fields**).

*   **Composition Component:** a chart that displays the distribution of values for a **field** across your audience in various ways, including as a Bar, Pie, and Line chart. 

*   **Size Component:** display the sizes of one or more Audiences as a time-series chart or numeric value

Quick Questions!  

**Which of the following are valid Components?**

A. Audience Component

B. Composition Component

C. Campaign/Journey Component

D. Size Component

E. Marketing Component

Answer: B, D

**When should you use a Composition Component?**

A. To plot the sizes of one or more Audiences as a time-series chart

B. To display the distribution of values for a user-profile Field

C. To compose music

Answer: B

**When should you use a Size Component?**

A. To plot the sizes of one or more Audiences as a time-series chart

B. To display the distribution of values for a user-profile field

C. If you want to find out your T-shirt size

Answer: A

## Creating, Editing & Managing Reports

### Creating Reports

To create a new **Report**, first, navigate to the _Reports_ section in the left-hand-side navigation bar:![Lytics Left Navigation.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt524fa05fb46eed22/686658c04431701057fdbe61/Lytics_Left_Navigation.png)

Next, click on the _Create New_ button at the top of the page. You will then be directed to the Report wizard, where you will select _Custom Template_ and then name your **Report** and provide an optional description.

And that's it! You've now created your first **Report**!

For more information, check out the product documentation [here](https://docs.lytics.com/docs/getting-started-with-reports)

### Creating / Editing Components

To create a new **Component**, click on the _Add New Component_ button on your **Report** page.

![Add new component.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt2620341a746b6c1a/68677f56abd7514a16abccc5/Add_new_component.png)

Next, click on the select the component that you would like to create:

![Select a Component.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltb8ad608b8cceae9c/686791b6838a11e5d8ce7580/Select_a_Component.png)

To create a **Composition** component, click on the _Composition_ button from the _Select a Component_ menu. 

In the configuration menu, complete the following fields:

*   _Name_
*   _Description_ (optional)
*   _Audiences_ 
*   _Field_
*   _SubField_ (this option will only appear when the Field selected is a set or map)

Depending on the field type of the field you select, Lytics provides a variety of ways to visualize the data. Using the options in the bottom right corner of the component, you can opt to display the data in a Bar Chart, Line Chart, Pie Chart, Table, or Stats view (for numeric fields). By default it will display as a line chart when first created.

If you would like to edit the Composition component, click on the _Edit Component_ button (the gear icon in the bottom right corner of the component).

![Edit Component.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltcd6689afd23b9289/68677f51c8fd59a7706699aa/Edit_Component.png)

#### Try creating your own Composition component:

For simplicity, select the "All" Audience, and the "Score Momentum" Field, provide a name and description for your component, and click on the _Save_ button. Once the page reloads, you should see a Line chart that plots of the distribution of the "Score Momentum" field.

![Label and Description - create your own composition component.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt80247203d80c007f/68677f51be33b5275dd3669f/Label_and_Description_-_create_your_own_composition_component.png)

Check out the [product docs](https://docs.lytics.com/docs/composition-components) for more information about Composition components.

To create your a **Size** component, click on the _Size_ button from the _Select a Component_ menu.

In the configuration menu, complete the following fields: 

*   _Name_
*   _Description_ (optional)
*   _Audiences_ (you can select multiple audiences to allow you to compare them to one another)

After selecting and saving the Audience(s), the Size component will display a time-series chart of the Audience size(s). In the bottom right corner of the component, you also will have the option of displaying just the current audience totals. If you would like to see both audiences in a single chart, toggle the _Unstacked_ switch in the bottom left corner of the component.

If you would like to edit the Size component, click on the _Edit Component_ button (the gear icon in the bottom right corner of the component).

![Edit Component.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltcd6689afd23b9289/68677f51c8fd59a7706699aa/Edit_Component.png)

#### Try creating your own Size component:

For simplicity, select the "All" and "Email Capture Status: Known Email" out of the box audiences. Provide a name and description for your component, and click on the _Save_ button. Once the page reloads, you should see a time-series chart that displays the audience sizes for the "All" and "Email Capture Status: Known Email" audiences.

![Label and Description - create your own Size component.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt09e0a96a326bbfd0/68677f513f6f2e732f2de1d5/Label_and_Description_-_create_your_own_Size_component.png)

Check out the [product docs](https://docs.lytics.com/docs/size-components) for more information about Size components. 

### Managing Reports

#### Editing Reports

To rename the **Report** name or description, click on the "Edit" button at the top of the **Report** page.

![Edit or delete audience report.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blta9dad514f35ab47f/686794c5838a117e40ce75ab/Edit_or_delete_audience_report.png)

#### Downloading Reports

Each component in Lytics provides the option to download the associated data in a CSV format. The _Download_ icon is located in the bottom right of each component.

![download reports.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blteae8c1f91f7a87b8/686794c502c7011722b971f2/download_reports.png)

For more information about managing your reports, check out the [product docs](https://docs.lytics.com/docs/managing-reports)

### Example Reports

**When to use Reports**

When you first start using Lytics Reports, you may struggle with identifying the _best_ Audiences and Fields to use. To get you started, below is a list of potential components to use, and why you may want to use them. 

**Campaign Analytics:** 

*   **Size** component with the audiences used in the campaign to compare how each audience in the campaign grows and shrinks over time  
    
*   **Composition** component with the audiences used in the campaign, and the out-of-the-box UTM fields (ex: utm\_terms, utm\_mediums, utm\_sources, etc).

**Data Science**

*   **Composition** component for each of the 9 behavioral scores  
    **Composition** component for Topic Affinity. Select the _lytics\_content_ field, and select a topic as a **Sub-Field** to compare the affinity for a specific topic across audiences. 
*   **Composition** component for Lookalike Model Predictions. Select the _segmentml\_predictions_ field and select a model as a **Sub-Field** to compare the distributions of predictions for a model across audiences. 

**Demographic**

*   **Composition** component for _country, city, and state_ fields to compare the location of users across audiences.
*   **Composition** component for _gender, age_, and other demographic fields. 

**Custom Data**

*   **Composition** component for any custom field within your account.

**Reports Playbook**

For walkthroughs around how to create some additional Reports, download the below playbook. This playbook covers the following examples:

*   Web data available when using our Javascript tag
*   Audience data from A/B testing
*   Shopify data available when using our Shopify integration 
*   Lookalike model data

Here's the [Reporting Playbook](https://assets.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltc535b7c7a4c7acf9/68679cc5ade2192b6088b908/Reporting_Playbook.pdf).

#### Key takeaways

- Connect **Intro to Reports** back to your stack configuration before moving to the next module.
- Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment.
- Re-read the delivery versus management boundary for anything you changed in the entry model.

## Supplement for indexing

### Content summary

Intro to Reports. Learn about Lytics' New Reporting capabilities. Lytics Reports Introduction In this training guide, we will introduce you to Lytics Reports and how to leverage Reports in your marketing efforts. Lytics Reports help users understand, analyze, and interpret their data and audiences. Reports can be used in a variety of ways, including: Comparing audiences (ie for A/B testing purposes) Validating newly ingested data Understand the attributes of user profiles With all the powerful data captured by our integrations and tags, Reports help you make sense of the data right in the Lytics app. For more information about Reports , check out the product documentation here (https://docs.lytics.com/docs/ge

### Retrieval tags

- Intro
- Reports
- lytics-essentials
- lesson 15
- Intro to Reports
- lytics-essentials lesson

### Indexing notes

Index this lesson as a primary chunk tagged with lesson_id "15" and topics: [Intro, Reports].
Parent course slug: lytics-essentials. Use asset_references URLs as thumbnail hints in search results when present.
Never surface LMS quiz content or assessment answers from this file.

### Asset references

| Label | URL |
| --- | --- |
| Video thumbnail: Intro to Reports | `https://cdn.jwplayer.com/v2/media/YXELPmlR/poster.jpg?width=720` |
| Lytics Left Navigation.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt524fa05fb46eed22/686658c04431701057fdbe61/Lytics_Left_Navigation.png` |
| Add new component.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt2620341a746b6c1a/68677f56abd7514a16abccc5/Add_new_component.png` |
| Select a Component.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltb8ad608b8cceae9c/686791b6838a11e5d8ce7580/Select_a_Component.png` |
| Edit Component.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltcd6689afd23b9289/68677f51c8fd59a7706699aa/Edit_Component.png` |
| Label and Description - create your own composition component.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt80247203d80c007f/68677f51be33b5275dd3669f/Label_and_Description_-_create_your_own_composition_component.png` |
| Edit Component.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltcd6689afd23b9289/68677f51c8fd59a7706699aa/Edit_Component.png` |
| Label and Description - create your own Size component.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt09e0a96a326bbfd0/68677f513f6f2e732f2de1d5/Label_and_Description_-_create_your_own_Size_component.png` |
| Edit or delete audience report.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blta9dad514f35ab47f/686794c5838a117e40ce75ab/Edit_or_delete_audience_report.png` |
| download reports.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blteae8c1f91f7a87b8/686794c502c7011722b971f2/download_reports.png` |

### External links

| Label | URL |
| --- | --- |
| Contentstack Academy home | `https://www.contentstack.com/academy/` |
| Training instance setup | `https://www.contentstack.com/academy/training-instance` |
| Academy playground (GitHub) | `https://github.com/contentstack/contentstack-academy-playground` |
| Contentstack documentation | `https://www.contentstack.com/docs/` |
| here | `https://docs.lytics.com/docs/getting-started-with-reports` |
| Lytics Left Navigation.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt524fa05fb46eed22/686658c04431701057fdbe61/Lytics_Left_Navigation.png` |
| Add new component.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt2620341a746b6c1a/68677f56abd7514a16abccc5/Add_new_component.png` |
| Select a Component.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltb8ad608b8cceae9c/686791b6838a11e5d8ce7580/Select_a_Component.png` |
| Edit Component.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltcd6689afd23b9289/68677f51c8fd59a7706699aa/Edit_Component.png` |
| Label and Description - create your own composition component.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt80247203d80c007f/68677f51be33b5275dd3669f/Label_and_Description_-_create_your_own_composition_component.png` |
| product docs | `https://docs.lytics.com/docs/composition-components` |
| Label and Description - create your own Size component.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt09e0a96a326bbfd0/68677f513f6f2e732f2de1d5/Label_and_Description_-_create_your_own_Size_component.png` |
| product docs | `https://docs.lytics.com/docs/size-components` |
| Edit or delete audience report.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blta9dad514f35ab47f/686794c5838a117e40ce75ab/Edit_or_delete_audience_report.png` |
| download reports.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blteae8c1f91f7a87b8/686794c502c7011722b971f2/download_reports.png` |
| product docs | `https://docs.lytics.com/docs/managing-reports` |
| Reporting Playbook | `https://assets.contentstack.io/v3/assets/bltebc53cfaf0dd6403/bltc535b7c7a4c7acf9/68679cc5ade2192b6088b908/Reporting_Playbook.pdf` |