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The example above shows setting the date range filter to YTD, selecting multiple channels, setting a chart’s date granularity to ‘month’, changing optional metrics, exporting chart data, and resetting filters. Each control is described below.

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Report documentation key

Located in the top left of each module.
Key definitions and documentation for the module.

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Date range filter

Located in the top right of each module. You can select any dates from the start of your ingested commerce and marketing data.
On most pages this filter applies to every chart on that page, and each page opens with its default date range. Changing the date filter on one page does not change the date range on other pages. By default the current day is not included. We suggest leaving it out of your analysis, because dashboards refresh each day with the prior day’s data.

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Row up/down icons

The up and down arrows on many tables and charts change the time grouping (day, week, month, year) or the level of detail (Source/Medium, Campaign, Landing Page).

Chart at the day level

Same chart after 'drilling up' using the small arrows (weekly granularity)

Use this to ‘zoom out’ and spot high-level trends, then ‘drill down’ into the areas you want to investigate.

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Channel filter

Located in the top right of each module. Toggle between your commerce and marketing channels.
This defaults to Online DTC, where SourceMedium has built-in data cleaning logic to separate Draft and Exchanged orders. Your other channels (Amazon, Wholesale, Retail) live here too. Select channels on their own or in combination to view different slices of your business.

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Brand ID selector

Located in the top right of each module.
If you have more than one online store connected to SourceMedium, the Brand ID selector lets you select any combination of them at once.

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Optional metrics

Available on selected charts.
Some charts let you change the metrics displayed. The SourceMedium team can customize these choices with any metric available in the module.

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Customizing dashboard modules

Some dashboard changes are self-serve. Others require SourceMedium to update the underlying data source, Looker Studio report, or model. When requesting a customization, include the module name, dashboard link, screenshot or chart name, requested metric, filter, or dimension, date range, and the business question you are trying to answer. If you are asking whether a dashboard can group cohorts by a different grain, add a new filter group, or expose a new dimension, say whether the field already exists in BigQuery. If it does not exist in the warehouse or module data source, the request needs modeling work before it can be added to the dashboard.

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Resetting filters

Located in the toggle menu bar at the top of each module.
This button returns every filter in the module to its default. It is most useful in modules with many filters.

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Saving filter settings

To return to a frequently used analysis, bookmark the page in your browser. Filter selections are stored in the URL of Looker Studio reports.

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Exporting data

Any user can export any of the data shown in SourceMedium. For full table exports, use the chart’s data export option rather than a PNG or screenshot. Image exports only capture the rendered view, so long tables can appear cropped.
First, set the module’s date range to the range you want to export.1. Select the three dots in the top-right corner of the chart you want to export2. Select Export3. Name the export and select the export formatVideo walkthrough

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Sharing insights

To share the SourceMedium dashboard with a coworker, they must first be added to your SourceMedium access group.
Once a new member is in your access group, you can share a link to any module view with all filters intact.