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Insight Graph



The Insight Graph gives you the freedom to create graphs with blended metrics, date ranges, chart types, etc. choosing from our rank data and a variety of third-party integrations.

Compare results to the previous period, same time last year or select your own custom date range, and view with your choice of Main or Secondary Axis options.

Color Palette and Display Settings let you create a custom graph design.

When you're finished creating a graph, save a personalized version and then create additional versions using different metrics, variables, and styles of that graph for the same campaign using our Preset feature.   Export your creation to a variety of image types or PDF, or add it directly to an existing Marketing Dashboard or scheduled White Label PDF Report.

Example of Insight Graph in Marketing Dashboard
Clicking on a metric in the legend switches from display to hide in the graph             

example of Insight Graph in marketing dashboard



Insight Graph
 

Create New Graph

 

The first time you navigate to Reports > Graphs > Insight Graph for a campaign, you'll see a blank canvas waiting for you to create and customize your first graph.

Three categories of metrics are available in the Insight Graph, click one to begin creating your graph:
  • Campaign Metric: this allows data only from the campaign it is being created in
  • Cross Campaign Metric (Enterprise only feature): this allows data from any account campaign
  • Custom View Metric: this allows data from multiple campaigns to be aggregated (learn more...)             
 New Insight Graph

Once you've created a graph for a campaign you can save it as a Preset for future use, and also for use in other campaigns by selecting the Account-Wide option. When you've saved multiple Presets, you can easily switch between them without the need for changing graph settings (refer to Report Presets instructions).

After creating a graph in a campaign, if you'd like to create another for the same campaign, click the Remove All Metrics button.

Create a New Insight Graph



Save Current Graph or Continue


If you haven't already saved the graph that you currently have on the screen and would like to, click the Save button and follow the Save a Graph Preset instructions. 

If the graph was already saved, or if you don't want to save changes you've made, then click the Continue button.

Create Graph Warning Data Not Saved
 

Report Options

 
Select a custom Date Range

Custom Date Range
Select a custom Date Range

Date:

Select:

  • Report Dates from the Report Options calendar tool; or
  • a Custom Date Range in the top right toolbar
Insight Graph Display Settings

Display Settings:

  • Enter a Custom Report Title to display at the top of your graph (optional)
  • Show or Hide Data Source Icon(s): if set to display, select the data source
  • Show or Hide the Algorithm Updates recorded by our Rank Risk Index
  • Show or Hide Single Date or Date Range Notes or add a Note
Add Metrics

Graph Data:

  • Click the Add Metric button to create a new metric. Refer to Add Metric, Metric Settings, Display Settings, and Date Settings sections below for a description of the many available options.
  • Click the gear icon of any existing metric to change its settings
  • Drag and drop metrics to reorder their display in the graph

More Metrics can also be added to the graph by clicking the Add Metric button after you have clicked the Report Options Apply Changes button, refer to the Add Metric section below for more information.

Select Insight Graph Settings

Graph Settings:

  • Show or Hide the Legend
  • Show or Hide Stacked Columns: graph metrics must be Column chart type and created before selecting this option
  • Enter the Graph Width (in pixels or percent) or keep our default setting
  • Enter the Graph Height (in pixels) or keep our default setting
  • Select Combined or Single Metric Hover; Combined displays data of all graph metrics for the point on the graph that you hover over, and Single displays only hover point data for the single metric.
    Combined                                            Single
    Metric Hover Combined            Metric Hover Single
  • Slide to select Axis Title Font Size
  • Select Bold or Normal Axis Title Font Weight
Save Graph Default Settings

Save:

  • Click the Apply Changes button

Refer to Report Default Settings for more information about default setting features and uses.


 

Metric Display Settings

 

Display Setting Options

Select color, chart type, line thickness, Show or Hide markers and labels and customize type and size.

Insight Graph Display Settings

Color Selector


Click the color box to the left of the Display Settings title to launch the Color Selector. Choose a color for the display of the selected metric on the graph. Options include:
  • select a standard color from the palette
  • slide the color bar and drag the dot until the color you want is displayed
  • enter a Hex color value
Then click the Select button

Inisght Graph Color Palette Selection


Chart Type

Depending upon the selected metric, you may choose from Line, Curved Line, Column, or Area chart types.

Select a chart type


Line Style

Depending upon the selected chart type (line or curved line), you may choose from Solid, Dotted, or Dashed line style.

Select a chart type


Marker Type

Select from Circle, Diamond, Square, Triangle, or Triangle pointing down for data point marker type.
 
Select Marker Type

Scale Type

Select from Linear or Logarithmic to change the scale of the metric displayed.
Linear is for the data that doesn't differ much from each other. However, it is recommended to use Logarithmic for the data that has a very big difference between the two or more metric data. For example, one metric data values are in thousands while the second is less than 10.
If the metric type for two or more data is the same, then use the same Scale Type. If in this case there is a big difference in metric data set both Scale Types to Logarithmic. For the two or more different metric types use the logarithmic scale only for the metric type that has a high metric data value.
 
Select Marker Type


Date Settings for Custom Time Period Comparison

 

Comparative Date Setting Options

No changes are needed in this section if you want to use the Default Report Date Range and one axis. 

Select Date Settings for Comparative Time Periods

If you want the metric to compare to another graph metric using a different time period, select from:
  • Compare to the Previous Period
  • Compare to Same Time Last Year
  • Custom Date Range
If you want that comparative data to display on its own date axis, then select Secondary Axis

Click the Save button

Example of Comparison to Previous Period using Secondary Axis

Compare Secondary Axis

Comparison to previous period using secondary axis

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