Overview
You can create a new Derived Report in Sona after adding filters to any existing report or table. This lets you build a customized view of your data without duplicating or manually re-exporting it.
Creating a Derived Report
Add filters to a report or table, then click Create Derived Report under Actions.
Enter a name for the new report and add more filters if necessary.
Click Prefill to add all columns from the data source to the new report. Click the trash icon to remove columns. You can also manually add columns one by one by clicking Add Extraction/Grouping.
Note: if no columns are added, either manually or via prefilling, the resulting derived report will be empty.
To transform the data from the source report, select an operation under Process, then enter a name in the Derived Column field. Otherwise, leave it on No Processing with the default name.
Click Add metric to perform additional calculations using the derived columns added in the previous steps as inputs. Enter different derived column names in the Calculation field and add mathematical operators.
Tip: autocomplete options will appear as you are typing. If not, you might be typing in a derived column name that has not been added yet.
To tag or label all rows in the derived report with a new attribute, click Add New Column. Enter a column name and specify a value to add to all fields in the column.
Click Apply.
FAQs
What is a Derived Report?
What is a Derived Report?
A Derived Report is a customized report you build by filtering, extracting, and optionally transforming columns from an existing report or table. It lets you create a focused view of your data, such as a specific subset of accounts or a calculated metric, without duplicating the original report.
Why is my new Derived Report empty?
Why is my new Derived Report empty?
A Derived Report will be empty if no columns were added, either by clicking Prefill or by manually adding them with Add Extraction/Grouping. Make sure at least one column is included before clicking Apply.
Why don't I see autocomplete suggestions when adding a metric?
Why don't I see autocomplete suggestions when adding a metric?
Autocomplete suggestions appear as you type a derived column name in the Calculation field. If suggestions do not appear, you may be referencing a derived column name that has not been added yet; add that column first, then return to the metric calculation.