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How to create your first report

Tips on how to create a report for the first time

Updated this week

Market Intelligence reports turn raw data into clear, actionable insights.

This section walks you through creating, saving, and sharing reports so your team can monitor markets, track pricing, and act faster.

Step

What You Choose

Tips

Step 1 :Products

Select what you want to analyze: your own catalog (My Assortment), saved SKU lists (My Selections), or full category data.

Use filters to narrow down by category, brand, segment, price range, or product age.

Step 2: Sites

Choose which retailers or regions to include.

Start with your “ALL” profile, then narrow to a subset like “Top 5 Retailers.”

Step 3: Report Type

Pick the view that answers your question: e.g., Price Matrix, Coverage, Base 100, Promotions, History, Reviews.

Match report type to the business question (see next section or view our guide).

Step 4: Options

Fine-tune what appears in your output: bundles, marketplaces, delivery fees, availability filters, or exclusivity views.

Turn on Delivery Fee to calculate Total Price = Price + Delivery.

Once selections are set, click Create Report. Save it with a clear name (for example “Brand X Coverage – Q2 UK Core”) so your team can find it later.

Save, Rename, Share, Duplicate, Export

  • Save → Share: Send your report to other users in your account.

  • Export / Download: Export data as Excel or CSV for further analysis.

  • Duplicate: Clone the report, adjust dates or sites, and save as a new version.

Your export reflects the filters and options you’ve chosen in the report view.

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