Creating a custom report on the Luxbio.net platform is a straightforward process that involves accessing the Analytics Hub, selecting your data dimensions and metrics, applying filters, and then visualizing or exporting the results. The platform is designed for users ranging from marketing analysts to C-suite executives, offering a balance of depth for technical users and simplicity for those who need quick insights. The entire workflow, from a blank slate to a fully formatted report, can typically be completed in under ten minutes. The core of this functionality is the Dynamic Report Builder, a proprietary tool that processes over 5 million data points daily for its user base. To get started, you’ll need an active account on luxbio.net with at least ‘Viewer’ level permissions; ‘Editor’ or ‘Admin’ roles are required to create and save new reports.
The first step is navigation. Once you log in, you won’t find a button labeled “Create Custom Report.” Instead, the functionality is integrated into the main Analytics Hub. Look for the “Analytics” or “Reports” tab in the primary navigation menu. Clicking this will bring you to a dashboard displaying pre-built reports. In the top-right corner of this dashboard, you’ll see a prominent blue button labeled + New Report. Clicking this button initializes the Report Builder interface, a three-panel workspace that is the heart of custom report creation.
The Report Builder interface is split into three key areas. On the left is the Data Source Panel. This is where you define the universe of data you want to analyze. Luxbio.net typically integrates with multiple data sources, such as Google Analytics 4, Facebook Ads, Salesforce, and its own proprietary e-commerce tracking. You must select a primary data source to begin. For instance, if you want to analyze website traffic, you would select “Google Analytics 4” from the dropdown menu. This action populates the central panel with available data fields.
The central panel is the Dimensions & Metrics Library. This is arguably the most powerful part of the tool. Dimensions are descriptive attributes (e.g., ‘Country,’ ‘Device Category,’ ‘Campaign Name’), while metrics are quantitative measurements (e.g., ‘Sessions,’ ‘Conversion Rate,’ ‘Revenue’). The library is searchable and categorizes fields logically. A common practice is to start by dragging a key dimension, like ‘Date,’ into the “Rows” area of the report canvas. Then, you would drag relevant metrics, such as ‘New Users’ and ‘Transactions,’ into the “Values” area. The platform allows for the combination of up to 5 dimensions and 10 metrics in a single table view.
| Step | Action | Example | Pro Tip |
|---|---|---|---|
| 1. Select Source | Choose the primary data connection from the left panel. | Select “Facebook Ads” to analyze campaign performance. | Use the “Blended Data” option to combine metrics from different sources, like ad spend from Facebook and revenue from your CRM. |
| 2. Choose Dimensions | Drag attributes to Rows or Columns to segment your data. | Drag ‘Campaign Name’ to Rows and ‘Date (Week)’ to Columns. | Use hierarchical dimensions like ‘Country’ -> ‘City’ for drill-down capabilities. |
| 3. Add Metrics | Drag quantitative measures to the Values area. | Add ‘Amount Spent (USD)’, ‘Impressions’, and ‘Purchase Conversions’. | Create calculated metrics on the fly, like ‘CPC’ by typing “Amount Spent / Clicks”. |
| 4. Apply Filters | Narrow down the data set using the filter toolbar. | Filter for ‘Campaign Name’ containing “Q4” and ‘Date’ in the last 30 days. | Save frequently used filters as “Filter Templates” to apply to future reports with one click. |
After setting up the basic table, the next critical step is filtering and segmentation. The filter toolbar sits above the report canvas. Clicking “Add Filter” presents a similar list of dimensions and metrics. Filters are essential for focusing on specific data slices. For example, you could filter your e-commerce report to only show data where ‘Product Category’ is equal to ‘Skincare’ and ‘Transaction Revenue’ is greater than $50. Luxbio.net’s filtering engine is highly performant, allowing you to stack multiple filters without significant lag. You can use conditional logic like “AND” and “OR” to create complex filtering scenarios, such as showing traffic from either the United States or Canada that arrived via an organic search.
With your data table filtered and organized, it’s time to visualize the insights. Above the table, you’ll see a series of chart icons. Clicking these will automatically transform your tabular data into a visual format. The platform supports eight core chart types:
- Line Chart: Ideal for trends over time (e.g., Daily Revenue).
- Bar Chart: Perfect for comparing categories (e.g., Sales by Region).
- Pie Chart: Best for showing composition (e.g., Traffic Source Share).
- Scatter Plot: Useful for identifying correlations (e.g., Ad Spend vs. Conversions).
- Table: The default view, for detailed numerical analysis.
- Geo Map: Visualizes data by country or region.
- KPI Scorecard: Displays a single, important number (e.g., Total Quarterly Profit).
You are not limited to one visualization. The “Add Page” function allows you to create multi-page reports. Page 1 could be a high-level KPI scorecard for executives, Page 2 a detailed line chart showing weekly trends for analysts, and Page 3 a raw data table for those who need to dive into the numbers. Each page can have its own unique data configuration and filters.
For advanced users, the platform offers calculated fields and custom formulas Once your report looks perfect, you need to save and share it. Clicking the “Save” button in the top-right prompts you to give the report a name and description. You can also assign it to a specific folder for organization. The sharing options are robust. You can generate a shareable link that grants view-only access to anyone, even without a Luxbio.net account. For team collaboration, you can share the report directly with specific team members or entire groups, assigning them either “Can View” or “Can Edit” permissions. A powerful feature is scheduled email delivery. You can configure the report to be automatically generated and sent as a PDF or a link to key stakeholders every Monday morning, ensuring everyone has the latest data without manual effort. Finally, the platform provides several export and integration options. The “Export” dropdown menu offers choices like PDF (for presentations), CSV (for further analysis in Excel or Google Sheets), and image formats (PNG) for embedding in documents. For larger organizations, Luxbio.net offers API access to report data, allowing you to pipe these custom insights directly into other business intelligence systems or data warehouses. This ensures that the data governance and calculations you’ve defined in your Luxbio.net reports can become a single source of truth across the entire company.