Reports

Saved and scheduled reports in Behavior Intelligence: browse templates, last run times, export formats, email delivery settings, and launching Report Builder.

Reports library

The Reports page lists saved report definitions created in Report Builder or shipped templates. Each entry shows name, description, last run timestamp, output format, and quick actions to run or edit. Reports complement live dashboards when stakeholders need CSV attachments or recurring email delivery without logging into WordPress.

Saved report list

Columns typically include:

Report name and owner capability scope
Metrics and dimensions summary tooltip
Last successful run time
Format (CSV, JSON export via REST)

Stale reports with failed runs show error hints—often expired date macros or renamed segments.

Running and downloading

Manual run regenerates output for the configured relative date range (e.g. last 7 days rolling). Download delivers CSV to browser. Large reports may take seconds—wait for completion toast before navigating away.

Email delivery

Weekly report email is configured in Settings → Advanced (report_email). Specify recipient addresses and ensure wp_mail delivery works on your host (SMTP plugins recommended). Email includes summary tables, not full raw event dumps, to keep messages lightweight.

Tip: Schedule weekly emails for Monday morning with "previous complete week" ranges so leadership inboxes align with calendar reporting norms.

When to use Report Builder

Create a new saved report when dashboard pages lack the exact dimension mix you need—e.g. country × landing page × goal completions. Edit existing reports instead of duplicating to preserve history.

Permissions and REST access

Viewing reports requires Capabilities::can_view(). REST report endpoints enforce the same checks for headless BI integrations. Management of shared report definitions may require higher roles depending on site policy.

Report lifecycle

Review saved reports quarterly—delete obsolete ranges tied to deprecated URLs. Rename reports when metrics definitions change. Archive CSV outputs in shared drive with date stamp for compliance audits.

Email deliverability

Test report_email with a manual run before enabling weekly schedule. SPF/DKIM issues on wp_mail cause silent failures—monitor inbox and spam folders after first scheduled send.

Additional best practices

Behavior Intelligence works best when tracking coverage, funnel definitions, and team review rituals stay aligned. Revisit this guide after major site changes—new theme, consent plugin, or checkout provider—and confirm Realtime, Data Quality, and Tracking Plan still agree.

Share direct help links from the in-app help panel so teammates read the same canonical definitions. Press Ctrl+K in the help center to jump between related guides quickly.

Align date ranges before comparing metrics across pages.
Document segment names when sharing screenshots.
Verify fixes in Realtime before closing Growth Plan items.
Keep UTM conventions consistent for Marketing and Traffic.
Schedule AI analysis after enough post-change data accumulates.

Working with the global toolbar

Every major Behavior Intelligence report page shares a global toolbar controlling date range, comparison mode, saved views, and active segments. Understanding this toolbar prevents the most common reporting mistake: discussing metrics that look contradictory because two pages use different ranges or filters.

Date ranges support presets (last 7, 28, 90 days) and custom intervals. Comparison mirrors the prior period of equal length. When comparison is off, KPI deltas hide—do not assume zero change. Saved views capture all toolbar state; teach teammates to check the view name in the header before screenshotting for leadership.

Connecting insights to action

Analytics value appears when insights change behavior. Behavior Intelligence routes findings through Growth Plan, Anomalies, and AI Intelligence into prioritized work. A metric without an owner becomes wallpaper. Assign DRI (directly responsible individual) per Growth Plan card and set verification dates.

Cross-link investigations: Traffic anomaly → Sessions sample → Journeys path → Tracking Plan coverage → Funnel step fix. This sequence resolves most conversion mysteries without external tools.

Data freshness expectations

Raw events ingest in near real time on Realtime. Daily aggregates power most dashboard KPIs and typically finalize after processor cron completes overnight in site timezone. Intraday numbers on Traffic are directional, not audit-final. Export via Report Builder after period close for finance-adjacent reporting.

Security and access control

Report data stays inside WordPress authenticated admin. REST endpoints require configured capabilities. Do not expose API keys or disable capability checks for convenience. View-only roles should not access Settings, Tracking Plan writes, or AI job triggers unless policy explicitly allows.

Module updates and compatibility

After Imaginit Core or Behavior Intelligence updates, revisit Getting Started verification steps: Realtime test, Data Quality health, one saved report run. Release notes may add event types or metrics—refresh Report Builder definitions if preview validation fails. Theme changes always trigger Tracking Plan re-crawl before trusting click metrics.

Keyboard shortcuts and help search

From any Behavior Intelligence admin page, open in-app help links to jump to the matching guide on the public help center. Within the help site, press Ctrl+K or Cmd+K to open Spotlight search across all articles, headings, and keywords. Search for metric names, page titles, or tasks like "export CSV" to find the right workflow without browsing the sidebar.

Bookmark frequently used guides for your role: content editors often need Content Performance and Organic Search; engineers need Tracking Plan and Data Quality; leadership prefers Overview and Reports email summaries.