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How to use a Source Group in Reports and Overview?
How to use a Source Group in Reports and Overview?
Harshdeep Kaur avatar
Written by Harshdeep Kaur
Updated over a week ago

Now that you have your source group set up, here's a quick guide on adding widgets to your report using the source group as a source.

Adding widgets using the Source Group:

Step 1: you would need to click the cross-channel section

Step 2: scroll down to the sub-category called Source Groups under organized sources to find your source

Now, you can add widgets using the source group to your reports and watch them load instantly πŸš€.

Creating an Overview using the source group:

Step 1: Click on the 'cross channel' section and find your source under the 'Source groups' sub-category.

Step 2: Select the report type, dimensions and metric you want to show in the Overview and save the selection

Step 3: You can also select organized dimensions to show custom tags and source names in the overview.

Step 4: Click 'Edit' to make changes in the Overview.

You can also go to the Overview Settings to change the name of the Overview and data display settings.

Note: Currently, comparison is not available with the new overview, so it will not be possible to show a comparison.

Now, you have an overview ready showing data from the source group.

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