Dashboards
What’s the difference between a dashboard created by Branch and one that I own?
Dashboards created by Branch are read-only, and you can edit the dashboards you own. To make your own, create a dashboard, or copy a dashboard created by Branch and edit the copy.
The options to create, copy, and edit dashboards appear only when dashboard editing is turned on for your account.
What’s the difference between dashboard edit mode and widget edit mode?
There are two edit levels. At the dashboard level, you can rearrange and edit the elements on the screen and delete widgets, but you aren’t changing the data inside a widget. To change the data itself, open the edit mode for the individual widget.
Why do I sometimes save a widget and sometimes pin it?
When you edit a single existing widget, you save it. When you build a new widget, you’re in a general editing area, so instead of saving it, you pin it. Pinning lets you add the same widget to more than one dashboard, including another dashboard a colleague has given you edit access to, without recreating the work.
How do I add a dimension (like campaign or channel) to a widget?
Open the widget’s edit mode, then add the column you want. You can type the name to use autocomplete, or search and scroll to browse the available options. Select Go to run the data, then save. For the full list of columns you can add, see Create and configure a widget.
Reporting data
How long before analytics data is available in Branch Analysis?
Please allow 2 hours for analytics data to be available in Branch Analysis.
Why are dimensions and metrics split into different data sources?
Branch separates the main use cases into different data sources, so you aren’t overwhelmed by every dimension and metric at once, and because not all of that data fits in a single table. Each data source makes a different set of dimensions available, and you can use one or more of them in a single dashboard or widget. Learn more in the Analysis Data Sources Reference.
What happened to the Activity Extended data source?
Branch merged Activity and Activity Extended into a single data source named Activity. It contains every field that was in Activity Extended. Dashboards and widgets that used Activity Extended now use Activity. You don't need to change anything. See the full field list in the Analysis Data Sources Reference.
Where do I find link title (marketing title) in reporting?
Link-level fields like Title live in the Link And Banner Analytics data source. Because there are so many links, these fields can’t all be combined into one general table, but you can add a Link And Banner Analytics widget to the same dashboard as your other reporting. See the Analysis Data Sources Reference for the available link dimensions.
What’s the difference between organic and attributed, and how do I see organic data?
Organic means unattributed. These are events that Branch hasn’t attributed to any marketing channel, such as links, ads, or banners. To see only organic data, add a filter where Attributed is false.
If I don’t filter by attributed, what data am I seeing?
You’re seeing both attributed events and organic events. An event is attributed when Branch credits it to a touch, such as a click or an impression. Widgets you build start with all your data, and you add filters to narrow it. Most Classic Suite dashboards start with the Attributed filter set to true, so they show only attributed data until you change the filter.
How do I filter a report to show only part of my data?
Use a filter to narrow your data down to just the data you want to look at. You can apply filters at the dashboard level or to individual widgets. Learn how to configure a filter in our general guide.
Where can I find definitions for metrics and fields?
Definitions for the fields available in each data source are documented in the Analysis Data Sources Reference.
Custom events
How do I report on a Custom Event?
Branch Standard Events are automatically available when you create a widget. Custom Events aren’t. Instead, add a Custom Event Template to your widget, and enter the Custom Event’s name exactly as it appears in your Branch data. Follow the steps in Display Custom Events.
Can I track more than one Custom Event?
Yes. Each Custom Event needs its own template slot, and you can track up to five Custom Events (one per template slot). To learn more, see Use multiple Custom Events.
Ivy
What can Ivy do?
Ivy is context-specific. In reporting, Ivy helps you build widgets and answers questions about your data at both the Dashboard and widget levels. For links, Ivy can help you create links. These Ivy features appear only when they're turned on for your account.
How do I check what data Ivy used to answer a reporting question?
Ivy’s answers are based on a specific data source and set of columns. Select Edit on Ivy’s answer to see exactly which data source and columns it used, so you can confirm it’s pulling from the data you expect. Learn more about working with Ivy.