> For the complete documentation index, see [llms.txt](https://help.branch.io/llms.txt).

# Transition from Classic Analytics (New)

> Move from Classic Analytics to the new Branch analytics experience of dashboards, widgets, and data sources.

The new Branch analytics experience reorganizes the reporting you relied on in Classic into a single, flexible system of dashboards, widgets, and data sources. If you've used Classic reporting, almost everything you did before still exists, but you’ll often find it in a new place.

This guide explains what changed between Classic and the new platform so you can find your reports quickly and rebuild any view you depend on. It focuses on the differences. For step-by-step instructions on building, editing, and sharing dashboards, read the [Dashboards Overview](https://help.branch.io/marketer-hub/analysis-dashboards-overview-new.md). For the fields available in each data source, read the [Analysis Data Sources Reference](https://help.branch.io/marketer-hub/analysis-data-sources-new.md).

> **Tip**
>
> Branch University offers live, expert-led training on the new analytics experience. See [Analysis to Insights with Ivy](https://university.branch.io/paths/019a6f2b-8edd-7b3d-9786-a3209978f6c4) to get started.

## Before you begin

To follow the steps in this guide, you first need:

- Access to Analysis in Branch.
- A basic understanding of dashboards, widgets, and data sources, covered in the [Dashboards Overview](https://help.branch.io/marketer-hub/analysis-dashboards-overview-new.md).

The options to copy dashboards and build widgets appear only when dashboard editing is turned on for your account. You can share a dashboard with a teammate once they’ve signed in to Branch and their role includes access to aggregate data.

## Find your Classic reports

In Classic, each report lived on its own analytics tab with a fixed layout and its own hidden filters. In the new platform, you’re no longer locked into a single static view, and you have two ways to get to the same data.

**Start from a prebuilt dashboard**: Branch provides a Classic Suite of dashboards that recreate the structure of the Classic reporting pages. Find them under **Analysis > All Dashboards**. Each one appears only when the matching product is turned on for your account. For the full list and the Classic page each one maps to, see [Default dashboards](https://help.branch.io/marketer-hub/analysis-dashboards-overview-new.md#default-dashboards). Branch owns the Classic Suite dashboards, and they’re read-only, so [make a copy](https://help.branch.io/marketer-hub/analysis-dashboards-overview-new.md#copy-a-dashboard) when you want to customize one.

**Build your own widget**: To recreate a report from scratch, [create a widget](https://help.branch.io/marketer-hub/analysis-dashboards-overview-new.md#create-and-configure-widget) and select the data source that holds the data you want. The following table shows the data source to use for each Classic report.

| Classic report | Data source to use |
| --- | --- |
| Summary | Activity |
| Sources | Activity |
| Ads Activity | Activity |
| Ads Unified (SKAN and non-SKAN) | Unified Activity and SKAdNetwork |
| Ads SKAdNetwork | SKAdNetwork |
| Email | Activity |
| Journeys (now Banners) | Link And Banner Analytics |
| SEO and AIO | Activity |
| QR codes | Link And Banner Analytics |
| LinkHub link-level analytics | Link And Banner Analytics |
| Cohorts (acquisition) | Install Cohort Activity |
| Funnel | Funnel |
| Fraud | Activity Fraud |

> **Tip**
>
> **Activity** is the most complete last-touch data source Branch offers. Use it to report on performance across Ads, Links, Banners, and more in a single widget. You can also add several widgets that use different data sources to one dashboard to compare numbers side by side.

## Report on total and unique counts

In Classic, you used the **Unique** checkbox to switch every metric on the page between total counts and unique counts. The new platform replaces that global toggle with dedicated measures.

When you configure a widget, you'll find a total and a unique version of each measure listed separately. For example:

- **Add to Cart** gives the total count of events.
- **Add to Cart Unique** gives the unique count of events.

Select the measure that matches what you want to report. Because total and unique counts are now distinct measures, a metric always means exactly what you built it to mean, even when it's used inside a formula.

## Filter out organic activity

In Classic, you used the **Organic** checkbox to include or exclude unattributed activity. In the new platform, widgets you build include unattributed activity by default, and you control it with a filter instead. Most Classic Suite dashboards start with the **Attributed** filter set to true, so they show only attributed activity until you change the filter.

To report only on attributed activity, add a filter on the **Attributed** dimension and set it to true.

> **Note**
>
> The new platform refers to this data as **unattributed** rather than "organic." In marketing, "organic" more precisely describes conversions from organic channels such as search, so filtering on the **Attributed** dimension is the clearest way to include or exclude this data.

## Map your Classic dimensions

The **Feature** and **Channel** dimensions work the same way they did in Classic. The new platform adds a third dimension, **Branch Channel**, so you can see which Branch product drove a conversion.

| Dimension | What it describes |
| --- | --- |
| Feature | The broadest grouping of how a link was used, mapped to `utm_medium`. For example, QR Codes. |
| Channel | A more granular grouping, mapped to `utm_source`. For example, Printed. |
| Branch Channel | The Branch product or feature that measured the attributed conversion. |

The **Branch Channel** dimension can have the following values:

| Value | Meaning |
| --- | --- |
| Empty | Unattributed |
| BANNERS | Banners |
| SEO | Organic search |
| AIO | Traffic from AI chat agents |
| ADS | Paid advertising |
| EMAIL | Email |
| QR_CODE | QR codes |
| SHORT_LINKS | Short Links |
| DYNAMIC_LINKS | Dynamic links |
| API_LINKS | Links created through the API |
| UNKNOWN | Couldn’t be classified |

> **Caution**
>
> **Channel** and **Branch Channel** aren't the same column. **Channel** reflects your `utm_source` value, while **Branch Channel** identifies the Branch product that drove the conversion.

## Recreate custom metrics with formulas

If you built custom metrics in the Classic column selector, recreate them as formulas. A formula lets you combine measures, attributes, and custom event filters into your own calculation, such as a click-to-purchase rate.

Build formulas in the column section when you [configure a widget](https://help.branch.io/marketer-hub/analysis-dashboards-overview-new.md#create-and-configure-widget). Use the free-form editor with autocomplete, or start from the prebuilt functions. Because formulas are built on measures, you can use them anywhere you use a measure.

## Create custom dimensions with sets

Custom dimensions weren't available in Classic. In the new platform, a **set** lets you create a new field by grouping the values of an existing one.

For example, suppose your **Revenue** field holds a wide range of values, and your team treats any order of $20 or less as small and anything over $20 as large. Create a set named **Order Size** with two rules:

- When **Revenue** is greater than 20, label it **Large**.
- When **Revenue** is 20 or less, label it **Small**.

The **Order Size** field then behaves like any other field. Add it to a widget, group by it, or filter an entire dashboard to show only **Large** orders.

## Compare time periods

In Classic, you compared time periods by creating the groupings manually. The new platform includes a change analysis feature that does this for you.

When you edit a headline metric widget, open the **Column** editor and configure the comparison period. The widget then generates an automated summary of how the metric changed period over period, such as quarter over quarter.

## Find other moved settings

A few smaller pieces of Classic behavior work differently now.

- **Marketing title**: Add the **Title** dimension from the **Link And Banner Analytics** data source.
- **Dimension and measure order**: The new platform lists your selected dimensions and measures alphabetically, not in the order you select them.
- **Roll-up toggle groupings**: The Classic roll-up toggle isn’t supported. To summarize and break down data, use a visualization such as a pivot table.

## FAQ

> **Where did the Unique checkbox go?**
>
> Separate measures replace the global **Unique** checkbox. Select the total measure, such as **Purchase**, or the unique measure, such as **Purchase Unique**, depending on what you want to report.

> **Where did the Organic checkbox go?**
>
> Widgets you build now include unattributed activity by default. To exclude it, add a filter on the **Attributed** dimension. The new platform calls this data "unattributed" rather than "organic."

> **How do I recreate a custom metric from Classic?**
>
> Rebuild it as a formula in the column section of a widget. A formula can combine measures, attributes, and custom event filters into your own calculation.

> **Why can't I edit a Classic Suite dashboard?**
>
> Classic Suite dashboards are created and owned by Branch, so they're read-only. Make a copy to create an editable version you can customize.