Multi-Report Tables

Multi-Report Tables allow you to combine multiple SegMetrics reports into a single table for side-by-side comparison, analysis, and deeper insights. This feature is designed for users who are already comfortable working with reports and want more flexibility in how data is viewed and compared.

Overview

Multi-Report Tables let you display metrics from multiple reports in one unified table. Instead of switching between reports or exporting data to compare results, you can analyze trends, performance, and relationships directly within a single table view.

This is especially useful for comparing:

• Different funnels
• Time periods
• Traffic sources
• Offers or campaigns
• Variations of the same report setup

What Multi-Report Tables Do

With Multi-Report Tables, you can:

• Combine multiple reports into one table
• Control which metrics appear as columns
• Reorder, rename, or hide columns
• Align data across reports for easier comparison
• Update all included reports dynamically as data changes

Each row represents a shared dimension (such as date, funnel step, or traffic source), while columns pull metrics from the selected reports.

How to Access Multi-Report Tables

At this time, multi-Report tables can only be accessed from a widget within a dashboard.

1. Navigate to the Dashboard section in SegMetrics.
2. Open an existing report or create a new one.
3. Select the option to switch to a Multi-Report Table view.
4. Add additional reports to the table.

Creating a Multi-Report Table

Step 1: Select Your Base Report

Start with a report that already includes the dimension you want to compare across reports (for example, Date or Funnel Step).

Step 2: Add Additional Reports

Add one or more reports to the table. Each added report contributes its own set of metrics.

You can include:

• Reports with the same configuration
• Reports that differ only by filters
• Reports tracking different sources or funnels

Step 3: Configure Columns

Choose which metrics from each report appear as columns. You can:

• Reorder columns
• Rename columns for clarity
• Remove metrics you don’t need
• Add filter to the column

The below example has leads being added with a tag filter only showing leads who have registered for a webinar

Step 4: Align Dimensions

All reports in a Multi-Report Table must share a compatible primary dimension (such as Date). SegMetrics aligns the data so rows match correctly across reports.

If a report does not contain data for a given row, that cell will remain empty.

Editing and Managing Multi-Report Tables

Once created, you can:

• Add or remove reports at any time
• Modify filters on individual reports
• Change displayed metrics without rebuilding the table
• Save the table for ongoing use

Changes update dynamically, so the table always reflects current data.

Adding a Calculated Column

In addition to a report column, you can also add a calculated column. This will be useful if you want to create a formula to use between any number of columns.

• Add new column and select "Add Calculated Colum

• You can then enter the values from other columns using the name of the columns in square brackets. For example, to calculate profit margin, you could use the formula:

  ([Revenue] - [Cost]) / [Revenue] * 100  

The below example is calculating how many webinar registrants became customers in New Column 4

Common Use Cases

Compare Funnel Performance

View revenue, conversion rates, or average order value for multiple funnels in a single table.

Analyze Traffic Sources

Compare performance metrics across traffic sources or campaigns without switching reports.

Time-Based Comparisons

Place different time ranges side-by-side to evaluate growth, seasonality, or campaign impact.

Offer or Variant Analysis

Compare multiple offers or variations using identical metrics to identify top performers.

FAQs

Q: Can I include reports with different filters?

A: Yes. Each report retains its own filters, allowing you to compare filtered datasets side-by-side.

Q: Do all reports need to use the same metrics?

A: No. You can choose different metrics from each report, though using similar metrics often makes comparisons clearer.

Q: What happens if a report has no data for a row?

A: The cell will be empty for that report and metric. Other reports in the table are not affected.

Q: Can I save and reuse a Multi-Report Table?

A: Yes. Once saved, the table can be reopened and edited like any other report.

Q: Is there a limit to how many reports I can add?

A: There is no hard limit, but adding too many reports can make tables harder to read. For best results, include only the reports needed for your analysis.