Summary

Do you have the need to review your revenue per each content type you sell and identify trends year over year? Keep reading to learn how!

Requirement Overview:

If any of these requirements fit your end goal, this may be the play for you.

• Requirement 1: Show the revenue per content type per year
• Requirement 2: Show the trend of revenue over the past X years
• Requirement 3: Display the data in an easy to read line graph

Functional area to be used:

• Reporting > Create

Core Functionality Configurations:

Description:

Using any Explore in the Transaction (Site) section of the Create page, display Total Net revenue and year of transaction, then pivot on the content type. 

Configuration: 

1. Navigate to the Reporting > Create page (/learn/manager/reporting-hub/custom-reports).
2. Choose any report under the Transactions section.
3. Choose the below fields to display and filter (add other filters if required also).
   • In the screenshot, we selected Item Type Translated, Year-Timestamp Date, and Total Net to display. We selected Email, Successful Payment (Yes/No), Time-Timestamp Date, and Title to filter.
     
4. Ensure to choose the Pivot icon on the Item Type Translated label.
   
5. Click into the Visualization tab to change from a table format to a line graph format.
6. Enter the settings below to show a dot at each date marker as well as the corresponding value. You can change the colors of the lines here if you wish also.

                      

7. Click on   and your graph will now look like this:
8. If you prefer, you can change from line graph to bar graph for a different comparison perspective:
9. Once you are happy with your graph, click the gear icon in the top right corner and choose whether you want to save as a Look or to an existing or new Dashboard.

   

   You cannot use the save to new dashboard option at this step if you'd like it to be in the Group folder and therefore, visible to other users. Choose save to an existing dashboard to add it to a dashboard within a Group folder.

Risks and considerations:

• Your report may need to be filtered differently if you only charge for one content type.
• You can change your Timestamp date to Month if you want to see the trajectory over a year and not compare year over year.
• If you have a large volume of content types, you may need to limit the number of types you report on in order to get a readable display.