Report Items
Report items define what a report calculates. Each report item selects a record type and one or more record sources. AutoROICalc then finds matching records and calculates the values for the selected period and time base.
Accessing Report Items
How Report Items Work
A report item is based on:
- Record type
- Record source or sources
- Optional display settings
- Optional calculation settings
For example, a report item can calculate all sale records from woocommerce, or all lead records from google / cpc and linkedin / organic.
Configuring Report Items
Record Type
The record type describes the business activity being calculated, such as cost, lead, sale, conversion, click, impression, signup, or purchase.
Use consistent record types across records. Consistency makes reports easier to configure and compare.
Record type is what you report on
When deciding what to report, choose a specific record type, for example sale, lead, or cost.
Selecting Record Type for Reporting
Record Sources
Sources describe where records came from. A report item can use one or more sources, such as:
google / cpclinkedin / organicnewsletterwoocommercecontact-form
When a report item contains multiple sources, AutoROICalc can calculate the combined value and show how sources contribute to the result.
Use AutoRoiCalcAllSources when needed
If the report should include every source for the selected record type, use AutoRoiCalcAllSources. This keeps the report broad while still allowing breakdown widgets and source distribution views to show where activity came from.
Selecting Report Item Sources
Report Item Settings
Additional report item settings can help with presentation and calculations:
| Setting | Purpose |
|---|---|
| Custom title | Shows a clearer label instead of the default type/source title |
| Value postfix | Adds a suffix such as %, EUR, orders, or leads |
| Value rounding | Controls how many decimal places are shown |
| Hide source | Useful when the source should not appear in the label |
| Average | Calculates average values instead of summed values |
| Cumulative | Shows values accumulated over time |
| Prefer color fill | Uses filled visual styles where applicable |
| Prefer border patterns | Adds pattern-based distinction where applicable |
Ordering Report Items
Report items are used in the order shown in the report builder. You can reorder them to make charts, tables, and enrichment formulas easier to read.