Axis - Performance Reports

Help content for LayerFive Axis - Performance Reports

By Sushil Goel

• 5 articles

Create Performance Reports

Overview Performance Reports allow users to build detailed, customizable reports using selected categories, sources, dimensions, attributes, and metrics. These reports help users analyze business performance across multiple platforms such as: - Shopify - Meta Ads - Google Ads - TikTok Ads - Klaviyo - LayerFive Users can create reports using templates, duplicate existing reports, or build reports entirely from scratch. Creating a New Report To create a new report: 1. Navigate to Performance Reports 2. Click Create The Create New Report modal appears. Report Creation Methods Users can create reports using three different methods. Start with Template Use predefined report templates provided by the system. This option helps users quickly generate commonly used reports. Available Templates examples include: Klaviyo Report, LayerFive Report, TikTok Ads Report, Meta Ads Report, Google Ads Report, Shopify Report. Start with Copy Duplicate an existing report configuration. This option is useful for creating variations of existing reports. Start from Scratch Create a completely custom report without predefined settings. This provides maximum flexibility. Report Configuration The Report Configuration section contains the core report setup options. Report Title - Enter a unique report name. Report Description - Provide a short explanation of the report purpose. Current Selection Panel The Current Selection panel displays all currently selected: - Categories - Sources - Metrics This provides a quick overview of the report configuration. Categories Categories help organize data by business function. Available Categories Examples include: - Commerce - Paid Media - Analytics/Attribution - Email/SMS - Membership/Subscriptions Selecting Categories 1. Select one or more categories 2. Related sources automatically become available Sources Sources represent the connected data platforms used in the report. Available Sources Examples include: - Shopify - Meta Ads - Google Ads - TikTok Ads - Klaviyo Selecting Sources 1. Choose one or more sources 2. Available metrics update dynamically Group By Options The Group By setting controls report aggregation intervals. Available Group By Options - Daily - Weekly - Monthly - Quarterly - Yearly Dimensions Dimensions define how report data is categorized. Example Dimensions - Orders - Campaign - Ad Set - Product - Country Attributes Attributes provide additional detail within dimensions. Example Attributes - Order ID - Campaign Name - Product SKU - Device Type Metrics Metrics are the measurable values included in reports. Available Shopify Metrics Examples include: - Gross Sales - Net Sales - Total Orders - Returning Customers - Total Discounts - Total Returns - Total Shipping Charges - Total Tax - Inventory Item Cost Creating the Report Once configuration is complete: 1. Review all selected options 2. Click Create Report The report is generated and saved. Reset Configuration Users can reset all report selections using the Reset Configuration option This clears: Categories, Sources, Metrics, Dimensions, and Attributes Common Use Cases Ecommerce Reporting Track: - Gross Sales - Net Sales - Orders - Returns - Customer trends Advertising Performance Analyze: - ROAS - CPA - CTR - CPM - Conversion rates Attribution Analysis Evaluate channel contribution across customer journeys. Executive Reporting Create high-level summary reports for leadership review. Troubleshooting Metrics Not Appearing Verify: - Categories are selected - Sources are selected - Metrics belong to selected sources Unable to Create Report Ensure: - Report title is entered - At least one metric is selected - Required fields are completed Empty Report Results Check: - Date range configuration - Connected data source status - Metric compatibility Source Not Available Verify: - Source integration is connected - User permissions are enabled Related Articles - Create Custom Metrics - Create Custom Dimensions - Manage Goals - View Reports

Last updated on Jun 05, 2026

View Reports

Overview The View Reports page allows users to access, manage, duplicate, edit, and review all available performance reports. Reports are grouped into: - System Template Reports - Custom User Reports This section serves as the central hub for report management and quick access. Accessing View Reports Steps 1. Navigate to Performance Reports 2. Click View The View Reports page opens. Report Sections The page is divided into multiple report groups. Examples include: - LayerFive Template Reports - Organization Reports - Custom Reports LayerFive Template Reports Template Reports are predefined reports created by the system. These reports help users quickly analyze commonly used business and advertising metrics. Available Template Reports Examples include: - Klaviyo Report - LayerFive Report - TikTok Ads Report - Meta Ads Report - Google Ads Report - Shopify Report Template Report Actions Template reports support the following actions: | Action | Description | | ---------- | -------------------------- | | View | Open and review the report | | Copy | Create a duplicate version | Viewing a Report To open a report: 1. Click View 2. The report opens with its configured metrics and visualizations Users can then: - Analyze report data - Apply date filters - Review trends - Export data if enabled Copying a Report The Copy option creates a duplicate of the selected report. This is useful for: - Creating report variations - Modifying templates - Building custom versions without changing the original report Steps 1. Click Copy 2. A duplicate report configuration is created 3. Modify the report as needed 4. Save the copied report Your Reports Custom organization reports appear below the template section. These are reports created by users within the organization. Example Reports Examples include: - Meta ROAS - Google Target Vs Actual - Facebook Ads Daily Conversion Report - Google Ads Conversion Rate Report - CAC, CPA, ROAS Reporting - MOM New Customer Analytics Report Source Tags Reports display connected source tags for quick identification. Examples: - Facebook Ads - Google Ads - Shopify - LayerFive - Klaviyo Custom Report Actions Custom reports support additional management actions. Available Actions | Action | Description | | ---------- | ----------------------------- | | View | Open the report | | Edit | Modify report configuration | | Copy | Duplicate the report | | Delete | Permanently remove the report | Editing Reports The Edit option allows users to modify: - Metrics - Sources - Dimensions - Attributes - Grouping - Report titles - Descriptions Steps 1. Click Edit 2. Update report settings 3. Save changes Deleting Reports The Delete option permanently removes a report. Steps 1. Click Delete 2. Confirm deletion 3. The report is removed from the report list Important Notes - Deleted reports cannot be recovered - Template reports cannot be deleted - User permissions may restrict deletion access Best Practices - Use descriptive report names - Add clear report descriptions - Avoid duplicate report naming - Organize reports by business function - Copy templates instead of recreating common reports - Regularly review outdated reports Common Use Cases Advertising Performance Track: - ROAS - CPA - Spend - Conversion Rates - Campaign Trends Ecommerce Reporting Analyze: - Gross Sales - Orders - Returning Customers - Discounts - Revenue Trends Attribution Analysis Compare: - Platform contribution - Blended ROAS - Cross-channel performance Executive Reporting Create simplified high-level reports for stakeholders and leadership teams. Troubleshooting Unable to Edit a Report Verify: - User permissions - Report ownership - Access role configuration Missing Reports Check: - Report filters - User access permissions - Organization workspace Report Not Loading Verify: - Data source connectivity - Active integrations - Date range settings Duplicate Reports Appearing This may occur if multiple copies were created. Review report names and descriptions to identify the correct version. Related Articles - Create Performance Reports - Create Custom Metrics - Create Custom Dimensions - Manage Goals

Last updated on Jun 05, 2026

Create Custom Metrics

Overview Custom Metrics allow you to create your own KPIs and calculations using connected data sources. You can use custom metrics to: - Build blended KPIs - Combine metrics across platforms - Create business-specific target KPIs or goals - Standardize reporting across dashboards Accessing Create Custom Metrics Steps 1. Navigate to Performance Reports 2. Click Custom Metrics 3. Create New Metric Configure Metric Details The first section allows you to define the metric basics. Title Enter a name for your custom metric. Use clear and descriptive names so the metric is easy to identify in reports. Description Add an optional description explaining: - What the metric measures - How it should be used - Any formula logic or limitations Select Categories Choose all relevant categories for the metric.The categories unlock relevant options under the next section “Source” Available categories may include: - Commerce (Shopify) - Paid Media (Google, Facebook, Tiktok, and Bing Ads) - Analytics/Attribution (LayerFive and Google Analytics) - Email/SMS (Klayviyo) - Membership/Subscriptions (Memberful) Select Data Sources Choose the platforms that should contribute data to the metric. Supported sources may include: - Shopify - Google Ads - Facebook Ads - TikTok Ads - Google Analytics - Klaviyo - Bing Ads - LayerFive - Memberful Search Sources Use the search field to quickly find a specific platform. Steps 1. Click the Search source field 2. Enter the source name 3. Select the required source Select Entry Type The Entry Type determines how the metric is created. Available Entry Types - Formula - Use the Formula Builder to create calculated metrics using mathematical operations. - Custom User Metric - Create a metric using predefined fields and dimensions. Select Metric Type The Metric Type controls how values are stored and displayed. Available Metric Types - Text - Stores text-based values. - Number - Stores numeric values. - Percent - Displays values as percentages. - Currency - Displays monetary values using currency formatting. Formula Entry Type Selecting Formula opens the Formula Builder interface. Select a Dimension Choose the reporting level for the metric. Available Dimensions (Updates with the source(s) selected) Available dimensions may include: - Account - AdSet - Ads - Audience - Campaign The selected dimension determines where the metric can be used.w Attribute Filters Attribute Filters allow you to refine and control the data included in your custom metric or report. You can use filters to create targeted calculations based on specific conditions such as campaign names, platforms, audiences, locations, or performance criteria. Adding a Filter Steps 1. Select an Attribute 2. Choose an Operator 3. Enter a Value 4. Click Add Condition to include additional rules Add Filter Groups Use Add Group to create separate filter groups with AND/OR logic for more advanced filtering scenarios. Allow Decimal Values Enable this option if the metric should support decimal numbers. Example Use Cases - ROAS - CPA - Conversion Rate - CTR Reverse Heatmap Direction Enable this option when lower values represent better performance. Example Metrics - CPA - CPM - Cost Per Conversion This helps ensure dashboard heatmaps display colors correctly. Formula Builder The Formula Builder allows you to combine metrics and operators to create calculations. Available Operators Supported operators include: text, +, -, *, /, (, ), Building a Formula Steps 1. Select a metric from the metric list 2. Add mathematical operators 3. Build the formula step by step 4. Review the Formula Preview section 5. Save the metric Formula Preview The Formula Preview section displays the active formula before saving. Use this section to verify: - Metric order - Operators - Formula structure Example Formula Blended ROAS (Total Revenue) / (Total Ad Spend) CPA Formula (Total Ad Spend) / (Conversions) CTR Formula (Clicks / Impressions) * 100 Footer Expression Footer Expressions define how totals are aggregated in reports. Available Footer Expressions Sum Adds all values together. Weighted Average Calculates averages based on weighting logic. Use Weighted Average carefully for rate-based metrics. Save the Metric Once configuration is complete: 1. Review the formula and settings 2. Verify dimensions and metric type 3. Click Save The metric will then become available across reports and dashboards. Best Practices - Use consistent naming conventions - Keep formulas simple where possible - Validate formulas before saving - Use descriptions to document logic - Avoid duplicate metrics with similar names Troubleshooting Entry Type Is Required Ensure an Entry Type has been selected before saving. Metric Not Saving Verify: - Required fields are completed - Formula syntax is valid - At least one source is selected Incorrect Metric Values Check: - Formula logic - Selected dimensions - Data source mappings - Footer expression type Metric Not Appearing in Reports Ensure: - The metric has been saved successfully - The selected dimension matches the report dimension - Required data sources are connected Recommended Use Cases Paid Media Metrics - ROAS - CPA - CTR - CPC Commerce Metrics - Average Order Value - Profit Margin - Revenue Per Customer Attribution Metrics - Blended MER - Assisted Conversion Rate - Channel Efficiency Related Articles - Create Custom Dimensions - Manage Goals - View Reports

Last updated on Jun 08, 2026

Custom Dimensions

Overview Custom Dimensions allow users to create grouped classifications for advertising and analytics data using custom rules and conditions. These dimensions help organize raw platform data into meaningful business groupings for advanced reporting and performance analysis. Common use cases include: - Campaign Type Grouping - Brand Segmentation - Funnel Classification - Audience Categorization - Product Grouping - Regional Mapping Accessing Custom Dimensions Steps 1. Navigate to Performance Reports 2. Click Custom Dimensions The Custom Dimensions page opens. Custom Dimensions List The main page displays all created custom dimensions. Each entry includes: | Column | Description | | -------------------- | ---------------------------- | | Name | Custom dimension title | | Source | Connected advertising source | | Underlying Dimension | Base reporting dimension | | Attribute Type | Attribute used for grouping | | Groups | Created group names | | Description | Dimension description | | Actions | View, Edit, Delete actions | Creating a New Custom Dimension To create a new custom dimension: 1. Click Create New Dimension 2. The Create Dimension Group page opens Create Dimension Group Configuration The configuration page contains multiple setup sections. Step 1: Enter Basic Information Required Fields Title - Enter a unique custom dimension name. Description - Provide a clear explanation of the custom grouping logic. Step 2: Select Source Choose one or more advertising platforms. Supported sources may include: - Google Ads - Facebook Ads - TikTok Ads - Bing Ads Multi-Source Support Some dimension options vary depending on the selected sources. Example: - Google Ads may support: - Account - Ads - Campaign - Facebook Ads may additionally support: - AdSet - Audience Step 3: Select Dimension Choose the reporting dimension that will be grouped. Available dimensions may include: | Dimension | Description | | ------------- | --------------------------- | | Account | Advertising account level | | AdSet | Ad set grouping | | Ads | Individual advertisements | | Audience | Audience-based segmentation | | Campaign | Campaign-level grouping | Step 4: Select Attribute Attributes define the specific field used for grouping logic. Examples include: | Attribute | Description | | ------------- | ------------------------- | | Account Id | Unique account identifier | | Account Name | Account display name | | Campaign Type | Campaign category | | Campaign Name | Campaign title | Step 5: Create Groups Groups define the custom classifications. Each group contains: - Group Name - Logical Conditions - Operators - Values Creating a Group Steps 1. Enter a group name 2. Select condition logic: - AND - OR 3. Add rules and conditions 4. Save the configuration Group Logic Group logic determines how conditions are evaluated. AND Logic All conditions must match. Example: Campaign contains "Search" AND Campaign contains "Brand" OR Logic At least one condition must match. Example: Campaign contains "PMAX" OR Campaign contains "Shopping" Available Operators Custom Dimensions support multiple filtering operators. Text Operators | Operator | Description | | ------------------- | ----------------------- | | Equal | Exact match | | Does not Equal | Excludes exact match | | Contains | Partial text match | | Does not Contain | Excludes partial text | | In List | Matches multiple values | | Matches Regex | Regex pattern matching | | Doesn’t Match Regex | Excludes regex pattern | Null Operators | Operator | Description | | ------------ | --------------- | | Is Null | Value is null | | Is not Null | Value exists | | Is Empty | Empty string | | Is not Empty | Has content | Adding Conditions Additional conditions can be added to a group. Steps 1. Click Add Condition 2. Select: - Operator - Value 3. Configure logic using: - AND - OR Example Group Setup Group Name Performance Max Conditions Campaign Type Contains "PMAX" OR Campaign Type Contains "Performance Max" Multiple Groups A single custom dimension can contain multiple groups. Example: | Group | Purpose | | --------- | ------------------------- | | PMAX | Performance Max campaigns | | Search | Search campaigns | | Video | Video campaigns | | Shopping | Shopping campaigns | Removing Groups Groups can be removed using the delete icon beside each group section. Saving the Dimension After completing all required fields: 1. Click Save 2. The custom dimension becomes available across reporting modules Viewing Custom Dimensions The Custom Dimensions page displays all saved dimensions. Available Actions | Action | Description | | ---------- | -------------------------------- | | View | Open the dimension configuration | | Edit | Modify grouping logic | | Delete | Remove the dimension | Editing Custom Dimensions Users can modify: - Group logic - Operators - Conditions - Sources - Attributes - Group names Steps 1. Click Edit 2. Update configuration 3. Save changes Deleting Custom Dimensions Deleting a dimension permanently removes it from reporting usage. Important Notes - Existing reports using the dimension may be affected - Deleted dimensions cannot be recovered - Ensure reports are updated before deletion Best Practices - Use descriptive group names - Keep grouping logic simple and maintainable - Avoid overlapping conditions - Test regex conditions carefully - Use OR logic for broad classification - Use AND logic for precise filtering Common Use Cases Campaign Classification Group campaigns by: - PMAX - Search - Shopping - Video Funnel Segmentation Classify campaigns into: - TOF - MOF - BOF Regional Reporting Create custom region groups such as: - North America - Europe - APAC Brand vs Non-Brand Reporting Separate campaigns into: - Brand - Non-Brand Troubleshooting Save Button Disabled Verify all required fields are completed: - Title - Description - Source - Dimension - Attribute - Group Conditions Group Not Matching Data Check: - Operator selection - Exact spelling - Regex formatting - Source compatibility Missing Dimensions Some dimensions only appear for supported sources. Example: - Audience may not exist for all platforms Incorrect Grouping Results Review: - AND vs OR logic - Condition overlap - Attribute selection Related Articles - Create Performance Report - Create Custom Metrics - View Reports

Last updated on Jun 08, 2026

Manage Goals

Overview The Manage Goals module allows users to define, track, and maintain performance targets across different categories, advertising platforms, and custom metrics. Goals can be configured for multiple reporting periods such as: - Weekly - Monthly - Quarterly - Yearly These targets help teams monitor planned performance against actual campaign results across reports and dashboards. Accessing Manage Goals Steps 1. Navigate to Performance Reports 2. Click Manage Goals The Manage Goals page opens. Manage Goals Interface The page is divided into multiple configuration sections: | Section | Description | | --------------------- | -------------------------------- | | Range Selection | Configure reporting period | | Category Selection | Choose reporting category | | Source Selection | Select advertising platform | | Metrics Selection | Select metrics for goal tracking | | Goal Table | Enter target values | | Upload/Download Tools | Import or export goal sheets | Step 1: Select Goal Range Choose the time range for goal tracking. Available options include: - Weekly - Monthly - Quarterly - Yearly Weekly Goals - Weekly mode allows goal management for a selected week range. Monthly Goals - Monthly mode creates goals for an entire month. Quarterly Goals - Quarterly mode creates goals for quarter-based planning. Yearly Goals - Yearly mode enables annual performance planning. Selecting Dates Start Date - Choose the starting date for the goal period. Selected Date Range - The system automatically generates the applicable reporting range. Step 2: Select Category Choose the reporting category. Supported categories may include: | Category | Description | | ------------------------ | ------------------------------ | | Commerce | Ecommerce and sales metrics | | Paid Media | Advertising platform metrics | | Analytics/Attribution | Attribution and analytics data | | Email/SMS | Messaging performance | | Membership/Subscriptions | Subscription-related metrics | Step 3: Select Source Choose the advertising or reporting source. Supported sources may include: - Google Ads - Facebook Ads - TikTok Ads - Bing Ads Source-Specific Metrics Available metrics change dynamically based on: - Selected category - Selected source Example: Selecting Paid Media + Google Ads may display: - Google Campaign target ROAS - Daily Budget - Google Ads - Google Ad Daily Budget Step 4: Select Metrics Choose the metrics that require target tracking. Selected metrics appear in the goal entry table below. Example Metrics | Metric | Description | | -------------------- | -------------------------- | | Target ROAS | Return on ad spend target | | Daily Budget | Daily ad spend allocation | | Campaign Target ROAS | Campaign-level ROAS target | | Ad Daily Budget | Platform budget tracking | Need a New Metric? If the required metric is unavailable: 1. Click Create one here 2. Create a custom metric 3. Return to Manage Goals The new metric becomes available for selection. Goal Entry Table After selecting metrics, a goal entry table is generated. The table contains: - Event Date - Selected Metrics - Editable target fields Entering Goal Values Steps 1. Locate the desired date row 2. Enter target values under each metric column 3. Repeat for all required dates Example: | Date | Campaign Target ROAS | | ---------- | ------------------------ | | 2026-05-10 | 5 | | 2026-05-11 | 5 | | 2026-05-12 | 5 | Editable Goal Inputs Each metric field supports direct value entry. Users can: - Add numeric targets - Modify existing goals - Clear unwanted values Upload XLSX Goal data can be uploaded using spreadsheet files. Steps 1. Click Upload XLSX 2. Select a formatted spreadsheet 3. Upload the file The system automatically populates goal values. Download XLSX Export the current goal template or existing goal data. Steps 1. Click Download XLSX 2. Save the spreadsheet locally This is useful for: - Bulk editing - Team collaboration - Offline planning Saving Goals After entering values: 1. Click Save 2. The goals are stored and applied to reporting modules Goal Tracking Usage Saved goals may be used across: - Performance Reports - Dashboards - KPI Tracking - Trend Analysis - Attribution Reporting Updating Existing Goals Goals can be modified anytime. Steps 1. Open Manage Goals 2. Select the same: - Range - Category - Source 3. Update target values 4. Save changes Switching Between Ranges Changing the range updates the goal structure dynamically. Example: | Range | Goal Layout | | --------- | ---------------------- | | Weekly | Daily rows | | Monthly | Monthly structure | | Quarterly | Quarter-level planning | | Yearly | Annual overview | Best Practices - Use realistic target benchmarks - Keep budget goals aligned with ROAS goals - Update goals regularly - Use separate goals for each platform - Export backups using XLSX downloads Common Use Cases Budget Planning Track: - Daily budgets - Platform budgets - Campaign allocations ROAS Monitoring Define: - Campaign ROAS targets - Platform ROAS goals - Weekly ROAS benchmarks Cross-Platform Goal Tracking Manage goals across: - Google Ads - Facebook Ads - TikTok Ads - Bing Ads KPI Forecasting Use goals for: - Team planning - Revenue forecasting - Performance projections Troubleshooting Metrics Not Displaying Verify: - Category selection - Source selection - Metric availability Some metrics only appear for compatible sources. Save Button Not Working Ensure: - At least one metric is selected - Required fields are completed - Goal values are properly entered Uploaded XLSX Not Applying Check: - Spreadsheet format - Metric column alignment - Date formatting Goal Values Missing Verify: - Correct date range - Selected category - Selected source - Saved configuration Related Articles - Custom Metrics - Create Reports - View Reports

Last updated on Jun 08, 2026