📘 This article explains creating custom tables for custom reports in Botify. The CustomReports capability is available with all Botify plans.
Overview
Custom Tables can be used independently or as components in custom reports. You can create custom tables directly from the CustomReports capability or within the creating a custom report workflow.
Creating Custom Tables
Create custom tables in the CustomReports capability through the Custom Tables wizard.
To create a custom table:
Navigate to CustomReports > Manage Custom Tables.
Click Add New Table.
You can also create a custom table when adding a custom report component.
On the "Type of Table" step, click the Multi Column tile to create a table with multiple fields or History Table to create a table that shows one field over time.
On the "Select lines" step, click the Group using saved filters tile to base the table on any filter saved in your Botify project, or click Group using indicators to select individual fields, then click Next.
On the “Select columns” step, click the dropdown to select the desired value for each field, and then click Next. Add additional fields optionally by clicking the Add column link.
On the “Name and save” step, type a name for your Custom Table in the text box, then click Create Table. Alternatively, click the Previous button to make any desired changes.
The new custom table is saved on the Custom Tables page as a tile. Click the tile to display the table or select options to modify the table.
💡 If you created a custom table directly from the configure component step when creating a custom report, ensure you click Refresh Custom Tables to make your new custom table available.
Grouping Tables Using Saved Filters
Custom tables based on saved filters allow overlap between your table lines and may not include all URLs on your site based on your filter settings. Each filter you select for your custom table is represented on an individual line. Using saved filters in custom tables is useful for viewing information by segment (e.g., "pagetype"), where the table will include one line per segment.
When you select the "Group using saved filters" option while creating your custom table (see Step 4 above):
Select the type of saved filter, or create a new one directly from this step in the wizard.
Select the checkbox next to each filter to include in the table, then click Next.
Proceed to Step 5 above.
👉 You can edit saved filters within the "Saved Lines" step by hovering over the filter and then clicking the Edit icon:
Grouping Tables Using Indicators
Custom tables based on indicators cover all analyzed pages on your website, and there is no overlap between lines: any URL belongs to only one line in the table. Groupings can use one or several indicators (e.g., lines by depth and indexable, or by segment and active page), and there is one line for each possible value in these groups.
Using indicators in custom tables is useful for viewing information by segment and HTTP status code, where the table will include one line for each combination with results. For example, if the segment has three possible values (e.g., "products", "categories", and "pagination"), and pages are returning HTTP 200 in each segment but only redirect in "categories", and only HTTP 404 in "products", you will see the following lines:
Products / HTTP 200
Products / HTTP 404
Categories / HTTP 200
Categories / HTTP 301
Pagination / HTTP 200
When you select the "Group using indicators" option while creating your custom table (see Step 4 above):
Click into the first dropdown list to type part of the field name or browse to select a field.
Optionally, click the Add field link to add another field, then click Next.
Proceed to Step 5 above.
See also: