> ## Documentation Index
> Fetch the complete documentation index at: https://docs.marketer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Performance and custom views

> Set a trustworthy Analytics frame, diagnose a change, and save a reusable view without mixing sources or comparison rules.

Use **Analytics → Performance** for a source-aware view of marketing and commerce results. The page combines a shared measurement frame with channel-specific cards and a **Your views** area for workspace views you define.

Open [Analytics](https://app.marketer.com/dashboard/analytics?view=performance\&channel=all), confirm the active workspace, and wait for every source needed by the question to finish syncing.

## Choose the channel before the metric

The channel control can include:

* **All channels**
* **Meta**
* **Google Ads**
* **Microsoft Ads (Beta)**
* **Google Analytics**
* **Shopify**
* **OpenAI Ads (Beta)**

Each channel exposes the cards and breakdowns its source can support. A card that exists on **Meta** is not guaranteed to exist on **Shopify** or **All channels**.

<Note>
  **Triple Whale (Beta)** is an attribution choice for eligible views, not an additional advertising channel. Selecting it changes the measurement frame. Record its attribution model with every result you share.
</Note>

## Build the measurement frame

<Steps>
  <Step title="Set complete dates">
    Use a preset or **Custom range**, select both boundaries, and choose **Apply**. Analytics settles daily facts through the latest complete day in the workspace reporting timezone, so a current partial day is not a substitute for **Yesterday**.
  </Step>

  <Step title="Set the chart resolution">
    Choose **Daily**, **Weekly**, **Monthly**, or **Yearly**. This changes how the trend is grouped, not the underlying date window.
  </Step>

  <Step title="Set the comparison">
    Use **Comparison off**, **Previous period**, **Year over year**, or **Custom comparison**. For a custom comparison, complete both dates and confirm the two windows answer the intended question.
  </Step>

  <Step title="Confirm included accounts">
    Open **Accounts** and inspect the resources represented by the view. Use **Manage** to repair or change a provider connection; do not assume a missing account is included in an all-channel total.
  </Step>

  <Step title="Confirm attribution and currency">
    Use **Platform** unless the review intentionally requires a healthy **Triple Whale (Beta)** connection. Read the workspace display currency and any source-currency disclosure before comparing money.
  </Step>

  <Step title="Choose visible metrics">
    Select **Manage metrics**, then use **Visible metrics** to keep the decision-driving cards in view. Hiding a card changes presentation only; it does not change the source data.
  </Step>
</Steps>

## Diagnose a result without skipping grain

Read the page in this order:

1. Start with the business outcome shown for the channel, such as sales, orders, or purchases.
2. Read spend beside the outcome.
3. Use the selected comparison to establish direction and magnitude.
4. Inspect the time series to find when the change began.
5. Open the relevant breakdown—such as channel, campaign, search term, landing page, product, country, or device—when it is present.
6. Continue in the surface that owns the object before recommending a change.

| Breakdown points to… | Continue in… | Verify…                                                              |
| -------------------- | ------------ | -------------------------------------------------------------------- |
| Campaign or ad group | Campaigns    | Provider, account, object level, status, budget, and children        |
| Delivered creative   | Creatives    | Comparable delivery, spend, format, and the exact creative identity  |
| Shopify product      | Products     | Source product, variant, availability, sales window, and destination |
| Tracking or coverage | Integrations | Authorization, selected resource, source state, and covered dates    |

Do not infer cause from one correlated chart. Record the observed change, the leading explanation, and the next check as separate statements.

## Create a custom view

Custom views live in **Your views** beneath the standard Analytics cards. They are useful for a repeated question that needs a stable chart or table rather than a new export each time.

<Steps>
  <Step title="Open the builder">
    Select **New view**. If you do not see **Your views**, confirm that you are on **Performance** and that the page has finished loading.
  </Step>

  <Step title="Name the decision">
    Enter a specific **Title** such as “Meta prospecting CPA trend,” not a generic label such as “Weekly chart.”
  </Step>

  <Step title="Choose a block">
    Select **KPI tile**, **Time series**, **Table**, **Donut**, or **Ranked bars**. Use a KPI for one current result, a time series for change over time, and a table or ranked view for composition.
  </Step>

  <Step title="Choose channel and measures">
    Set **Channel**, then choose **Measure** or **Measures** from the compatible options. The builder disables combinations the selected block or source cannot support.
  </Step>

  <Step title="Choose the grain">
    Use **Breakdown** and, when available, **Split by**. Add **Only include · \[dimension]** when the view should cover a specific subset rather than the full channel.
  </Step>

  <Step title="Choose window and comparison">
    Select a **Window** such as **Yesterday**, **Last 7 days**, **Last 30 days**, **This month**, or **Last month**. Choose **No comparison**, **Previous period**, **Previous week**, **Previous month**, or **Year over year** as appropriate.
  </Step>

  <Step title="Validate the preview">
    Inspect **Preview** before saving. Confirm that the title, block, units, grain, filter, date rule, and comparison tell one coherent story.
  </Step>
</Steps>

The builder offers only compatible combinations. When an option is disabled, read its requirement and change the block, channel, measure, or breakdown instead of recreating the view.

## Interpret saved-view states

| State           | Meaning                                                          | Response                                                             |
| --------------- | ---------------------------------------------------------------- | -------------------------------------------------------------------- |
| Data is present | The source returned usable rows for the configured frame         | Verify values against the standard card or owning surface            |
| Empty           | The source returned no rows for that frame                       | Broaden the window or filter; do not relabel it as a failure         |
| Withheld        | A required precondition is missing and no number is safe to show | Resolve the named connection, coverage, or configuration requirement |
| Error           | The read failed                                                  | Use **Retry** after checking the source; do not copy a stale value   |
| Truncated       | Only the leading rows are shown                                  | Treat the result as a ranked slice, not a complete export            |

Use a saved view's menu to edit or delete it. After deletion, wait for **View deleted** and confirm the card leaves **Your views** before creating a replacement with the same name.

<Warning>
  Custom-view channels are limited to the choices currently offered by the builder. The main Analytics channel control can expose a provider—such as **Microsoft Ads (Beta)**—before the custom-view builder supports it. Do not promise or simulate a saved provider view that the builder does not offer.
</Warning>

## Save the Analytics context as a report

Select **Save as report** only after the current frame is correct. Marketer opens the Marketing Agent with the view, channel, dates, comparison, currency, and visible metrics as context.

Review the seeded request, require a real-data preview, choose Slack and/or email delivery, and keep the report in draft until its schedule and recipients are correct. Continue with [Reports and alerts](/product-guides/workflows-reports-alerts-and-runs) to verify the configured run and each delivery leg.

## Completion check

* The active workspace and included provider accounts are correct.
* The dates are complete and use the intended timezone.
* Channel, attribution source and model, currency, resolution, and comparison are recorded.
* Source coverage is usable or its limitation is attached to the finding.
* Outcome and spend were read before ratios and breakdowns.
* A custom view has a compatible block, measure, grain, filter, window, and comparison.
* The saved card reproduces the intended preview after the builder closes.
* The owning campaign, creative, product, or connection was checked before action.

## Troubleshooting

<AccordionGroup>
  <Accordion title="The channel is disconnected">
    Use **Accounts → Manage** or open Integrations, connect the intended resource, and let its requested date range sync. Return to the same Analytics frame after the source becomes usable.
  </Accordion>

  <Accordion title="A result does not match the provider">
    Align the exact resource, dates, timezone, currency, attribution source, attribution model, conversion definition, and object grain. Capture both frames if the difference remains.
  </Accordion>

  <Accordion title="New view has no compatible measure">
    Change **Block** or **Channel**, then choose from the measures the builder enables. A disabled combination indicates a real compatibility boundary, not a label to work around.
  </Accordion>

  <Accordion title="The saved view is empty">
    Edit it and inspect the **Window**, channel, breakdown, and **Only include** filter. Confirm the source has activity at that grain before treating the view as broken.
  </Accordion>

  <Accordion title="The view is withheld or errors">
    Read the card's state, repair the named precondition, and use **Retry**. Never substitute zero for a withheld value or continue sharing the last remembered result.
  </Accordion>
</AccordionGroup>

## Continue

<CardGroup cols={2}>
  <Card title="Compare creative performance" icon="images" href="/product-guides/analytics-creative-performance">
    Move from a campaign finding to comparable delivered creative.
  </Card>

  <Card title="Inspect the campaign" icon="megaphone" href="/product-guides/campaigns-inspect-and-manage">
    Verify the exact provider object before proposing a change.
  </Card>
</CardGroup>


## Related topics

- [Analyze recent performance](/templates-use-cases/analyze-performance.md)
- [Analytics](/product-guides/analytics.md)
- [Creative performance](/product-guides/analytics-creative-performance.md)
- [Custom audiences](/workspace-admin/custom-audiences.md)
- [Account overview](/workspace-admin/account-overview.md)