--- title: "Step 7c - Create Reports - Profiles Continued" slug: "step-7c-create-reports-profiles-continued" updated: 2023-12-23T12:38:52Z published: 2023-12-23T12:38:53Z canonical: "docs.datajet.app/step-7c-create-reports-profiles-continued" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.datajet.app/llms.txt > Use this file to discover all available pages before exploring further. # Step 6c - Create Reports - Profiles Continued > **NOTE** > > This article is part of the "[Tutorial - Basic Sales Dashboard](https://portal.document360.io/v1/docs/basic-sales-dashboard-tutorial-overview)" series. It assumes the following: > > - Demo Data (or data in a similar structure) has been loaded into a project and reporting metrics have been created. See [Step 4b - Prepare Data for Reporting - Create Reporting Dimensions & Metrics](https://portal.document360.io/v1/docs/step-4b-2) if this has not yet been done. ## Approach The remaining reports to add to the dashboard are simple profiles showing New vs Repeat customers for two time-frames - Today, and Month To Date. The time-frames that have been chosen are arbitrary, and other filters could be used in place of the ones used here. At the end of this section, you will know how to: - Apply different filters to the same underlying profile in order to show different metrics - Add Reports to Dashboards ## Key Techniques The following functional areas are introduced by this step: - Profiles ## Video Overview [Video](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/BSD%20-%20Step%207%20-%20Overview.mp4) ## …Create Reports - Profiles Continued The final 2 reports are **Today’s Orders** and **This Month’s Orders.** These are built in the same way as [other profiles on the dashboard](https://portal.document360.io/v1/docs/step-6-create-reports) and instructions are included here for completeness. ### **Today’s Orders** #### **Video Tutorial** [Video](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/BSD%20-%20Step%206c%20-%20Today%E2%80%99s%20Orders.mp4) #### Creating a Profile The first step is the to create a Profile. Do this by going to **Analytics | Profile** and then **drag and drop** **sales.CustomerType** into the **Dimensions** box. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-PZUAYOUI.png) #### Basic pie chart from **CustomerType** To display the data as a pie chart: - Click on the **Chart Type** icon in the bottom right-hand corner, - Select **Pie/Donut**. (Note: change between a pie or donut chart by clicking the **Pie/Donut** button again) ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-Q8B6JGFN.png) A legend is not needed for this chart as the segments are already labelled. To turn off the legend click on the **Configure Chart** icon and **deselect** **Legend On**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-DZLG8074.png) #### Filter by IsToday 1 The pie chart currently displays information on all customers. To view data only for customers who have bought something **today**: - Select **[sales**.**IsToday]= 1**. - **Drag and drop** **1** onto the pie chart and select **And.** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-P11DYZKG.png) #### Add to Dashboard **Drag and Drop** the **Profile** into the slot next to **New Customer Orders** on **DAILY DASHBOARD**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-P6Y5B5G7.png) Rename the slot by **double-clicking** on the slot header and typing **Today’s Orders**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-C7Y3BAPR.png) ### **This Month’s Orders** #### **Video Tutorial** [Video](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/BSD%20-%20Step%206c%20-%20This%20Month%E2%80%99s%20Orders.mp4) #### Creating a Profile Go to **Analytics | Profile** and **drag and drop** **sales.CustomerType** into the **Dimensions** box. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-PZUAYOUI.png) #### Basic pie chart from **CustomerType** To display the data as a pie chart: - Click on the **Chart Type** icon in the bottom right-hand corner, - Select **Pie/Donut**. (Note: change between a pie or donut chart by clicking the **Pie/Donut** button again) ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-Q8B6JGFN.png) A legend is not needed for this chart as the segments are already labelled. To turn off the legend click on the **Configure Chart** icon and **deselect** **Legend On**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-DZLG8074.png) #### Filter by ship date MONTHORDINAL 1 The pie chart currently displays information on all customers. To view data only for customers who have bought something **THIS MONTH**: - Select **[sales**.**ship date MONTHORDINAL]= 1**. - **Drag and drop** **1** onto the pie chart and select **And.** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-T6YORS4T.png) #### Add to Dashboard **Drag and Drop** the **Profile** into the slot next to **Repeat Customers** on **DAILY DASHBOARD**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-SSR44EPI.png) Rename the slot by **double-clicking** on the slot header and typing **This Month’s Orders**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-LQDE7IQ2.png) #### Save Dashboard The dashboard now contains all necessary reports. Save the dashboard by: - Clicking the **save** icon on the toolbar. The **Save Report** dialog will appear. - Keep the name of the report as **DAILY DASHBOARD** and select **OK.** - Select **Overwrite Report** and the report will update. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-13I6LA0X.png)