FAQ: How do I improve the performance of my reports?
This article includes suggestions and workarounds. Content might not be accurate for all use cases or represent best practices for the latest release.
Here are some report design options and setting updates to explore when trying to minimize report run time:
Design Option or Report Setting | Description |
|---|---|
Use segments to limit the total combinations | If you are creating a report with 600 clients, 5 regions and 25 products, but not all of these combinations are valid, use segments to layer the combinations that are valid. However, if you do this, you must consider maintenance and the process for updating the report when new dimension values are added. |
Disable the Allow drill down setting | If there are performance delays in the report viewer, consider turning off this option. There is additional javascript loaded on the page and it can make the viewer slower. If an excel template is used, this can always be turned off. |
Disable the Allow rows to be expanded setting (HTML only) | Uncheck this option if the report users will not need to expand the rows. When this option is checked (there is a + in the report), the system as to load all of the possible data in the event that user might expand an element. When it is unchecked, the system will only load the rolled up data. If an excel template is used, this setting can be turned off. |
Enable the Optimize report execution setting (matrix reports only) | This setting is enabled by default for an instance for improved performance. You can disable the property for a given report to preserve the nonoptimized report behavior. |
Use report snapshots | When you snapshot a report, a copy of the generated report is stored on the server. It is a good idea to snapshot long running reports for versions that have been finalized so that your users do not have to wait for them to calculate. A report snapshot is like taking a picture and posting it, so it is important to make sure that snapshots are only shared with users who have permission to the view data. |
Use filters | The filter limits the entire report to only calculate items specified in the filter. Placing as many accounts, time periods, dimensions, etc. in the filter as possible should reduce the run-time of reports. |
Use attributes | The evaluation of attributes works similar to the report filter |
Try putting accounts and levels in the rows axis | Reports are optimized when accounts and levels are in the row axis. If they are in the column axis or filter, place them in the row axis and test to see if there is a difference in performance. |