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Adaptive Insights
Knowledge and Support - Adaptive Insights

Tips And Tricks To Optimize Performance In Reports

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.


My report seems to be taking a long time to load. Are there any ways that I can ma?


Here are some report design options and setting updates to explore when trying to minimize report run time:

(1)  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.   *If you do this however, you must consider maintenance and the process for updating the report when new dimensions, etc. are added.  Is it more of a time savings to update the report every time there is change or wait 15 minutes for the report to run? It depends on how often changes are made and how often you need to run the report.

(2)  Turn off the option to Make report explorable– 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.

(3)  Turn off the Make rows expandable (HTML only)- if there a (+) in the report and the report users will not need to expand the rows, uncheck this option.  When this option is checked we have to load all of the data in the event that user might expand an element.  When you uncheck it, we only load the rolled up data. If an excel template is used, this can always be turned off.

(4)  Snapshot reports – 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. 

 IMPORTANT: Keep in mind that snap-shotting a report is like taking a picture and posting it, so be cautious when sharing with users who are only privy to a subset of levels.  There is a way to use a Snapshot report in conjunction with a Level parameter to only give users access to the data in their levels. 

(5)  Use the report Filter – The filter limits the entire report to calculate for the item specified in the filter. Placing as many of the accounts, time periods, dimensions, etc. in the filter as possible should reduce the run-time of reports

(6)  Use Attributes – the evaluation of attributes works similar to the report filter.

(7)  Try putting Accounts and Levels in the Rows axis – the reports are optimized when accounts and levels are in the rows axis.  If they are in the columns axis or filter, place them in rows axis and test to see if there is a difference in run time.