Report Builder Options

Hi ​@JoCl ,

What do you mean you can’t see which segments or report suites are applied to a data block?

If you click on the Manage Tab,

you can see all the details of all your data blocks:

You can also group your data blocks by similarities:

Unless I am misunderstanding where you are missing this data?

Hi ​@JoCl 

You're not missing anything – in the new Report Builder the old "auto-print request header" (report suite / segment / filters row above the data block) simply doesn't exist anymore. Adobe explicitly calls out that some legacy Report Builder features are not supported in the new add‑in, and this is one of them. https://experienceleague.adobe.com/en/docs/analytics/analyze/report-builder/rb-overview

So today you have to use a workaround if you want recipients to see what's applied:

1. Expose segments via "filter from cell"

Use the new Filter from cell pattern so your filters/segments are literally written into visible cells in the workbook:

• Create a tab like Parameters.
• In one cell per brand, put the segment name or ID.
• In each data block, set the segment to be driven from that cell (Filter from cell).
• When the file is scheduled/emailed, anyone can see exactly which segment text is driving that block.
• This capability is part of the new Report Builder enhancements: https://experienceleague.adobe.com/en/docs/analytics-platform/using/releases/2023

2. Document report suite in cells as well

Report suite can't be auto-written either, so:

• Add a ReportSuite cell (e.g. "AA – mysite – prod") on the same Parameters tab.
• Make it part of your QA convention that all data blocks in that workbook use that suite (you can confirm in the Manage / Hub view where report suites are shown and bulk-editable). https://experienceleague.adobe.com/en/docs/analytics/analyze/report-builder/report-builder-hub

Can you get the legacy-style printed header back?

Not in the current new Report Builder – it's a feature gap vs Legacy. The only option is to document RS + segments in cells yourself, usually via the "filter from cell" pattern.