Set up account-level reporting

This article helps you:

  • Correctly instrument account-level reporting in Amplitude

With account-level reporting, you can set up aggregated, group-level analyses. This article will review the specific steps involved in the process depending on how you're sending data to Amplitude. 

Before you begin

Before you can use account-level reporting, you will have to instrument it.

WHen you instrumented group, a new dropdown appears right module of the chart control panel for certain charts. You will then be able to perform account-level reporting and designate whether you want to view events triggered by users or by groups.

Amplitude has a limit of five group types per project.

SDKs

Follow instructions for each Amplitude SDK to enable and configure account-level reporting.

Identify API

If you are sending data to Amplitude server-side, use the groups key in your identification object. This will associate a particular user in a certain group. For more information on instrumenting groups with the Identify API, review the Identify API documentation.

HTTP API

If you are sending data to Amplitude server-side, use the groups key in your event object. This will add event-level groups (groups that only persist on that specific event). For more information on instrumenting groups with the HTTP API, review the HTTP API documentation.

Segment

To set group types in Amplitude through Segment, enable the following Amplitude destination settings and provide them with the appropriate values:

  • Group Type Trait: This specifies what trait in your Segment group calls will contain the group type.
  • Group Value Trait: This specifies what trait in your Segment group calls will contain the group value.

You can set groups and group properties using Segment's group documentation for more information on how to instrument groups with Segment. 

Create groups using the Group Identify API

Using the Group Identify API, you can create a new group tied with all expected group properties or update group properties for an existing group. In the example requests, the parameters and keys appear in italics. The underlined values are what you need to replace with the parameters you are specifically interested in.

For more information about instrumenting groups with the Group Identify API, review the Group Identify API documentation.

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June 6th, 2024

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