Step 1: Update Reports and Dashboards in the Yext Platform

For your saved reports or custom dashboards, you’ll want to replace the legacy metrics with the new metrics listed here:

There are three legacy metrics that do not have a corresponding new metric:

• Conversion Tracking > Searches
• Conversion Tracking > Sessions
• Conversion Tracking > Conv. Rate

We’ve also renamed the legacy default Search Value dashboard to ‘Search Value (LEGACY)’. The Conversion Tracking Home dashboard will not be updated and will stop showing data on October 8, 2023. We will replace that home screen with a new ‘Conversions’ standard dashboard in the Dashboards screen containing the new metrics.

Update an Existing Dashboard

1. Click Analytics in the navigation bar and click Dashboards.
2. Click on the name of the dashboard that contains one of the metrics listed above.
3. Click on the three dots next to the relevant insight and click View in Reports.
4. Make the necessary changes to adjust the metric based on the list above and click Apply Changes.
5. Click Add to Dashboard. A dialog box appears.
6. To replace this insight on an existing dashboard, click on the Replace a Custom Insight and select the relevant dashboard from the drop-down menu.
7. Then click Add.

Update a Saved Report

1. Click Analytics in the navigation bar and click Report Builder.
2. Click on the name of the relevant report in the Saved Reports section.
3. Make the necessary changes to adjust the metric based on the list above and click Apply Changes.
4. Then click Update Report at the top of the page.