gemiusprism User Manual

Transcription

1 gemiusprism User Manual Gemius SA

2 Table of Contents 1 Introduction About gemiusprism Methodology User Interface 6 Interface Structure 6 System Requirements for Prism Interface 8 2 Getting Started with gemiusprism Creating New Account Logging in to Prism 10 Login and Password Recovery Projects 12 Creating New Project 13 Joining Projects 13 Removing Projects Implementing gemiusprism on a Website 16 3 User Account Settings User Account Information Changing Password Interface Settings Last Logins 20 4 Metrics Auxiliary Definitions Metrics definitions Modifiers 24 5 Structures Structure Types 27 Structure Types Differences 28 gemiustraffic Structure (Classic Structure) Creating New Structure Structure Elements 31 Segments and Filter Definitions 31 Creating New Filters 32 Filter Managing 44 The (other) segment 48 The (limit) segment 48 The (empty) segment 49 The (unknown) segment 49 The (unrecognized) segment Structure Limits Managing Structures 50 Deleting Existing Structures 51 2

3 Copying Existing Structures 51 Editing Existing Structures 52 Renaming Structures 53 Moving Structures 54 Changing Structure Type 55 6 Reports Creating New Report 57 Creating New Report from Existing Report Customizing Reports 61 Selecting a Time Range 61 Comparing Time Periods 65 Crossing Structures 66 Metrics Table Managing 71 Changing Segmentation Structure 74 Editing the Segmentation Structure in the Report Table 76 Lock Level Function 76 Saving Report Changes Charts 79 Chart Types 79 Chart Features Exporting Report Data Messages Reports Managing 95 Adding New Folder 96 Adding New Report 97 Deleting Existing Folder 98 Deleting Existing Report 99 Editing Folder Name 100 Editing Report Name 101 Moving Folders 102 Moving Reports Sampled and Offline Reports 104 Sampled Reports 104 Ordering Offline Report 105 Report archive Funnel Reports Creating Funnel Reports Managing Funnel Reports 111 Additional Functions Funnel Metrics Settings Project Settings 117 General 117 IP filtering 118 Referrer exclusions 118 Limits 119 3

4 8.2 Project team 120 Adding New Member 120 Member Access Settings 124 Project Owner 127 Team Activity Scripts Tools Dashboard Adding New Report Previews 130 Adding From the Reports Screen 131 Adding From the Dashboard Editing Existing Preview 134 Additional Chart Settings 136 Custom Time Range 137 Moving Report Previews Deleting Previews Schedules New Schedule Schedule Editing 146 4

5 1 1 Introduction 1.1 About gemiusprism gemiusprism is a special research service that provides data on Internet user behavior on company web sites. When using gemiusprism on a web site, the web site owner receives data that accurately and completely describe how Internet users use his site. Different aspects of web site use are measured using various metrics and indicators. The results are presented in the form of statistics ranging from simple statistics, such as the number of Page Views on a given section of the web site, to more complex analysis, like technical analysis of individual Internet user s technical capabilities. Connecting a web site to the gemiusprism platform does not require installation of software or hardware. The entire study is provided in the ASP-model (Application Service Provider). The process of collecting, storing and processing data is conducted entirely on Gemius S.A. servers at the company s various data centers across Eastern Europe. The web site owner must simply register his web site, define the parameters that interest him and paste the tracking scripts into their respective HTML pages. gemiusprism is constant monitoring, and the results are always available online through the webbased gemiusprism interface. gemiusprism can be described as: Providing precise and credible data. When activated, gemiusprism registers each Page View and data in the user interface are updated constantly. Many indicators and metrics help to guarantee an accurate and complete illustration of user behavior on your web site. Security. When you register your web site with gemiusprism, you do not need to worry about the security of your data. All statistics are shown only to people who first prove their identity through a visitor ID and password. Collected data are never shown to third parties neither data on individual web sites nor data on individual Internet users. Ease of Use. There is no need to install complicated software or expensive hardware to use gemiusprism. A fast and easy registration process results in painless activation of the research process. The user-interface is simple and easy to use. Fast access to information. gemiusprism is a constant monitoring project and the results of data are available 24 hours a day, seven days a week, and 365 days a year. Flexibility. The site structure defined in the user interface can be changed whenever you desire. It is easy to add new web pages, create summary sections or move existing pages within sections. This allows you to create easy, transparent comparison of statistics for individual pages, sections and the entire web site. Scalability. Designing the gemiusprism platform, Gemius used the latest in programming technology and hardware. Thanks to Gemius constant investment in research & development, gemiusprism is currently the largest site-centric research in Eastern Europe. gemiusprism monitors over 230 billion Page Views per month this translates into almost Page Views per second during peak traffic. gemiusprism can connect easily to even the largest portals and web sites. gemiusprism was initiated, developed, and owned entirely by Gemius S.A. 1.2 Methodology gemiusprism is based on observing the real behavior of Internet users on a given web site through the registration of a series of events connections made between an Internet user s Internet browser and the gemiusprism collection server. Such events are registered and then processed to derive relevant usage statistics. 5

6 1 Processing of these events is based on recording the event s basic parameters, the most important of which are: time of occurrence, script identifier for the script that initiated the event, the Internet user s IP geolocation, referrer page URL and technical parameters of the Internet user s browser (e.g. screen resolution, operating system, etc.). Such individual events will further be called Page Views. The collection server when registering Page Views assigns each Internet user a unique identifier through the use of cookies. The Internet user s browser returns these cookies when subsequent connections to the collection server are made, which makes it possible to identify Page Views made by the same Internet user. An Internet user represented by a given identifier within the assigned cookie is called a Visitor (cookie). Page Views generated by a given Visitor (cookie) are grouped into a logical set meant to reflect one uninterrupted visit to the given web site. This serves as the basis for determining the number of Visits which is defined as a series of Page Views executed by one Visitor (cookie) which meets the following criteria: the time difference between two Page Views within the series is no greater than 30 minutes. All research results are presented in the gemiusprism interface, which is available at: The interface contains a series of tools that can be used to model the site structure, generate tracking scripts and analyze the research results. 1.3 User Interface Interface Structure The gemiusprism interface consists of two main parts: Dashboard and Reports. The picture below presents Prism users dashboard where you can compare data from many reports of the same project. 6

7 1 The Dashboard section allows you to: 1 Change your current project. 2 Change active interface section. You can find more information in respective chapters Dashboard, Reports, Structures, Team, Settings. 3 Change your account settings. For more information, refer to the User Account Settings chapter. 4 Change time range. For more information, refer to the Selecting Time Range section. 5 Add and manage previews. For more information, refer to the Dashboard chapter. The Reports module in gemiusprism, presented on the picture below, allows you to analyze traffic on your web projects. The Reports section allows you to: 6 Change your current report. 7 Create and manage report schedules. For more information, refer to the Schedules chapter. 8 Manage report chart. For more information, refer to the Charts section. 9 Save and export reports, add new schedules, add previews to the Desktop, add crossing structures. For more information on data exporting, refer to the Exporting Report Data section. 10 Display a different type of data table and charts. For more information, refer to the Charts section. 7

8 1 11 Add and manage metrics and data table. For more information, refer to the Metrics Table Managing section. System Requirements for Prism Interface The gemiusprism interface is optimized to function properly on most of the popular Internet browsers. However, it reaches best functionality and look on systems that meet the following requirements: Web browsers: All modern web browsers. Prism supports current and previous major releases of Firefox, Chrome, and Safari on a succeeding basis. After each release of a new version, Prism will support the update and stop supporting the third-oldest version. Adobe Flash Player: version 10 or higher JavaScript: enabled Cookies: enabled Monitor resolution: 1024x768 or higher 8

9 2 2 Getting Started with gemiusprism 2.1 Creating New Account To work with the Prism interface, you need to have an account created in the gemiusprism system. Such an account gives you access to the Prism interface, lets you create projects, and define your personal dashboard. Every account is linked to one address. You do not need to create additional accounts if you want to work in Prism with more than one project. One account allows you to create several Prism projects as well as gain access to other projects. To create a new account: 1 Click the Create new account link in the top right hand corner of the login page. 2 Enter your details. You need to enter your active address and password. 3 Check the I agree to the privacy policy checkbox. 4 Press the Create an account button. 5 Check your and click the confirmation link in the message sent from Prism. 9

10 2 Passwords must meet the following requirements: Passwords must be at least 8 characters in length. Passwords must contain at least one uppercase letter, one lowercase letter and one number. Passwords can only contain characters: [0-9 A-Z a-z] and # $ % ^ & * ( ) [ ] { } _ - + = \ /,. ; : ' "? < > space Passwords are case sensitive. Before creating your account you may want to read the privacy policy of gemiusprism. You may find them under the privacy policy link over the Create an account button. Important: Remember not to make your password available to anyone. 2.2 Logging in to Prism To access gemiusprism you do not need any special software installed on your computer. You can use the Prism interface with no more than a compatible web browser (more information in the System Requirements for Prism Interface section). To log in to Prism you need to go to and enter your and password. If you do not have an account in Prism, you can create one by visiting Read more in the Creating New Account section. 10

11 2 After entering your details in the Log in dialog box, press the Log in button. You may want to check the Remember Me checkbox which will allow you to access the Prism interface without entering your details each time. You must remember, however, that using this option will allow any person who has access to your computer to log in onto your Prism account. Please use this option with caution. After successful logging in, you will be transferred to the dashboard you have been viewing last. Login and Password Recovery It may happen that for some reason (lost or forgotten password etc.) you will encounter difficulties logging in to Prism. In such a situation you may use the Password recovery link located next to the Log in button on the Log in page. This link will transfer you to the Password recovery page through which you may recover your logging details. 11

12 2 To recover your password: 1 Enter the address linked to your Prism account. 2 Enter characters shown in the image. 3 Press the Submit button. 4 Follow the steps described in the recovery message to your address. The address you enter in the first field must be the address linked to your Prism account. 2.3 Projects To work with the gemiusprism interface, you need to join or create a project. Creating project means adding to Prism system a new web project which you want to track. It is connected with installing new tracking scripts or upgrading gt project to Prism system. Joining project means connecting to an existing project as a new member. 12

13 2 Creating New Project At this stage of development, to create a new project you need to contact Gemius staff. The project will be added to the Projects menu which you may access after logging in to Prism interface. To add new project you will need to install Prism tracking scripts in the code of your web project. You can find more about tracking scripts installation in gemiusprism Tracking Code Installation Guide. If you already have a gemiustraffic account you may want to upgrade it to gemiusprism system. Thanks to such an upgrade you will be able to use both gt and Prism interfaces and work with your gt projects using Prism system. You may find detailed information in gemiustraffic to gemiusprism System Upgrade guide. Joining Projects To work in gemiusprism interface you need to create new or join a project. Joining a project is a basic action which is needed to create and view reports concerning web projects connected to Prism system. 13

14 2 To join a project: 1 Log in to gemiusprism interface. 2 Click Join project. 3 Choose a project from the list. 4 Click Join. Clicking Join project link will result in displaying a Join project dialog box where you can choose a project to join. The list contains all projects you are a member of but which you did not join yet. You can join multiple projects at once by selecting them with the Ctrl key. After selecting desired projects, press the Join button. If you want to join a project belonging to other user, please contact that project s administrator. The project administrator will need address linked to your Prism account. Do not send him any vital data except the mentioned address. 14

15 2 To maximally shorten the joining procedure, be sure that your Prism account is active before asking invitation to any project. After project s administrator adds you to the project s team you will receive an message with an invitation to the project. To join a project you are not a member of: 1 Create an account in Prism if you do not have one. 2 Contact administrator of the project you want to join and send him your address linked to the Prism account. 3 Wait for the invitation . 4 Log in to the Prism interface. The project will be automatically added to the list of your available projects. If the project will not appear on your Project list automatically you can join the project following the steps described in the beginning of the Joining Projects section. Removing Projects Aside from adding new projects and configuring their settings the project list allows you to remove a project from your Projects list. You can do it on the Projects screen which is accessible through Dashboard after clicking menu. icon in the side To remove a project: 1 Click Dashboard in the top menu. 2 Click edit icon in the side menu. 3 Click remove on desired project bar. 4 Click Remove button. Clicking remove on the project bar displays a confirmation Remove project dialog box. 15

16 2 Removing a project from your project list does not have any influence on other users access to that project and affect only your membership in this project. You can join this project again later if needed. You can read more about joining projects in the Joining Projects section. In case you are the owner of the project you want to remove, the project may be removed completely and the Remove project dialog box takes the following form. Removing a project from the Prism system has greater consequences. This will sever all members access to that project; however, the removal will not be instant. The projects will work and gather data until Gemius staff contacts you to confirm the removal of the project. At that point you can confirm the removal or cancel it and thus regain access to it. To finish the project removal, press the Remove button. 2.4 Implementing gemiusprism on a Website The installation of the gemiusprism system is restricted only to inserting the gemiusprism script (Tracking Script) into your project pages. You can download it directly from the gemiusprism interface. To implement gemiusprism scripts on your website: 1) Log in to your Prism account. 2) Choose a project from the list of your available projects. 3) Choose Settings from the top menu of the chosen project. 4) Choose Scripts from the side menu and follow the two easy steps. 16

17 2 Basic installation Download the Tracking Script by clicking on the Download tracking code button, or copy it from the field above the button, and place it in the source code of every page of your web project you want to track (inside the HEAD or BODY part). Custom parameters To work with more advanced reports you may extend the basic script by adding additional custom parameters. For more detailed information about script installation, refer to gemiusprism Tracking Code Installation Guide. You can download it by clicking the Download "Installation guide" link. 17

18 3 3 User Account Settings In gemiusprism interface you can set and change setting of your account in the Account Settings section. To enter this section, click your username in the top right corner of the screen, then click Account settings. This will open the Account Settings screen where you can change your basic account information User Account Information On the Account settings screen you can manage your basic information such as username and password. You cannot change your which is set during account creation and is needed for you to log in to the Prism system. Username This is the name which is displayed in the top right hand corner of the screen. You can change this name by typing in the new name and pressing Apply button. The username is used to distinguish users of the same project and it is used in messages sent to other users of the project. Change password section In this section you can change your current password. The date when the account was created is displayed in the right part of the Account settings table. 18

19 Changing Password You need to know the current password to change it. Your new password must comply with the following criteria: must be minimum 8 characters in length, must contain minimum one uppercase letter, one lowercase letter and one number, may contain only characters: a-z, A-Z, 0-9, [space], and # $ % ^ & * ( ) { } [ ] _ - + = / \,. ; :? < >, It also has to be remembered that passwords are case sensitive. You have to confirm your new password by retyping it in the Confirm new password field Interface Settings Interface settings screen allows you to change additional settings such as: date and time format, decimal and thousands separator format, and currency symbol placement. You can switch to this screen by pressing Interface settings on the side Account menu. From the Interface language dropdown list with a search feature you can choose the preferred language in which the Prism interface will be displayed. Thanks to the Long date and Short date fields you can choose desired format for long and short date from dropdown lists. The Time filed allows you to choose between 12 and 24 hour time format. Numbers format filed allows you to choose symbols (for example dot, comma, semicolon ) for decimal and thousands separators. The dropdown list in the Currency format section allows you to choose the currency symbol to be placed before or after value. After making any changes press Apply button to save them, or press Cancel to discard them. 19

20 Last Logins Here you can see the table with the last logins to your account sorted according to date. The table present full date and time of the logging in as well as the IP address from where it was conducted. 20

21 4 4 Metrics In gemiusprism all data gathered from the websites are presented in reports according to used metrics. Metrics are defined measures of parameters of the internet traffic (number of visitors, number of page views etc.) registered on your website. Below you can find definitions of metrics used in gemiusprism system. 4.1 Auxiliary Definitions Events Page view An event reflecting execution of a tracking script on a visited page of a given website. Page view duration The amount of time used by a visitor (cookie file) to perform a single page view. Action Conversion An event recorded by the tracking script on the visited page that did not result in reloading that page (i.e. adding a product to a basket, clicking the Like button, etc.). An event of achieving an established goal by the audience of your project, for example: sending an order in an e-shop, subscribing to a web application newsletter, or sharing publisher's content on a social network website. Prism counts a conversion if an event contains information about the name of the goal or the e-commerce order value. The information is passed through custom parameters defined for that event. The exact list and description of parameters can be found in gemiusprism Tracking Code Installation Guide. Streaming Program Stream Views Program is understood as a single piece of content with related advertising spots. A single piece of content may be a part of multiple programs. A stream view is counted when the audio or video starts. Seeking within content does not produce additional views. Visits Visit A list of events performed by the same visitor (cookie file) on a project. The time gap between consecutive events in one visit cannot be greater than 30 minutes. Non-cookie events are not included. 21

22 4 Bounce A visit consisting of only one event. Multiple visits of this type are called Bounces. Visit length A number of page views during a single visit. Visit duration The amount of time between first and last event of the visit. Visitors Visitor A cookie file kept on visitor s machine registering events on a surveyed project. The time gap between consecutive events cannot be greater than one year. 4.2 Metrics definitions Event Page views The total number of page views on the project over the reporting period. Average page view duration The average amount of time used by visitors to perform a single page view. Page views from bounces are not included. Number of actions The total number of actions on the project over the reporting period. Total time The cumulative time of visits on the project over the reporting period. Streaming Gross Stream Views The total number of audio or video programs played. A view is counted when the program starts. Net Stream Views The number of audio or video programs played including their content part. A view is counted when content playback starts. Spot Stream Views The total number of times audio or video advertising spots were played. A view is when the spot starts. A single advertising spot may be played multiple times. Streaming Time The total time for which audio or video was played. Net Streaming Time The total time of audio or video playback of content, i.e. excluding advertising spots. 22

23 4 Spot Streaming Time The total time of audio or video playback of advertising spots. Streaming Visitors The number of visitors who played audio or video. Net Stream Views / Visitor The number of audio or video programs played including their content part - per single visitor. This average includes visitors with and without audio or video playback. Average Streaming Time The average time of audio or video playback attributed to a single visitor (ATS). This average includes visitors with audio or video playback only. Streaming Popularity The share of visitors who played audio or video content in all visitors. Stream Rating The total streaming time (for all visitors) divided by content duration. Visit Visits The total number of visits on the project over the reporting period. Average visit duration The average amount of time spent by visitors on the project during a single visit. Bounces are not included. Page views / visit The average number of page views during a single visit on the project. Entrances The total number of visits when the first event of a visit was recorded on the indicated or subordinate pages. Entrance rate The percentage of entrances in the visits on the project over the reporting period. Exits The total number of visits when the last event of a visit was recorded on the indicated or subordinate pages. Exit rate The percentage of exits in the visits on the project over the reporting period. Bounces The total number of bounces visits consisting of only one event. Bounce rate The percentage of bounces in the visits on the project over the reporting period. Visitor Visitors The total number of visitors (cookie files) whose events were registered on the project over the reporting period. 23

24 4 Repeating visitors The total number of visitors who visited the project more than once over the reporting period. Average number of visits per visitor The average number of visits on the project done by a single visitor over the reporting period. Average visitor time The average amount of time that a single visitor spent on the project. Average visit interval The average amount of time between the end of one and beginning of the next visit of repeating visitors. Goal Conversions The total number of visits that fulfilled specified goals. Conversion rate The percentage of conversions in visits on the project. Converting visitors The total number of visitors who converted. Visitor conversion rate The percentage of visitors who converted. The value of this metric is equal to Converting visitors divided by Visitors. Total revenue The sum of reported revenues. Any tracked event can report revenue by passing a positive value in the Event value custom parameter. Average revenue The average revenue per visit. Visits reporting no revenue are included. Total cost The sum of reported costs. Any tracked event can report cost by passing a negative value in the Event value custom parameter. Average cost The average cost per visit. Visits reporting no cost are included. Total profit The difference between Total revenue and Total cost the project provides. Return on investment The ratio of the Total profit provided by the project to its Total cost. 4.3 Modifiers Share The ratio of the value of a segment's metric to the value of the selected segment's metric. 24

25 4 Share in total The ratio of the value of the selected segment's metric to the value of the metric with no segmentation. Change The difference of the value of the selected segment's metric for a given period and the value of the same segment's metric for a previous period of analogous length. Change in percentage The percentage of the value change of the selected segment's metric over two periods of analogous length. 25

26 5 5 Structures In gemiusprism, structures are the basic foundations of presenting and gathering data from the surveyed web project. The basic function of structures is traffic segmentation; in other words, splitting entire traffic recorded on the project onto small subsets of data and presenting it in a clear way. Such traffic segmentation occurs when events from different parts of a website, matched by proper filters, are presented in a form similar to this website structure (e.g. Main page 1 st subpage 2 nd subpage ), visitors device system and browser, or visitors geolocation. Generally all filters, which match events occurring on the web project, are formed in structures. This means that general main filter matching all events is the root of the structure and next the events are filtered through more specified filters on each of the level of the structure forming branches, and finally leaves of the structure. In consequence, events matched by the filters create segments which are presented in the gemiusprism interface. These segments are also presented in the form of structures analogously to the filters. The easiest example of a structure may be the geolocation filter structure: The segment structure which is created from these filters may take the following form: 26

27 5 5.1 Structure Types In gemiusprism there are three types of structures: Action Characteristics Structures Visit Characteristic Structures Visitor Characteristic Structures Each type is used for different purposes and consists of different filter definitions. You can create and manage structures through the Structures menu. Action Characteristics Structures This type of structures consists of filter definitions related to specific user actions. User actions are defined through qualities of a page view. Such qualities include: system information, web browser information, which pages/section of pages/product visitors viewed, etc. Visit Characteristic Structures Structures of this type consist of filter definitions related to specific visits. Such visits are defined through qualities which include: visitors duplication of a visit level, which pages/products/etc. visitors viewed in a visit during which they bought something/logged in/commented/etc. 27

28 5 Visitor Characteristic Structures Filter definitions in this structures type are related to loyalty and types of visitors visiting the project. Such visitors types are defined through qualities of a visitor (cookie file). Such qualities include: visitors duplication of a visitor level, how many visits in a given time made visitors who bought something/logged in/commented/etc. Structure Types Differences In gemiusprism we can distinguish three types of structures which may present different end results on the basis of the same data collected on the project. These structures are: structures recording events/page views (visitor action structures), structures recording visits (visit characteristics structures), and structures recording visitors (visitor characteristics structures). The main differences between the three structures are described below. The differences in results are caused by different methods of data calculation used in those structures. In case of structures recording page views, the results displayed are the exact number of the page views during which an event matched by a filter definition occurred. In contrast, in case of structures recording visits, the results displayed are the number of all page views in the visit in which an event matched by a filter definition occurred, even if the event occurred only in one page view of the given visit. For example gemiusprism system recorded six visits (A to F) in three of which events had matched filter definition X. In visit A, performed by visitor 1 (cookie file 1), there were 3 such events, in visit B, performed by visitor 2 (cookie file 2), only 1 event had matched that filter definition, and in visit E, by visitor 4 (cookie file 4), 1 event had matched filter definition X. In the rest of visits none of the page views had matched the definition. The visit A consisted of 6 page views in total, visit B consisted of 9 page views in total, and visit E consisted of 4 page views. In such a case the page view recording structure would display information that in the total of six visits there were three visits with 5 page views matching the filter definition X. However, the results displayed by the visit recording structure would state that in the total of six visits there were 3 visits consisting of 19 page views matching the filter definition X. It is caused by the fact that visit recording structure would count all page views in visits A, B, and E in which at least one page view had matched the filter definition X. Action characteristics structure result Visit characteristics structure result Number of page views = 5 Number of page views = 19 Number of visits = 3 Number of visits = 3 Number of visitors = 3 Number of visitors = 3 28

29 5 The last structure, which records visitors, gathers also information from cookie files. This means that gemiusprism system checks if a given visitor visited a given web project earlier in a set period. If such visits occurred the page views from these visits are also counted. In this example, visits A and D were done by the same visitor 1 (cookie file 1), similarly, visits C and F done by a visitor 3 (cookie file 3), while visits B and E by different visitors (cookie files 2 and 4 respectively). In visits C, D and F none of page views matched the filter definition X while in visit A 3 of 6, in visit B 1 of 9, and in visit E 1 of 4 page views matched that definition. In such a case visitors recording structure would give the result that in total of six visits 4 visits were done by visitors which at least one page view matched the filter definition X. In total 22 page views matched the filter definition X. Visitor characteristic structure result Number of page views = 22 Number of visits = 4 Number of visitors = 3 gemiustraffic Structure (Classic Structure) In gemiusprism system it is possible to use structures created for Prism as well as classic structures structures used in gemiustraffic system. In Prism system classic structures are assigned as Action characteristics structures only. It must be noted that classic structures and Prism structures significantly differ. These differences may be characterized as differences in the structure definitions and differences in data collecting methods. 29

30 5 Classic gt Prism structures difference table Classic gt structure Prism structure Filter definitions User definable gemiustraffic definable Event Filter matching Only Tracking Script Only segment names Parameters and parameter values Only final filter (leaf) Tracking Script, URLs, Referrers Filter names, parameters, parameter values (segment names) - All filters leading to the final filter Filter definitions The classic structures may consist only of filters created with the tracking script installed in the project s code in contrast to Prism structures in which filters may be created with help of URL addresses, referrers, and other variables. User definable parameters In classic structure you are able to define only segment names which are created in the structure. However, in Prism structure defining of the filter names, parameters used to track events, as well as these parameters values (being in most cases segment names), is possible. Matching filters and events Matching events and structure filters differs in classic and Prism structures. The classic structure allows an event to be matched only to the final (leaf) filter in the given structure. In Prism, on the other hand, events are matched by all filters (including main [root] filter) which lead to the final filter. Please remember that in Prism you may use only one classic structure per project. 5.2 Creating New Structure To create the structure of the desired type you need to create it in the corresponding section of the Structures menu. It means that you may create, for example, an Action characteristics type structure only in the Action characteristics section of the Structures menu. You can create new structures by clicking on chosen structure type section, and next clicking New structure. To create new structure: 1 choose Structures from the top menu 2 select structure type section from the side menu icon in side menu, which lets you edit the 30

31 5 3 click icon 4 click New structure After clicking New structure the New structure dialog box will appear. Here you should enter the name for the created structure and its place in the menu. After entering the name and choosing the structure s place press the Add button. 5.3 Structure Elements Segments and Filter Definitions In gemiusprism system the structures of surveyed web projects are based on segments and filter definitions. 31

32 5 Segment Segments are basic units of gemiusprism structures used to display data gathered from tracked web projects. Generally, segments are elementary events occurring on the web project which are matched by the filter definitions. This means that if an event occur on the project it travels through the filter structure from its root (main filter) further down, passing only through the filters which definitions accept this event, while other events are filtered, and thus creating segments. Segments determine visitor subsets e.g. visitors who visited Contact page, or visitors who were directed to the project from a search engine. Segments are created through two types of filters. These types are described in the Filter Definitions section. Filter Definitions Filter Definitions are divided in two types and used to create segments in gemiusprism structures. The term Filter Definition is in most cases used with Automatic Filters which are utilized to automatically create series of segments with no need of user s attention, in contrast to Manual Filters which create one segment manually defined by the user. gemiusprism system uses Automatic Filter to create segments by itself each time when conditions defined in the Filter Definition are met. For example, it is easier for the user who is an owner of a web store to use Automatic Filter and create segments for hundreds of products in his store than to separately create Manual Filters for each product. What is more, if this user adds a new product the gemiusprism system will automatically create new segment through previously defined Automatic Filter. Creating New Filters To create data segment structure needed to visualize data gathered on your web project you need to create filters which will match events occurring on the project. Such filters may be divided into two types manual filters and automatic filters, and are created through Filter Definitions. To create new filter: 1 choose Structures from the top menu 2 select structure from the side menu (you can read more about structure types in the Structure Types chapter) 3 click New filter 32

33 5 The New filter dialog window will be displayed which allow you to customize the filter you want to create. 33

34 5 Filter Name Here you should input a name for the filter you want to create. The name may be up to 130 characters long. If no name is given the parameter name will be used. Type Here you can choose to create manual or automatic filter. Filter type table manual automatic Filter type Effect Manual filter creates only one segment which is fully matched by the event on the web project. Automatic filter creates series of segments based on the event parameters send from the web project to the Prism system. If the filter you create is the first filter in the structure you may choose between manual and automatic option. However, if the structure already has filters the Type list may be disabled. This occurs in three cases: - when any filters are already created on the same structure level that the new filter is created (the new filter will have the same type as the other filters) - when the parent filter (filter one level higher) is an automatic filter (the new filter will be automatic) - when the child filter (one level below) is a manual filter (the filter will be manual) Automatic filters are useful when you want to create number of segments out of one filter. It may be the case with products in a web store. For example, for many products you can create one filter definition product, which will match visits on each product page as a separate segment. Manual filters, which generate only one segment, are helpful to track particular events as for example downloading of a file or submitting a form. Dimension This field lets you choose a new parameter which will be tracked by the Prism system. You can choose the parameter from a searchable dropdown list. The contents of the list depend on the chosen type of the filter (manual or automatic) and are divided into several groups. System dimension table Custom Dimension name Parameter in a tracking script Parameter in a page URL Description Parameter set in the tracking script placed in the webpage, e.g. productid in var gemius_extraparameters = new Array('productID=100');.Parameter sent by GemiusPlayer. Possible values are listed below in the Stream parameter names section. Parameter set in the URL address of the page, e.g. productid in If the same parameter is used 34

35 5 several times in one URL, Prism uses the first definition, e.g.: for the value of the p1 parameter used in Prism reports is abc and not zyx. Referrer parameter Parameter set in the referrer URL, e.g. cd in Content Dimension name Page URL Page domain Page path URL level 1 URL level 2 Primary domain Description Full project URL addresses, e.g. Project domains, e.g. in address. It will present (other) value when there is no proper URL address, e.g. the opened page is saved on the visitor s computer. This dimension merges domains with the www prefix and without it. It means that and mysite.com will both be returned as mysite.com. URL address of the page without the domain, e.g. /main/sub/index.php for address. URL addresses of project first level folders, e.g. main in It will present (other) value when there is no first level folder, e.g. URL addresses of project second level folders, e.g. sub in It will present (other) value when there is no second level folder, e.g. The domain that is shown in the browser's address field. It is useful especially when players from different domains are embedded on the website. Traffic Source Dimension name Visit referrer Description Full address of the referrer from which the visit was redirected. It may present DirectTraffic value when the page was visited directly. You can narrow the result values using Referrer exclusions. A JS tracking script is needed for correct recognition. Event referrer Visit referrer domain Full address of the referrer from which the event was redirected. It may present DirectTraffic value when the page was visited directly. Visit referrer domain, e.g. if the visit was redirected from address. It may present DirectTraffic value when the page was visited directly. You can narrow the result values using Referrer exclusions. 35

36 5 A JS tracking script is needed for correct recognition. This dimension merges domains with the www prefix and without it. It means that and mysite.com will both be returned as mysite.com. Visit referrer type. Possible values are: Referrer type Search engine visit is redirected from a search engine, Web directory visit is redirected from a website catalog, Web page visit is redirected from other web page, Campaign visit is redirected from a campaign, Direct referrer there is no referrer, e.g. the page was visited directly, from a bookmark, from an application, or from a https website, Social site visit is redirected from a social site (e.g. Facebook). Ad server visit is redirected from an ad server. A JS tracking script is needed for correct recognition. Available only for automatic filters. Visit entry URL Referring social site Source Medium Referring search engine The URL address of the first page view in a visit. Referring social site name, e.g. Facebook. It will present (other) value when referrer is not a social site. Name of the partner site or mechanism that delivers the advert/creative, e.g. adwords in utm_source=adwords parameter. If left blank the system will use referrer domain. Available only for automatic filters. Distribution method used to deliver the advert/creative, e.g. in utm_medium= parameter. If left blank the system will use referrer type. Available only for automatic filters. Referring search engine name, e.g. Bing. It will present (other) value when referrer is not a search engine. A JS tracking script is needed for correct recognition. Available only for automatic filters. Referring search engine site Referring search engine site address, e.g. It will present (other) value when referrer is not a search engine. A JS tracking script is needed for correct recognition. Available only for automatic filters. Search keyword A word used by visitors in a search engine which directed them to your website. It will present (other) value when referrer is not a search engine, or Unrecognized when visit was redirected from a search engine but keyword is not recognized. 36

37 5 A JS tracking script is needed for correct recognition. Search keyword type Referring search engine host parent Type of search keyword: organic natural traffic from search engine; paid traffic from campaigns in search engine (SEM). Available only for automatic filters. Name of the search engine group, e.g. google for all google.com, google.pl, google.co.uk sites. It will present (other) value when referrer is not a search engine. A JS tracking script is needed for correct recognition. Available only for automatic filters. Campaign term Campaign name Campaign content Referring catalog service Term used in adverts/creatives of the campaign, e.g. mobile in utm_term=mobile parameter. If left blank the system will use search keyword. Available only for automatic filters. Name of the campaign, creative of which redirects the visit, e.g. summer-sale in utm_campaign=summer-sale parameter. Available only for automatic filters. Name of the advert/creative redirecting the visit, e.g. bannera in utm_content=bannera parameter. Available only for automatic filters. Referring directory, social site, or ad server domain It will present (other) value when referrer is not a catalog service. A JS tracking script is needed for correct recognition. Visitor Dimension name Visitor continent Visitor country Visitor region Visitor city Description Continent of the project visitor, e.g. Europe, based on the visitor s IP address. Available only for automatic filters. Country of the visitor, e.g. Great Britain, based on the visitor s IP address. Available only for automatic filters. Region of the visitor, e.g. Hampshire, based on the visitor s IP address. Available only for automatic filters. City of the visitor, e.g. Winchester, based on the visitor s IP address. Available only for automatic filters. 37

38 5 Hour of the day Day of week Visit counter Visit number Cookies acceptance Visit time (the time is rounded down to full hours, e.g. visit at 13:49 will be marked as visit at 13:00) Visit day, e.g. Friday. Available only for automatic filters. Presents a number of visits performed by a single visitor in a reporting period. All project visits are counted. Chronological number of the visitor s visit in the reporting period. Presents visitors with cookie enabled and disabled. Possible values are cookie and noncookie. System Dimension name Device type Device producer Device model Operating system family Operating system version Browser family Browser version Browser language User Agent Description Browsing device type. Possible values are listed below in the Device type segmentation section. Browsing device producer, e.g. HTC. Available only for automatic filters. Browsing device model, e.g. HTC Evo 3D. Available only for automatic filters. Operating system family, e.g. Windows, based on the User Agent sent by the web browser. Available only for automatic filters. Operating system version, e.g. Windows 7, based on the User Agent sent by the web browser. Available only for automatic filters. Browser family, e.g. Firefox, based on the User Agent sent by the web browser. Available only for automatic filters. Browser version, e.g. Firefox , based on the User Agent sent by the web browser. Available only for automatic filters. Browser language, e.g. English. Available only for automatic filters. A characteristic string containing information about the system, browser, mobile device and/or application used by the user. 38

39 5 Flash version Flash version installed on visitor s computer. It may present No Flash value when web browser gives no Flash version, or Undefined when Flash version is not recognized or when the main script is omitted during tracking. A JS tracking script is needed for correct recognition. Available only for automatic filters. Color depth Color depth used by a visitor. Possible values are True color 32-bit scheme, High color 16-bit scheme, Unknown color if the color depth is unrecognized, and Indexed color for all palettes with specified color number. Available only for automatic filters. Screen resolution used by a visitor, e.g. 1280x1024. Screen resolution A JS tracking script is needed for correct recognition. Available only for automatic filters. Screen width used by a visitor, e.g Screen resolution width A JS tracking script is needed for correct recognition. Available only for automatic filters. Screen height used by a visitor, e.g Screen resolution height A JS tracking script is needed for correct recognition. Available only for automatic filters. It must be noted that not all of the system parameters listed in the table above may be available during creation of manual filters. Stream parameters names In order to create a filter based on the parameters sent by GemiusPlayer, you have to choose a Parameter in tracking script Dimension and type a Parameter name from the first column. Parameter Parameter name Description _EC Event Type Parameter describes type of stream event. Possible values are: start, programstart, play, pause, stop, close, buffering, break, seek, complete, skip, continue, unload, streamcontent, streamspot. _SPI Player ID Player instance ID auto-created by gplayer library. _SP Player ID Player ID defined by the user. 39

40 5 _SPD Current Domain Name of domain in which given player were to be embedded. _SPV Player Volume Pre-set % value of volume. _SPR Player Resolution Pre-set value of player resolution. _SC Program ID The unique identifier of the content. _SCTE Program Type Type of content. _SCD Program Duration The total duration of the content. _SCT Program Name Title of the content. _SCS Series Hierarchical description of Series or other content broadcasted in Series/Season model. _SCTY Typology Hierarchical categorization of the content. _SCPD Premiere Date Date of the first publication of the program content on client web site. _SCEPD External Premiere Date Date of the first publication out-site the service. _SCQ Quality Pre-set value of loaded material s quality. _SCR Resolution Pre-set value of loaded material s resolution. _SCV Volume Pre-set value of loaded material s volume. _SA Ad ID A unique identifier of a single advertisement. _SAN Ad Name Title of the advertisement. _SAT Ad Type Type of advertisement. _SAD Ad Duration Total length of the advertisement in seconds. _SAC Campaign Classification Hierarchical classification of the campaign. _SAQ Ad Quality Pre-set value of loaded commercial s quality. _SAR Ad Resolution Pre-set value of loaded advertisement s resolution. _SAV Ad Volume Pre-set value of loaded advertisement s volume. _SBT Ad Block Type Ad block type (pre, mid, post). _SBS Ad Break Size Number of ads in break given ad belongs to. _SAP Ad Position Position of advertisement in break. _ECA Autoplay Information on mode in which material or ad is being started (allowed values are: 1, 0 ). 40

41 5 _SCP Part ID Number of part of material. _SPVN New Volume New value of volume. _SPRN New Resolution New value of resolution. _SCQN New Quality New value of program quality. _SAQN New Ad Quality New value of ad quality. _SL List ID ID of list which are connected with 'next' and 'prev' events. _SCO Offset Time in material when event occurs. _SED Elapsed Duration Number of seconds for how long material or spot was in 'playing' state since last sent hit. Device type segmentation This dimension returns one of the values listed in the below table. If this dimension is to be used in the manual filter, an appropriate ID (number) from the below table should be included in the filter definition field. Device type value Device type Description 1 Ultramobile Recognized devices with a screen diagonal <3", e.g. Nokia Asha Mobile Tablet E-reader (E-Ink) Unrecognized Recognized devices with a screen diagonal between 3'' and 6'', e.g. iphone, Samsung Galaxy S5. Devices with a screen diagonal between 6'' and 13'' (touch screen used as the controller), e.g. Samsung Galaxy Tab3, Sony Xperia Tablet Z2, ipad. Devices with a display made of e-paper with a screen size of about 5'' designed for reading long texts, e.g. Amazon Kindle. Unrecognized devices that cannot be attributed to any other group. 6 8 Other PC Recognized devices that cannot be attributed to any other group, e.g. Google Glasses, Wacom Cintiq 24HD touch. Personal computers (PCs, laptops, notebooks) working under the following operating systems: Windows, Unix/Linux, Mac OS/OS X. 41

42 SMART TV Video game console STB (Set-top box) Blue-ray Devices with a big screen TV or connected to a big screen or projector, designed to display audiovisual content, e.g. Samsung UE55D8000, LG 47LA660V-ZA Computers with special architecture designed to run game consoles, e.g. Sony PlayStation 4, Microsoft. Set-top boxes, i.e. electronic devices usually connected to a TV box, enabling video and audio playback, web browsing etc. Blue-ray players Parameter name This is an additional field available only if you choose a Dimension that is based on parameter defined by you i.e. for Parameter in URL, Parameter in tracking script, and Referrer parameter dimensions. Condition Here the dropdown list lets you choose the relation between the parameter set in the Dimension section and its value set in the next section. You can choose the relation from options such as is equal, less than, ends with, and many others. For example choosing Condition starts with and setting Value as ban for the Dimension Search keyword will result in matching all keywords that directed the user to your website and contain ban prefix (all values starting with ban [banner, baner, bank, bananas etc.] will be matched). Condition table Condition Effect Is equal Is not equal Contains Does not contain Starts with Does not start with Ends with Does not end with Match events equal to the set value Match events different than the set value Match events containing the set value Match events not containing the set value Match events starting with the set value Match events not starting with the set value Match events ending with the set value Match events not ending with the set value 42

43 5 Greater than Greater than or equal to Less than Less than or equal to Matches regular expression Match events with numerical value greater than the set value Match events with numerical value greater than or equal to the set value Match events with numerical value lesser than the set value Match events with numerical value lesser than or equal to the set value Match event with a regular expression (Prism supports PERL regular expressions) Value This field lets you assign values to the parameter chosen in the Dimension section. The value may by up to characters long. For example you can use value Yahoo for a system parameter Visit referrer domain to match all events in visit referred from this domain. In addition, you can also use and and or operators which may be useful in more advanced reports. These operators may be helpful in matching parameters with more than one value or with at least one of the given values. For example, search for all keywords containing company name and products (brand keyword search). To use the and operator, please add && symbols, e.g. if you want the parameter value to match both gemius and traffic you need to use the symbols as follow: gemius&&traffic. To use the or operator, please add symbols, e.g. if you want parameter value to match gemius or traffic you need to use symbols as follow: gemius traffic. Please be advised not to leave space between the operator symbols and the parameter value. If the space is left, Prism will understand that it is a part of the value. This field is not required. If left blank, Prism system will compare parameter values with an empty value. For example, if you set URL parameter utm_campaign as not equal to empty, Prism system will record all hits with nonempty value of the utm_parameter in the URL. Prism tries to interpret values depending on the condition used: as a text for conditions "contains", "does not contain", "starts with", "does not start with", "ends with", "does not end with", "matches regular expression"; for all remaining conditions as a number, and if impossible as a text. Separator Here you can choose a character (separator) that Prism system will use to recognize parameter values and create structure levels when several values, divided by that separator, are sent to the system. You can choose from:. (dot), / (slash), ; (semicolon),, (comma), or none. This list is only available for automatic filters. If you edit an existing filter and it has children filters, the Separator list is inactive. 43

44 5 For example if event (e.g. product=movie,thriller,shining ) is sent through tracking script, the separator, (comma) allows system to recognize parameter values and create separate levels from them. The example structure from the above parameters All Movie Thriller Shining Separator table Separator Effect none. (dot) / (slash) ; (semicolon) : (colon), (comma) Recognize only one parameter value Recognize parameter values when separated by a dot character Recognize parameter values when separated by a slash character Recognize parameter values when separated by a semicolon character Recognize parameter values when separated by a colon character Recognize parameter values when separated by a comma character Filter Managing The filter structures of the gemiusprism system are very flexible and easy to manage. If necessary, once created structure may be changed or entirely deleted. Filters are managed through the same menu as they are created, namely the Structures menu. In the Structure menu you can perform following actions on filters: Add new filters Delete existing filters Edit existing filters Change filter placement To perform these actions move your mouse cursor over a filter in the structure to display filter bar with edit, new filter, and remove commands. 44

45 5 Adding new filters To create new filter: 1 choose Structures from the top menu 2 select structure from the side menu (you can read more about structures in the Structure Types chapter) 3 click New filter Clicking new filter on a bar of already existing filter will result in adding new filter as a child filter of the one which bar was selected. On the picture above, new filter added from the Browser version filter bar will be a child of that filter. For more information about how to add new filters, refer to the Creating New Filters section. Deleting existing filters To delete filter: 1 choose Structures from the top menu 2 select structure from the side menu (you can read more about structures in the Structure Types chapter) 3 select desired filter 4 click remove If you want to delete existing filter from a structure remember that data gathered by that filter will not be gathered any longer after deleting the filter. You can delete filters by clicking remove on the filters bar. After clicking remove the confirmation dialog box will appear. Clicking Remove button will result in deleting the selected filter as well as its all subsequent children filters. 45

46 5 Editing existing filters To edit filter: 1 choose Structures from the top menu 2 select structure from the side menu (you can read more about structures in the Structure Types chapter) 3 select desired filter 4 click edit Existing filters can be edited to change some of their qualities (for example: name, source, or variables). To edit a selected filter click edit on the filter s bar. Clicking edit will result in opening the Edit filter dialog box, which is very similar to the New filter dialog box. 46

47 5 For more information about specific sections of the Edit filter dialog box, refer to the Creating New Filters section. Moving filters To move filter: 1 choose Structures from the top menu 2 select structure from the side menu (you can read more about structures in the Structure Types chapter) 3 select desired filter and drag it with your mouse cursor to a new position If you want an existing filter to be placed in different position in the structure you don t need to delete it and create a new one. You can simply move it. Moving filters works on the basis of drag and drop mechanism; you can pick a filter and move it to a different place in the structure with a single mouse click. There are three possibilities of moving a filter to a new position: Here, the green line indicates that the Device - family filter will be placed on the same level as the Device model filter. Moving a filter into the space between other filters will place the moved filter on the same level as the lower of the two filters. 47

48 5 In this situation, the Dev - model filter will be placed as a child filter of the Device - family filter. Moving a filter over another filter will place the moved filter as a child of the indicated (green) filter. If you want to move a filter and another filter is indicated in red it means that you cannot move desired filter to that position (or it is the original position of the moved filter). The (other) segment gemiusprism users may sometimes encounter a segment named (other) in their project structures. This segment is automatically created by the Prism system when one or more events which were recorded on the project could not be matched to any available filter definition on a given structure level. In such a case, the (other) segment will contain all these unmatched events. For example: in Search keywords structure all visits which were not directed to the project from a search engine would be summed up in the (other) segment. The (limit) segment Another type of segment in gemiusprism is the (limit) segment. Similar as with the (other) segment, the (limit) segment is created automatically. However, the creation of this segment depends on the number of unique segments on a given level of the structure. The (limit) segment is created when the number of unique segments on a level of the structure exceeds 100,000. All events recorded on the project but not matched to one of the 100,000 segments will be added to the (limit) segment. For example: if the data present URL addresses and the number of these addresses is greater than 100,000, only first 100,000 URL addresses will be seen as distinguished segments, while all other URL addresses will be added to the (limit) segment. Please be advised that even if the data are added to the (limit) segment, they are not lost and can be obtained in different reports or through different structures. 48

49 5 For example: if one level of a structure contains 150,000 segments and the (limit) segment is created, these segments may be grouped in 3 groups (50,000 segments each) and all segments will be visible without the (limit) segment. The (empty) segment When structure is created from parameter values (automatic filter is applied), empty (not defined) values are grouped in a single segment labelled (empty)". Example: events are segmented by the custom parameter P ; events with empty value for this parameter will result in empty value for the dimension and (empty) label for the segment in the report. The (unknown) segment Yet another type of segment is the (unknown) segment. This label is created when there is an unknown value for the dimension. Example: when visits are segmented by a search keyword and the system knows that the visit came from a search engine, but the search engine has not passed information on the search keyword used, the visit will be included in the (unknown) segment. The (unrecognized) segment The last type of segment is the (unrecognized) segment, which is visible in a report if a dimension has some non-empty value, but the system has no label for it. Please note there may be multiple segments of this type. Example: when visitors are segmented by Visitor city dimension, there can appear a visitor from a city not known by the system. In such case, the city will be listed the (unrecognized) segment. 5.4 Structure Limits All structures in gemiusprism system have implemented limits. These limits are created to ensure smooth and fast operating of the Prism system which may be impaired due to great amount of data transmitted from extended web projects. The limits are imposed in following categories: Limits in structures Limits in structure filter definitions Each category has one or more limits depending on its complexity. Default Limits Table Limits in structures Structures per project 40 Levels per structure 8 Limits in filter definitions 49

50 5 Filter definitions per project 10,000 Filter definitions per structure 2,000 Filter definitions per branch 800 Filter definitions per branch level 100 Note: The above limits are not imposed on structures imported from gemiustraffic (classic structures). It is possible to change the imposed limits. To change current limits, please contact Gemius. Limits in Structures Each project in gemiusprism system has limit of structures that can be created or imported to the system. You may have no more than 40 structures per project. No new structures can be added if your project reaches the limit. Each structure has a limit in the number of segments it can contain as well as the limit of structure depth. The limit of the structure depth sets a maximum number of levels that a structure may contain. Each structure may have no more than 8 levels including root segment. Limits in Filter Definitions Projects of Prism system have limits in filter definitions which let you create automatic filters. Filter definitions limits depend on the level of the project (project structure branch/branch level). You can create up to 10,000 filter definitions in one project. After reaching the limit it will be impossible to add new definitions to the project without deleting older ones. Each structure of the project has a limit of 2,000 filter definitions. No new definitions can be added if the structure reaches the limit. In each branch of the structure you can create up to 100 filter definitions for each level. This means that a whole branch may hold up to 800 filter definitions. If the whole branch or branch level reach the limit no new definitions can be added to this branch or level respectively. 5.5 Managing Structures Through the Structures menu you can also manage structures created in the Prism. You can perform following actions on structures: Delete existing structures Copy existing structures Edit existing structures Change structure name Move structure to a new position Change structure type To perform these actions move your mouse cursor over a structure bar with edit, rename, and remove commands. 50

51 5 Deleting Existing Structures To delete structure: 1 choose Structures from the top menu 2 select structure type section from the side menu 3 click icon 4 click remove If you want to delete existing structure remember that data gathered by all filters in that structure will not be gathered any longer. You can delete structures by clicking remove on the structure bar. After clicking remove the confirmation dialog box will appear. Clicking Remove button will result in deleting the selected structure as well as its all subsequent filters. Copying Existing Structures To copy an existing structure: 1 choose Structures from the top menu 2 however over the structure you want to copy the command "Copy" will appear on the right side of the screen 51

52 5 3 select "Copy" and enter a name for the new structure; it is not recommended to leave the default name 4 the copy of the original structure appears on the list: Some structures cannot be edited, only their copies can be. Please note that the copying option is not available for structures imported from Traffic or Forester. Editing Existing Structures To edit structure: 1 choose Structures from the top menu 2 select structure type section from the side menu 52

53 5 3 click icon 4 click edit Clicking edit on the structure bar will show the filters created in this structure. The editing of a structure is in fact editing, adding, or removing of the component filters of the structure. For more information about managing filters, refer to the Structure Elements section. Renaming Structures To change structure s name: 1 choose Structures from the top menu 2 select structure type section from the side menu 3 click icon 4 click rename Clicking rename on the structure bar lets you change the name of the structure to any name of your choice. After clicking rename the Rename structure dialog box will appear. In this box you can enter the new name of the structure. The name will be changed after clicking Rename button. 53

54 5 Moving Structures To move structure: 1 choose Structures from the top menu 2 select structure type section from the side menu 3 click icon 4 select desired structure and drag it with your mouse cursor to a new position There are three possibilities of moving a structure to a new position: Here, the green line indicates that the Device - model structure will be placed on the same level as the System folder. Moving a structure into the space between other structures will place the moved structure on the same level as the lower of the two structures. 54

55 5 In this situation, the Device - producer structure will be placed inside the Content folder. Moving a structure over a folder will place the moved structure inside the indicated (green) folder. If you want to move a structure and a folder is indicated in red it means that you cannot move desired structure to that position (or it is the original position of the moved structure or it is another structure). Changing Structure Type To change the structure type: 1 choose Structures from the top menu 2 select structure type section from the side menu 3 click icon 4 click edit 5 click Change structure type The Change structure type link allows you to move entire structure e.g. from Visit characteristics group to Action characteristics group or Visitor characteristics group with no need of creating the whole structure anew. 55

56 5 After clicking Change structure type link the Change structure type dialog box will appear. This dialog box allows you to select the type that the edited structure will be changed to. To finish the process click the Change button. It is also possible to navigate to specific reports from the structure view. If a given structure is used in reports, their names are displayed as shown on the screenshot below. Report names are links that lead to reports that use the currently viewed structure. 56

57 6 6 Reports Reports are the basic and indispensable tools for analyzing traffic on your web project in gemiusprism system. Properly configured reports may give you almost any information about the traffic on your project, its visitors, or costs and profits generated by that project. 6.1 Creating New Report Basically, to create a new fully operational report you only need to choose a structure and metric. Creating new reports is designed especially for your convenience. You can create new report in two ways: from scratch on the basis of the existing report. To create a new report: 1 choose Reports from the top menu 2 click + New report in the side menu 3 select segmenting structure 4 select chart type 5 select metrics 6 give name to the report 7 click Save button This is the basic way to create new report. Clicking + New report will transfer you to the New report screen where you can define all information needed to create new report. On the New report screen you need to give a name to the report you are creating and select segmenting structure and metrics you are interested with. After filling in the report name, selecting chart type, and adding structure and one or more metrics press Save button to finish creating new report. This information is sufficient for Prism system to create a fully operational report. 57

58 6 Remember that the name you choose for your new report must be unique in the project. There cannot be two reports of the same name. In addition to the basic information, you can add main structure to your report. Main structure will narrow the data segmented by the segmenting structure. Adding main structure is optional and reports do not require main structure to work properly. For more information about main structures, refer to the Crossing Structures section. Selecting segmenting structure Clicking Select structure on New report screen will open Select structure dialog box in which you can choose the segmenting structure for your new report. 58

59 6 After choosing the structure, click the Apply button. All structures available on the list in the Select structure box are taken from the Structures menu. You can add new structures to that list if needed. To learn more about structures, refer to the Structures chapter. Adding metrics To add metric to your new report click Select metric on the New report screen. This will display the Select metric dialog box where you can choose a metric to add. 59

60 6 After choosing a metric, click the Apply button. For more information about metrics, refer to the Metrics Definitions chapter. After adding three metrics to the report you can use Add column button to add next metric to the report. Adding column is described in the Adding new metric columns section. When segmenting structure, one or more metrics, and a name for the report are chosen click Save button to finish creating the report. Adding main structure You can add a main structure to your report. This structure is not required to create new report and may be added later. For more information about adding and using main structure, refer to the Crossing Structures section. Creating New Report from Existing Report Sometimes you may want to create new report from already existing one. To do it you need to save the existing report under a new name. You can do it by clicking icon placed beside the time menu. 60

61 6 You can find more information about saving changes in reports in the Saving Report Changes section. 6.2 Customizing Reports Selecting a Time Range gemiusprism system interface lets you define custom time settings for your reports. These settings allow you to choose set time ranges (yesterday, current week, previous month etc.) as well as custom time ranges (date-to-date). You have also possibility to filter desired days or ranges and compare two or more periods. Managing time ranges is very easy and may be summarized in three main steps: 1 Click on report dates 2 Set time range (ranges) more information below 3 Click Apply button to confirm your settings Time range menu All report time settings are set through part of the interface dedicated for this purpose called Time range menu. To open Time range menu click the dates presented in the upper right hand corner of the chart area. 61

62 6 Time range menu overview 62

63 6 Time range menu consists of several parts: - calendar presenting several months or several years depending on the chosen tab (Days, Months) - From/To date fields - set time range links - time range filter Each of these parts help you set desired periods and time ranges as well as their comparisons for your reports. Time range changing custom period Time is one of the most important criteria in all of your reports. You can change time setting for the report in a few ways. The basic method to set a time range is to use the date fields. Simply enter the desired dates into the From and To fields to set desired time range and click Apply. Another option to set a time range is to use the calendar. The calendar consists of two tabs: Days and Months. The calendar in the Days tab presents several months while the calendar in the Months tab presents several years. Calendar Days tab 63

64 6 Calendar Months tab To set a desired time range press the left mouse button and mark desired period or you can select first and last days of the desired time range while holding the Shift key. You can choose a whole week by clicking the week number. You can also choose entire month or year clicking a month name or year respectively. Remember to click Apply button after selecting the new time range. Time range changing set period Through time range menu you can choose not only custom periods, but also standard set periods. Among such set periods are current month, previous week, yesterday etc. To choose a set period just click desired time range on the list beside the calendar. The interface will automatically set the From and To dates of the period according to the current date. Time range filtering Time range menu gives you the possibility to filter desired days from the selected period. This means that you can create for example a report only for weekends out of the several months or only for Wednesdays out of a month. To filter desired days from the selected time range use Filter: dropdown menu. Simply choose days from the list and click Apply. 64

65 6 Comparing Time Periods If you want to compare how data from your project differ in several periods can use Compare function of the time range menu. Clicking Compare in the time range menu will result in adding next calendar with set time range neighboring to the active time range. The length of the new time range is analogous to the active one. You can compare up to 7 time periods. After adding new period to comparison you can change its settings (as dates and length). To remove a time range just click icon beside the period calendar. 65

66 6 Crossing Structures In Prism reports you have the ability to cross structures to receive more detailed results of your web project analysis. Crossing structures lets you narrow down the data presented in the report to a specified subset or compare such narrowed subsets. To cross structures the addition of a main structure to the report is required. You may do it during creating new report or add the main structure to existing report later. To add main structure: 1 choose Reports from the top menu 2 choose desired report from the side menu 3 click icon 4 pick a desired structure from the list 66

67 6 5 click Apply Clicking icon will display the Select structure dialog box, which works exactly the same as with creating new report. After choosing desired structure click Apply. When main structure is chosen it is visualized by a bar representing that structure and its segments. 67

68 6 Selecting crossing segment of the main structure Crossing segment of the main structure is the actual filter that narrows down the subset of data presented in the segmenting structure. For example, you can narrow down all visits only to visits from a desired continent, country, city etc. (i.e. cross segmenting structure with Visitor location (geolocation) structure). To set a crossing segment, press icon on the structure bar and choose the segment from the list. After choosing the crossing segment Prism system will recalculate and refresh data and chart presented in the report, narrowing it to the selected subset. You can also choose desired segment from the main structure panel. This panel is accessible by clicking the button with the structure name. 68

69 6 Clicking this button will open the structure panel with the structure visualization. After choosing the crossing segment, click Apply. Crossing segments comparison In the main structure panel you may also choose another structure and crossing segment and compare them with reference to the segmenting structure. To do this click Compare in the main structure panel. 69

70 6 Clicking Compare will add another structure bar with the same main structure as the previously chosen. The metric table will remain unchanged. You can add up to seven main structures and only after clicking Apply button the table will be changed to present the chosen crossing segments instead of metrics. Each main structure bar contains additional Actions menu. This menu allows you to perform additional actions with the main structure segments. 70

71 6 The available actions are: - Explore opens the main structure panel. It works similar as clicking on the structure name. - Switch with table switches the main structure with the segmenting structure. - Change structure allows you to select new main structure in place of the current one.edit opens the Structure section of the interface allowing the given structure to be edited. Please also refer to the Editing the Segmentation Structure in the Report Table section describing editing from the table ribbon. - Remove others removes all others main structure segments from the structure crossing comparison. - Remove removes main structure segment or the main structure from the structure crossing. Removing compared main structure segments will result in restoring default metric table. Metrics Table Managing In gemiusprism system you can display report data for up to 7 different metrics at a time. These metrics are presented in table which columns can be moved and defined separately. To manage the table column: 1 Click on the column header 2 Choose an action from the ribbon menu 3 To keep the changed settings of the table for further use save the report. You can add, delete, and move the table columns, as well as change metrics and modifiers assigned to them by clicking on the column header which will open a ribbon menu. Each column has its own ribbon menu and managing one column will not affect other columns (except sorting and Lock level function). Metric table with ribbon menu off 71

72 6 Metric table with ribbon menu on Changing metrics To change metrics set in table columns you need to click change on the ribbon menu of desired column. This will open Select metric dialog box which allows you to define what metric will be displayed in the selected column. In this dialog box you can choose new metric to replace the currently active metric in the selected column. After choosing a metric from the list, click Apply. For more information about metric types, refer to the Metrics Definitions chapter. 72

73 6 Setting metric modifiers Metric modifiers are additional functions of the metrics which slightly change metric functionality. These modifiers are: share, share in total, change, and change in percentage. For more information about metric modifiers, refer to the Metrics Definitions chapter. To add a modifier to a metric: 1 click change on the ribbon menu of the desired metric column (in the Select metric dialog box the active metric will be highlighted) 2 pick a modifier from the dropdown list 3 click Apply You can also add modifier while changing or setting new metric. The metric name in the table header will indicate if the modifier was used. 73

74 6 Adding new metric columns To add new metric column to the table click Add column button on the right of the table header. This will result in adding new metric column to the table. The report table may have up to 7 metric columns. Before the new metric column appears in the table the Select metric dialog box will open. To select metric in the new column follow the instructions presented in the Changing metrics section. Deleting metric columns While working with the report table you may want to decrease the number of metrics involved in the report. To delete given table column open ribbon menu of the desired column and click remove. If the column you want to delete is the only one from which the report chart is drawn, after clicking remove the chart will be automatically redrawn from the data of the column neighboring to the deleted one. Moving metric columns If you want to change the order of the columns in the table you can do it by clicking move left or move right in the ribbon menu. Moving columns will not affect table data or charts. Important If you want a desired setting of the columns and chosen metrics in the report table to be remembered and available on next report viewing, the report must be saved. Changing Segmentation Structure In Prism system it is possible to change the segmenting structure of a report without need of creating new report. To change the segmenting structure: 1 Click on the header of the structure column (leftmost column) 2 Click change on the ribbon menu of the structure column 3 Pick new structure from the list 4 Click Apply The segmenting column ribbon menu lets you manage properties of that column and in result properties and look of the whole report. Changing the segmenting structure is one of the most important features. To change the segmenting structure click on its column header. This will result in showing the ribbon menu. 74

75 6 In the ribbon menu click change to display the Select structure dialog box. The structure currently used in the report will be highlighted. You can change the segmenting structure by clinking new structure on the list. The list of the structure contains all structures created in the Structures menu. You can choose any structure from the list including structures of different type (e.g. Action characteristics). To learn more about structures, refer to the Structures chapter. After choosing new segmenting structure, click Apply. The report will be generated for the new data. (Time range and selected metrics will remain unchanged) 75

76 6 To keep the changed segmenting structure you must save the report. Editing the Segmentation Structure in the Report Table It is possible to edit the segmentation structure of a report in the report table. To do so: 1 Click on the header of the structure column (leftmost column). 2 Click Edit on the ribbon menu of the structure column. 3 You are redirected to the page with the definition of the structure, where all amendments can be made. Lock Level Function Lock level is a function which can help you compare multiple subsets of segments belonging to different top segments in the same table. Lock level is activated by ticking the 'Lock level' box on the ribbon after clicking the any column header. 76

77 6 After activating Lock level the top segment of the current table will separate from the table's body. The arrow icon beside the top segment allows you to switch to a top segment one level higher. In the example on the pictures above, it switch us from the sub-segment Hampshire back to the segment United Kingdom. This means that you can compare, in one table, all segments which are two levels lower than the top segment you are switching to. 77

78 6 In the above example we can compare all 2 nd level sub-segments of the United Kingdom segment. Sub-segments Winchester and Portsmouth belong to the segment Hampshire while sub-segment London belongs to the segment Greater London. Furthermore, both segments Hampshire and Greater London belong to the segment United Kingdom. Saving Report Changes gemiusprism interface allows you to save the reports you are working on for further use. You can save them as new reports or, if you change already saved report, replace the existing one. To save report: 1 Click icon beside time menu 2 Choose existing report to save changes or name and place to save a new report 3 Click Save button Saving your report allows you to instantly access desired data without creating the report each time anew. You can save the report you are working on by clicking the icon placed beside the time menu. After clicking the icon the Save report dialog box will appear where you can set name and place of the report you want to save. The Place in menu section will be only visible if the Reports menu contains at least one folder. 78

79 6 Saving report will save following data about your report: - Main and segmenting structures - Segments chosen in main and segmenting structures e.g. if you save report with Poland as an active segment of the Geolocation structure, next time you load that report that segment will also be active. - Segments compared in the main structure if you save report with active comparison for two (or more) segments of the main structure this comparison will be active when the report will be loaded. - Chart type e.g. line chart, bar chart, top segments, cloud chart - Chart unit hour, day, week, month - Report metrics if you save report with a set of metrics in the table, the same set of metrics will be loaded - Metrics on a chart metrics chosen to draw a chart will be also used to draw a chart after loading the saved report After choosing name and place of the report to be saved, click the Save button. All saved changes in will be visible to all users who have access to the changed report. Note If you make a change in the report settings (e.g. change in the segmenting structure) that significantly change the report properties, which may be worth saving, the information Modified will be displayed beside the report name. 6.3 Charts In gemiusprism reports you can work with many types of charts which may help you to better visualize data collected from your web project. All these charts may be useful in different reports and serve different purposes. Chart Types In gemiusprism you can use following charts: - Timeline 79

80 6 - Bars - Top segments - Area (report only) - Cloud - Tree Map - Tachometer (dashboard only) - Pie-chart (dashboard) - Value (table only) - Deviation (table only) - Geographical map (only for Visitor location structure) Timeline Chart This is one of the basic charts presented in gemiusprism. It can be used both in full reports and on the dashboard. You can choose this chart by clicking icon. The Timeline chart can display up to 2 lines representing metric values from the metrics table. The horizontal axis of the chart is always a time range selected in the time menu. The chart may have 2 vertical axes which represent metrics chose from the table. The Timeline chart may display data according to chosen time unit. You can choose hours, days, weeks, and months by clicking on the appropriate button over the chart. In addition, using Timeline chart, you can compare up to 7 time ranges set in the report time menu (you can find more information in the Comparing Time Periods section). In such a case you can display 7 lines one for each compared time period. 80

81 6 Similarly to time periods you can compare up to 7 segments from the main structure. Also in this case, the Timeline chart may present up to 7 lines, one for each main structure segments crossed with segmenting structure (more information in the Crossing Structures section). 81

82 6 Using your mouse cursor you can indicate desired points on the chart to read their exact value. If as the time unit you choose hours, date and hour will be shown on the report, whereas if you choose weeks, it will show the first day of the week. The Timeline chart is also supplied with an additional auxiliary feature called Zoom. You can zoom in on a chart detail for easier reading. Bars Chart Another type of chart is a Bars chart. To turn on the Bars chart press the and on the dashboard. icon. You can use this type of chart in reports The Bars chart works similarly to the Timeline chart. This chart can display up to 2 sets of bars accordingly to chosen metrics and up to 7 while comparing time ranges or main structure segments. Similarly to Timeline chart, the horizontal axis is the time range, while 2 vertical axes are scales of the chosen metrics. You can also choose the time unit from hours, days, weeks, and months. 82

83 6 Using Bars chart you also can read its exact values by indicating the desired bar with your mouse cursor. The Bars chart is also supplied with an additional auxiliary feature called Zoom. You can zoom in on a chart detail for easier reading. Top Segments Chart Top segments chart combine Timeline and Bars charts. To turn on Top segments chart press reports as well as on the dashboard. icon. It can be used in 83

84 6 This type of chart displays two basic pieces of information. The line on the chart is the same line which you can see on the Timeline chart for the selected metric. The bars, on the other hand, represents 3 segments of the highest values of the metric in a given time unit. In contrast to Timeline and Bars charts you can choose only one metric to be displayed on this chart; however, it is supplied with an additional auxiliary feature called Zoom. You can zoom in on a chart detail for easier reading. Area Chart Area chart is similar in construction and data presentation to Top segments chart. You can turn the Area chart by pressing the icon. This chart may be used only in reports. Similarly to Top segments chart this chart presents information in two ways. The black line presents values of the chosen metric which you would see in the Timeline chart for that metric. The colored layers placed one over another represent the three segments of the highest values in the whole given period and how those values fluctuated in each time unit. In the Area chart you can use only one metric. It is also supplied with an additional auxiliary feature called Zoom. You can zoom in on a chart detail for easier reading Cloud Chart This type of chart differs from the standard charts. To choose the Cloud chart click reports and on the dashboard. icon. The Cloud chart may be used in 84

85 6 The Cloud chart presents data in a form of a cloud which contents (individual segments) differ in size according to the value of the used metric. The greater the metric value, the bigger the segment represented in the cloud. Additionally, you can add a second metric values of which will be presented in the form of a coloration of the segments. The second metric may be chosen from a dropdown list over the chart. The maximum number of segments in the Cloud chart is 25, which is the first 25 segments of the structure according to selected metric sorting. This type of chart does not possess any axes or additional time units, its contents are always displayed for the whole selected time range. For detailed information about a single segment presented on the chart move your mouse cursor to that segment. All other segments on the chart will be dimmed and a label with details of the selected segment will be displayed. The Cloud chart is also supplied in additional auxiliary features. Among these features are: - Save as image you can save entire chart as a PNG image file Tree Map Chart This type of chart is similar to Cloud chart. To switch to the Tree Map chart click the used in reports and on the dashboard. icon. The Tree Map chart may be 85

86 6 The Tree Map chart displays data in the form of rectangles which size represents the value of the selected metric. Bigger rectangle represents greater value of the segment. In the top right hand corner of the chart area a dropdown list is placed from which you can choose an additional metric. The additional metric is presented as additional colors on the chart. 86

87 6 The number of rectangles in the Tree Map chart is restricted to the number of the segments displayed in the data table below the chart. These segments are displayed for the whole selected time range. For detailed information about a single segment presented on the chart, move your mouse cursor to that segment. A label with details of the selected segment will be displayed. Tachometer Chart The Tachometer chart is a special type of chart used only on the dashboard. Thanks to this chart you can control critical values of the selected metric. The critical values of the metric are represented on the chart by the edges of the yellow field. You can choose these values by typing in the number in the Min: and Max: fields. These numbers are treated as values for a single day which means that they are multiplied by the time range selected in the dashboard time menu. Tachometer settings for time range equal 30 days. The Min value will be equal 3,000 (100 x 30) while Max value will be equal 30,000 (1 000 x 30). For more information about adding and editing previews, refer to the Dashboard chapter. 87

88 6 Pie Chart This chart may be used only on the dashboard. The Pie chart can represent only 1 metric at a time, which can be selected from the list of metrics presented in the report. The Pie chart displays a circle which sections represents the values of the segments of the segmenting structure in the time range selected from the report s time menu. For detailed information about a single segment presented on the Pie chart move your mouse cursor to that segment. All other segments on the chart will be dimmed and a label with its details of the selected segment will be displayed. Please remember that Pie chart is a type of non-additive chart. For more information, refer to the Messages chapter. 88

89 6 Value Chart The Value chart is one of two charts that may be displayed in the report table. To change the report table into the visualization table and to choose this chart, click in the top left corner of the table and then on the visualization table header. This chart may display only 1 metric selected from the dropdown list and bars length represents the values of the segments in the time range selected in the report s time menu. The Value chart cannot be used in dashboard previews. Deviation Chart This is the last type of chart which may be displayed in the report table. You can choose this chart by pressing on the visualization table header. The Deviation chart displays bars which represent the deviation from the arithmetic mean of all segments of the segmenting structure. The mean value is displayed with main segment while other segments are represented by values that need to be added or subtracted from the mean value. Similarly to Value chart the Deviation chart cannot be used in previews. Geographical Map Chart The Geographical map chart is the chart which may only be presented if Visitor location structure is chosen as the segmenting structure. To choose this type of chart, press the icon. 89

90 6 The chart presents world map on which color of the area represents the value of the selected metric (only 1 metric can be selected at a time). Values of the color are presented on the legend in the bottom left hand corner of the chart. You can display details about specific area by indicating it with your mouse cursor. The Geographical map chart is the only chart that allows you to interact with the table by manipulating the chart. The hand cursor indicates that you can click the area on the chart to zoom it in. This will result in displaying the selected area in a division to smaller areas. For example clicking on a continent will switch the map to this continent view with country division, while clicking on a country will switch to the country view with county/province division. 90

91 6 Switching the Geographical map chart from one area to another also changes the metric table by displaying only those segments which are displayed on the chart. If you zoom in the Geographical map up to the country level the map will be displayed with circles representing cities of the biggest value of the selected metric. Geographical maps with the indication of the province and the city Using the button you can switch the cities presentation on and off. 91

92 6 The Geographical map with city presentation off Chart Features Some of charts that are available in Prism reports have implemented additional features which may be helpful in presenting gathered data Among these features are: - Save as image you can save entire chart as a PNG image file - Zoom you can zoom in for easier reading To turn on the listed features (except Zoom ) click the right mouse button on the chart. The menu with additional options will be displayed. Save as image To save chart as an image: 1 Right click on the chart 2 Choose Save as image Save as image feature is available for Cloud, Pie chart and Geographical map charts. This feature gives you the ability to save the currently displayed chart without the data table as an image file (PNG file) on your computer. All charts are saved in 1:1 scale with chart legend. Zoom To turn zoom chart detail: 1 Left click on the chart 2 Draw a rectangle shape over desired chart detail while pressing the left mouse button 92

93 6 The Zoom feature is available in multiple-point charts such as Timeline, Bars, Top segments and Area charts. By pressing left mouse button and dragging the cursor you can draw a rectangle shape. This rectangle shape marks a part of the chart which will be zoomed. Marking the chart detail to be zoomed Zoomed chart detail You can switch back from the zoom to the normal view by clicking the button. 6.4 Exporting Report Data gemiusprism interface allows you to export data displayed in the system, both charts and tables, in a numerous ways. Exporting The interface gives you the opportunity to export data table, chart and table, or the chart alone. You can do it by clicking the Export icon. The format you choose will determine the form you export. In other words, by choosing CSV or XLS 93

94 6 format you will export the data table as well as data from the chart, PDF will allow you to export both chart and the table, while PNG will export only the chart. Format content dependence table Export format CSV file XLS file PNG file PDF file Available content Chart data and table data Chart data and table data Chart only Chart and table If you choose to export CSV or XLS file, you may also choose to export all data from the data table or only the data you see on the screen. You can do it by ticking the get all data check box. In case of all data exporting, all pages of the data table are saved to a file. This, however, may be a time consuming process depending on report complexity and number of table rows. In case of exporting only visible table the exported data will be limited to that visible in the interface. This means that if you choose the table to have 500 rows the exported table will also have 500 rows. However, if you pick the table to display only 25 rows the exported table will be 25 rows long, the rest of the data will not be exported. Printing If you will be in need of making hard copy of the statistics displayed in the interface you can always print them directly from your web browser. The printed document will take the same form as statistics exported to a PDF file. 94

95 6 Schedules The gemiusprism system allows you to regularly receive exported statistics directly to the address you provide. To read more about Schedules, refer to the Schedules chapter. 6.5 Messages Caution: this metric may not be additive. This message is displayed only when a Pie chart is presented. It means that value of the main segment of the structure in selected metric is not equal to the sum of subordinate segments presented on the Pie chart. For example in the Number of visitors metric a project was visited by 5000 visitors of them visited a main page of the project and 3000 visited contact section. In consequence the Pie chart will display two parts equal 3000 and 4000 respectively even though there were only 5000 visitors. Please bear in mind that also Tree Map and Area charts will present data as not additive metrics; although, the message will not be displayed by those charts. A pie chart for this metric is not available. This message is displayed when the gemiusprism interface cannot draw a Pie-chart for the chosen metric. It may occur when the chosen metric is one of the average metrics (e.g. Page views Per Visit) or when metric can obtain positive and negative values (e.g. Total Profit). No data available This message may be presented if Prism did not record any data on the project for the selected time range. This may be the case when: - No gemiusprism tracking scripts are installed on your web project. - gemiusprism tracking scripts on the web project are installed incorrectly. - There was no traffic on the project in the selected time range. This report is based on sampled data This message means that the data presented in your current report are estimated on the basis of a statistical sample. Sampling mechanism is designed for you to get an estimated values of your metrics which are as adequate as possible and with as low statistical deviation as possible. There is a possibility of ordering a report counted on full, not sampled data. For more information of sampled and offline reports, refer to the Sampled and Offline Reports section. 6.6 Reports Managing All your reports in the Prism interface are presented in the Reports menu. This menu is flexible and easy to manage similarly to the Structures menu described in the Filter Managing section. In the Reports menu you can perform following actions: Add new folders and reports Delete existing folders and reports 95

96 6 Edit folder and report names Move folders and reports To open Reports menu choose Reports from the top menu and click icon in the side menu. To perform specified actions move your mouse cursor over a folder or report to display folder/report bar with new folder, new report, show, rename, and remove commands. Adding New Folder To create new folder: 1 choose Reports from the top menu 2 click icon 3 click New folder Clicking New folder on a bar of already existing folder will result in adding a subfolder to the one which bar was selected. You can also click New folder link placed under the menu title. On the picture above Test Three A folder is a subfolder of the Test Two folder. The Test One folder is a level 1 folder. 96

97 6 You can add subfolders up to the maximum depth of three ( Test Three A folder on the picture above). Adding New Report To create new report 1 choose Reports from the top menu 2 click icon 3 click New report Clicking New report under the menu title or on the folder bar will transfer you to New report screen where you can create new report. You can also use + New report in the side menu to add new report. Clicking + New report will allow you to add new report directly from the report screen. 97

98 6 For more information on creating new reports, refer to the Creating New Report chapter. Deleting Existing Folder To delete folder: 1 choose Reports from the top menu 2 click icon 3 select desired folder 4 click remove If you want to delete existing folder be sure to remove all its contents prior to the folder deleting. The folder which is not empty cannot be deleted. You can delete folder by clicking remove on folder bar. 98

99 6 If the folder is empty and can be deleted, after clicking remove the confirmation dialog box will appear. If the folder is not empty and cannot be deleted, the information box will be displayed. Deleting Existing Report To delete report: 1 choose Reports from the top menu 2 click icon 3 select desired report 4 click remove If you want to delete existing report remember that this report will be deleted for all users who have access to that report. The deleted report will be deleted along with all its schedules. You can delete reports by clicking remove on the report bar. 99

100 6 After clicking remove the confirmation dialog box will appear. Clicking Remove button will result in deleting the selected report as well as all its schedules. Editing Folder Name To edit folder name: 1 choose Reports from the top menu 2 click icon 3 select desired folder 4 click rename Names of the existing folders can be changed to new names. Such changes does not influence the reports placed in the changed folders nor its schedules. To change the name of the folder click rename on the folder bar. 100

101 6 Clicking rename will result in opening the Change folder name dialog box in which you can give the new name to the folder. After entering the new name press Rename button to save changes. Editing Report Name To edit report name: 1 choose Reports from the top menu 2 click icon 3 select desired report 4 click rename Similarly to folders also names of the reports can be changed. Change of the report s name does not influence data gathered by that report nor its schedules. To change the name of the report click rename on the report bar. Clicking rename will result in opening Rename report dialog box in which you can give the new name to the report. 101

102 6 You can also rename the report by saving it under a new name. You can do it directly from the report screen. For more information on saving reports, refer to the Saving Report Changes section. Moving Folders To move folder: 1 choose Reports from the top menu 2 click icon 3 select desired folder and drag it with your mouse cursor to a new position If you want an existing folder to be placed in different place you don t need to delete it and create a new one. You can simply move it. Moving folders works on the basis of drag and drop mechanism; you can pick a folder and move it to a different place with a single mouse click. Moving a folder will also move all its contents (folders and reports) but will have no influence on their work. There are three possibilities of moving folders to a new place: Here, the green line indicates that the folder Test Three A will be placed on the same level as the filter Test Two. Moving a folder into the space between other folders will place the moved folder on the same level as the lower of the two folders. In this situation, the folder Test Three A will be placed as a child folder of the folder Test Two. Moving a folder over another folder will place the moved folder as a child of the indicated (green) folder. 102

103 6 If you want to move a folder and another folder is indicated in red it means that you cannot move desired folder to that place (or it is the original position of the moved folder). This may happen when you are trying to move a folder in such a way that it would be deeper than a level 3 folder. Moving Reports To move report: 1 choose Reports from the top menu 2 click icon 3 select desired report and drag it with your mouse cursor to a new position You can move existing reports similarly as the folders. Moving reports also works on the basis of drag and drop mechanism so you can move them with one mouse click. Moving a report will have no influence on their work or on their schedules. There are three possibilities of moving reports to a new place: As with folders, moving a report into the space between other folders or reports will place the moved report on the same level as the lower of the two folders/reports. Here the Testing Two report will be placed in Test Two folder at the same level as Test Three A folder. Also here, similar as with folders moving a report over a folder will place the moved report inside (as a child) the indicated (green) folder. On the picture above Testing Two report will be placed inside the folder Test Three A. 103

104 6 Again, analogously as with folders, if chosen destination of the report is indicated in red you cannot move the report to that place. This may occur is you are trying to place a report on another report (or it is the original position of the moved report). 6.7 Sampled and Offline Reports Sampled Reports Working with your reports you may sometimes come across a message that the report you have generated is based not on raw data but on samples. This message means that values of the metrics in your current report are estimated on the basis of a statistical sample. Sampling method is used when you choose a time range in which the number of events on the entire web project is greater than 1 million. In such a case Prism system creates a sample of 1 million events regardless of how much the 1 million threshold was exceeded. Example: Your web project had 0.5 million events in a selected time range. Report is based on raw data. Your web project had 1 million events in a selected time range. Report is based on a 1 million sample. Your web project had 60 million events in a selected time range. Report is based on a 1 million sample. 104

105 6 Please be advised that in case of sampling traffic from the whole project is taken into account. For example, if your project had 2 million events, report for all users will be sampled. However, report for a given country, even if its residents generated only 0.5 million events, will also be sampled because entire traffic exceeded 1 million events. If the report you receive is based on samples and you wish to receive a report calculated on full data, you can order such a report. Ordering Offline Report Offline reports are the reports calculated offline by the gemiusprism system from full, not sampled data. These reports allow you to view detailed data instead of sampled data. However, one restriction applies: you may order such a report for the maximum period of 3 years back from the current date. Ordering such a report is a time-consuming operation and ordered reports may be available after a considerable amount of time. To order full report: 1 open desired sampled report 2 click the Calculate the report link 3 enter name for the full report 4 click the Calculate the report button Clicking the Calculate the report link opens the Calculate the report dialog box where you can enter a name for the report calculated on full data. The dialog box also contains information on the available limit in offline calculations. The limit is presented for a given day or a month depending on which of the limits is more restrictive. 105

106 6 If you tick the Send me a notification when the report is ready check box you will receive a special message when your report will be ready. The message will be sent to the address linked to your Prism account. Report archive All ordered offline reports calculated for sampled reports are gathered in the report archives. Each report has its own archive and offline reports ordered for the sampled versions of a given report are stored separately from the offline reports ordered for the other report. You can open the report s archive by clicking the Report s archive link. The Report s archive link opens a table over the report where you can find ordered full reports. Beside each of the reports name you can see the status of the report, i.e. if it is yet calculated or not, and date of the report creation if it is already calculated. 106

107 6 You can cancel ordering the report by clicking the icon in the Status column of the archive table. When the report is ready you can view it by clicking the icon in the Status column of the archive table. After clicking the icon, the ordered report will open in the interface closing you currently opened report. You can recognize the offline report by the name given during the ordering and the Offline appendix. In addition, clicking on the name of the ordered report in the archive table, allows you to view the details of this report. 107

108 7 7 Funnel Reports Funnel reports are a special type of reports which use scenarios to track the traffic on your web project on the basis of series of ordered actions that can be treated as a process or logical sequence (e.g. making a purchase, registration process). These reports allow you to track how visitors move through visit paths desired by you. The paths you want your visitors to move through are tracked on the basis of scenarios which you create while creating a new funnel report. 7.1 Creating Funnel Reports All funnel reports are placed in Funnel reports section below standard reports section in the side menu. To create a Funnel report 1 choose Reports from the top menu 2 click + New funnel report in the side menu 3 give the name for the report 4 decide if all steps of the scenario are required 5 define scenario steps 6 click Save button Scenarios contain a special type of filter definitions called funnel definitions. Each scenario must contain two or more steps component funnel definitions matching specified actions organized in series. These scenarios give you the ability to track a series of events which occur on your web project as its visitors make actions during their visits. 108

109 7 After clicking + New funnel report you will be transferred to the New funnel report page where you can customize the report and scenario you want to create. This page contains the following fields: Report Name Here you should input a name for the new funnel report you want to create. Funnel report settings Here you can decide if all steps of the scenario are required for the visit to be counted in the report or visitors may, for example, start from the second step to follow the scenario and such a visit will also be counted. The available options are: all steps are required visits must be recorded in all steps to be counted mid-scenario entrances allowed visits may start in one other step than the first one and still are counted 109

110 7 Funnel definition This section allows you to define actual funnels steps of the scenario that will present the movement of visitors through the visit paths desired by you. Funnel definition contains the following fields: Step name Here you should input a name for the step. Source This list allows you to choose a source from which Prism system will gather information create a step. You can pick one of the following options: Page URL, URL level 1, URL level 2, Page path, Parameter in a page URL, Parameter in a tracking script. You can find definitions of these options in the Creating New Filters section under Parameter Name. Condition Here the dropdown list lets you choose the relation between the Source of the funnel and its Value set in the next field. For more information, refer to the Creating New Filters section under Condition. Value This field lets you assign a value to the Source of the step. In addition, you can use and and or operators. For more information, refer to the Creating New Filters section under Value. Conversion Here you can set the relationship between the former and latter of the two adjoining steps. Conversion Later in the visit Next event in the visit Effect The event will be matched to the scenario only if it occur later during the same visit The event will be matched to the scenario only if it occurs immediately after the previous step. By default New funnel report page contains two steps to define, however, if you want your scenario to have more steps you can add additional ones by clicking the + Add next step link. Using and icons in the Funnel definition section you can change the order of the step sequence. Moving steps does not influence their functionality. Remember that if you change Step 1 with Step 2 will not change its direction. You can remove selected step by pressing the button. 110

111 7 7.2 Managing Funnel Reports Each funnel report contains funnel summary, funnel visualization, and step data table. Funnel Summary This table presents general data for the whole report. Metrics in this table present data for a period selected in the time menu. The available metrics are as follows: Funnel conversions, Funnel conversion rate, Dropouts, Average funnel length. Funnel Visualization Below the general report table you can find the funnel chart. This chart is a graphical representation on the number of visits on each of the scenario steps. 111

112 7 On the chart, each step of the scenario is represented by a colored horizontal bar. Above the step bars you can find three icons that allow you to align the bars in one of the three ways: left alignment, centered, and justified. Below the step bars you can find general info about the scenario, such as: funnel conversion rate, funnel conversion, and percent of all visits on the project that entered the scenario. In addition, just above the step bars chart the show details link is placed. This link allows you to display URL addresses of the pages from which visitors entered the funnel and pages to which visitors exited the funnel. Each of the URL addresses is supplied with a value of the entrances/exits to a given address. The colors on the step bars, as well as their meaning, are predefined. The dark green represents funnel conversions (the number of visits that finished the scenario) and in case if all steps of the scenario are required, this value is the same for all steps. The light green represents the given step conversion, and red represents the given step dropouts. 112

113 7 You can view detailed statistics of each step by indicating its bar with a mouse cursor and displaying additional tooltip. Step Data Table The table below the funnel chart presents metrics for each step of the scenario. Similar as in standard reports the icon allows you to switch the data table into the visualization table. The visualization table presents the scenario steps with total value of visits in each step. Additional Functions In addition to the above described functions, funnel reports also have additional functions known from the standard reports. These functions include: editing an existing report, adding main structure, and exporting data. All these functionalities are available through icons placed beside time menu. Editing an Existing Report Each existing funnel report may be edited at any time. By clicking the icon you can open the Edit funnel report screen. 113

114 7 This screen is the same as while creating new funnel report. However, it contains all steps, and their definitions, of the edited report. You can change each aspect of the given funnel report including its name, settings, number of steps, step names, and step definitions. After editing the funnel report you can save in instead the previous version of the report or save in as a new report under a different name. To do so, click the Save as new report link. 114

115 7 Adding a Main Structure The icon allows you to add a main structure to your funnel report. In funnel reports, main structure works exactly the same as in standard reports and adding such a structure is identical as crossing structures. For more information on adding main structures, refer to the Crossing Structures section. Exporting Data Similar as in standard reports, funnel reports data can be exported to a file. You can do it by clicking the icon. Data can be exported to a CSV file or XLS file, both of which will contain table and chart data. You can find more information in the Exporting Report Data section. 7.3 Funnel Metrics Funnel reports contain special set of metrics applicable only to this type of reports. The tables below present the list of available metrics with regard to their proper tables. 115

116 7 Funnel summary Metrics Funnel conversions The number of visits that finished the given scenario. Funnel conversion rate The percentage of visits that fulfilled the given scenario. Dropouts The number of visits which started the scenario but did not finish it. Average funnel length The average number of page views between page views in the first and the last step from the visits that finished the scenario. Step Metrics Visits The number of visits in a given step. Entrances The number of visits that began the scenario in a given step. (available only if midscenario entrances are allowed) Step conversions The number of visits in a given step which moved to the next step. Step conversion rate The percentage of visits in a given step that moved to the next step. Step dropouts The number of visits which exited the scenario in a given step. Step dropout rate The percentage of visits which exited the scenario in a given step. Funnel conversions The number of visits recorded on a given step that finished the scenario (available only if mid-scenario entrances are allowed) Funnel conversion rate The percentage of visits recorded on a given step that fulfilled the scenario. % of all visits The percentage of all visits on the project recorded in a given step. 116

117 8 8 Settings The Settings section of the gemiusprism system allows you to manage various settings of your project. Here you can view the general project settings chosen during the project creation, view additional settings allowing you to filter the traffic tracked in your project, as well as customize and download your tracking scripts. 8.1 Project Settings Project settings consist of three sections, each of which allows you to view set parameters of your project. General General settings offer you an insight into settings which you have chosen during project creation. Majority of these settings cannot be changed and are determined from the moment the project was created. The General section contains the following fields: Name This is the name given to the project. Creation date This is the date when the project was created. Owner This is the username of the project s owner. Time zone Here the time zone to which the project is assigned is presented. First day of week Here the information if week starts form Sunday or Monday is presented. Website URL Here you can view and change the main URL address of the project webpage. Country This field allows you to choose the main country where the project works. 117

118 8 IP filtering The IP filtering section presents the information which IP addresses will be filtered out from the traffic measured in your project. Here you can view IP addresses from which connections to your project will not be registered and tracked by the Prism system. The IP filters can be created for a single IP address or a range of addresses. This function may be helpful if you do not want to include the traffic generated by your own network in your project s statistics. In such a situation a fixed IP address is required. Creating new IP filters please remember about the effect of such a blocking: IP filtering is in effect from the very moment of creating a filter IP filtering concerns only data gathered while IP filters where active New IP filters cannot be applied to historical data The data blocked by your IP filters cannot be recovered This section only displays blocked IP addresses. To edit these settings, contact Gemius. Referrer exclusions Similar to IP filtering, the Referrer exclusions section presents the information which URL addresses will be filtered out from the referrer statistics presented in your project. 118

119 8 Here you can view URL addresses referring to your website, connections from which will not be presented by the Prism system as referrers. This may be useful if in Referrer statistics subpages of your tracked website have the highest values. This will not change Visits statistics. The Referrer filters can be created for a single URL address or an address with all subdomains. Creating new referrer filters please remember about the effect of such a blocking: Referrer filtering is in effect from the very moment of creating a filter. Referrer filtering concerns only data gathered while Referrer filters where active. New Referrer filters cannot be applied to historical data. The data blocked by your Referrer filters cannot be recovered. The traffic comes from blocked referrers will be treated as direct. This section only displays blocked URL addresses. To edit these settings, contact Gemius. Limits The Limits section allows you to view used limits that are set on a given project. 119

120 8 The available limits for a given project are presented for the following parameters: - Reports - Funnel reports - Full data reports orders: for a day or for a month - Schedules - Structures - Project members Each of the parameters is supplied with values of used and set limit. 8.2 Project team The Project team section of the gemiusprism Settings allows you to easily manage all Prism users who are members of your Prism project. Here you can set access options for each of those members, add new members, and more. Access to the Project team section of a given project is available to all members with access to Edit team options. In addition, the Project team menu will be disabled and hidden for all other members without this access. Adding New Member From the Project team section of the Prism interface you can add new members to your project as well as edit access options of its current members. Adding new member To add new member to the project: 1 Click the Settings tab in the top menu 120

121 8 2 Click New member 3 Add address of the new member 4 Set or import access settings 5 Press Add member(s) Adding new member to the Prism project is fast and requires only an address of user you want to add. After clicking New member on the Project team screen you will be transferred to the New member screen where you set all necessary data for a new member creation. 121

122 8 The most important information required here is the address. You can add one or more addresses at the same time. If you want to add several addresses, remember to separate them with commas. If any of the addresses that you are adding are to be found in gemiusprism base as already associated with a Prism user account, the users to whom these addresses are matched will automatically become members and gain access to your Prism project. On the other hand, an invitation to set up an account will be sent to addresses not associated with any Prism user account. After creating an account in Prism such users will be automatically added as members of your Prism project. After adding addresses, you can set access options for new members by marking appropriate options on the list or choose other member from whom the access settings will be inherited by pressing Import access settings. You can add a member to several projects at the same time. To do this, select the projects of your choice on the Project List. To finish adding a new member, press the Add member(s) button. You can find more information about specific access options in the Members Access Settings chapter. The members you are adding to your Prism project may be compiled in folders for better order. To create folders you need to click New folder on the Project team screen. The folders and members may be moved through point-and-click mechanism (placing member over a folder bar adds that member to the folder). This works similarly as folders in the Reports section (you can read more in the Reports Menu Managing chapter). You may create up to 3 folders in depth. 122

123 8 Removing member On the Project team screen you can also remove members of your project. Removed members will no longer be able to access your Prism project. To remove member from the project: 1 Click the Settings tab in the top menu 2 Click Remove on the member bar 3 Choose a project you want to remove member from 4 Click Apply in the Remove dialog box After clicking Remove on the member bar the Remove member dialog box will appear. The look of the dialog box is determined by your access level. If you have access to edit members in more than one project and the user you want to remove a member of these project you will see the box no.1. In this box you need to choose the project from which the given member will be removed. You can choose the current project or select a different project from the list. 123

124 8 Remove member dialog box no. 1. If the user is a member of only one project or you have the access to edit members in one project only you will see the dialog box no. 2. Here you can only confirm or cancel removing of the member. Remove member dialog box no. 2. Member Access Settings The access settings of members of the Prism project may be changed at any time through the Project team section of the interface. You may do it by clicking the desired member name in the side menu or on edit link on member bar. You can change settings for any member except the owner and yourself. 124

125 8 To edit member access settings: 1 Click the Settings tab in the top menu 2 Click member s name in side menu or Edit on member bar 3 Set new or import access settings 4 Click Save button Clicking Edit link or the member name will bring you to the Edit member screen. This screen is almost identical as New member screen and has the same capabilities. 125

126 8 Here you can change any access options given to the member. The screen contains the following sections: here you see an address connected with this member. The address cannot be changed. Project settings: here you can toggle access to the project settings on and off. Project team: this section allows you to give member the access to edit team of your project, for example add new members or change their access settings. Reports: this section allows you to set member s access to edit or view reports. edit all reports option will allow members to view all reports and change them but not save the changes, while edit and save changes will allow them to change report settings and save those new settings. edit selected reports option will give similar access as edit all but only to reports selected from the Selected reports list. Selected reports: a list of reports in the project. If show only assigned reports check-box is checked the list will contain only the reports assigned to that member. In this list you can choose reports or folders in which reports are grouped. A member with an access to a folder will have access to all reports in that folder; however, if any report will be moved from that folder the access to this report will be denied. Similarly, a member with an access to a report will still have access to this report regardless of the folder where this report is placed. Funnel reports: here you can define access to funnel reports. For example, you can allow the user to create and edit all funnel reports or view available funnel reports. You can also disable access to funnel reports for this user. 126

127 8 Structures: here you can set access to the structures created in the project. You can set the following options: edit all structures Allows member to edit all structures. view all structures Gives member a read-only access to all structures. no access Disables access to structures. After setting all access options press Save button to save the changes or Cancel to abandon them. Project Owner In the gemiusprism system every project team contains one type of a special member: Owner. This is the member status of the project owner. Usually it is the status of the user who created the project unless that user gave the Owner status to a different user (you can find more information in the Project Settings chapter). The Owner member has a full access to the entire project and this access cannot be denied by any other member. In addition, the member with Owner status is recognized by Gemius as a contact person. Team Activity Team activity is a part of the Project team section where you can see details about all actions taken by members of your Prism project. The list of actions present data from selected period and may be exported to a file. To go to the Team activity page: 1 Click the Settings tab in the top menu 2 Click Team activity in the side menu The data in the Team activity section is presented in the table containing member s username, action taken by that member, and date and hour of that action. The data may be sorted chronologically. Using the dropdown list in the Member column you can choose one member whose actions will be filtered and presented in the table. You can choose from all members of your project. 127

128 8 Similarly, using the dropdown list in the Action column you can choose one action and display all members who took that action. Exporting activity data The activity table may be exported to a CSV file. To export the table to a file: 1 Click the Settings tab in the top menu 2 Click Team activity in the side menu 3 Click icon 4 Click CSV in the Export dialog box. The data exported from the table will be only a representation of the table you currently see on your screen. This means that if the table has 10 pages only currently seen page will be exported and the other 9 pages will not be exported. 8.3 Scripts The Scripts section allows you to customize and download Prism tracking scripts created for your project. Thanks to a simple customization you can prepare the scripts to use custom parameters for tracking additional data or to work on systems with disabled JavaScript support. For more information, refer to gemiusprism Tracking Code Installation Guide. 8.4 Tools The URL tagging tab in the Tools section allows you to create a tagged URL address of your landing page. 128

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130 9 9 Dashboard gemiusprism dashboard is a special page of the interface where many reports may be viewed simultaneously. Thanks to dashboard you can compare data from several parts of the project on one screen with no need of switching between reports. Reports displayed on the dashboard are in the form of previews and can give you basic information of the data presented in a given report. All users who have access to the project see their own dashboards (one for each project they have access to). This means that if a user will make any changes on the dashboard these changes will be visible only for that user. The dashboard is usually the first screen that you see after logging in to the Prism system. If you are on any other screen you can go back to the dashboard by: - Clicking the name of the project you are currently viewing on the top menu - Choosing the project name from the side menu if you are currently viewing a dashboard 9.1 Adding New Report Previews You can add a report to a dashboard in two ways: I) from the Reports screen II) directly from the dashboard screen. 130

131 9 Adding From the Reports Screen 1 Click Reports on the top menu 2 Choose desired report 3 Click Add to dashboard icon 4 Choose metric, period, and chart type 5 Click Add Adding a report preview to the dashboard from the Reports screen is very easy and fast. You need only to click Add to dashboard icon. After clicking the icon the Add to dashboard dialog box will be displayed where you can give a name to the new report preview and set its settings. 131

132 9 The name of the preview does not have to be unique. You can create two or more previews with the same name. The Metric field allows you to choose a metric which will be displayed in the preview. You can choose from all metrics used in the given report. In the Period field you can choose a time range which will be displayed in the preview. This period however, will only be used if in the dashboard time menu custom time range is selected. For more information, refer to the Custom Time Range section. The Chart field allows you to choose the type of the chart which will be used in the preview. You can choose from the following chart types (Timeline, Bars, Top segments, Cloud, Tree Map, Tachometer and Pie chart) or none to display metric table only. The last two checkboxes allow you to decide if and how the table is shown in the preview. The show table checkbox determines if the table is shown, and the include main row determines if the main segment of the table is included in the preview table. Report preview with and without table main row The table in preview added from the Reports screen will, in segmenting and main structures, contain the same segments that were set at the moment of adding of the preview and not those which are set in the report settings. Adding From the Dashboard 1 Click Add preview button or icon 2 Choose desired report 3 Choose metric, period, and chart type 4 Click Add 132

133 9 To add a report preview directly from the dashboard screen you need to click Add preview icon button. or Add preview After clicking the icon the Add to dashboard dialog box will be displayed. However, this dialog box is different than the one displayed while adding a preview from the Reports screen. 133

134 9 The Add to dashboard dialog box has an additional Report list from which you need to choose the report preview of which will be added to the dashboard. The Preview name, Metric, Period, Chart, and Table fields work exactly the same as before. The table in preview added directly from the dashboard will, in segmenting and main structures, contain the same segments that were set in the report settings. 9.2 Editing Existing Preview Previews displayed on the dashboard may be later modified and changed. To modify existing preview, click Edit in the top right corner of the preview window. 134

135 9 After clicking Edit, the Edit preview dialog box will be displayed. Here you can change the name of the preview, metric used in the preview table, custom time range, chart type, and table settings. 135

136 9 All settings work the same as in creating preview. You can also click view report link to go directly to the full report which preview you have been editing. Additional Chart Settings While creating new or editing existing preview, you can choose the Tachometer chart, which has additional settings and is available only in preview. The Tachometer chart is a special type of chart which may be used only in previews. You can use this chart to easily control critical points of the traffic on your web project. You can set the limits of the Tachometer chart by simply typing in the number in the Min and Max fields. The number you can put in Min and Max fields are treated as minimum and maximum value of the selected metric for 1 day. In consequence, if you set the Min value as 50 and then the time range of the preview as 10 days the minimal value which will close the red zone and begin the yellow zone on the chart will be automatically set as 500. The Max value works analogically. 136

137 9 Custom Time Range Custom time range lets you set different periods for different previews. This means that, for example, one preview may be presented for the time range equal 2 months while other for the time range equal 2 days. After setting desired periods in Add preview or Edit preview dialog boxes you need to set dashboard time menu to custom mode. To turn on custom mode: 1 open dashboard time menu 2 click custom on the set time range list 137

138 9 If the custom time range will be turned on, all previews will indicate the time range selected for them. If the custom time range will not be turned on, all previews will be presented for the same period set in time menu. 138

139 9 Moving Report Previews You can arrange report previews to suit your needs simply by moving them and changing their size with your mouse. The place where you can move the preview is indicated by the dotted outline. You can change the size of the preview by dragging one of the preview s handle. The handles will be only visible when the preview is indicated with the mouse cursor (the preview is highlighted). 139

140 9 9.3 Deleting Previews To delete preview, click the Remove link in the top right corner of the preview window. Important: There is no confirmation message displayed while deleting previews and the deletion is permanent. Please be cautious with this function. 140

141 10 10 Schedules In gemiusprism you may simplify your access to reports from your project by utilizing schedules. Schedules are generally reports of your choice sent directly to the indicated addresses in regular dispatches. These reports may be in a form of a chart (picture only), table (CSV or XLS file), or both chart and table (PDF file). These dispatches are sent regularly on daily, weekly, monthly, or quarterly basis, according to the schedule, and contain reports concerning predefined time range. Thanks to schedules you can easily gather desired data from your project in regular periods with no need of logging in to the system every time. You can see all schedules in the table in the Schedules screen: This table may also be sorted according to report or recipients of the dispatches. Schedule list sorted by report 141

142 10 Schedule list sorted by recipient 10.1 New Schedule Creating new schedule is fast and easy. You can create new schedule simply by clicking icon while on the Reports screen. The Prism interface will use the active report to create new schedule which details you can define in the New Schedule dialog box. In the New Schedule box you can define how frequent reports will be sent, recipients of the dispatches, a dispatch form, and language in which that dispatch will be created. You can also set what period will be included in the sent reports and on which day the report will be sent. 142

143 10 The other option to create new schedule is to press New schedule in the side menu or in the top left hand corner above the schedule table on the Schedules screen. 143

144 10 This also opens the New Schedule dialog box but it is slightly different than the previous one. This dialog box allows you to choose the reports on which dispatches in this schedule will be based in addition to the previously available options. 144

145 10 You can find more information about configuring schedules in the Schedules Editing section. 145

146 10 After clicking Save button an information Schedule added will be displayed and reports will be set according to configuration Schedule Editing All schedules set in gemiusprism interface may be changed and edited later. While editing schedule you can change any aspect of previously defined schedule including reports on which dispatches of that schedule are based. To edit existing schedule: 1 Click Reports in top menu 2 Click Schedules in side menu 3 Click the name of a desired schedule 4 Set new parameters 5 Click Save button Clicking on Schedules in side menu will transfer you to a Schedules screen on which you can see a table of all schedules set in your project. This table contains all important information about the schedules: name of the report on which dispatches are based, cycle (daily, weekly, monthly, quarterly), number of days from which data are included in the report, information about the report format (pdf, csv, xls, png), and number of recipients. Clicking on the schedule s name (derived from the base report) opens the Edit schedule dialog box which is almost the same as the New schedule box. Here you can change all parameters of the schedule. 146

147 10 Report: Here you can see which report is used to create dispatches for this schedule. You can view the entire report by clicking report name. Schedule: Here you can choose the type and frequency of the schedule (daily, weekly, monthly, quarterly). Send on: This field allows you to choose the day when the report will be sent. Available days depend on the chosen schedule. For daily dispatches it is always set for everyday, for weekly dispatches you can choose day of the week (e.g. Wednesday), for monthly dispatches you can choose day of the month (e.g. 15-th), while for quarterly dispatches it is always set for first day of the quarter. 147

148 10 Data range: In this field you can choose number of days/weeks/months/quarters from which data will be included in the report. The maximum number of days is 31, maximum number of weeks is 8, maximum number of months is 3, and maximum number of quarters is 2. For example, if you set the data range for 6 weeks, the reports sent to you will contain data gathered through the 6 weeks before the scheduled dispatch. Chart unit: Here you can choose what unit will be used for charts in the dispatched reports. The available units are: days, weeks, and months. s: In this field you can enter addresses of the recipients of the dispatches. If you want to enter more than one address remember to separate them with comma. Attachment: The checkboxes in this section allow you to choose a form of the report sent in the dispatches. You can choose from chart only (PNG file), table only with chart data (CSV or XLS file), or chart and table (PDF file). You can choose one or more forms. Description: This is an additional field where you can enter any additional text which might be helpful to you. This text will be included in the content of an dispatch containing reports. Language: This dropdown list allows you to set the language for the dispatch and report sent to the recipients. After setting all parameters of the schedule, press Save to save changes or Cancel to discard them. Removing Schedules If you do not want the reports to be sent according to a schedule you may remove that schedule. To remove schedule: 1 Click Reports in top menu 2 Click Schedules in side menu 3 Click icon on the bar of a desired schedule 4 Click Remove button By pressing the icon you can delete existing schedule. After pressing the icon a confirmation box will appear. 148

149 10 Clicking Remove button will remove the chosen schedule permanently and no more dispatches depending on that schedule will be sent. Note: Please be advised that scheduled reports are not always based on raw data. If a given scheduled report fulfills the conditions to be based on samples it will then be created with help of the sampling method. For more information on sampling method and its conditions, refer to the Sampled and Offline Reports section. 149