Custom Reports & Dashboards

Transcription

1 Custom Reports & Dashboards Document version

2 Table of contents 1 What are reports and dashboards? 2 Accessing a report 2.1 Reports in the main menu 2.2 Report overview 2.3 Report view 2.4 Ad-hoc export 2.5 Sharing via link 3 Setting up and editing a report 3.1 Setting up a report 3.2 Editing reports 3.3 Adding report elements 3.4 Report options 4 Tips for an effective reporting

3 1 What are reports and dashboards?

4 1 What are reports and dashboards? Analyses, that are required regularly, can be compiled into reports. There are other interesting formats, that are solely available in reports. Only reports can be shared with other users and sent automatically via .

5 1 What are reports and dashboards? Example for a report with various elements: Report Filter 2 Single KPI LIVE 3 3 Sparkline LIVE 5 4 Analysis LIVE 5 Dynamic Box 6 6 Single KPI 7 7 Sparkline 8 Analysis 8

6 1 What are reports and dashboards? A dashboard is a visually compelling report that aims to provide an overview.

7 1 What are reports and dashboards? A dashboard is a report that provides a brief overview on the most important graphics, numbers and information. In Webtrekk, within a report (i.e., also a dashboard) you can link to more detailed reports that provide further information. Dashboard Performance Website Report on Campaigns Report on Content Report on E-Commerce

8 2 Accessing a report

9 2.1 Reports in the main menu The report section contains a link to the report overview as well as a list of the reports, that are marked as favorites. These can be accessed directly from the main menu. The entries of the report favorites can be expanded in order to show the containing elements of the type Analysis and directly navigate to the corresponding analyses. Link to the report overview Report favorites Containing analysis elements

10 2.2 Report overview The report overview lists all available reports and provides various functions.

11 2.2 Report overview The report overview lists all available reports and provides various functions. 1 1 Search in reports Optionally, the search can be limited to the title, description and category.

12 2.2 Report overview 2 2 Sorting the report overview Via left click the report overview can be sorted in ascending and descending order by title, description and categories.

13 2.2 Report overview 3 3 Expanding and hiding the report types Depending on the report access rights the following is shown: Reports created by me Reports shared with me Webtrekk reports Private reports of other users

14 2.2 Report overview 4 4 Report details Title, description, the assigned report categories as well as the time period is shown for the available reports. A click on the line opens the report view.

15 2.2 Report overview 5 5 Actions (availability depends on access rights) Remove Create a copy: Also allows for copying the report to other accounts. The used filters can be adapted. Add to report favorites Set as landing page: The report will be shown after the login. Enable start dialog: Allows to adapt the analysis period and the report filter before the calculation starts. Report options: Opens the report configuration options Scheduling options: enables you to export reports on a regular basis

16 2.3 Report view The report view shows the report content and offers various options. Report path Ad-hoc export Open the edit mode Change the depicted time period Preselected is the report time period Description Table of content Report elements

17 2.4 Ad-hoc export In the report view, reports can be exported ad-hoc as or download. Export formats: CSV, Excel, PDF Only in PDF files are diagrams and visualizations integrated into the data table. addresses of recipients can be separated by spaces, commas, semicolons or line breaks ( ENTER ). Please note that this is a one-time export. Scheduled exports can be configured in the report options.

18 2.5 Sharing via link In the report view, you can copy a link to this report. This way, you can share the report by sending the link to other Webtrekk users. When clicking the link, the user is forwarded to the report when he logged in. Please note that the user must have access to the report. This can be configured in the report options by assigning the report to a category.

19 3 Setting up and editing a report

20 3.1 Setting up a report There are two ways to create a new report: a. Via Reports > Overview > Create new report. b. Via adding an existing analysis to a report. For doing so, the dialogue Add as > Report element is selected within an analysis. In the opening window, new report is chosen. Afterwards, basic properties of the report can be configured. Further information can be found in the section on report options.

21 3.2 Editing reports In the editing mode, all elements can be configured, arranged and new elements can be added. Edit the element Delete the element Move the element via Drag and Drop Adjust the size of the element Please note, that the data displayed in the edit mode is sampled due to speed reasons. The correct values are shown, when the edit mode is closed by clicking on Save or Cancel.

22 3.3 Adding report elements In editing mode, further elements can be added to reports. The following elements can be added to a report: Analysis Single KPI Sparkline Dynamic Box

23 3.3 Adding report elements Live elements Analysis, Single KPI and Sparkline are optionally available as live elements. These are updated in real-time (maximum interval of 30 seconds). The following dimensions are available for these: Dimensions Events Pages Advertising Media Event parameters* Content groups** Campaign categories** Origin Type External Search Phrases Media Media categories** Products Product categories** Page parameters* Social Media Sources Other Sources City Search Engines Website Goals *The parameters have to be configured for Live Analytics in the configuration **The amount of available categories depends on the booked package

24 3.3 Adding report elements The following metrics are available for these: Metrics Qty [event parameter name]* Campaign Clicks Value Purchased Products Qty Orders Clicks Value Product Added to Cart Qty External Search Phrases Conversions Value Product Views Qty Purchased Products Conversionvalue Play Duration Qty Product Added to Cart Qty Product Views Qty Sources Qty [page parameter name]* Order Value Media Views Media Run Time Page Impressions Run Time Rank in Basket *The parameters have to be configured for Live Analytics in the configuration Please refer to your Webtrekk consultant for using additional dimensions and metrics.

25 3.3.1 Analysis In the window Add analysis an analysis can be chosen. The default setup is loaded, which then can be customized.

26 3.3.1 Analysis Alternatively: Select Add as > Report element within an analysis. In the opening window you can choose the name of the report. Furthermore, other configurations can be made.

27 3.3.2 Analysis LIVE Selected analyses are available as live elements. Analyses LIVE can only contain one dimension. For the available metrics the time period can be chosen between Today, Last 2 hours, Last 30 minutes, Last 30 seconds and Analysis period. The configuration is done via Configure metric.

28 3.3.2 Analysis LIVE Extended visualization options are available for live analyses. Besides Traffic lights, Heatmap and Bars Sparkline and Rank Change are selectable. The selection is done via Visualization. Sparkline: Shows the metric s development over time. The update is done depending on the time period of the depicted metric. Last 30 seconds Update every 30 seconds (only one data point is depicted) Last 30 minutes Update every 30 seconds Last 2 hours Update every 30 seconds Today Update every 5 minutes

29 3.3.2 Analysis LIVE Sparkline: Shows the metric s development over time. The update is done depending on the time period of the depicted metric. Last 30 seconds Update every 30 seconds (only one data point is depicted) Last 30 minutes Update every 30 seconds Last 2 hours Update every 30 seconds Today Update every 5 minutes For a sparkline visualization in a Live analysis, the options Normalize and Show absolute numbers are available. If Normalize is checked, the vertical axes of all sparklines in this column relate to the same range of values (i.e., they start at the same minimum value and end at the same maximum value). Show absolute numbers is chosen as as a standard. Deactivate this option to use more space for the sparkline.

30 3.3.2 Analysis LIVE Rank Change: Shows the development of the metric s rank. The calculation is done depending on the chosen time period of the metric. Metric shows the values for the time period Rank is calculated based on the values of the Determination of the rank development is done in comparison to the Last 30 seconds last 30 seconds 30 seconds prior to the last 30 seconds Last 30 minutes last 60 seconds 60 seconds prior to the last 60 seconds Last 2 hours last 60 seconds 60 seconds prior to the last 60 seconds Today last 10 minutes 10 minutes prior to the last 10 minutes

31 3.3.2 Analysis LIVE Reading example for the visualization Rank Change for the page manieren_per_mausklick In the last 30 seconds 3 Page Impressions were measured for the page manieren_per_mausklick. Its rank based on the last 30 seconds has improved by 14 ranks compared to the 30 seconds prior to these 30 seconds. In the last 30 minutes 52 Page Impressions were measured for the page manieren_per_mausklick. Its rank based on the last 60 seconds has improved by 2 ranks compared to the 60 seconds prior to these 60 seconds. In the last 2 hours 245 Page Impressions were measured for the page manieren_per_mausklick. Its rank based on the last 60 seconds has improved by 2 ranks compared to the 60 seconds prior to these 60 seconds. In total 329 Page Impressions were measured for the page manieren_per_mausklick today. Thus, it is the most often accessed page today ( sorting of the data table by Page Impressions in the time period Today ). Its rank based on the last 10 minutes did not change compared to the 10 minutes prior to these 10 minutes.

32 3.3.3 Single KPI and Sparkline For depicting a specific key figure Single KPI and Sparkline can be used. While Single KPI shows the total number, Sparkline depicts the development of the key figure over time on a daily basis. Sparkline Shows the development over time Single KPI The total value in the analysis time period

33 3.3.3 Single KPI and Sparkline Single KPI and Sparkline can be renamed and individually filtered. The whole filter engine is available in the KPI/Sparkline options. Changes made here solely affect the corresponding key figure in the report.

34 3.3.3 Single KPI and Sparkline An alternative time period for the metric can be set up in the KPI/Sparkline options. This is shown directly at the corresponding report element.

35 3.3.3 Single KPI and Sparkline In general, a time comparison should be activated for each key figure. Only by doing so a quick evaluation is possible. Single KPI The comparison is shown below the key figure. The comparison time period is visible on mouse over. Sparkline The comparison is shown in grey. Details are visible on mouse over. When editing a Single KPI / Sparkline you can choose between Other period: Set a fixed or dynamic time period. Sliding window: Automatically selects a comparison time period that is suitable for the analysis time period.

36 3.3.3 Single KPI and Sparkline Sliding window uses the immediate days before the analysis time period. If needed, weekdays can be taken into account. = Analysis time period = Comparison time period with no regards to weekdays = Comparison time period with regards to weekdays

37 3.3.4 Single KPI LIVE and Sparkline LIVE Selected metrics are available as live elements for the depiction in a Single KPI and Sparkline. A list of all metrics, that are available as live elements, can be found here.

38 3.3.4 Single KPI LIVE and Sparkline LIVE Available as time periods for Single KPI LIVE are Last 30 seconds, Last 30 minutes, Last 2 hours and Today. Data is updated in intervals of 30 seconds. Depending on the configured time period different comparison time periods are selectable: Time period Comparison time period Last 30 seconds - Last 30 minutes Last 2 hours Today Last 30 minutes yesterday Last 2 hours 7 days ago 7 days ago

39 3.3.4 Single KPI LIVE and Sparkline LIVE Available as time periods for Sparklines LIVE are Last 30 minutes, Last 2 hours and Today. Time period Last 30 minutes and Last 2 hours : The depicted values are updated in intervals of 30 seconds. Last 30 minutes Comparison period: Last 30 minutes yesterday Last 2 hours Comparison period: Last 2 hours 7 days ago Time period Today : The depicted values are updated in intervals of 5 minutes. Today Comparison period: 7 days ago

40 3.3.5 Dynamic Box Dynamic Box provides a flexible input area to add e.g. notes, pictures, presentations and links to the report. Text color Background color Numeration Listing Switching to source code editor Format options for: Headlines Character formats Paragraph formats Font formats and text alignment Link options

41 3.3.5 Dynamic Box Within the Dynamic Box e.g. external pictures can be embedded via HTML code. Switching to source code editor for user-defined configuration Adding HTML source code with reference address of picture and possible indication of size

42 3.3.5 Dynamic Box Furthermore, it is possible to embed videos into reports. Switching to source code editor for user-defined configuration Adding HTML source code for an iframe with reference address of video

43 3.3.5 Dynamic Box Within reports linking to other reports can be made. Copy URL of report to be linked Add copied URL

44 3.3.6 Report filter Reports can be limited with a superordinate filter Often limiting to countries, device classes or campaign channels is of interest.

45 3.3.6 Report filter Via Add report filter individual filter for the entire report can be added. Only if the report has been saved, the filter can be applied. Please keep in mind that you cannot add the same dimension multiple times as a report filter (e.g. device class). For doing so, create segments. Furthermore, report filters do not affect LIVE elements.

46 3.4 Report options Furthermore, the report options can be configured. Basic options: Is shown at the top of the report. The time range that is applied to all elements by default. Shows a clickable list of all report elements. (see next slide) Is used to give other users access to the report. If a report was not assigned to a category, only the creator of the report and the admin can access it. Categories and access rights for users are configured in the user management. Further information can be found in the training chapter User Interface 5 User Management

47 3.4 Report options The Start Dialog is shown when accessing a report. It allows for changing the time range and for setting report filters before the calculations start. The start dialog is deactivated by default. It can be (de-)activated in the report overview or the report options. In the report options it can be determined whether other users are allowed to change this configuration.

48 3.4 Report options Reports can be sent automatically and continuously as via the scheduled export. In the edit mode this can be configured at Report options > Scheduled export. Export formats: CSV, Excel, PDF Charts and visualizations in the data table are only included in PDF files. The number of the data rows to be included in the export as well as the language of the exported file can be specified. The addresses of the recipients can be entered separated by spaces, commas, semicolons or line breaks ( ENTER ).

49 4 Tips for an effective reporting

50 4 Tips for an effective reporting Webtrekk allows comprehensive reports to be created. Deliver effective reports Information instead of data. Protect yourself against an information overload and adjust the reporting according to your possibility of taking actions upon the information. If you can only make changes to certain areas on a monthly basis, then try not to check the figures each day.

51 4.1 Goals and success Targets What are your targets for the website and how are you going to measure them? Use targets to define important KPIs. E.g. conversion rate, click-out rate Successful or not? Define target values in order to assess your actions objectively! Webtrekk supports an import for this kind of data.

52 4.2 Report structure and target groups Report Structure Take care of a coherent structure of your reports. Example: Structuring by user behavior. 1. Where and who? Analyses that show the origin/source of the traffic E.g., campaigns, referrer, device class 2. What? Analyses that show the usage of the content e.g., paths, actions, pages, Qty Product Views 3. Results? Analyses of Goal Achievement e.g., Qty Orders, newsletter registration, other registrations Target Groups To whom is the report addressed? Adapt the visualization, as well as the level of detail of the information and the descriptions.

53 4.3 Unification of information Standardization Wherever possible you should standardize reports, that deal with similar subject areas. Standards make it easier to read multiple reports. Possible guideline questions: How are weekly reports structured? Which key figures are used? In which order are the key figures added? Which time frames are used in the analysis? How are analysis objects and metrics named? Which filters are used to narrow down analyses?

54 4.4 Report Templates Create report templates Reports can be copied within an account or across other accounts. This way, you could create templates e.g. for daily / weekly / monthly reports campaign reports Custom Metrics and Formulas that don t exist in the target account are also taken over. If filters are used, they can be adapted before copying is started. We would suggest to set read-only permission for report templates. This can be done using report categories.

55 4.5 Segmentation Segmentation Webtrekk offers various possibilities for segmentation use them! For instance, do not just look at the average duration but analyze, what happens exactly in a visit with long durations.

56 4.6 Simple interpretation Notes Only forward new reports and analyses together with explanatory notes. This increases acceptance of the information and helps to avoid misinterpretations. For general information about the report use the report description. For other notes use a Dynamic Box.

57 4.6 Simple interpretation Relative values Are 10,000 visits a lot or not?. Enrich your absolute figures with relative values. In many cases it will only be the combination of these that will let you grasp the meaning of the information in question. Formatting Format important key figures in the data table to improve readability.

58 4.6 Simple interpretation Compare different time intervals For a time-based comparison use the corresponding option in an analysis, Single KPI and Sparkline.

59 4.7 Checklist KPIs defined and globally saved Correctly integrated Error (e.g. new customer s rate) Other important key figures Correctly integrated Error (e.g. Qty Downloads) Standardized report template Correctly integrated Error Not necessary Existing segments? Correctly integrated Error Not necessary Identified target groups? Correctly integrated Error Not necessary Other notes:

60 4.7 Checklist Important reports: Onpage error report Correctly integrated Error Not necessary (e.g. 404 page calls, error messages) Webtrekk validation report Correctly integrated Error Not necessary Other individual report requirements:

61 Summary You should now be able to answers questions like these: Which display formats/elements can be used in reports? How can a report be shared with other logins? What is the purpose of the report filter? Get your certification! We offer several certifications to prove your expertise ranging from Basic to Admin level. Click here for more information.

62 Thank you for your interest in Webtrekk! Please evaluate this document. Your feedback assists us with the further optimization of the training documentation. To the evaluation This presentation is protected by copyright. Any exploitation, dissemination or use without the consent of Webtrekk GmbH is prohibited!

63 New Functions in Webtrekk Analytics Here is a list for Webtrekk Q3-users, containing all new reporting functionalities in Webtrekk Analytics: New report elements (Single KPI, Sparkline) Comparison time periods with regards to weekdays (Sliding Window) Easy integration of external data sources (e.g. YouTube, Slideshare, Live Screenshots ) Quick filtering of all analyses in a report through a report filter Linking from one report to another Extensive possibilities to design the report (Allocation, scaling) Easy editing of analyses (WYSIWYG) Possible to unfold pivot tables in reports Easy user management through assignment to report categories PDF export including all visualisations and diagrams Full screen mode Responsive design adapts to any browser resolution or device Better and more comprehensive visualisations Evidently more performant user interface Faster calculation of analyses