Using reports and dashboards in Personalization

Personalization provides a group of pre-built or standard reports and visualizations which help you to gain insights about visitors’ behavior and actions on your websites, and optionally across other channels. The reports can be filtered to display data for different websites and different time periods. In certain cases, you can add more filters based on specific event names of interest or other criteria.

Viewing the available reports

To view the reports, click the Analyze tab on any webpage in the Personalization interface.

Personalization includes reports providing an overview of how your visitors interact with your websites, and reports providing a fine-level of detail based on specific attributes of their interactions. By default, Personalization displays the reports each section has. To hide a section’s reports, click the name of the section.

The following reports and visualizations are available for your use:

Overview report

  • Operational dashboard: Displays dashboard-style summaries which consolidate reports and visualizations into a single at-a-glance view

Detailed reports

  • Content: Reports displaying content-related data, such as number of views of a certain content type

  • Conversion: The Offers and recommendations campaign summary report, which displays campaign actions and click-through engagements from the previous 90 days

  • Engagement: Lists reports displaying data relating to engagement scores, the number of Page Views over certain periods of time, and the amount of time a visitor spends on your website or websites

  • Events: Reports displaying data related to the frequency of unique events on your website or other channels

  • People: Lists reports containing data relating to the different ways Personalization tracks visitors to your website or other channels. For example, the People by identifier type report displays the number of visitors captured in Personalization in the past 30 days, organized by identifier types such as email address and Facebook ID.

  • Segment: Reports displaying data related to the segments into which your visitors fell when visiting your website

  • Touches: Reports consisting of data relating to the touches associated with visitors in Personalization.

  • Campaigns: Reports including data about the types of campaigns running on your website:

    • A/B Test Campaign

    • Content Recommendation Campaign

    • Targeted Personalization Campaign


Visitors are counted once for each piece of content shown, click-throughs, and goals met, for each touch.

Deleting campaigns, segments, and variants does not delete them from reporting.

Downloading report data

Personalization enables you to download and save data from each of the available reports. To download data from an individual report, complete the following steps:

  1. Click the cog icon at the upper-right of the report you want to download.

  2. Click Download data to display a dialog box containing the following configurable options for your download file:

    • File format: Available file formats for the download file

    • Values

      • Unformatted: Save the download file in a plain text format

      • Formatted: Save the download file using the file format you selected

    • Limit

      • Results in table: Limit the downloaded report data to what is currently displayed in the table

      • Custom: Selecting this option displays the Row field, into which you can enter a limit for the amount of exported rows, starting from the beginning of the table (default value is 5000).

    • Filename: The default file name for your download file, which you can modify

  3. Click either Open in browser to open the download file as a webpage in your browser, or Download to export the download file to your local machine.

Getting help

In the Operational dashboard, to display help text for a displayed report, click the speech bubble icon located to the lower-left of the report. You can also display a description of each report by pointing to its name in the sidebar.

Bots and spiders

Personalization attempts to filter out traffic from bots and spiders which may crawl your website, and generate false positives for tests and other Personalization activities. See Bot traffic filtering for more information.