Create and modify custom reports

This feature is available only to Personalization Starter–Premium or Personalization–Premium subscribers. To upgrade your Personalization subscription to this level, contact your Account Manager.

After confirming you have the correct permissions to create reports and learning about the fields custom reports can contain, you’re ready to create and modify your first report.

Creating a report

Creating a custom report requires either the Explore Data or Author reports permission.

To create a custom report:

  1. Review the fields that custom reports can contain to identify the fields suited to your needs.

  2. Sign in to your Personalization user interface.

  3. In the top menu, click Analytics.

  4. Click Explore Data.

  5. To identify your desired fields, search for the data using one of the following methods:

    • In the Profiles section in the left sidebar, in the Search field, enter your search criteria.

      Personalization will display the categories and dimensions matching your text.

    • Click the triangle next to a category to display its dimensions.

  6. Click the name of a dimension to add it to the results canvas.

    Personalization will display the dimensions you select as columns in the Visualization section.

  7. After adding all the dimensions you want to view, click Run.

    Personalization will search your website’s data warehouse in real-time and display its results.

  8. Click Create Report.

  9. Enter values for the following fields:

    • Report Name

    • Analytics Category

    • Description

  10. Click Submit.

You can access your custom report by clicking the Analytics Category you selected for your custom report. Personalization will display your custom report in your selected category with the custom report icon .

Enhancing and extending your report

After you have created a report, you can add the following data elements to better meet your reporting needs:

  • Pivots and filters, to reorganize or summarize data

  • Measures, to perform calculations

  • Visualizations, like charts and graphs

You can also delete dimensions you no longer need.

Adding pivots and filters

Besides viewing dimensions in your custom report, you can add a dimension as either a filter or a pivot. Adding a dimension as a filter enables you to return those results matching your filter criteria. Adding a dimension as a pivot will display each value in the selected dimension horizontally in your report (instead of vertically), making your report easier to read and understand.

You can add dimensions as filter or pivot criteria (instead of columns to the results canvas) by performing the following steps:

  1. After you search for criteria described before in creating custom reports, point to the desired option.

  2. Select from the following options, based on your requirements:

    • Pivot: The results canvas will pivot based on the dimension

    • Filter: The desired filter will display in the Filters section

Adding measures

In custom reporting, measures add another column containing a mathematical calculation, such as a total or average, to your results canvas. To add a measure to your custom report, perform the following steps:

  1. Search for criteria as described in creating custom reports.

  2. Review the results displayed in yellow text.

  3. Click the desired measure to add it as a column in your results canvas. Personalization displays measures with a tan background.

Adding visualizations to your report

After creating a report, you can enhance it with charts and graphs by building a visualization. For example, the following visualization displays the relationship between content views, decisions, click-throughs, and goals.

To create and customize a visualization, perform the following steps:

  1. Search for criteria as described in creating custom reports.

  2. Click Visualization.

    Personalization will display a list of available visualization option icons.

  3. Click the icon for the visualization type from the list:

    •  Table

    • Column

    •  Bar

    • Scatterplot

    • Line

    •  Area

    •  Pie

    •  Map

    •  Single Value

    •  More options: Less often used options such as funnel, timeline, static map (regions), static map (points), donut multiples, and single record

Deleting a dimension from a report

To remove a dimension when editing a custom report, perform the following steps:

  1. Point to the dimension you want to delete.

  2. Click the dimension’s gear icon .

  3. Click Delete.

Next steps

After you have created and modified your custom report, you can download, edit, or delete your custom report.