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 custom report requires either the Explore Data or Author reports permission.
To create a custom report:
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 name of a dimension to add it to the results canvas.
Personalization will display the dimensions you select as columns in the Visualization section.
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.
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 .
After you have created a report, you can add the following data elements to better meet your reporting needs:
You can also delete dimensions you no longer need.
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:
Filter: The desired filter will display in the Filters section
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:
Review the results displayed in yellow text.
Click the desired measure to add it as a column in your results canvas. Personalization displays measures with a tan background.
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:
Click Visualization.
Personalization will display a list of available visualization option icons.
To remove a dimension when editing a custom report, perform the following steps:
After you have created and modified your custom report, you can download, edit, or delete your custom report.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
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 custom report requires either the Explore Data or Author reports permission.
To create a custom report:
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 name of a dimension to add it to the results canvas.
Personalization will display the dimensions you select as columns in the Visualization section.
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.
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 .
After you have created a report, you can add the following data elements to better meet your reporting needs:
You can also delete dimensions you no longer need.
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:
Filter: The desired filter will display in the Filters section
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:
Review the results displayed in yellow text.
Click the desired measure to add it as a column in your results canvas. Personalization displays measures with a tan background.
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:
Click Visualization.
Personalization will display a list of available visualization option icons.
To remove a dimension when editing a custom report, perform the following steps:
After you have created and modified your custom report, you can download, edit, or delete your custom report.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
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