Custom reports in Profile Manager

Using reports dashboards in Profile Manager

Custom report authoring allows you to create analytics on-demand using a Business Intelligence (BI) tool in the Profile Manager user interface. Unlike pre-existing reports, custom reports search your website's data warehouse in real-time based on criteria that you specify.

Custom reports include the following features:

  • Dimensions - Groups or buckets of data, such as an Event Name
  • Measures - Information about that bucket of data, such as Event Count for a total number of events
  • Filters - Conditions to limit the data returned in the search, such as Events from the past 30 days
  • Visualizations - Charts or graphs with a visual representation of your search

For a list of dimensions you can use in your custom reports, see Fields in custom reports.

For a video walkthrough of custom reporting functionality from Acquia's engineering team, see Acquia Lift: Custom report authoring on YouTube.

Enabling access to custom reports

To enable access for a member of your team, perform the following steps:

  1. Sign in to the Profile Manager interface with an account with Administrator permissions.
  2. In the top menu, click Admin.
  3. Click the Manage Permissions link on the left side of the page
  4. Click the name of the security group you wish to grant access to the custom report functionality
  5. Scroll down to the Linked Security Resources section.
  6. Click the Select a resource select box, and select Explore Data.
  7. Click Add.
  8. Click Save to save your changes.

For additional information on how to update and manage permissions in Acquia Lift, visit Managing permissions in Profile Manager

Creating custom reports

To create a new custom report, complete the following steps:

  1. Sign in to your Profile Manager user interface.
  2. In the top menu, click Analytics.
  3. Click Explore Data & Create Custom Reports.

    Launch the custom report tool

  4. 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.
      Profile Manager will display the categories and dimensions that match your text.
    • Click the triangle next to a category to display its dimensions.
  5. Click the name of a dimension to add it to the results canvas.

    Search for a dimension

    The dimensions you select will appear as columns in the Visualization section.

    Dimensions shown in columns

  6. After adding all of the dimensions that you want to view, click Run.
    Profile Manager will search your website's data warehouse in real time and display its results.
  7. Click Create Custom Report.
  8. Enter values for the following fields:
    • Report Name
    • Analytics Category
    • Description
  9. Click Save.

You can access your custom report by clicking the Analytics Category that you selected for your custom report. Profile Manager will display your custom report in your selected category with Custom Report icon Custom Report.

Custom report listing

Deleting custom reports

To delete an existing custom report, perform the following steps:

  1. Sign in to your Profile Manager user interface.
  2. In the top menu, click Analytics.
  3. Select the category in which your report appears.
  4. Click the custom report you want to modify or delete, then click the Delete link.
  5. Click OK.

Deleting a dimension from a report

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

  1. Point to the dimension that you want to delete.
  2. Click its gear icon Settings icon.
  3. Click Delete.

Adding pivots and filters

In addition to viewing dimensions in your custom report, you can add a dimension as either a filter or a pivot. Adding a dimension as a filter allows you to return only those results that match your filter criteria. Adding a dimension as a pivot will display each value in the selected dimension horizontally in your report (instead of vertically), which may make 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 as previously described 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 that dimension
    • Filter - The desired filter will appear in the Filters section

      Filters in custom reports

Adding measures

In custom reporting, measures add an additional 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. Note that measures are displayed in yellow text.

    Measures in search results

  3. Click the desired measure to add it as a column in your results canvas. Measures are displayed with a tan background.

    Measures column in search result

Adding visualizations to your report

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

Visualization example

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

  1. Search for criteria as described in Creating custom reports.
  2. Click Visualization.

    Visualization accordion

    Profile Manager will display a list of available visualization option icons.

    Visualization bar

  3. Click the icon for the type of your desired visualization type from the list:
    • Table icon  Table
    • Column icon  Column
    • Bar icon  Bar
    • Scatterplot icon  Scatterplot
    • Line icon  Line
    • Area icon  Area
    • Pie icon  Pie
    • Map icon  Map
    • Single Value icon  Single Value
    • More Options icon  More options - Less frequently-used options such as funnel, timeline, static map (regions), static map (points), donut multiples, and single record

Downloading custom report data

You can export or download your data in several file formats to send to colleagues or to import into other systems. After creating a custom report (as described in Creating custom reports), perform the following actions to download the report's data:

  1. Click the gear icon located to the right of the Run button, and then click Download.

    Downloading custom data

  2. Click File Format to select your desired file format.

    Downloading window

  3. Customize the Results, Values, Limit, and Filename based on your requirements.
  4. To save the results of your custom filter, select from one of the following steps based on your needs:
    • Open in Browser - View the results in a new browser window
    • Download - Save the results as file on your computer

Contact supportStill need assistance? Contact Acquia Support