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
Note
Visitors are counted once for each piece of content shown,
click-throughs, and goals met, for each touch.
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:
- Click the cog icon
at the upper-right of the
report you want to download.
- 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
- 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.
