Custom Reports Introduction Name / job role What company are you with How much experience do you have using Webtrends Create a Word document for your notes .. Agenda Custom Reports Overview of Custom Reports Overview When the standard Webtrends Analytics reports don’t meet your requirements, or when you want to provide focused reports for specific business needs or users without creating a new profile each time, you can use Custom Reports to design reports with only the content you specify. Webtrends allows you to use a large number of preconfigured components to construct a custom report, or you can design your own components and provide information about how Webtrends can track them. Pre-configured - prebuilt reports that may require some tagging Custom - recommended no more than 50 custom reports / profile Overview dimensions measures Overview When you design a custom report, you should ask yourself some of the following questions. Where will Webtrends Analytics find the information you want to report on? If you want your site to record the information you need, you may need to set up custom tagging on your pages. Your custom reports may also depend on your configuring advanced features such as Content Groups and Scenario Analysis. When you choose dimensions, make sure you know how Webtrends will track them. How often and when should Webtrends Analytics collect data? Some kinds of data give the same result for every hit during a visit. Others give a different result with every hit. Some measurements only make sense when collected once per visit. Think about what kinds of data you want to measure, and when Webtrends should measure them to get the most meaningful results. Overview Who will use the report? Webtrends allows you to specify up to 30 different measures per custom report, but only a few of these may be relevant to the person who needs the report, and using many measures increases processing time and can affect performance. This question may also help you decide whether to use translation files, and give you guidance as you name your reports and report columns and as you provide Help text. How much data will this report generate? Depending on the dimensions you choose and the structure of your data, you may encounter problems with very large table sizes that can affect performance. You may need to adjust table limits, filter your data very precisely, or reconsider your strategy for isolating the data that interests you. Overview Custom reports allow an enormous number of combinations of dimensions and measures. Not all of these combinations will provide meaningful data. Another way to think about creating meaningful reports is to think about what kinds of dimensions and measures work together meaningfully. Dimensions and measures can be classified as hit-based, visit-based, or visitor-based. Overview Hit-based if it changes from hit to hit within a single visit. For example, Content Groups, Products, and Campaigns are all hit-based dimensions because it is possible for each a visitor to click in a different one during each visit. Page Views, and Clickthroughs are all hit-based measures. Visit-based if it does not change or occur multiple times within a single visit. For example, each visit typically has only one Referring Site and one geographical location such as a Country. Visits, Visit duration, visit depth are all visit-based measures. Visitor-based if it does not change for an individual visitor, even across visits. For example, each visitor has only one initial campaign or initial search engine. Visitor-based measures include Unique Visitors and unique buyers. Overview Standard Dimensions Custom Report City Measure 1 Measure 2 London x x Birmingham x x Plymouth x x Geographic Region Geographic Drilldown Hour of Day MSA Multi-homed Domain Network Network Type New vs. Returning Organization Page Views Platform PMSA Product Product Category Query Parameter Query String Referring Domain Referring Site Referring URL Return Code Search Engine Search Keywords Search Phrase Shopping Cart Level State Throughput Time Zone Time Period Top Level Domain URL URL with Query String Visitor Overview Dimensions are either Hit or Visit based. Hit - The value associated with the dimension changes during the visit. Visit - The value associated with the dimension doesn’t change during the visit. Possible Report Combinations: Visit > Visit Visit > Hit Hit > Hit (occurs in the same server call) Overview Standard Measures Custom Report City Measure 1 Measure 2 Clickthroughs Product Views London x x Revenue Percent of Hits Birmingham x x Orders Percent of Views Plymouth x x Hits Percent of Visits Page Views Visit Duration Visits Kbytes Transferred Units Time to Serve etc…… Custom Measures Based on Query parameters or Cookie parameters Demonstration AUTO POPULATE FOLDER LIBRARY Demonstration: Auto Populate Define data source Enable auto-populate in the template Create your categories, define dimensions, measures Create your custom report, attach to profile Custom Reports Standard Dimensions & Measures Standard Dimensions & Measures Webtrends Standard reports are created from Dimensions and Measures, which can be ‘rearranged’ to create custom reports. Content Groups URL Demonstration CONTENT GROUPS : URLS Demonstration: Content Groups : URLs Digital Manager wants to determine how visitors interact with ‘content areas’ of the MUSA website. Report Content Groups by URL Data Source MUSA Profile MUSA Hit Dimension 1 Content Groups Hit Dimension 2 URL Hit Measure Page Views Workshop REFERRING SITE : ENTRY PAGE Workshop: Referring Site : Entry Page Digital Marketing Manager wishes to track the Entry Page by the Referring Site that is driving traffic to the website. Report Entry Page by Referring Site Data Source MUSA Profile MUSA Visit Dimension 1 Referring Site Visit Dimension 2 Entry Page Visit Measure Visits Workshop: Referring Site : Entry Page Referring Site Entry Page Standard Dimensions & Measures Direct Traffic occurs when Webtrends cannot resolve the Referrer entry. Somebody really did type in the address or used a bookmark to get to your page They clicked on a link in an email (not always true. If they used some kind of web mail, the web mail server will be the referrer) The link was in a document The link originates at a secure (https:) page and your page is not secure (http) The visitor is using IE and the link to your site was in JavaScript. JavaScript links to your site include those that open your site in a new browser window, or any kind of JavaScript redirect. Many banners’ links are programmed this way. Standard Dimensions & Measures Direct Traffic occurs when Webtrends cannot resolve the Referrer entry. The visitor is using IE and the link to your site is from within a Flash application (there are a lot of ways to do this in Flash so there may be exceptions) Your landing page redirects to another page via a 301 permanent server-side redirect The link was on an intranet or some other web site behind a proxy or corporate gateway that was set up to strip referrers from requests The visitor has made changes to their browser that suppresses the referrer information Another site has put your page content into an iFrame and coded the frame to suppress the referrer, in order to make it difficult for you to find out who is framing your content. Workshop NEW V RETURNING : REFERRING SITE Workshop: New v Returning: Entry Page Digital Marketing Manager wishes to track New v Returning Visitors by Referring Site to determine traffic to the website. Report New v Returning Visitors by Referring Site Data Source MUSA Profile MUSA Visitor Dimension 1 New v Returning Visitors Visit Dimension 2 Referring Site Visit Measure Visits Workshop: New v Returning: Entry Page New v Returning Referring Site Standard Dimensions & Measures Your own site can act as a Referrer. When they leave your site open and go to a meeting When they click on one of your links that goes off-site When they type something else in the browser window When they close the browser window and your site is open in another window When they back-button to the search engine window that brought them there in the first place What if they come back to your site with another click on your listing Custom Reports Calculated Measures Calculated Measures Calculated Measures Custom Report City Measure 1 PV/V London x x Birmingham x x Plymouth x x A new column in the report created by performing a mathematical calculation that utilizes one or more of the existing measures in the report. Demonstration CALCULATED MEASURE Workshop: Calculated Measure Digital Marketing Manager wishes to determine how engaged visitors are with the content on the website. Report Content Groups by URLS Data Source MUSA Profile MUSA Hit Dimension 1 Content Group Hit Dimension 2 URL Hit Measure Page Views Visit Measure Visits Ratio Page Views / Visits Custom Reports Report Filters Report Filters Report Filters Custom Report City Measure 1 PV/V London x x Birmingham x x Hits Hits Visit Report Filter Hit Filters - include or exclude raw data generated by individual actions on a web site. Visit Filters - include or exclude data that as already been grouped into visits. A visit is a single session of activity identified with an individual user, including all the page requests and hits logged during the session Demonstration HIT FILTER Workshop: Hit Filter Digital Marketing Manager wishes to track visitor interactions with ‘Bike’ Content Groups Report Content Groups by URLs Data Source MUSA Profile MUSA Hit Dimension 1 Content Groups Hit Dimension 2 URL Hit Measure Page Views Filter Include Hit on Content Group - Bike* Workshop REPORT FILTER Workshop: Report Filter MUSA wish to analyze site traffic where Google is the Referrer Site. Report Exit Pages on Motofinder.com Data Source MUSA Profile MUSA Visit Dimension 1 Referring Site Visit Dimension 2 Entry Page Hit Measure Page Views Visit Measure Visits Filter Include Visit on Referring Site - *google* Workshop: Report Filter Referring Site Entry Page Filter: Google Workshop BRANDED SEARCH PHRASE Workshop: Branded Search The Digital Marketing Manager at MUSA.com wishes to determine the effectiveness of their SEM strategy, by segmenting visits that originate from Branded v non-Branded search terms. The search term is located in the cs (Referrer) field: http://www.google.com/search?hl=en&q=motorcycle+gear&btnG=Google+Search Workshop: Branded Search Google When you sign in using: Gmail, Google+, Google Chrome, the search is directed through Google SSL Search (https://www.google.com). As a result websites you visit from organic search listings will still know that you came from Google, but won't receive information about each individual query. This will show in your reports as: ‘Search Phrase not Provided’. Workshop: Branded Search Firefox Google SSL Search was incorporated into Firefox 14, released in July 2012. Apple Safari As part of iOS 6 - Apple now routes searches made through the Safari search box to an encrypted version of Google Search, which doesn’t pass any Referrer. This will be reported as ‘Direct Traffic’. Bing & Yahoo Referrers are not blocked. Workshop: Branded Search Digital Marketing Manager wishes to determine the Entry Pages from entering ‘Branded Search Phrase’ – Motorcycle into search engines. Report Entry Pages (Branded Search Terms) Data Source MUSA Profile MUSA Visit Dimension 1 Entry Page Visit Dimension 2 Search Phrase Visit Measure Visits Filter Include Visit on Search Phrase - *Motorcycle* Workshop: Branded Search Entry Page Branded Search Phrase Custom Reports Custom Query Parameters Standard Dimensions & Measures One of the most common methods for creating custom reports is with Webtrends query parameters. The following demonstration illustrates that further tagging may be required. WT DCS DCSext Parameters passed in the Query String Demonstration DAY PART : SCENARIO Workshop: Day Part : Scenario The Digital Marketing Manager at MUSA.com would like to know which parts of the day visitors ‘engage’ with their conversion funnels (scenarios), as this would be helpful in shaping their overall campaign strategy. Report Scenarios by Dayparts Data Source MUSA Profile MUSA Hit Dimension 1 WT.bh (lookup) Hit Dimension 2 WT.si_n Lookup C:\Class Files\Browsing hours.csv Visit Measure Visits Workshop: Day Part : Scenario WT.bh WT.mc_id Workshop (Optional) LINK TRACKING Workshop: Link Tracking The Digital Marketing Manager at whatever.com wishes to determine the ROI of Links located on webpage LinkT.html. Report Link Tracking Data Source Whatever Profile Whatever Hit Dimension 1 WT.es (Page) Hit Dimension 2 WT.nv Hit Measure Page Views Workshop: Link Tracking WT.es WT.nv Custom Reports Custom Dimensions & Measures Demonstration CONTENT – QUERY PARAMETER Demonstration: Query Parameter The Digital Marketing Manager at whatever.com would like to report against the content being served on its ParamA.html page Report Content Data Source Whatever Profile Whatever Hit Dimension 1 Navigation Tab Lookup C:\Class Files\lookup.csv Hit Measure Page Views Workshop: Query Parameter content parameter Demonstration SITE DIRECTORY Demonstration: Site Directory Whatever.com wishes to determine traffic at every level of their website directory structure. An example: WT.es=http://www.site.com/directory1/directory2/directory3/filename.aspx Demonstration: Site Directory The resulting report gives you an overview of site activity. Not to be confused with Path Analysis. Demonstration ONSITE SEARCH - REGEX Demonstration: OnSite Search Improving on-site search functionality can benefit a site by contributing to a better user experience, by reducing the barriers for users to reach their destination pages. Webtrends provides standard reports that display your keywords or phrases used on the site, however, not where visitors ‘landed’ as a result of those searches. Demonstration: OnSite Search The reports extract parameter search values that were passed in the referring URL, and display them against the page or page title that was clicked on as a result of that search. The Webtrends parameters used to track onsite search: WT.oss = tracking search terms WT.oss_r = number of results. 0 indicates a failed search. In some cases the search terms are tracked with a search parameter, e.g. keyword. The search term can still be extracted using the following regular expression: keyword=([^&]+) This expression extracts everything between ‘keyword=’ and the next ‘&’. Demonstration: OnSite Search The report gives you a good indication of how content is reached on your website. Site navigation maybe unclear, as a high percentage of visitors resort to onsite search. Visitors may be reaching site content using keywords or phrases that you haven’t optimized on. The onsite search engine isn’t matching pages with their search terms. Demonstration: OnSite Search The digital manager at MUSA.com wishes to determine the effectiveness of their onsite search. Create a report that displays on-site search terms that were in the previous (referring) page. Report OnSite Search Terms Data Source MUSA Profile MUSA Hit Dimension 1 Pages Hit Dimension 2 OnSite Search (Referring Page – All Hits) Hit Measure Page Views Demonstration: OnSite Search URL Onsite Search Term (PP) Workshop EXIT : ONSITE SEARCH Workshop: Exit : OnSite Search This useful report gives you an idea on which search terms result in visitors abandoning the site from the search results page. Report Exit OnSite Search Terms Data Source Zedesco Profile Zedesco Visit Dimension 1 Exit Page Visit Dimension 2 Exit OnSite Search Term (WT.oss) Last Occurrence in Visit Filter: Exit Page */search/results.aspx Visit Measure Visits Workshop: Exit : OnSite Search Exit Page Onsite Search Term Custom Reports Drilldown Reports Drilldown Reports Campaigns and Products drilldown reports can provide powerful information for marketing and commerce analysis. They rely on specialized, preconfigured translation files that provide external information about campaigns or products. Campaigns reports can provide hierarchically organized information about campaign demand channels, marketing activities, and Creatives. Product reports can provide information about product families and categories. This information is linked to a campaign ID passed in the WT.mc_id parameter (for campaigns reports) or a product ID code passed in the WT.pn_sku parameter (for Products reports). Demonstration CAMPAIGN DRILLDOWN Workshop: Campaign Drilldown Report ABC Campaigns Data Source MUSA Profile MUSA Dimensions Channel E Marketing Program G Marketing Activity F Creative D Description B Campaign Cost K Measure Translation Workshop: Campaign Drilldown Workshop PRODUCTS DRILLDOWN Workshop: Products Drilldown Report Product Drilldown Data Source MUSA Profile MUSA Dimensions Supplier F Division B Department C Class D Manufacturer E Measure Visits Translation Custom Reports REST API REST API The Data Extraction API conforms to the REST (Representational State Transfer) architectural style, using the HTTP protocol and a URI to access resources. Integrates with Excel without coding, client software, or installed driver--you need only your Webtrends credentials to get data Returns the entire data set for a trend in response to a single URI (for example, trending a week by hours) Is profile and account independent, so you can list multiple profiles by changing the profile name in the URI REST API There are two main ways of creating the REST request: Analytics 10: via the “Share” option when viewing a report from within the Webtrends Analytics 9 Insight user interface. REST Generator: is an application that helps you rapidly create a request for profile or report data. Custom Reports Summary Summary