Live Report Builder (LRB)
What is Live Report Builder ?
MixCommander offers you a new reporting module for your marketing campaigns. Live Report Builder is the result of long R&D work and implementation of new technical components. You can create and use customized reports update in real-time. Designed to be more granular than previous reports, it also allows you to cross-reference dimensions at your convenience and choose customized data range with a set of custom filters.
Create a report
The first step is to create reports that you can build yourself, then view, share and export.
Open the creation interface - which is also the editing interface. This screen give you access to several different options’ areas in addition to the drag&drop side panel:
Header containing the report's title and informations
Data Set (grey bar at the top of the report)
Filters
Table
Header
Header contains every useful information to manage and sort reports:
Title: Visible in general reports’ listing and every page which concerning this report.
Category: Classification unit in Live Report Builder organization.
Description: We recommend that you use this field to explicit why you created the report and what is this kind of analysis. This will make it easier for your employees to understand the reason for each report and avoids duplication.
Category’s managing:
You can manage category on the homepage of Live Report Builder.
Categorys are created, and deleted in this pop-in, then usable in report’s edition. When a category is associated to a report, it is visible in the general listing and report’s details.
Data Set and filters
Although the result on the data is essentially the same, there is a fundamental difference between Data Set and filters:
Data Set reduces the data scope used in the report. It cannot be disabled during consultation and is considered as an axiom of the report. It makes updates and generation easier.
eg : I want a report that only concerns French market. I will set my Data Set to take only into account informations sent by tags whose country is "fr".
Filters can be activated and deactivated directly on the view page. They allow to quickly reorganize the data of the table in the same way as the calendar which is a time filter.
eg : I want to be able to sort my report by device to see if there is a lot of difference between phone and computer users.
Data Set can be edited from the grey band at the top of the editing screen. The button opens the screen dedicated to editing the Data Set.
This Data Set screen is a drag&drop side panel with some logical rule fields. You can see a summary of these rules in the grey area of the editing screen once you have saved your rules in the Data Set screen.
Rule creation is made by simple logic rules, explained directly in the interface, except for the rules linking the different rules:
In each rules’ field, there is a logical OR between each line.
Between each rules’ field, there is a logical AND.
Eg : I want to keep my report scope on mobile users who have made their purchase in a French-speaking country:
Drag and drop dimension « country (conversion) » in the first field
Create rules « equal to » for French-speaking coutrys (fr, qc, be…)
Drag and drop dimension « device (traffic) » in the second field
Create rule « equal to mobile »
Data Set will summarize the scope as :
Filters are defined directly on the report editing screen. All you have to do is drag and drop the filters you want into the field indicated in all letters. They will be used in the consultation page.
Creation of the table
The most important part of the report is the data table. The information on the rows is called Dimensions and the information on the column headers is called Metrics.
Dimensions are sorted between three different univers:
Traffic: data reported by users' actions during their web browsing
On Site: data reported by users' actions during their navigation on the customer's site
Conversion: data catch by conversion’s tags at the time of order validation.
This makes it possible to monitor purchase actions and navigation actions in a differentiated way, which makes it easier to segment the population, particularly the behaviour of border residents.
Metrics are sorted by type:
Ads: Based on clicks and impressions, they directly concern advertising actions.
Analytics: Based on sessions and type of visitors, they concern the behaviour of users when they arrive and navigate on the customer's site.
Attribution: Processing the number of conversions and the associated revenue. They differ according to the allocation model chosen.
Choose your metrics
To create the table of your choice, simply drag and drop the metrics and dimensions into the locations indicated.
For example display "new_customer" as column
By displaying this metric as a column will allow you to compare the number of new customers against total orders
NB :
Metrics can be deleted by pressing the cross at the top right of each insert.
Dimensions cannot be reorganized by drag&drop. To change their level, or delete them, click on the three points symbolizing the options.
Apply your attribution models
Once metrics and dimensions have been selected and arranged as desired, you can choose all attribution models you want by clicking on the cog on the right of the default attribution model.
When your table is finished, you can click on "Publish" to switch your report to view mode. You can then play with filters, calendar, export your document and allow your read-only collaborators to access it easily.
For users used to custom reports
Even if they are close, the "Session" metric is not equivalent to the "Visit" metric.
Visit: A visit can correspond to several arrivals clicks on the site because as long as a visit is in progress, it ignores any arrival click from the user.
| Session: There are as much sessions as clicks. The current session ends and a new one starts automatically when the user returns to the site without any arbitrary duration conditions.
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Use a report
Live Report Builder is not just a list of real-time reports. It is also a module which can administer your report list in order to remain as efficient as possible.
Report details
From the Live Report Builder homepage (the general list) you have access to a lot of information about the reports:
Title
Last edition
Category
Status
Published : published version visible directly in View mode. Read only user can view it.
Draft : unpublished version keep in draft mode. You can only access the editing screen. Read only users can view it in the list but they cannot access the data.
Owner
But all information about a report can also be found in the Details panel (button on the right of its listing line or in the options).
In addition to the information available directly on the homepage:
Data Set rules
Filters
Dimension’ levels
Description
Reports’ options:
View
Edit
Duplication
Archive
Archive, restore and delete
In Live Report Builder, reports could be separately disable or deleted.
Archived: The report is no longer viewable, but its settings are stored for possible restoration.
Deleted: The report, its settings and history are completely deleted from the databases. There is no way to recover the datas.
To archive, click on the option on the right of the line corresponding to the target report. The archiving option appears but not the deletion option. Restore and delete are the only options available for reports that are already archived.
When you get on the interface, you are directly located on the general list of active reports, yet by clicking on the "Archive" tab you have access to all your archived reports.
Rapport View
The report view screen allows you to browse through the data table and the different levels of dimensions provided. You can also use the filters that were defined during editing.
Period Time
The calendar is located at the top right of the interface. You can define the period you need in three different ways:
Directly in the input field
By the shortlist
By the start and end of period calendars
Within the input field, the format to be respected is : yyyy-mm-dd – yyyy-mm-dd
Nota Bene :
Within the pre-selection list, "Last X days" current day is not taken into account by the suggestions
Within the pre-selection list, "X to date" current day is not taken into account by the suggestions.
Compare 2 periods
Custom : choose 2 periods manually
Directly in the input field
By the start and end of period calendars
Predifined comparison periods
You can also apply predifined periods :
Export
The export button is located at the top right of the interface.
Be careful: At the moment, only the first 3 dimension levels of the table are available to export.
You have two types of exports available :
One shot :The report that appears on the screen is sent with all its activated filters and the selected time period. It is sent via e-mail, once only, to the address registered in the user's profile..
Scheduled : The user can specify a period, a sending frequency and a sending method (either by mail or by FTP server).
In the forecasting possibilities, you can define three different frequencies:
Daily: the export will be sent every day before 10:00 a.m..
Weekly: the export will be sent every week and you can choose the day of the export.
Monthly: the export will be sent on the first Monday of each month.
By choosing send via email, you can add as many addresses as you wish in the field provided for this purpose, but only the addresses of employees registered on the platform are allowed.
By choosing send via FTP server, you can only choose an FTP server already configured in the options and add a path to store the export in the folder of your choice.
Synergy with DataCommander
Focus on Segments
if you are both DataCommander and MixCommander customer you will automatically see in LRB data set the DataCommander segments !
They are available in data set in traffic and conversion sections. You can display the name and the ID of the segments.
You can analyse the traffic and the conversions of DataCommander segments
You can use them as filters
Then you can choose the value you want to filter.
Then you can analyse the data. The segments are only available on last 90 days
FAQ
What is "missing Dimension"?
• new users (that don't have yet segments calculated)
• fresh campaign-only users (clicks) : means user that has never visited the website (before this click) and only comes from a new campaign
Specifically on Sessions
• Because of Safari, it seems very often a page seen generates a new session.
Specifically on Conversions
• Example : It varies between 30% and 80% depending on the attribution models. A First Touch Point will have 80% because the new user will not have his segments calculated depending of segments. A Last Touch Point will have 30% because the User's segments have been calculated in the meantime.
What is the difference between traffic and conversion dimension ?
Having the segments in the conversion universe allows you to filter on conversion-specific data (segments in wich the user was at the moment he converts), in addition to being able to filter on attribution data (i.e. the winning TPs that are in the traffic universe. It means segments in wich was the user when the winning touchpoint occurs in the past)
EXAMPLE :
If you launch a campaign to sell garden furniture.
Imagine a user that has seen the campaign in January (first touch point) but he was living in appartment. He did not buy. The user came back in March, he moved to the countrysiden now he is living in a house, he has bought garden furniture. In your LRB reports, you want first to analyse Segments of users based on campaigns (winning touchpoints) and you will see :
Then, it appears strange to you so you want to see in wich segment was the users the day they bought, so you choose the dimension "Segment (conversion)", and you will see :
And then you understand that users only buy if they are in house, so you'll change your campaign targetting or maybe keep it but look at a last touchpoint attribution model that feets better to your business.
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