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.
To create the table of your choice, simply drag and drop the metrics and dimensions into the locations indicated.
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.
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.
On the interface, you have
En arrivant sur l’interface, vous êtes directement placé sur la liste générale des rapports actifs, mais en cliquant sur l’onglet « Archive » vous avez accès à l’ensemble de vos rapports archivés.
Vue du rapport
L’écran de consultation des rapports vous permet de parcourir le tableau de donnée et les différents niveaux de dimensions prévus. Vous pouvez également utiliser les filtres définis lors de l’édition.
Calendrier
Le calendrier est situé en haut à droite de l’interface. Vous pouvez définir la période dont vous avez besoin de trois façons différentes :
Directement dans le champ d’input
Par la liste de présélection
Par les calendriers de début et de fin de période
Dans le champ d’input, le format à respecter est : aaaa-mm-jj – aaaa-mm-jj
Nota Bene :
Dans la liste de présélection, les propositions « Last X days » ne prennent pas en compte le jour courant.
Dans la liste de présélection, les propositions « X to date » prennent en compte le jour courant.
Export
Le bouton d’export est situé en haut à droite de l’interface.
Attention : Pour le moment, seuls les 3 premiers niveaux de dimension du tableau sont disponibles à l’exportation.
Vous avec deux types d’exports disponibles :
One shot : Le rapport qui s’affiche à l’écran est envoyé avec tous ses filtres actifs et la période de temps sélectionné. Il est envoyé via mail, une seul fois, à l’adresse enregistrée dans le profil de l’utilisateur.
Scheduled : L’utilisateur peut prévoir une période, une fréquence d’envoi et un moyen d’envoi (soit mail, soit par serveur FTP)
Dans les possibilités de prévision, vous pouvez définir trois fréquences différentes :
Quotidienne : l’export sera envoyé chaque jour avant 10h du matin.
Hebdomadaire : l’export sera envoyé chaque semaine et vous pourrez choisir le jour de l’envoie.
Mensuelle : l’export sera envoyé le premier lundi de chaque mois.
Les périodes sont légèrement moins variés que dans le calendrier pour correspondre aux possibilités de fréquences d’envoie.
En envoie via mail, vous pouvez ajouter autant d’adresse que désiré dans le champ prévu à cet effet, mais seules les adresses des collaborateurs inscrits sur la plateforme sont autorisées.
En envoie via serveur FTP, vous pouvez uniquement choisir un serveur FTP déjà configuré dans les options et ajouté un chemin pour entreposer l’export dans le dossier de votre choix
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