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Creating Custom Reports in Insight

Creating Custom Reports in Insight. Michael Seto Technical Account Manager Oracle Marketing Cloud June 19, 2014. Michael Seto Senior Technical Account Manager Oracle Marketing Cloud. Program Agenda. Insight Analyzer Components of an Insight Report Designing your insight report

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Creating Custom Reports in Insight

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  1. Creating Custom Reports in Insight Michael Seto Technical Account Manager Oracle Marketing Cloud June 19, 2014 Oracle Confidential – Internal/Restricted/Highly Restricted

  2. Michael Seto • Senior Technical Account Manager • Oracle Marketing Cloud Oracle Confidential – Internal/Restricted/Highly Restricted

  3. Program Agenda Insight Analyzer Components of an Insight Report Designing your insight report Distribution Options 1 2 3 4 Oracle Confidential – Internal/Restricted/Highly Restricted

  4. Insight Analyzer Analyzer users are Insight’s power users Able to: Access the entire Insight Data Model Build reports and dashboards from scratch Modify existing reports Publish and share custom reports Oracle Confidential – Internal/Restricted/Highly Restricted

  5. Components of an Insight Report Attributes Metrics Filter Oracle Confidential – Internal/Restricted/Highly Restricted

  6. Components of an Insight Report Attributes • Object being reported on • Qualitative values • Examples • Email name • Campaign Region • Country • Date Metrics • Value being Measured • Always a numeric value • Calculated based on Attribute used • Examples • Total Contacts • Clickthrough Rate • Average Page Time • Attributed revenue Filter • Restricts the scope of the report • Can be static or Dynamic • User prompts or dynamic filters Oracle Confidential – Internal/Restricted/Highly Restricted

  7. Designing your Report Not all attributes can be combined Use report templates to find attributes that work well together Reports should contain at least one Metric and one Attribute Reports should not contain attributes from more than 2 objects Points to Remember Oracle Confidential – Internal/Restricted/Highly Restricted

  8. Building Your Report (demo!) Oracle Confidential – Internal/Restricted/Highly Restricted

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