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This presentation details the WebTrends BasicPlus training, including contact information for key personnel and links to resources. The session covers creating and managing templates within WebTrends, allowing users to organize reports. Participants can learn how to create new templates, manage access, and utilize querying features for refined report results. Recorded presentations and additional training sessions are accessible via Thermo Fisher’s internal portal. Ensure your phone is muted during the presentation to maintain a professional environment.
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Thermo.com WebTrends BasicPlus Training Emily Siwicki (emily.siwicki@thermofisher.com 412-490-3347) Jon Reider (jon.reider@thermofisher.com 412-490-1111) Steve Jablonski (stephen.jablonski@thermofisher.com 412-490-8432) Jeff Mucci (jeff.mucci@thermofisher.com 412-490-1148)
Presentation Overview • Presentation and PowerPoint have been recorded and will be available on think.thermofisher.com by 4/24/09 • Additional “BasicPlus” training occurring 4/23/09 • WebTrends login is https://ondemand.webtrends.com/login.asp • Enterprise eBusiness contacts are: • Emily Siwicki (emily.siwicki@thermofisher.com 412-490-3347) • Jon Reider (jon.reider@thermofisher.com 412-490-1111) • Steve Jablonski (stephen.jablonski@thermofisher.com 412-490-8432) • Jeff Mucci (jeff.mucci@thermofisher.com 412-490-1148) • WTanalytics@thermofisher.com • PIF link: http://ebiz.thermofisher.com/projectRequest • Please ensure that your phone is muted for presentation
Marketing Reports Marketing Template IT Reports IT Template Product Reports Product Template Template Overview • A template is a subset of reports that are grouped together for easier viewing or are valuable to a specific business function, team or individual • Thermo.com users who are administrator without custom reports have the ability to create templates • User types are: • Report users • Administrator without custom reports • Administrator with custom reports
Finding Templates • Templates are found in the Template menu in the to navigation bar • WebTrends will default to “Complete View 8.5” template which contains all reports
Click to Create New Report Right Click to Copy Existing Report Creating a new template • Select “Administration” link from the left-hand navigation • In the “Administration” window, select Report Designer Templates • Mouse over and select Copy on the action button OR click the “New” button to create a new template
Creating a new template • After clicking on the “New” button or “Edit” on an existing template, the Template Wizard opens • Name the new template and select “Next”
Creating a New Template • Organize reports by chapter by adding a “New Chapter” • Make sure that the chapter in which to include the report is highlighted in blue to add a chapter beneath a chapter
Creating a new template • Within a chapter, select to Add Report • Select reports to add to each chapter from the libraries drop-down: • Built-in Report Library contains WebTrends out-of-the-box reports • Custom Reports Library contains reports that have been created by eBusiness WebTrends administrators • Dashboards library
Configure the graphs Configure the measures within the table by adding columns and turning on the measures Creating a new template • Select a report after it has been added to a chapter
Creating a new template • Use the style options to change: • String data display options (cut off or not) • Graphs included or minimized • Default number of rows • Include or not include the help card
Creating a new template • The Template Access section appears • There is no need to select any users as the template will be associated with a profile and everyone who has access to that profile will have access to the template • Select “Save” • The “Change Comment” dialog box will appear • Enter a comment relating to the template that you created
Create Template E-mail WTanalytics@thermofisher.com eMarketing associates template with Thermo.com profiles eMarketing sends an e-mail to template creator when template is ready for use Use new template Steps in Creating a Template • Once you have created a template, send an e-mail to WTanalytics@thermofisher.com indicating the template name and the need for the template to be associated with the Thermo.com profiles • Once the template is associated with the Thermo.com profiles, an e-mail will be sent to you indicating that the template is now available for use
Locating Templates in the Reporting Console • After you have been notified that the new template is available for use, click on the drop-down menu next to “Template” and select your template • You will see the name of your template appear in the left-hand navigation and the only reports that you will see in the template are the ones that you added
Querying within a Report • Another way to find a subset of results in a report is to use a query • Select “Query” to perform a query
Querying within a Report • The query dialog box appears • Select the dimensions and/or measures that you would like to query against • Wildcard characters can be used • Queries allow you to combine multiple dimensions and measures while a search can only use one dimension at a time • Select “Run Query”
Querying within a Report • The report will return only those pages that meet the query criteria • When the report is returned, the title of the report shows that the report is based on a query
Creating Bookmarks • A report that is queried may be very useful going forward • You can create a bookmark so it can be viewed quickly • Select Bookmarks Save Bookmark
Calculated Measures • Add a new calculated measure to create an additional formula, not show in the standard report, that is displayed as a column in an report • To create a new calculate measure: • Click the New Calculated Measure button above the table in a report
Create a name for the measure Choose a format and number of decimal places • HINTS: • Use button to enter an exact value in a formula • Stick to measures (not “Measure Totals”) for creating calculated values • You must drag and drop, double-clicking will not work • To delete, you must drag to the trash can, key strokes will not work VALUE Drag and drop measures and arithmetic operators to create your formula Calculated Measures
Calculated Measures • Example: Page Views per Visit • Calculated values will appear as a new column in the report • Calculated values will NOT remain in the report if you click anywhere else • To keep reports with calculated values, you must save the report to your bookmarks
Who should I ask? • For questions about WebTrends, the enterprise eBusiness analytics team has your answer! • If you have a question – general, technical, business or report related – email WTanalytics@thermofisher.com • If you think you need a custom report created, complete a Project Initiation Form (PIF) • http://ebiz.thermofisher.com/projectRequest • The enterprise eBusiness analytics team will review the request, determine if data already exists, or get additional info that might be needed to create a custom report • If the enterprise eBusiness analytics team doesn’t know the answer, we’ll find it for you!