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Utilizing Coremetrics Explore

Utilizing Coremetrics Explore. Introduction to Explore. Today’s Session. Purpose : To provide users with an understanding of the features and functionality available with Explore. Objectives: At the end of this course participants will be able to: Understand the fundamentals of Explore

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Utilizing Coremetrics Explore

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  1. Utilizing Coremetrics Explore Introduction to Explore

  2. Today’s Session • Purpose:To provide users with an understanding of the features and functionality available with Explore. • Objectives: At the end of this course participants will be able to: • Understand the fundamentals of Explore • Utilize Best Practice Reports and create Dashboards • View and build Flat List, Hierarchy, Filtered Groups, and Segment Compare Reports • Efficiently use relational zooms, filters, and segments • Locate and utilize the functions within the Manage menu

  3. Analytics vs. Explore Analytics Explore • Best Practice Report Templates • Site Wide Statistics • Attribution Windows • Pathing Analysis • Custom Reporting • Ad-hoc Categorization • Tag Attributes • Social Analysis

  4. Lesson 1: Key Features and Functionality

  5. Lesson 1: Objectives • At the end of this lesson participants will be able to: • Understand the key features of Explore • Locate and utilize best practice reports to gain immediate insight • Create personalized dashboards to consolidate data

  6. Highlights of Explore • Overview: Flexibly build, distribute, and analyze user defined reports. • Key Features: • Best Practice Reports • Flexible Report Creation • Ad-hoc Categorization • Cross-Session Segmentation • Mobile and Social Analysis • Tag Attributes How are mobile visitors using our site? How do I isolate relevant data for my business group? Can I report on characteristics, such as brand?

  7. Best Practice Reports • Overview: Provide immediate value by offering suggested reporting and analysis. • Examples of Usage: • View content, event, and product affinities • Understand how visitors return via different marketing channels • Identify hidden gems and opportunities

  8. Dashboards • Overview: Review and compare a combination of up to four Explore reports. • Examples of Usage: • Categorize dashboards based on report type and/or business interest • Download a set of custom reports easily by campaigns, audiences, or business lines • Add reports to new or existing dashboards

  9. Lesson 1 Wrap-Up: Fill in the Blank • _____________ allow users to review and compare a combination of up to four Explore reports. • _____________ provide immediate value by offering suggested reporting and analysis.

  10. Lesson 2: Flat List Reports

  11. Lesson 2: Objectives • At the end of this lesson participants will be able to: • Understand the uses of a Flat List Report • Build and view a Flat List Report • Create and apply relational zooms, filters, and segments

  12. Flat List Report • Overview: Analyze large datasets in a simplified, non-hierarchical view. • Examples of Usage: • Correlate one set of data to another using relational zooms • Isolate reports using filters • Apply a segment to understand visitor personas

  13. Relational Zooms • Overview: Correlate one set of data to one or two other sets of data for additional insight. • Examples of Usage: • Build nested reports • Present up to three reports in a single view • Reveal unique correlations

  14. Filters • Overview: Narrow reports to rows that match specific criteria. • Examples of Usage: • Isolate reports to a specific view • Include or exclude records • Layer multiple criteria using “and/or”

  15. Segments • Overview: Narrow reports to sessions that match specific criteria. • Examples of Usage: • Perform relational analysis • Understand affinities • Study in-session and cross-session visitor behaviors

  16. Filters vs. Segments Jane views the following pages during her session on 1/11/2011: Page A, Page B, Page C • Segment • Sessions that match specific criteria • Criteria • Page Viewed is A • Result • A, B, C Filter Rows that match specific criteria Criteria Page Viewed is A Result A

  17. Lesson 2 Wrap-Up: Matching Match the items on the left with the correct definition on the right: Narrow reports to sessions that match specific criteria. Filters Analyze large datasets in a non-hierarchical view. Segments Flat List Report Narrow reports to rows to match specific criteria.

  18. Lesson 3: Hierarchy Reports

  19. Lesson 3: Objectives • At the end of this lesson participants will be able to: • Understand common use cases • View and build Hierarchy Reports

  20. Hierarchy Report • Overview: Create category level reporting. Expand into categories for further detail. • Examples of Usage: • Identify and view up to three report dimensions • Apply filters and/or segments to narrow results

  21. Lesson 3 Wrap-Up: Let’s Brainstorm Discuss and list potential use cases for Hierarchy Reports.

  22. Lesson 4: Filtered Groups Reports

  23. Lesson 4: Objectives • At the end of this lesson participants will be able to: • Create ad-hoc categories • View and build Filtered Groups Reports

  24. Filtered Groups Report • Overview: Create and view data groups. Expand into these groups to reveal further detail. • Examples of Usage: • Narrow reports to specific data sets • Easily group products, campaigns, and pages on the fly • View up to 100 groups side by side

  25. Lesson 4 Wrap-Up: Let’s Brainstorm Discuss and list potential use cases for Filtered Groups Reports.

  26. Lesson 5: Segment Compare Reports

  27. Lesson 5: Objectives • At the end of this lesson participants will be able to: • View and build Segment Compare Reports • Utilize common use cases

  28. Segment Compare Report • Overview: Analyze and compare up to 10 segments side by side. • Examples of Usage: • Segment visitors based on specific characteristics • Track behavior patterns • Target valuable segments • Make highly informed decisions

  29. Lesson 5 Wrap-Up: Let’s Brainstorm Discuss and list potential use cases for Segment Compare Reports.

  30. Lesson 6: Administrative Features

  31. Lesson 6: Objectives • At the end of this lesson participants will be able to: • Copy, edit, and share Explore reports • Manage filters, segments, and annotations • Monitor report usage

  32. Manage Menu • Overview: Allows users to manage administrative options in one central location. • Examples of Usage: • Copy, edit, delete, and/or share reports • Manage dashboards • Edit filters or segments • Edit scheduled emails • Allocate reports to user groups • Monitor which reports are using credits

  33. Lesson 6 Wrap-Up: True or False 1) Only Admin users may allocate reports to user groups. True or False? 2) New segments may be created via the manage menu. True or False?

  34. SESSION REVIEW

  35. Session Recap • In today’s session we discussed: • Key features and functionality • Utilizing the Best Practice reports • Viewing and building a Dashboard • Viewing and building Flat List, Hierarchy, Filtered Groups, and Segment Compare Reports • How to utilize the available administrative features

  36. Next Steps • Download the Explore User Guide • View and utilize the Best Practice Reports • View the videos from the Explore build menu • Build a Flat List, Hierarchy, Filtered Groups, and Segment Compare Report

  37. Post-Class Support • On-Demand Training: • Fundamentals of IBM Coremetrics Explore • IBM Coremetrics Explore Flat List Reports • Explore Reports • Documentation: • User Guide • Use Cases • Best Practices Guide • Participant Guide • Job Aids • Expert Analysts: • Submit a ticket or chat live for assistance

  38. Thank You For Attending

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