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In addition to setting criteria or changing visual aspects of a report, you can alter the report's contents. The Report Setting dialog box allows you to choose attributes for a new or existing report. Select a Quick View, Aggregate, Detail, or User Summary report. Choose the event type and use other settings to set the focus and contents of the report.
To open the Report Setting box:
Open the Reports tool, select a folder, then:
Right-click on a report in the right pane, and select Settings, or
Select a report in the right pane, open the Edit menu and select Settings, or
Start the New Report wizard, select Show Standard View, and click Next.
The Report Settings box opens. Make your settings, then click OK to generate the report. Double-click on the report to see the changes in the Preview window.
As soon as you select a Report Type, the other Report Settings change.
To set the report type:
Quick View: Select a Quick View Report to show a chart and summary statistics. It requires all options on the panel except Grouping, Fields, and Print Subtotal.
Aggregate: Select an Aggregate Report to total all available data (matching the criteria) as you direct in your Grouping and Fields selections. It requires a Report Title, Event Type, the Print Subtotal option, Grouping, and Fields selections.
Detail: A Detail Report lists all events matching the criteria showing the detailed data from each field (as directed by your selections) in the record. It requires a Report Title, Event Type, and Grouping and Fields selections.
Summary: A Summary Report summarizes activity using only the Report Title and criteria you specify.
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Because a Detail Report displays all individual recorded events, the Dashboard will warn you if there is a large number of records matching the criteria when you attempt to open the report. The report may take time to generate and could be many pages long. Be careful not to use broad criteria settings. |
All reports require a title. The title should reflect the report contents. If you change the Event Activity for a report, the current Report Title appears in red text and you will be prompted to change the title when you click OK.
To enter or edit the report title:
Next to Report Title, type a name for the report. The title appears at the top of the report (up to about 95 characters) and in the right pane of the Reports folder. You can edit the Event Description that appears next to the title after clicking OK to generate the report.
All report types except Summary (which covers all activities) allow you to select an Event Type. The event type determines which recorded data is used.
To set the event type:
Select one of the Event Activities available in the Event Type drop-down list. Your Event Type selection changes Quick View graphical chart options and Aggregate/Detail Grouping and Fields selections.
If you select a Quick View Report Type, specify the kind of chart you want and whether or not to display the chart. All options are based on the Event Activity currently selected.
To define the Quick View chart:
Chart Contents: Select a way to summarize the data. Each event type provides different options in the drop-down list. You might select Top Web Sites to summarize most visited web sites, or Top Users to summarize users visiting web sites most often. All activity types provide Trend as possible Chart Contents. See Setting Chart Content to see the content available for each activity type.
Top N: Choose the breadth of summary and how many data elements appear on the chart. For example, if you select 20, a bar chart would show the Top 20 Web Sites visited (or the Top 20 Users of web sites).
Based on Field: Choose how you will measure the "Top N" data items. Each event type provides different options in the drop-down list. For example, the Top 20 Web Sites visited can be based on number of pages visited at a domain, or on the total amount of user focus time spent at a domain.
Show Chart: By default this option is not selected. Check the option to include a graphical chart at the top of the report. Clear this option to omit the graphical chart on the report and show only the summary table.
Horizontal Bars: "Top N" data is represented by horizontal bars. The X axis is the "Based on Field" data. Show me.
Vertical Bars: "Top N" data is represented by vertical bars. The Y axis is the "Based on Field" data. Show me.
Pie Chart: "Top N" data is represented by pie slices. Size of slice is determined by the "Based on Field" data. Show me.
Spline Chart: "Top N" data is represented by points on a line. The Y axis is the "Based on Field" data. Show me.
3-Dimensional: Check to give any of the above charts a 3-D effect; leave this option blank for a 2-D chart.
The following example shows Users Sending the Most Email.
The Aggregate report type provides an option to print a subtotal for each data group shown in the report. Check the option if you want subtotals. Clear the option if you do not want subtotals.
Subtotals are useful especially if you have "thinned" the data groupings (see below) for a better summary view. The following Aggregate Web Event report uses only User and Domain groupings. Subtotals are turned ON. The report provides a subtotal for domains viewed by each user, and a grand total of domains (and time spent at domains) viewed by all users in the report.
If you have selected an Aggregate or Detail Report Type, you can customize the Data Grouping for the report. The Event Type selected for the report will use a default grouping if you do not change the grouping. Changing the grouping allows you to manipulate the data into the view most meaningful to you. See Event Data Grouping for more information.
To set the data grouping:
Click the Grouping
button at the bottom of the Report Settings box.
This opens the Event Data Grouping dialog box. The right pane shows
the current hierarchical grouping. See Event
Data Grouping.
Arrange the groups.
Drag groups out of the right pane to remove them.
Drag groups into the right pane to add them.
Drag groups up and down the "tree" structure to rearrange
the hierarchy.
Click the Sort Order to specify Ascending (A-Z or least to most) or Descending (Z-A or most to least) for items in the group.
Click OK
to set the data grouping and close the box.
The Grouping determines how the details are structured. For an Email Report, for example, you may want to list each User and all their email (within the report criteria dates). You could omit the Event Date grouping and all other groupings to create a "flat" chart. The following Aggregate Report shows Users Sending the Most Email, using the Users grouping with Event Date removed (was dragged to the left pane):
Note: If you change the Grouping for a report, the change affects both the Aggregate and the Detail version of the same report. The change does not affect any other reports.
If you have selected an Aggregate or Detail Report Type, you must select Fields for the report. Available fields are based on the Event Type currently selected for the report.
To set detail report options:
Click the Fields
button at the bottom of the Report Settings box.
The Select Fields dialog box opens. For a description of this box,
see Selecting Report Fields.
The Fields selection depends on the Event Type
and determines the data shown in the report.
Select Available you want as columns in the report and click > to add them to the Selected Fields. Remove fields by selecting them and clicking <.
Click OK to set the fields, close the box, and return to Report Settings.
Opening the Report
Setting Box
