How this guide helps you
If you don’t have a lot of identifiable companies in your data then the daily reports are probably enough for you. However, if you have a lot of data or are interested in a specific type of company visitor pattern, then this guide will help you.
For example, you may want to receive a daily report that shows you identifiable companies that viewed more than the one page they landed on, and looked at a certain section of the website.
From the Dashboard select a date range (using the date picker tool on the top right), within which the data patterns may have happened (typically, a week is about right).
Select ‘Advanced Reports’ after hovering over ‘More Reports’ in the main navigation bar.
Raw data will be shown, based on the date range you have selected.
You now have the option to build up your customised report step by step or filter by many fields at once. The example here is a step by step approach to get you used to using the advanced reports …
Within the General Filtering Selection part of the page, in the fourth row down, change ‘Show All Visitors’ so that it says ‘Companies Only’.
Click on the Apply Filter(s) button. For information, all Apply Filter(s) buttons throughout the page will work, regardless of where you are positioned.
You will be taken to the bottom of the screen where you will see a line of ‘Total Visitor Records’, showing you the number of records that have been extracted below, covering that date range you chose.
To add another filter to the one already chosen, scroll up the page to the ‘Visited Page Options’ section.
Click into the box titled ‘Any Visited Page 1’ and enter /solutions (this will pick up visitors who got to any of urls that had /solutions in them, which includes all sub-pages).
Click on the Apply Filter(s) button and you will be taken to the bottom of the screen where you will see a line of ‘Total Visitor Records’, showing you the number of records that have been extracted below, covering that date range you chose.
In this example there’s now data showing visitors from identifiable companies that got to any of the pages with /solutions in the url (during the date range we specified).
You can keep adding filters on as required.
When you have a range of data that you want to analyse in more depth, or want to have as an automated report emailed to you (or anyone else), you have a choice of options …
To view the data in detail
Tick the ‘Select All’ button and then ‘Create Report’.
With that report generated you may then want to email the report to someone and so can click on the ‘View Report’ link at the top of the page. You can now copy the url from the top of the browser and email it to anyone that wants to click on the link and see the data.
To generate a regular report based on your data
The data you have filtered may be data that you want to be automatically emailed to you so that you can quickly respond to the patterns of interest.
Click on the ‘Save/Schedule Report’ link towards the top of your data.
Create a name for the report (that’s meaningful). For example ‘Companies to solutions pages yesterday’. This is the name of the report that will appear in the email inbox of the recipient each time it runs.
Type in the email address of the recipient. If wanting more than one recipient, use a comma between each email address. Recipients won’t have to log into the system to see the report data – they will just click on a link.
Select the email frequency. Most reports are run daily, and weekly covers the past 7 days.
Then click on ‘Save’ and you will see your report appear within the ‘Advanced Reports’ column towards the left of the page.
Each report will run each day/week/month if the parameters that you created are matched. It will then email the report to the recipients. If the parameters aren’t matched then the report doesn’t run.
If you want to edit the report at any time, click on the pencil icon.
This only lets you edit the name, recipients, and frequency. If you want to edit parameters you will need to create a new report.
If you want to stop the report emailing (but still retain it to run manually at any time you want to) then just remove the email addresses via the pencil icon.
If you no longer need a report then just click the X button.