The Initiative Reports tab displays a list of all the reports defined for the Initiative. You can modify existing reports or create new ones. A report contains a definition of what information about the Initiative and its Assets should be included in the report when you generate. You can view the generated report, print the report, or save the report to a preferred format.
Before you begin
To generate Reports for an Initiative, you must have Component Management rights and Write permissions (set by your system administrator).
You cannot generate a Report if the Initiative is shared from another Publication, or if a different user already has it checked out.
Procedure
- Open an Initiative.
- Select the Reports tab:
- Click New to create a new Report.
- Delete a report in the Report List by clicking the cross icon next to the report.
- Click a report in the Reports list to open it for viewing or editing.
When you create a new report, or edit an existing one, the report is saved automatically.
- When you create a New report, specify a Title and Description then define the data you want to be included in the report:
- The time period for which you want to generate data.
- What overview reports you want to include.
- Which Assets you want to include.
- The level of detail.
- Whether to include data for (active ) Initiatives in Child Publications.
Note: For more information on the report filters, see below.
When you have finished specifying the report filters:
- Click Generate. The generated report opens in a new window in the Reports tab.
- Alternatively, click Report List to return to the list of reports.
- When you open an existing report, the report opens in a new window in the Reports tab. You can do the following:
- View the existing report.
- Edit the filters and click Generate to create a new report.
- Alternatively, click Report List to return to the list of reports.
- In the Period section, specify the time period for which you want to generate data:
- Select Active period to generate a report for the entire period during which the Initiative is active (between the Initiative start and end dates).
- Select Dates and specify your own Start Date and End Date, including Time Zone, if you want to generate a report for a specific time period.
- In the Report sections, select or deselect check boxes to specify what overview reports you want to include:
- the level of detailed information you want in the report
- the type of Asset information you want to generate it for
- the specific Assets you want, or do not want, included in the report
- In the Report sections, select or deselect check boxes to specify the specific Assets you want to include or not in the report:
- In the Details section, you can also specify to generate:
- A daily, weekly or monthly report.
- The Chart type displayed in the report—select Bar graphs or Line Graphs from the drop-down list.
- The Number of best/worst items displayed—select a number from the drop-down list to only display this number of most and least successful Assets in the report.
- In the Active Child Publications section, you can select or deselect check boxes to specify to generate a report for the active Initiatives in Child Publications. For more information, see Generating multiple Publication reports.
- When you have finished defining the report, click Generate.
Results
When you click
Generate, the report is generated and is displayed in the Online Marketing Explorer:
Note: The data displayed in the report is current at the time of generation. If the Initiative is still running, you need to generate the report again to create an updated report.