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Creating Custom Reports in Insight

This document outlines the process of designing and distributing custom reports in Oracle's Insight Analyzer. Led by Michael Seto, Senior Technical Account Manager, this guide provides insights into the essential components of an Insight report, including attributes, metrics, and filters. It emphasizes the importance of using report templates to ensure effective data combination, and outlines best practices for report creation. Additionally, it covers user capabilities, allowing power users to build, modify, and share reports within the Oracle Marketing Cloud environment.

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Creating Custom Reports in Insight

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  1. Creating Custom Reports in Insight Michael Seto Technical Account Manager Oracle Marketing Cloud June 19, 2014 Oracle Confidential – Internal/Restricted/Highly Restricted

  2. Michael Seto • Senior Technical Account Manager • Oracle Marketing Cloud Oracle Confidential – Internal/Restricted/Highly Restricted

  3. Program Agenda Insight Analyzer Components of an Insight Report Designing your insight report Distribution Options 1 2 3 4 Oracle Confidential – Internal/Restricted/Highly Restricted

  4. Insight Analyzer Analyzer users are Insight’s power users Able to: Access the entire Insight Data Model Build reports and dashboards from scratch Modify existing reports Publish and share custom reports Oracle Confidential – Internal/Restricted/Highly Restricted

  5. Components of an Insight Report Attributes Metrics Filter Oracle Confidential – Internal/Restricted/Highly Restricted

  6. Components of an Insight Report Attributes • Object being reported on • Qualitative values • Examples • Email name • Campaign Region • Country • Date Metrics • Value being Measured • Always a numeric value • Calculated based on Attribute used • Examples • Total Contacts • Clickthrough Rate • Average Page Time • Attributed revenue Filter • Restricts the scope of the report • Can be static or Dynamic • User prompts or dynamic filters Oracle Confidential – Internal/Restricted/Highly Restricted

  7. Designing your Report Not all attributes can be combined Use report templates to find attributes that work well together Reports should contain at least one Metric and one Attribute Reports should not contain attributes from more than 2 objects Points to Remember Oracle Confidential – Internal/Restricted/Highly Restricted

  8. Building Your Report (demo!) Oracle Confidential – Internal/Restricted/Highly Restricted

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