Marketing Intelligence Reports

To view a standard MI report or dashboard:

1. When the screen is displayed, a list of all the standard reports and dashboards is displayed in the left-hand side of the Workspace. Optionally, you can filter this list by typing in all or part of a table name in the Search by Name field.

2. Click on the report that you want to view. The Workspace is refreshed to show the details of the selected report, with the default parameters, formatting, and viewing options.  

Refresh

The date / time that the report was generated is displayed above the report. To refresh the report contents, click the Refresh button (double-arrow icon) next to this timestamp.

Pagination

If your report contents span more than one viewable page, the system displays a counter above the report showing your current page, out of the total number of pages.

You can use the navigation buttons to jump to the first page, go back one page, go forward one page, or jump to the last page. You can also type in a page number to jump directly to that page.

Chart Views

Some of the Marketing Intelligence standard reports and dashboards include visual charts and graphs. Charts offer the following options:

1. To see the details of a specific point on the chart, hover your mouse cursor over the data point. A tool-tip is displayed, showing the exact count or value for that data point.

2. To toggle a metric off within the chart, click on the name of the metric within the chart legend. The metric is removed from the chart (the system may redraw the chart to adjust the scale of the remaining metrics). To toggle the metric back on again, click the metric within the chart legend again.

Formatting Columns

For reports that use a spreadsheet-style display of rows and columns, Marketing Intelligence offers the following options.

Sorting

To change the sort order for a report:

1. Click on the column heading for the column by which you want to sort. A toolbar pop-up is displayed.

2. From the toolbar pop-up, click either the up-arrow (ascending order) or down-arrow (descending order) icon. The report is refreshed and sorted by the selected column in the selected order. A triangle is displayed within this column header to indicate that the report is currently sorted by this column.

Hide a Column

If you want to hide a column so it's not displayed on the screen:

1. Click on the column heading for the column you want to hide. A toolbar pop-up is displayed.

2. From the toolbar pop-up, click the Column Options icon, then select Hide Column from the drop-down menu. The report is refreshed, and the selected column is removed.

If you need to restore a column that you previously hid:

1. Click on any column heading in the report. A toolbar pop-up is displayed.

2. From the toolbar pop-up, click the Column Options icon, then select Show Columns from the drop-down menu. A sub-menu is displayed, listing all hidden columns. Select the column you want to restore (or select "All Columns"). The report is refreshed, and the selected column is displayed.

Resize a Column

To resize the width of a column:

1. Click anywhere within the desired column to select it.

2. Position your cursor along the right-hand edge of the column. The cursor changes to a double-horizontal arrow.

3. Click-and-drag to resize the column width.

Filters

For reports that use a spreadsheet-style display of rows and columns, the platform allows you to apply a custom business rule to a column in order to show only the Campaigns that meet this rule.

To define a column filter:

1. Click on the column heading for the desired column. A toolbar pop-up is displayed.

2. From the toolbar pop-up, click the Filter Options icon. The Filter column pop-up window is displayed.

3. By default, the Show all rows radio button is selected. Select the Show only rows where radio button.

4. Select a mathematical operator (equals, greater than, less than, etc.). 

5. Enter a condition.

6. Click ok. The system refreshes the report, displaying only the rows that match this business rule. A filter icon is displayed next to the column header to indicate that the report has been filtered by this column.

To remove a filter from a column:

1. Click on the column heading for the desired column. A toolbar pop-up is displayed.

2. From the toolbar pop-up, click the Filter Options icon. The Filter column pop-up window is displayed.

3. Select the Show all rows option.

4. Click ok. The system refreshes the report.

Search

The platform allows you search the report for a specific text string. To search the report:

1. Enter the desired text string in the search field, located above the report.

2. Optionally, click the drop-down menu within the search field and enable one or both of the following search options:

• Case Sensitive

• Whole Word Only

3. Click the magnifying glass icon. The system highlights the first instance of the text string.

4. Click the next / previous buttons to navigate through all the different instances of this text string.

Zoom

By default, the report magnification is set to 100%. The platform provides the following methods for changing the report magnification:

• Use the plus / minus buttons to change the magnification either up or down, in 10% increments.

• Click the magnification drop-down menu, and select one of the pre-set magnification options. This drop-down also includes options to adjust the report magnification to automatically fit on the screen.

Undo / Redo

The platform provides the following options related to undoing your actions:

• To undo your last action, click the Undo button at the top of the report.

• To redo your last action, click the Redo button at the top of the report.

• To undo all or your actions on this report, click the Undo All button at the top of the report.

Note: If you want to collapse the Options pane on the left, you can click the close pane icon next to the Options label above the pane. The collapsed pane appears as a vertical bar along the left-hand side of the Workspace; click this bar to expand the Options pane again.

Date Parameters

Many of the MI standard reports are date-driven, and will display information from a selected date range. Most date-driven reports use a default date range that's applied when you initially select and display the report. To modify the report's date parameters:

1. Depending on the report, you may see one or more of the following date-related parameter fields:

• Start Date: Enter the start date for the reporting date range. You can either type in the date (in 'YYYY-MM-DD' format), or you can click the calendar icon to select the date from the pop-up calendar. In addition, some reports support "relative dates." A relative date allows you to define a date range using date math. For example, if you want to calculate the start date as "two weeks ago," you would enter "WEEK-2."

• End Date: Enter the end date for the reporting date range. You can either type in the date (in 'YYYY-MM-DD' format), or you can click the calendar icon to select the date from the pop-up calendar.  In addition, some reports support "relative dates." A relative date allows you to define a date range using date math. For example, if you want to calculate the end date as "two weeks ago," you would enter "WEEK-2."

• Days From Sent: Enter the number of days (following message deployment) on which you want to report on recipient activity. All recipient activity that occurred within this date window will be included in the report.

2. Click apply. The system refreshes the report using the selected date range.

3. Optionally, to revert back to the default date range for this report, click reset.

Campaign

MI reports that display Campaign results and activity may present you with the option of selecting which Campaign to view in the report. To select a Campaign:

1. Select the desired Campaign from the Campaign Name drop-down menu. This menu is populated with all Campaigns that launched within the selected reporting date range. Optionally, you can begin typing in this menu to search for this text string anywhere within the Campaign name.

2. Click apply. The system refreshes the report using the selected Campaign.

Sender Profile

MI reports that display Campaign results and activity may present you with the option of filtering the results to a specific Sender Profile used to send Campaigns. To select a Sender Profile:

1. Select the desired Sender Profile from the Sender Profile drop-down menu.  

2. Click apply. The system refreshes the report using the selected Sender Profile.

Aggregation Type

MI Reports that aggregate results from multiple Campaigns may present you with an option for how you want to aggregate the data. To select an aggregation method:

1. Select the desired aggregation method from the Aggregation Type drop-down menu.  The options are none, Daily, Weekly, or Monthly.

2. Click apply. The system refreshes the report using the selected aggregation method.

Campaign Type

MI reports that display Campaign results and activity may present you with the option of filtering the results to a specific Campaign type. To select a Campaign type:

1. Select the desired Campaign type from the Campaign Type drop-down menu. The options are: Regular, Date Triggered, Event Triggered, and Instant Triggered.

2. Click apply. The system refreshes the report using the selected Campaign type.

Saving Report Parameters

If you commonly use the same set of report parameters, you can save and reuse those parameters. This feature allows you to quickly apply the parameters, without having to manually select them each time you view a report. To save a set of report parameters:

1. Select the desired parameters as described above.

2. Click save. The Save Values pop-up window is displayed.

3. Enter a name for this parameter set.

4. Click save.

Once you've saved at least one set of parameters for a report, the system displays a drop-down menu above the parameter options. When viewing a report, you can select the parameter set from this drop-down menu, and the system will automatically populate the parameter fields.

To delete a parameter set for a report:

1. Navigate to the report, and selected the desired parameter set.

2. Click remove. A confirmation dialog box is displayed. Click ok.

All of the text formatting options are available from the Format Column dialog box. To access this dialog box:

1. Navigate to the desired report (see "View a Standard MI Report or Dashboard" above for more details on this process).

2. Click on the desired column to select it. The system displays a toolbar within the header row of this column.

3. Hover your mouse cursor over the Column Options icon.

4. Click Formatting. The Format Column dialog box is displayed.

Header

To modify the appearance of this column's header row:

1. In the Format Column dialog box, select the Basic Formatting tab (this tab is selected by default).

2. From the Apply to drop-down menu, select Headings.

3. In the Heading Text field, optionally enter a different header name for this column.

4. Configure the appearance of the text by selecting a font, font size, style, alignment, text color and / or background color.

5. Click ok. Or, click previous column or next column to navigate to another column.

Detail Rows

To modify the appearance of this column's detail rows (that is, everything except the header row):

1. In the Format Column dialog box, select the Basic Formatting tab (this tab is selected by default).

2. From the Apply to drop-down menu, select Detail Rows.

3. Configure the appearance of the text by selecting a font, font size, style, alignment, text color and / or background color.

4. If the currently selected column contains numeric data, select one of the pre-defined format masks to control how the numbers are displayed. The platform also offers additional numeric formatting options:

• Click the Percent sign button to toggle on / off percent signs within this column.

• Click the Comma button to toggle on / off commas within this column.\

• Click the Decimal Place buttons to add or remove decimals places within this column.

• Click the Currency drop-down menu and select a currency symbol that you want displayed within this column.

5. If the currently selected column contains dates, select one of the pre-defined format masks to control how the dates are displayed.

6. Click ok. Or, click previous column or next column to navigate to another column.

Conditional Formatting

Conditional formatting allows you to change the appearance of the text within a cell based on certain rules. For example, you could set a rule that causes values below a certain threshold to appear in red, in order to make them easier to see within the report. Please note that conditional formatting rules can be applied only to detail rows, and not to the header row.

To define a conditional formatting rule:

1. In the Format Column dialog box, select the Conditional Formatting tab.

2. Click Add.

3. Select a mathematical operator (equals, greater than, less than, etc.).

4. Enter a condition.

5. Configure the appearance of the text by selecting a font style, text color and / or background color.

6. Optionally, repeat steps 2 through 5 to define additional formatting rules.

7. Click ok. Or, click previous column or next column to navigate to another column.

If you're using multiple conditional formatting rules on the same column, the system assumes an OR operator between each rule, not an AND operator. A row has to meet only one condition in order to have the selected formatting applied.

If a row meets more than one condition, the system will always apply the first rule that matched. Therefore, the sequence of the rules is important. You can change the rule sequence using the up-arrow and down-arrow icons next to each rule. To remove a rule, click the X icon next that rule.

1. Navigate to the desired report (see "View a Standard MI Report or Dashboard" above for more details on this process).

2. Click the export button.

3. From the export drop-down menu, select the desired file format of the export file. The platform supports a wide range of file formats, such as Microsoft Excel, Adobe PDF, and Comma Separated Values (CSV).

4. A File Download dialog box is displayed. Click either open to open the file, or save to browse to and select a destination where you want to save the file.

To save a standard MI report or dashboard:

1. Navigate to the desired report (see "View a Standard MI Report or Dashboard" above for more details on this process).

2. Apply any desired formatting, parameters, and or other viewing options (see above for details on these processes).

3. Click the save button, and select Save As and the Save As pop-up window is displayed.

4. In the Name field, enter a name for this report.

5. Optionally, in the Description field, enter a description of this report.

6. Browse to and select the folder where you want to save the report.

7. Click save.