Introduction to SiteCatalyst ReportBuilder


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A simple guide to Omniture SiteCatalyst ReportBuilder demonstrating its various features and how to use it.

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  • @Sharath Chandra Go to Add-Ins >> Manage, Sort your requests based on Sheet name >> Select all requests within your required sheet (use ctrl or shift for multiple selection) >> Click 'Refresh' button on the right side menu
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  • in the case of multiple requests in a single excel sheet, how do you refresh all of them at once? any ideas for it?
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Introduction to SiteCatalyst ReportBuilder

  1. 1. Introduction to SiteCatalyst ReportBuilder<br />
  2. 2. Menu items in Excel<br /><ul><li>ReportBuilder can be found in the Add-Ins menu
  3. 3. Login using your SiteCatalyst login details
  4. 4. Create – a new request/report
  5. 5. Schedule – save the report to be emailed automatically with data updated</li></ul>2 June, 2011<br />Page 2<br />
  6. 6. Right Click to access options too<br /><ul><li>Once you have added the first request, can right click to access ReportBuilder
  7. 7. Add new requests
  8. 8. Edit, delete or refresh existing requests
  9. 9. Copy requests
  10. 10. Can paste linked to same Excel cells or relative to Excel cells
  11. 11. Copy all requests in worksheet
  12. 12. Highlight multiple requests to perform action for all in one go</li></ul>2 June, 2011<br />Page 3<br />
  13. 13. Page 1 of Report Builder Options<br />Select Account Suite<br />Most options can be linked to an Excel cell via this little symbol<br />Most of the reports you are used to seeing can be found in here<br />There are numerous date range options, from fixed to rolling to offset from current day<br />Choose the granularity for which data will appear<br />2 June, 2011<br />Page 4<br />
  14. 14. Date Range Options<br /><ul><li>Can select commonly used preset dates
  15. 15. Yesterday, last week, this year, etc
  16. 16. Can select fixed dates
  17. 17. Can be flexible and select rolling dates
  18. 18. This allows for a report to update with the latest data when refreshed
  19. 19. Can use custom expressions which are very flexible
  20. 20. Can link dates from cells too</li></ul>2 June, 2011<br />Page 5<br />
  21. 21. Page 2 of Report Builder Options<br />Two ways of customising the layout<br />Identify where you want the output to appear<br />Select the metrics and dimensions to appear in the output, defined by report selected <br />Select if label should appear in output<br />The metric can be the values or averages, subtotals, etc<br />Apply a filter to the output<br />Preview the layout of the report<br />2 June, 2011<br />Page 6<br />
  22. 22. Filter Options<br /><ul><li>Can select most popular values
  23. 23. However many of them you want
  24. 24. OR specific values
  25. 25. OR apply the usual range of filters to select values
  26. 26. BOTH options can be linked to Excel cells</li></ul>2 June, 2011<br />Page 7<br />
  27. 27. Requests can be Re-used<br />Create a request, in this example linked to the variable based on the Excel cell but the account suite hard coded (yellow)<br />Copy and paste this request relative in the rows below (green)<br />The new requests automatically link to the different variable names<br />Copy and paste all requests absolute in the second and third columns (blue)<br />The new requests stay linked to the variable names<br /><ul><li>Highlight a column of requests and right click “Edit Requests” to change the Report Suite for all in one go</li></ul>2 June, 2011<br />Page 8<br />
  28. 28. Assistance<br />Please contact Peter at L3 Analytics if you require any training on SiteCatalyst ReportBuilder or assistance in creating automated Excel dashboards<br />Phone: 07843 617347<br />Email:<br />Website:<br />2 June, 2011<br />Page 9<br />