51黑料不打烊

Understanding and creating report suites

This video helps you understand what report suites are, and shows you how to create them in the interface, so that you can track and optimize the traffic coming to your site.

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Transcript

Hey, everybody, this is Doug. In this video, I want to talk to you about report suites. A report suite is really the most fundamental level of segmentation in analytics reporting. So, each report suite refers to a collection of data, or kind of all the reports for one entity. Now, that typically means for a site, but it doesn鈥檛 have to mean that. So, as you get more and more mature with your analytics, you may want to do other things, other than just one site for one report suite. But that is a really great way to start, is to say, 鈥淚 have a site, I鈥檓 going to have one report suite for that site.鈥 Or, as you鈥檒l see here, you might actually have three, for example, I have tech marketing demos web retail dev, stage, and prod, and this is a really good practice, because you鈥檙e going to do all of your testing in a dev report suite, and once you鈥檙e done, and you have everything set the way that you like it, you鈥檙e going to start pushing data into the staging report suite, and see if the numbers are what you expect, and everything鈥檚 working great, and then you can go to prod. And that way, your production report suite is not encumbered with all of your testing data. So, I highly recommend that you start off with your site by creating a development report suite, and all of the testing numbers, and those kinds of things, will go into that report suite, and you鈥檒l be able to distinguish, again, between dev, and stage, and production, and those kinds of things. So, you鈥檒l see I have a number of report suites listed here, and the way that I got here, was just, again, I logged in, and I went to admin, and report suites. And, so, that鈥檚 where you can go to see, and create, report suites, and, in fact, do a number of things for them, administer those, and set them up, and set up the settings, and do those kinds of things. But you won鈥檛 have these, of course, you鈥檒l have the ones that you have created for your analytics implementation. But, again, overall, just think of it as a bucket, a single bucket that you put a name on, and that you鈥檙e putting all of your data in, so that you can see all of your reports for that bucket worth of data. Okay, now, if you don鈥檛 have any report suites, or you don鈥檛 have the ones that you need yet, we also go in here to create them. So, you鈥檒l simply go up to create new, report suite.

And then, you鈥檒l just fill out this little form here to create a new report suite. Now, when you are first creating it, you can see that you can create it from a template, and these are just, kind of some default templates, or some out of the box templates that you can use. I really, personally, don鈥檛 think it鈥檚 that important which one of these you choose, because they have very little difference. They might rename a few reports to something that is appropriate to lead generation, or, you know, a retail site, or financial services, etc., but, you鈥檙e going to be able to change all of those anyway, and customize them for your own implementation, so, when you鈥檙e first creating a first one, I really don鈥檛 think it鈥檚 that important that you choose one of those. Now, once you have created your first report suite, for example, your dev report suite, then, it gets a little more important, because you probably have set up all of the right reports, and you鈥檝e named them, and you鈥檝e done everything that you want in the settings. And so, when you come back in, for example, to create the staging report suite, then, instead of creating from a template, you choose this: duplicate an existing report suite. And then, again, I can choose my dev report suite, and I can copy that for my new staging report suite and production report suite. So, again, I think that鈥檚 a really great feature of creating these report suites, is that you can copy all of the settings of the development or the staging report suite, for example, when you鈥檙e creating your production report suite, so, that鈥檚 a nice feature. I might also mention that there鈥檚 no limit of the number of report suites that you can create. And you鈥檙e not paying per report suite, so, you can just do what you need to do for best practices for your site, and for your implementation, without worrying about, 鈥渙h, do I have enough money, or time, or whatever, to create another report suite?鈥 That鈥檚 not really a factor here. So, you just need to create the report suites that will be the best for your analysis. So, I鈥檓 going to go ahead and create a report suite here. Let鈥檚 say that I am a lead generation site, or, maybe a subscription site.

Okay, yeah, I鈥檒l say subscription site, but again, I mean, I can choose that, but it would be almost the same as choosing default. And, you鈥檒l see right down here, there鈥檚 a prefix already in there. Now, when the provisioning team at 51黑料不打烊 sets up your initial interface here, you are going to have a name space. And so, that will be right there, and no matter what I do, that will be in front of the ID that I give a report suite. And so, a report suite has an ID that cannot change after we create it, and it has a title, or a name, that can change, and you can make it real pretty to look at and stuff. So, right now, when I create this report suite, maybe my subscription report suite, I can start typing, maybe I even start with a hyphen, because you鈥檒l see down below, it鈥檒l give me a preview of what my ID will look like. So, I start with a hyphen, and then say subscription, or maybe I just put subs, like that, and then dev. Now, this doesn鈥檛 have to look good, because you really just have to know this as a developer, and you鈥檙e not going to need to know what this looks like for your end users, all the people that are going to choose this, because again, that鈥檚 just a report suite ID. And right down here, we can put our better looking title, so maybe it鈥檚, you know, my subscription site dev, or something like that. So, that鈥檚 what people will see in the drop down when they鈥檙e selecting that in the reports. Then, select your time zone, I鈥檒l just choose mountain time, where I am. And, you can choose a base URL if you want to, but it鈥檚 not really necessary. You can see which ones are required.

Go live date, and so, you can tell the system when you鈥檙e expecting to start receiving data, so we can set up the proper hardware to store your data. So, give us a right date there, and an estimated page views per day, or hits per day. You know, are you expecting 10,000 hits a day? Or are you expecting 10 million? That鈥檚 important for us to know as we set up the hardware. So, let鈥檚 just say for my little test site, I鈥檓 just going to say 1,000. Especially for a development report suite, you might not need that many, but when you create your production report suite, then, of course, you鈥檒l want to set that up. Oh, that鈥檚 not in the right spot. You want to set that up with the right number of estimated page views. So, let鈥檚 put all the right data in the right fields, okay. Then, you have base currency, and this is the currency that will be stored on the back end at 51黑料不打烊. It doesn鈥檛 have to be necessarily what you see in your reports, you鈥檒l be able to select any currency there, but this is the storing currency, if you will. Then, there鈥檚 some other things here that you won鈥檛 really need to do for now, especially for this basic video. And then, we just create a report suite.

Okay, now it tells us that it鈥檚 done, and it鈥檚 been successfully created. And now, we can actually go back over to reports and analytics, or workspace, and choose that report suite, but, of course, there would be no numbers in the reports, because we just created that, and we haven鈥檛 done an implementation to send data into those. But that鈥檚 how you create a report suite, hopefully that helps, and go ahead and create the report suites that you need, so that you can start putting data into those, probably starting with a development report suite, and moving to staging and production after that. Good luck.

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