Create a Dynamic Report creating-a-report

Transcript

Welcome to Adobe Campaign. In this video, you will learn how to create a dynamic report in Adobe Campaign. Dynamic reports offer a set of real-time reports to monitor deliveries, campaigns and programs and measure their impact on recipients. In this video, you will learn how to use a report template and how to customize it. First, from the Adobe Campaign homepage, click the Reports tab. A new window opens, displaying the different reports. The first reports are out-of-the-box templates, which can be duplicated to customize them as needed. The blue reports are newly-created reports or duplicates from the out-of-the-box templates. Click Create New Project to create your own report from scratch. In our case, we will open one of the out-of-the-box reports. The Opens report identifies the number of recipients who opened an email, depending on their browser, device, platform and domain. The report’s dashboard is composed of a toolbar, different tabs with metrics to personalize your reports and, finally, a dashboard with panels made up of visualizations and tables. In the toolbar, the Project tab lets you open an existing template, save as an out-of-the-box template and extract your report in CSV. The Edit tab lets you undo or redo your actions and clear all the panels from your dashboard. Finally, the Insert tab allows you to add new elements to your report, such as a new table or panel. To personalize this out-of-the-box template, Save As the project to duplicate the template.

To do this, click the Project tab, then Save As. Rename your project. You can add a short description if needed. Click Save Project As to create your project. Here, to personalize this report, we will add another panel and freeform table. First, click the Panels tab. Drag and drop the blank panel element into your dashboard. This panel will allow you to add a new table and visualization elements to our report. To start building a new table, drag and drop the freeform table element into your panel or click Add a freeform table. Each panel contains different data and a different set of time. Here, we will look at the deliveries from the last 30 days. To do this, click the Date range. Setting a date range to your panel will allow you to retrieve data and also compare data, depending on the different data ranges. Select Last 30 days. You can choose to apply this date range to every panel, or the selected panel only.

To start your table, click the Components tab. Components are divided into three categories: Dimensions, Metrics and Time. In each category, the five most-used elements are displayed. To access the full list of elements, click the category title. Here, we want to know how many times our content was clicked in a delivery. First, in the Dimension category, drag and drop the delivery element into the table’s row. We now need to add the metric. Click to our table, access the Metric category.

Drag and drop the click element into your table. Your table will automatically update the data to reflect the data range previously selected. Click the Visualization tab to give graphical representation of your data.

Select the visualization you want. Here, you want to represent metrics using a line. Drag and drop your visualization into your panel.

The visualization will automatically retrieve the data from the freeform table. To change the visualization setting, select the Gear icon. The visualization settings window opens. If needed, you can change the visualization type or change the setting, depending on the chosen visualization. For example, if you want to display the number of clicks in percentages, each table and visualization is resizable for you to personalize your report.

Your freeform table can be modified at any time. For example, we are going to add a breakdown to our table. We want to know which are the most-used browsers for our most successful delivery. In the Components tab, drag and drop the browser element into your table.

The table now shows which browser your recipient used for your most successful delivery. You can also select the number of rows you want to see in your table. Here, we choose only to show the five most-used browsers. You can also collapse and expand this line as needed by clicking the arrow. In addition to the number of times the content was clicked on a delivery, we also want to know the number of times each delivery was opened. To do so, in the Metrics category, drag and drop the open element next to the click column. The table will automatically update to display the correct data. By clicking the results, your visualization can adjust itself to the newly-added data. By clicking the column resource, a visualization will display both results to give you a graphical representation and a comparison of your data. Our report is now ready and can be modified at any time by adding visualization or components to our panels. You know how to create a dynamic report in Adobe Campaign. Thanks for watching. - -