This training document shows, how to create reports in Webtrekk Analytics. You can download this training chapter as PDF file here.
- What are reports?
- Creating a new report
- Reports in the main menu and Report Overview
- Tips for effective reportings
What are reports?
Analyses that are required regularly can be summarized in reports.
- There are other interesting formats (e.g. Single KPI, Sparkline) that are only available in reports.
- Reports can be shared with other users and send automatically via email.
Example of a report with various display formats:
Creating a new report
There are two ways of creating a new report:
- Via "Reports > Overview > Create new report"
- When adopting an existing analysis to a report.
Select "Add as > Report element" within an analysis. In a new window choose "new report".
Afterwards, general settings can be made for the report.
In order to share a report with other logins, it must be assigned to a category.
Adding report elements
In editing mode, further elements can be added to reports.
There are following options:
- Single KPI
- Dynamic Box
Analysis, Single KPI and Sparkline are optionally available as LIVE elements. These are updated in real time (maximum update interval: 30 seconds).
The following dimensions and metrics are available for this:
For using further dimensions and metrics, please contact your Webtrekk Consultant.
In the window "Add analysis" a standard analysis can be chosen.
Alternative: Within an analysis, select the drop down field "Add as > Report element".
In the new window chose the name of the report. Further installments are possible as well.
Selected analyses are available as LIVE elements.
As time period for the metrics selectable here "Last 30 seconds", "Last 2 hours" and "Today" can be chosen. The selection is done via "Configure metric".
Single KPI and Sparkline
To analyze a specific metric a "Single KPI" or a "Sparkline" can be added to a report. They differ from each other only in their visualization.
When editing a report element, an alternative time period can be set. This period will be shown at the top of the element.
A time comparison should generally be activated. Only this way it is possible to quickly analyze the key figure.
For that you can choose, while editing a Single KPI/Sparkline, between:
- Sliding window: Automatically chooses a suitable period for the analysis time period.
- Other period: Choose a fix time period.
"Sliding window" uses the immediate days before the analysis time period.
If needed, weekdays can be taken into account.
Single KPI LIVE and Sparkline LIVE
Selected metrics are available as LIVE elements for displaying as Single KPI and Sparkline.
As time periods for Single KPIs LIVE "Last 30 seconds", "Last 2 hours" or "Today" are available.
The depicted values are updated every 30 seconds.
As time periods for Sparklines LIVE "Last 2 hours" and "Today" are available.
Time period "Today": The depicted values are updated every 5 minutes.
Time period "Last 2 hours": The depicted values are updated every 30 seconds.
"Dynamic Box" provides a flexible input area to add e.g. notes, pictures, presentations and links to the report.
The task bar opens when clicking within the empty dynamic box.
Within the dynamic box e.g. external pictures can be embedded per HTML-code.
Furthermore, it is possible to embed videos into reports.
Texts and text areas can be formatted extensively.
Within reports linking to other reports can be made.
It is only possible to link reports within the same login with each other!
In editing mode it is possible to add filters to the entire report.
Often it is interesting to filter on countries, device classes or campaign channels.
Please note, that report filters do not affect LIVE elements.
Via "Add report filter" individual filter for the entire report can be added.
Only if the report has been saved, the input field will be released.
Please keep in mind that you cannot add the same dimension multiple times as a report filter (e.g.Device Class). If you want to track all visits with mobile devices, it is recommended to create a segment and to filter on that in your report.
Editing a report
In editing mode, all elements can be edited, rearranged or new elements can be added.
Additionally, it is possible to adjust previous set report options:
Reports can be send automatically via email. In editing mode it is possible to configure the scheduled export through "Report options".
CSV and Excel are available as export format.
Opened reports can be exported as Excel, PDF or CSV file.
The export as Excel or CSV file does not include Dynamic Boxes, visualizations of metrics and diagrams.
Reports in the main menu and Report Overview
In the navigation bar below the tab "Reports" there are favorites and an overview of all created reports in the account of a user.
In the Report Overview ("Report > Overview") all reports can be opened and other different actions can be made:
From the main menu favored reports can be opened.
Tips for effective reportings
Webtrekk allows comprehensive reports to be created.
- Deliver effective reports – "Information instead of data".
- Protect yourself against an "information overload" and adjust the reporting according to your possibility of taking actions upon the information.
If you can only make changes to certain areas on a monthly basis, then try not to check the figures each day.
Goals and Success
What are your targets for the website and how are you going to measure them? Use targets to define important KPIs.
E.g. conversion rate, click-out rate
- Successful or not?
Define target values in order to assess your process objectively!
For this purpose use the Single KPI and the Sparkline (for time-based comparisons).
- Report structure
Provide your reports with a logical structure.
Who is the target group of the report? Adjust visualization, detail level of information and descriptions accordingly.
Example: Structuring based on user behavior.
Where from and who?
Analyses that analyse the origin/source of traffic
E.g. campaigns, referrers, end device class…
Analyse content usage
E.g. paths, actions, pages, number of product views…
Analysis of target achievement
E.g. number of orders, newsletter registrations, registrations…
Unification of Information
Wherever possible you should standardize reports that deal with similar subject areas.
Standards make it easier to read multiple reports.
Possible guideline questions:
- How are weekly reports structured?
- Which key figures are used?
- In which order are the key figures added?
- Which time frames are used in the analysis?
- How are analysis objects and metrics named?
- Which filters are used to narrow down analyses?
Webtrekk offers various possibilities for segmentation – use them!
For instance, do not just look at the average duration but analyze, what happens exactly in a visit with long durations.
Only forward new reports and analyses together with explanatory notes. This increases acceptance of the information and helps to avoid misinterpretations.
For general information about the report use the report description. For other notes use a dynamic box.
- Relative values
"Are 10,000 visits a lot or not?". Enrich your absolute figures with relative values.
In many cases it will only be the combination of these that will let you grasp the meaning of the information in question.
Format important key figures in the data table to improve readability.