How to create a webtrends custom report

the webtrends menu in my old company login, new one isn’t as nice.

First off I am going toclarify that I am working in WebTrends self hosted software version 8 and that I have administrator access to do this. Without those factors you won’t neccissarily have the same experience setting up custom reports.

I have already had the developers add tags to the site to track custom events (SDC tags, DCS MultiTrack events) and I don’t work with the actuall tagging on the website so I will not address those concerns here.

I’m starting from the point where the tags are live on the site and I need to set up this custom report so we can start gathering data. If you need retroactive data because the tags were placed on the site months ago and you didn’t create the report, it is only possible if you create the report and re-process all the data from scratch for that time period and this is usually done in a new profile. This takes a long time (sometimes weeks if you have years of data) and the people maintaining the servers and data for your webtrends setup usually hate you if you ask. So, let’s stay out of that area and go build a report that will collect data in a table from this point forward.

One of the most frustrating thing about WebTrends is that nothing is connected and it is a bunch of database tables. Nobody in Marketing thinks that way or interacts with a system like this so it is completley foregin. (‘m getting the feeling that the developers feel the same way too) You have to go into several tables in the database behind the webtrends software and create the structure for the report. It sucks but that is the way it works.

For every custom report you need at least three things. A Measure, A Dimension and A Report. (you may also want a filter but that isn’t required).

1. Testing - Some people (webtrends actually advises this) like to create a copy of the profile to test the reports (or any changes to the profile) before they add or change anything for real. This reduces the probablility that you will have some change corrupt or crash your data. If you depend on this data and have a lot of custom reports and data already set in the profile you’re working with, start with a copy profile first and don’t endanger the main data set. Work in that sandbox until you find the right combination of settings, write them down and then go back to the main profile when you’re sure the report exports the right data in the right format. There is a one day waiting period to collect data to test in most cases unless you’re running on-demand (of which most of my advice may not apply to) or you have updates and processing every few hours. Also only select the most recent month’s data in the copy profile, you don’t need all the data to run a test.

2. A Dimension is what most people would call a metric name. It is the data being collected from those custom tags. Just because the tags are in the WebTrends format and live on the site doesn’t mean that the WebTrends software knows that they are there or what to do with that data. You need to create a dimension to name this data and create a table to collect it in. Go to Dimensions in the admin menu. (some systems show custom report menus under reports & profiles others in Admin, check both) Select new on the upper right corner. Name it. Give it a column name for reports. Use the navigation to go through the process steps to finish creating this measure. You will need the actual tag names for this. In my case it is WT.it. Not terribly descriptive but hopefully functional. Do not select to activate across all profiles because you also need to go into the profiles (the main one and the copy) you are working with and enable this dimension there so it knows which profile it is working with. You don’t want to affect everyone elses profiles with this extra data, just yours. They need a drop down within the dimension setup to allow you to select this all at once but of course that doesn’t exist to confuse us more.

3. A Measure is another function you need to set up manually (in a database table?) and tell WebTrends that along with the Dimension you just created a table for, should you count or sum this data? In a system like DART, this is so simple it is a drop down choice on an export menu, here you have to configure the backend system of the millennium falcon to get it set. Silly but true. Go to Measures on the custom reports menu. Select new on the upper right corner. Name it. Give it a column name for reports. Use the navigation to go through the process steps to finish creating this measure. You will need the actual tag names for this. You must also go into the profiles (the main one and the copy) you are working with and enable this measure there so it is activated. Ditto about not selecting all profiles on the measure setup so that this works. For my purposes I had the WT.ti (page title tag) and 4 parameters that were possible when that tag was used. (ShareThis: Facebook, Twitter, Email & MySpace) and they all got created as additional measures also. This will give us more granularity in the data showing us not only which pages had share this activity but which site it was shared to.

4. The Custom Report finally! – After about 4 hours of setup for the setup you can finally go do what you originally set out to do. Go to the reports link under custom reports.

The menu for setting up the report asks for the info about the dimensions and measures you just set up as well as how you want the data compiled. I always allow for sorting ability but you don’t have to if you want to save space and if you just export it all anyway it may not matter.

The setup for the report makes more sense having seen everything we’ve already talked through. It is also worth noting that if your template for webtrends software doesn’t have a left nav bar location for the custom reports you have to find the template being used now for your back-end-interface then you have to go into that version of template and add custom reports to that list. I found mine under report configuration, report designer in the report and profiles section of the menu. See screen shot at left. Click the top line of the left nav in the template to deselect the chapters already there and add a new report and list it in a new chapter for custom reports.

You also need to enable the report in the profile itself. Each version of WebTrends has a slightly different menu, but in the edit-report menu of the profile there is a reports tab that lists all the custom reports set up in the system and you select the ones you want to enable.

After this your data in the test copy profile should work, then the trick is repeating it all over again in the main profile and remembering all the steps.

WebTrends Email Stats Reports How To Setup

I love that WebTrends is a good solid web analytics reporting solution, but I really find the setup process for just about anything with this system to be very confusing and lengthy. I’m sure there is a reason for this (could be data integrity processes or cost savings) but I really just need a step by step list when I need to get something done quickly and someone to tell me where these oddball parts of the process exist. Therefore I’m writing a list to explain this process so I have it written down and other people can find this info too.

(technical note I’m using webtrends software 8.1, not the webtrends hosted solution)

Today the task at hand is setting up automated reports of webtrends data to be sent monthly by email. The duration of the data collected and the frequency of the reporting schedule are both flexible, it can be daily, weekly, monthly, quarterly or yearly.

The first step is to go to the administration menu from your login. There go to Report Designer and Templates. You can select one of their templates, I needed to create a new one.

Then name your template. Go to next, select the content by adding (and naming) a new chapter, then adding content to that chapter from the add report link on the menu above. Select the “built in report” list from the drop down to get the standard metrics available in webtrends. Check the boxes of the metrics you want included, I would say 4-8 per report is enough before you have too much data for someone to really use. You can make changes to the layout, although I was not looking for that level of detail now.

Click next at the bottom of the page. Then you have some configuration settings, like for wrapping text lines on long urls (ok) and how many rows of data in the reports (20-50 max for readability, top 5 is good).

Click next again and give profiles access to this report. I noticed mine are already given universal access and grey-ed out so nothing much to do with this screen. Then click save.

Next you then go back to the profiles list (admin menu and web analysis and reports & profiles) and edit the profile you want to get this report to add the report to the profile. This is one of those steps I think is redundant and should be automated or brought into the setup process before this because its confusing. You wave over the profile in the list (don’t click it) and get a menu with “actions” and edit is one of them.

From there go to reports in the top menu and on the drop down go to report templates. Click the box by your report to select it, ignore the second checkbox that is labeled default because it will change the default reporting style in the profile to this new report, and that isn’t the intention here.

Then go back to the admin menu a third time and to the scheduler menu (bottom) and then schedule jobs and click the button for a new job. This is the email setup part. Under job type select scheduled report and follow through the pieces of menu from left to right as you fill out each section. First select your profile you want reported on, next give the report a name and assign it to a user (yourself). (note this is also how to disable the emails with the check box below, no idea why this is hidden here). Report type: general report. Output type can me a database, pdf, excel/csv or pdf. I chose pdf because it looks professional and we don’t have to install Microsoft office/word on the server in order to export it. Its the only option that does not require that except the database. Number of data rows to report is up to you, I usually do top 20.

Next add the report destinations, this is where you need the email info. Add your email as the from, add theirs as the to address. Also, cc yourself on these reports so you get them too. Add the SMTP server address (if you don’t have the SMTP address it will hold up all of your other scheduled jobs, so don’t set this up without it.) So, the software knows where to connect to send it from. (contact IT about this if you don’t have it) You can also FTP it if you like your data that way, or save to a folder on the server. (not as exec friendly though) 

Under templates, complete view is ok. Under reports, here you select the reports you want to include. These are a duplicate of the ones you selected above, maybe redundant but this is literally the process we took on the phone with the WebTrends helpdesk people. Report type: standard again, date range: its up to you. Scheduling is next on the menu, you can’t run it on the 1st of the month because data may not have compiled yet in all time zones so the 2nd of the month is the first you can run a monthly report with the most recent previous month’s data. Ditto lag time for dailies, weeklies etc. Run once or run weekly/monthly/daily, as you choose.

The host binding section he literally told me to ignore. So I have no idea what that means. Then you get a summary page at the end and click save.

You just wait now and see if everything gets delivered correctly. It is good that the report is only generated once per month on the date you specify as a job that processes, so it can run data in the past (vs only from the point you created the report, forward like custom reports do because they create their own database table) and it won’t clog up your processing queue with a lot of memory/processing because it’s just once.

I wish there were short concise directions for setting up webtrends email reports like this on the web already but I realize that nothing is easy or self explanatory with database systems or webtrends. It’s just part of the territory until next generation tools come around, and no I don’t mean Google Analytics (which is almost as confusing now to beginners). Someday this has to get simpler in process so more people can use it.