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.
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.