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.