The new release of SiteCatalyst and Report Builder has just gone live and there are some major changes. I will walk you through all changes and provide an explanation for each one.
I’m sure you have discovered that the navigation no longer has the fly out sub menus, and let me guess, you hate it? Before we all over turn our desks over in frustration, let’s give it some time to grow on us. Perhaps it will have the same effect as a new facebook layout where everyone complains at first but in two weeks actually kind of likes it.
Upon logging in, you may notice that the navigation shows that you are in the second level “Site Overview” section and not just simply on the first level section that we are all used to. This is due to the fact that your home screen is set to show the default “overview” page upon login, which is located under the “site Metrics” bucket. If you have a different page set as your home page you will notice that the navigation will say that you are in the bucket that houses that particular report.
The search bar will now search through the entire navigation, dashboards and bookmark sections. This is great news if you just can’t get over the new functionality of the navigation. It’s a one stop shop to find any of your reports.
When searching for a keyword in the main navigation that returns multiple results, the bread crumbs of that report will be shown when hovering on the line item. This feature is fantastic for identifying if that item is the prop or evar version of the report.
The segment builder has two distinct parts, the segment applicator which took the place of the segment drop down and the new segment builder. Each of these features can be found under the “show segments” slide out.
The segment applicator which has taken the place of the old style segment dropdown, allows users to see not only suite wide segments but also all of the segments across all report suite. Not only can you see all segments, they can also be used across differnt report suites. This has its advantages seeing that now, if you have a common segment like Visits= Mobile Phone, you will only need to build one segment that can be used across all report suites. WOHOO! One Major issue with this is that up to now, you most likely have created the same segment for each report suite and now shows up multiple times in your segment list. This is due to the fact that report suit segments were migrated without being de-duped. See Example to the left.
A fix for this, is the report suite only check box. By checking this, it will only show you the segments for the selected report suite. Although this does not fix the issue of having multiple of the same segment, it does alleviate some of the frustration.
With the new release came the ability to stack segments on one another. This allows the user to take two segments, apply them both to a report to see the data that would reflect the results as if the two segments were built as one. Segment stacking eliminates the need to create tens, if not hundreds of segments that each contains slightly different parameters. Now, just build a few general segments and stack them on top of each other the get the same result. *This feature is also available in Report Builder.
In the picture to the right you can see that two simple segments (Tablet visits and visits with Orders) were stacked onto one another to show visits that came from tablets and who also made a purchase. You can also see that the “Report Suite Only” selector was applied to only show the segments for that specific report suite.
In the segment applicator, select “go to segment manager”. This is where you can manage and edit your segments.
In the segment manager you now have the ability to:
– Apply keyword tags to segments.
– Sort by tag, owner, or another type of filter.
– Edit segments.
– Create new segments.
– See what date a segment was last edited.
– See what report suite each segment belongs too.
Some new features to the segment manager include the ability to tag the segments with relevant keywords. This allows users to be able to sort or search for segments with the the same tag. For example, if you have 20 segments that all have to do with natural search you can tag them all with “natural search”. Easy enough right?
After applying tags to your segments, click on “show filters”. This is where you can easily sort your segments by tags, the person who created the segment (the owner) or by the segments that you yourself own or by ones that were shared with you.
After selecting “new” in the segment manager you will see a segment builder that resembles the one currently in AdHoc. Here you can build the segment, give the segment a description, tags and preview the traffic that the segment returns.
One of the best new features of this release is that any already built segment can be used as a template. To do this you simply drag and drop an already built segment into the segment builder and once finished, either add to that segment or choose “save as” to save it under a different name.
There is one major change to built in segments that is a bit of a downer though. Although built in segments still exist, you cannot use them “strait out of the box” like you used to. You will need to go into the segment builder, drag and drop the pre built segment (marked with a suite case icon) into the builder to use it as a template. From there you can either save it as is, or add to it. So basically you are just building the segment they already gave you and saving it as a different name.
To the left you will see the icon marking built in segments, tags, and traffic preview area are highlighted. The traffic preview area will tell you what products this segment is compatible with, the amount of traffic the segment will return as of right now and some other details like the owner of the segment. This is a good way to test to see if your segment is working before you save it, similar to what is currently in AdHoc.
Custom Dimension and Metric Descriptions
In the Report suite manger, you can now add descriptions to traffic variables and metrics. This is a pretty simple but important feature.
Some of the larger changes to Report Builder is the ability to ad and edit segments within the tool. In the top right corner of the request wizard you will see the “add” feature and a button that looks like a conversion funnel. The conversion funnel button actually allows you to search through the segments using tags and filters. The “add” button does exactly what it sounds like and allows you to add a new segment.
You now can create pathing, fallout and page depth reports in RB. You can view these reports from the page level or the site section level.
Below is a picture showing the configuration of a pathing report and its results.
Dashboards and Bookmarks
A great new feature to the new RB is that you can automatically import dashboards and bookmarks as RB blocks. Simply choose the desired dashboard reportlet or bookmark from the left navigation in the request wizard and add it to your worksheet like any other request.
You may notice that in some places the term “hits” has taken the place of “page views”. One specific place you can see this is in the “create in context segment” section when you right click on a RB data block. This is a feature will allow you to create segments from the selected data. You will also see the term “hits” being used in the segment builder.
I hope this explanation helped make navigating Adobe SiteCatalyst spring release a little easier.