Omniture Suite SiteCatalyst v 12.

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USER MANUAL USER MANUAL

OVERVIEW

No one has more experience than Omniture in helping large, complex web sites answer the tough questions that drive their online success. SiteCatalyst by Omniture has a time-tested technology that has resulted in an impressive portfolio of marquee names, such as eBay, AOL Time Warner, Gannett, Microsoft, MediaNews Group,

All rights reserved. Printed in the United States of America Published by Omniture® 550 East Timpanogos Circle Orem, UT 84097 Microsoft, Windows, Word, Excel and MSN are registered trademarks of Microsoft Corporation. Mac OS is a registered trademark of Apple Computer, Inc. Adobe, Acrobat, Acrobat Reader and the Adobe PDF logo are registered trademarks of Adobe Systems Incorporated. Sun, Java and JavaScript are trademarks of Sun Microsystems, Inc. Images used in this manual were taken from a fictitious, online electronics store. Products, names or other items included in these figures, as well as any other product and company names mentioned in the text herein are the trademarks of their respective owners. Information in this document is subject to change without notice. Company and product data used in the examples herein is fictitious unless otherwise noted. No part of the contents of this book may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the written permission of Omniture®.

Contact Information [corporate address] Omniture 550 East Timpanogos Circle Orem, UT 84097 1.801.722.7000 1.801.722.7001 1.877.722.7088 (support, billing and sales) clientcare@omniture.com sales@omniture.com info@omniture.com http://www.omniture.com http://my.omniture.com

Browser Compatibility You need to use the one of the following browsers to access the Omniture Suite: • • • • Microsoft Internet Explorer 6.0 and later Netscape 6.0 and later Mozilla 1.0 and later Safari 1.2 and later

JavaScript must be enabled in your browser.

13 09072006

Table of Contents
CHAPTER 1 - OMNITURE SUITE OVERVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

........ ......... Browser types . . . . . . . . . . . . . . Additional Installed Applications . . . ACCOUNT SUPPORT . . . . . . . . . . . . Contact Information . . . . . . . . . . Service and Billing Information . . . .
ABOUT THE USER MANUAL SYSTEM REQUIREMENTS

. . . . . . . PERSISTENT AREAS OF THE OMNITURE SUITE .

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CHAPTER 2 - ACCESSING AND EXPLORING THE USER INTERFACE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

........... . ACCESSING OMNITURE APPLICATIONS . . . . . . . . . . . . EXPLORING THE INTERFACE . . . . . . . . . . . . . . . . . . . Access Links . . . . . . . . . . . . . . . . . . . . . . . . . . . Report Suite List . . . . . . . . . . . . . . . . . . . . . . . . My Dashboards Menu . . . . . . . . . . . . . . . . . . . . . Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . Changing Languages . . . . . . . . . . . . . . . . . . . . . Omniture Online Business Optimization Platform . . . . . Other Information . . . . . . . . . . . . . . . . . . . . . . .
OBTAINING AND USING USER LICENSES ACCESSING AND LOGGING IN TO THE OMNITURE SUITE

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CHAPTER 3 - OMNITURE SUITE FUNCTIONS AND TOOLS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

........ . ADMINISTRATION TOOLS . . . . . . . Admin Console . . . . . . . . . . . Create or Edit Campaigns . . . . . Data Sources . . . . . . . . . . . . Exclude by IP Address . . . . . . . ASI Slot Manager . . . . . . . . . Name Pages . . . . . . . . . . . . Using SAINT Classifications . . . MY ACCOUNT . . . . . . . . . . . . . . Account Information . . . . . . . . Bookmark Manager . . . . . . . . DashBoard Manager . . . . . . . . Scheduling and Distribution . . . . Alert Manager . . . . . . . . . . . Calendar Events . . . . . . . . . . Target Manager . . . . . . . . . . Report Settings . . . . . . . . . . . DATA WAREHOUSE . . . . . . . . . . . Accessing Data Warehouse . . . . Using Data Warehouse . . . . . .
VIEWING DASHBOARDS USING THE REPORTING TOOLBAR

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Configuring Data Warehouse Requests Using the Segment Definition Builder . Previewing Reports . . . . . . . . . . . . Scheduling Reports . . . . . . . . . . .

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SITECATALYST 14.0 USER GUIDE

III

The remainder of this chapter explains the system requirements for accessing the Omniture suite and gives you contact information for getting account support. and details on accessing the other Omniture applications from the Omniture Suite. Subsequent chapters in this manual begin by explaining how to access the application from Web browsers and mobile devices. This lets you move freely between applications by selecting a simple bookmark.CHAPTER 1 Omniture Suite Overview The Omniture Suite is a user interface that serves as an umbrella interface for other Omniture applications. you can access the other applications and use can use the Omniture Suite to perform functions that are common to multiple Omniture applications. BROWSER TYPES The following browsers are recommended for accessing the Omniture Suite: • • • • Microsoft Internet Explorer 6. While the application functions well with most operating systems and Web browsers.0 and later Mozilla Firefox 1. In other words. the Omniture suite serves as the reporting and processing platform for all omniture applications.0 and later Netscape Navigator 6 and later Safari OMNITURE SUITE USER GUIDE 1 . bookmarks are part of the Omniture Suite because they are common to all Omniture applications. and System Requirements The Omniture Suite is accessed from a Web browser via the internet or a network. Other functions accessed from the Omniture suite work similarly. They contain details about the interface. your computer should meet the following requirements. for best performance. About the User Manual This manual is designed to give you complete information about the Omniture Suite with its features and functions. From the Omniture Suite. how to manipulate its several features. This prevents you from having to do it individually in each application. When you set up your bookmarks in the Omniture Suite. Another function attached to the Omniture Suite is reporting. then all similar reports in any Omniture application inherit the configuration settings. Additional chapters explain how to administer and use the Omniture suite. I will give you detailed instructions on administering and using the suite. The Omniture Suite has been designed to make using all Omniture applications more convenient and intuitive. you can access all your bookmarks from all your applications by selecting them from the Omniture Suite interface. You can configure the look and feel of your reports in the Omniture Suite. The Omniture Suite lets you: • • • • Configure your reporting and alert options Access add-on applications such as ClickMap and the Excel Client Configure features common to all Omniture applications Configure your data collection and processing functions For example.

7088 (support. terms and conditions.722. Please send comments to your Account Support Manager or through the Feedback link in the SiteCatalyst Navigation Tabs section (next to the Logout link). We welcome any suggestions or feedback you may have regarding SiteCatalyst or this manual.801.omniture. Please refer to your contract for pricing.7000 1.omniture. billing and sales) clientcare@omniture.com http://my.com sales@omniture.com phone fax toll free support e-mail sales e-mail information e-mail corporate URL log-in URL SERVICE AND BILLING INFORMATION Depending on the service level you have purchased. due dates. or if you have questions regarding your current service. please contact your Account Support Manager. Help resolve any technical difficulties you may have.722. UT 84097 1. some of the reports described in this manual may not be available to you.7001 1.722. CONTACT INFORMATION Corporate Address Omniture 550 East Timpanogos Circle Orem. Ensure that you can utilize the reports to their maximum capacity. OMNITURE SUITE USER GUIDE 2 .Omniture Suite Overview ADDITIONAL INSTALLED APPLICATIONS The Omniture Suite and several of the other Omniture applications that you access from the Omniture Suite use the following additional applications: • • Macromedia Flash Player: version 6 or above Java Account Support Omniture’s support team is here to: • • • • Help you properly install the SiteCatalyst code.877. Answer specific product questions. each account has unique billing needs.Chapter 1 .com info@omniture.801. Additionally. If you would like to add to or otherwise change your service level.com http://www.

and can be accessed from each of the other Omniture applications. When you access any Omniture application.Chapter 1 . Figure 1.Omniture Suite Overview Persistent Areas of the Omniture Suite The Omniture Suite user interface integrates into.1: Persistent Omniture Suite User Interface OMNITURE SUITE USER GUIDE 3 . Figure 1.1 displays the portion of the Omniture Suite user interface that remains. regardless of the application that you are working with. the Omniture Suite appears at the top of the screen.

omniture. Because Omniture hosts all content. you need to purchase end user licenses. When accessing your data from the a computer. Additionally. Accessing and Logging in to the Omniture Suite You can access the Omniture Suite from any computer with access to the internet. see “My Account” on page 33.CHAPTER 2 Accessing and Exploring the User Interface This chapter is an introduction to the Omniture Suite. you can download several tools the give you expanded flexibility and options in how you implement the data from your Web site. open a Web browser. • • • • “Obtaining and Using User Licenses” on page 4 “Accessing and Logging in to the Omniture Suite” on page 4 “Accessing Omniture Applications” on page 5 “Exploring the Interface” on page 5 Obtaining and Using User Licenses The Omniture Suite requires no end user licences. all you need to do is open any supported Web browser. to access any of the Omniture applications. Navigate to the Omniture Web site and click Customer Login and select any product. Subsequent chapters give detailed instructions on using the features in the Omniture Suite. This ensures the confidentiality and integrity of the information you access over the internet. OMNITURE SUITE USER GUIDE 4 . Omniture employs After you log in for the first time. and go to www. everyone in your organization may have unlimited access to the suite. It also has features that let you see at a glance the information about your Web site that is most relevant to you. The Omniture suite is the location from which you access all other Omniture Applications. However. To log in to the Omniture Suite 1.com. Omniture uses the HTTPS protocol. Contact your Omniture account support representative for more information. for information on doing this. 2. On a computer with access to the Internet. When you access your data. you should change your password. This chapter shows you the layout of the Omniture Suite and gives you an introduction to its tools. Omniture encrypts the data for security purposes. within the Omniture suite. For mobile devices.

1: Customer Login 3. This is displayed in Figure 2. do the following: • Type your company name • Type your username • Type your password 4. OMNITURE SUITE USER GUIDE 5 . so you can move between applications at your leisure. In the Omniture Login window. This set of access links is persistent in your applications.2. Click Login.3 displays the homepage. along with access to help and information about Omniture.Chapter 2 .Accessing and Exploring the User Interface Figure 2. Figure 2. Accessing Omniture Applications The Omniture Suite is the access point from which you access the other Omniture applications.2: Application Toolbar Click an access link to go to the corresponding Omniture Application. Figure 2. Near the top-right of the screen you can see a set of links that you can click to access all Omniture applications. Exploring the Interface When you initially access the Omniture Suite you see a display of many useful tools and commonly accessed data.

Click this link to return to this home page.Chapter 2 . you see several links that you can use to quickly access several commonly-accessed location. OMNITURE SUITE USER GUIDE 6 .Accessing and Exploring the User Interface Figure 2.3: Omniture Suite Homepage This section describes the following topics: • • • • • • • • “Access Links” on page 6 “Report Suite List” on page 7 “My Dashboards Menu” on page 7 “Menus” on page 8 “Searching” on page 10 “Changing Languages” on page 10 “Omniture Online Business Optimization Platform” on page 11 “Other Information” on page 12 ACCESS LINKS Starting at the top-left of the screen. .This link gives you instant access to your account information. Your user name . The following links are available for your use: • • Omniture Suite.

You can also click a name from the list.Chapter 2 . you can manage your dashboard options. Figure 2. You can use the field at the top to search and filter your list. For example. they display data from different Web sites that you organization controls. From the Omniture Suite.Click this link to log out of the Omniture Suite.4: Report Suite List Menu The report suite list has several options. saved reports and other objects.4 shows an example of a report suite list.Accessing and Exploring the User Interface See “My Account” on page 33. This menu gives you access to the default dashboards that the Omniture provides to you. you can see the My Dashboards menu. Strings filter the list further. Different report suites can display different sets of data from your Web site. as well as any dashboards that you may have created. or more commonly. this menu can hold calculated metrics. Figure 2. You create dashboards from within the SiteCatalyst Reports. MY DASHBOARDS MENU To the right of the Report Suite list menu. all report suite names that contain the letter d in them display. near the top-left of the screen is the report suite selection list. if you type the letter d in the field. The suites can be created and defined from within the Administration Console. REPORT SUITE LIST Below the links. If you click the View complete list link. Figure 2. Report suites are collections of data from your Web site that Omniture application use to build reports. See the Administration Console User’s Guide for information on doing this..5: Dashboard Menus OMNITURE SUITE USER GUIDE 7 . In addition to dashboards.Click this link to access your personalized Omniture Suite homepage. Logout . You use this list to select the report suite that you want to use. • • My Omniture . a scroll bar appears that you can use to scroll through all available report suites.

Figure 2. Discover and other applications.The Excel Client allows you to build customized data blocks containing SiteCatalyst data that you can then insert into your Excel worksheets.This tool lets you track your advertising campaign to let you see how successful your campaigns are at driving traffic to your Web site and generating revenue.This tool lets you push your dashboard content directly to your desktop. like the Admin Console. Figure 2. others are described fully later in this manual. The data blocks can dynamically reference cells within your worksheet.The SiteCatalyst Attribute Importing and Naming Tool (SAINT) lets you bulk-import additional data attributes.Chapter 2 .This open a link to the page views report. you can access much deeper and more complex reporting capabilities.The DirectAccess feature allows you to view bookmarks and dashboards directly from your Windows Start Menu. Dashboard Player . DirectAccess . and tools to help you manage your account. Analysis Tools The SiteCatalyst Analysis Tools menu option gives you access to several download links for several enhancement tools that you can use in conjunction with your Omniture applications. to the data collected about your Web site activity instead of manually entering it with the SiteCatalyst Attribute Manager. Each of these tool is briefly described here: • • Admin Console . pop-ups display information about visitors and what they accessed on your Web site. providing an incredible level of flexibility and customization. or as a Screen Saver. This menu is accessed from the arrow next to the SiteCatalyst icon. Some of the more complex tools. Manage Campaigns . • • • Administration Tools This menu item lets you access menu tools to administer and manage your Omniture applications. if a company that uses SiteCatalyst acquires a new company.The ClickMap feature lets you view information about visitor response to content directly from your Web site. administration tools. ClickMap . See the Administration Console User’s Guide for complete information. While you browse your Web site. Excel Client . By augmenting the data elements collected by SiteCatalyst with these attributes. each tool listed here is described in the SiteCatalyst User’s Guide: • • Reporting .6: Omniture Suite Menu Each of these is described briefly here. the Omniture Suite offers several analysis tools. Data Sources .6 shows the location of the menus. MENUS In addition to the applications that you can access. Detailed descriptions and procedures occur later in this manual. The player displays the dashboard content. For example. or in a separate window on the user desktop. SAINT Classifications .Accessing and Exploring the User Interface See “Viewing Dashboards” on page 13. or dimensions. NOTE: Currently dashboards are implemented only in SiteCatalyst. it can 8 • • OMNITURE SUITE USER GUIDE . have their own documentation. In addition to the following descriptions.This tool gives you access to all administration features for SiteCatalyst. one reportlet at a time and can be launched either on a dedicated display.The data sources tool lets you use several methods to upload offline data to the Omniture servers for use in your Omniture Applications.

or modify targets. or you may want to exclude data derived from a denial of service attack.You can use this tool to change the way that your reports display in your Omniture applications. You may want to use this to shorten lengthy page names of to obscure data that you release outside of your organization. import. • Exclude by IP . the event displays in your timeline reports. or modify the size and location of the reports. A target is a goal you are expecting to reach for your key performance indicators. Alert Manager .You can use this tool to edit your dashboard setup. you do not need to log in to each application to access the bookmarked pages.This is a tool that lets you add events to the charts in your Omniture Reports.This tool lets you change your name. • • • • • • Data Warehouse The data warehouse is an application you can use to make requests for in-depth correlated data about your Web site. Report Settings . It includes the following tools: • • Account Information . It is accessed from the arrows to the right of the application menu.This tool lets you exclude specific IP addresses from the data set that displays in your Omniture applications. You can click the bookmark to go directly to the page in the application. Calendar Events Manager . Bookmarks can be created for any page on any Omniture application.Accessing and Exploring the User Interface use the Data Sources functions to upload Web data from the newly acquired company to the Omniture servers. For example. Your SiteCatalyst reports can show both your targets and your actual numbers so you can see how your site is performing compared to your expectations.SiteCatalyst lets you create and modify targets. you can put it in the calendar events manager. • • NOTE: Some of the menu items described here may not be available if you do not subscribe to the Omniture applications that they access. The ASI Manager enables you to define the terms by which data is added to your ASI segment.Chapter 2 . Dashboard Manager . The targets manager lets you create. Bookmark Manager .This tool lets you modify schedules for reports that are automatically delivered via Email or FTP to addresses you select. For example. Target Manager. It also lets you change your password. Distribution .Advanced Segment Insight (ASI) segments are useful when you want to segment data from a report suite and create a new report suite (called an ASI slot) to hold the data.This tool lets you change the default page names that display in the reports displayed in your Omniture applications. and when you run reports in SiteCatalyst. OMNITURE SUITE USER GUIDE 9 . See the Data Sources Guide for more information. you may want to exclude data that originates from users within your own organization. Name Pages . My Account Tools The my account menu option lets you access tools to configure your personal settings and update your account information. you may have a target this month for the number of visitors to hit or exceed 10. ASI Slot Manager . You can change the reports that display in your dashboard. Alerts notify you when metrics for your Web site meet criteria you select. Because you have signed in to the Omniture Suite. and other account information. This tool also has access to the tool that lets you verify digital signatures to ensure the accuracy of your data. For example. It can then access that data through SiteCatalyst and other Omniture applications.This tool lets you access your bookmarks.000.This tool lets you manage the alerts that you have created. if you run an ad campaign.

Figure 2. the Omniture Community. Supported Languages include: • • English Spanish 10 OMNITURE SUITE USER GUIDE . For the help.8 displays the help menu. training videos. such as the Entry Pages report.8: Help Menu SEARCHING In the upper-right corner of the Omniture Suite screen is a search field. tools.9: Search Field CHANGING LANGUAGES You can display translated versions of the information shown in the Omniture Suite by selecting from the languages field at the bottom-right of the screen. For example. the Omniture Suite automatically searches through all SiteCatalyst reports. It also shows all help pages with the string try anywhere in the text of the help page. Figure 2.Accessing and Exploring the User Interface Figure 2. Figure 2. For reports and tools the search looks through the names only. the Omniture Suite displays all reports and tools that contain that string in the name. and help. the search tool searches full text. Figure 2.9 shows an example of the search field. if you type the string ‘try’ in the search tool. and tells you about training opportunities at the Omniture University. When you type a string in the field. the product manuals.7: Accessing Data Warehouse Help Menu The help menu gives you access to the Omniture Knowledge base.Chapter 2 .

Accessing and Exploring the User Interface • • • • • • French German Korean Japanese Simplified Chinese Traditional Chinese Figure 2.10 shows the menu that you use to select the languages. Figure 2. and the current implementations of your Omniture applications. you it also changes for all other applications you subsequently access.11: Omniture Online Business Optimization Platform OMNITURE SUITE USER GUIDE 11 .Chapter 2 . Figure 2. When you change the language in any Omniture application.10: Language Menu OMNITURE ONLINE BUSINESS OPTIMIZATION PLATFORM You can see basic descriptions for.

• Release Notes .Accessing and Exploring the User Interface OTHER INFORMATION The following additional information is available in the Omniture Suite screen.This shows a list of reports that you have recently opened in your Omniture Applications. Related Reports . • Admin Home . • Contact Support .Gives you access to the help screen with the Most recent release notes.Information about getting additional support from Omniture. OMNITURE SUITE USER GUIDE 12 .This lets you access several locations that you can also access from other locations in the interface. You can access these and download them using the Download button at the bottom-left of your screen. Recent Reports . They include: • Help .The Administration Console for SiteCatalyst.From time to time Omniture will provide links to useful articles and informations that you may find beneficial.The help screen.This shows a list of reports that can give you additional insight related to the information you have recently accessed in the application reports.Chapter 2 . Omniture . • • • • Download Now .

CHAPTER 3 Omniture Suite Functions and Tools The Omniture Suite offers many features and tools that you can use to integrate with and add data to your Omniture applications. See “Accessing and Exploring the User Interface” on page 4. This chapter describes these features and gives procedures for using them. Reports on this Dashboard include: • • • • • • • • Campaign Conversions Paid Search Engines Natural Search Engines Monthly Unique Visitors Customer Loyalty Top Products Most Popular Products Revenue Site Operations Dashboard: This dashboard provides you an overview of key metrics related to your web site operations. You can also select from among the pre-configured dashboards that Omniture has put together for you. An overview of each of these features as well as their location in the interface was given in a previous chapter. Marketing Dashboard: This dashboard provides you an overview of key metrics related to your marketing initiatives. This section discusses the following topics: • • • • • “Viewing Dashboards” on page 13 “Using the Reporting Toolbar” on page 15 “Administration Tools” on page 15 “My Account” on page 33 “Data Warehouse” on page 50 Viewing Dashboards You can create dashboards that are available in the Omniture Suite. Reports on this Dashboard include: • • • • • • • • • • Site Summary Page Views Most Popular Pages Visitors by State Page Summary Most Popular Sections Most Popular Servers Key Visitors Pages Viewed by Key Visitors Entry Pages 13 OMNITURE SUITE USER GUIDE . The following list describes the pre-configured dashboards.

You can also click on the report toolbar icons and the calendar tool to modify the dashboard. For information on creating dashboards. See the SiteCatalyst User’s Guide for information on using these tools. OMNITURE SUITE USER GUIDE 14 . Figure 3. Click My Dashboards. Figure 3. you can access them from any application. For information on managing your bookmarks. but you can access them from the Omniture Suite. 3. To reposition the dashboard. Because dashboards are part of the persistent area of the Omniture Suite. 4. To access dashboards 1. see “DashBoard Manager” on page 36. click above a dashboard heading and drag it to the location you want.Chapter 3 .Omniture Suite Functions and Tools • Exit Pages Creating dashboards is accomplished from within the reports of the various applications. see the SiteCatalyst User’s Guide. Click the dashboard that you want to see. Click View Full Report to see the entire report.2: Sample Dashboard NOTE: Opening a dashboard opens the application from which the dashboard reports originate.1: My Dashboards 2.

Lets you send the report as an email. see “Administration Tools” on page 8.Omniture Suite Functions and Tools Using the Reporting Toolbar SiteCatalyst has several built-in reporting tools that you can access. Table 3. For a brief overview of each of these tools.Chapter 3 . Create Custom Report .Lets you print your reports. If the report shows that a metric reached a set high or low point. Copy Graph .Lets you extract data from the report for use in spreadsheets. Table 3. You can also access your dashboards from SiteCatalyst.Lets you open Discover with the same report suite and time frame selected. 15 OMNITURE SUITE USER GUIDE .Downloads reports from the SiteCatalyst server in one of several formats. and formats for spreadsheets. Print . You can specify what data you want to extract. You can access many of these features from a toolbar located at the upper-right of the report.Lets you send an alert via email or to a mobile device when criteria that you specify are met. Add to Dashboard . • Admin Console .Lets you open a duplicate of your current report in a new window using your current browser. including PDF.Lets you save a bookmark for quick access to the current report.Lets you add the report to your Omniture Suite dashboard. or the values have changed by a set percentage.1 briefly describes each tool on the Report Toolbar. You can add reports from multiple applications to the dashboard to let you view all your most important data at a glance as soon as you log in to the Omniture Suite. Only Administrators may use this tool. Open New Window .See “Admin Console” on page 16. Add Bookmark . Administration Tools The Omniture Suite has several administration tools that you can use. HTML. Launch Discover . SiteCatalyst sends you an alert. Add Alert . Click the following links to access the instructions for using the tools. Data Extract . Email . You access your bookmarks from the Omniture Suite.1: Report Toolbar TOOL DESCRIPTION Download .Use this tool to save a report’s current configuration as a new custom report for all users to see. You can use this feature when you want to add metrics to your report while looking at a copy of the original.Lets you copy the report graph as an image file for use in other applications.

report suites. When you run your campaigns reports in SiteCatalyst. ASI Slot Manager . you also assign a creative name. See the Administration Console User’s Guide for descriptions and procedures for this tool.See “Data Sources” on page 18. The name should be descriptive. Name Pages .See “Exclude by IP Address” on page 18. and several configuration settings for SiteCatalyst. Select a campaign type. you initially need to name the campaign.Omniture Suite Functions and Tools • • • • • • SAINT Classifications .See “Create or Edit Campaigns” on page 16. SiteCatalyst can automatically assign you a code. CREATE OR EDIT CAMPAIGNS SiteCatalyst features several specialized campaigns reports that display many details about campaigns.Chapter 3 . then click Go. This is a way to easily identify a particular ad in a campaign without having to memorize tracking code numbers. You then need to assign a tracking code to the campaign. You might use something such as Red Banner AD.See “Using SAINT Classifications” on page 24. campaign names. Click Admin > Manage Campaigns. If so. The reports show the names of the campaign. Otherwise. You may have received a tracking code from the host company of your campaign. such as March banner ad campaign. Exclude by IP . A separate manual documents this tool. ADMIN CONSOLE The Administration Console lets you manage user accounts. This way you can easily differentiate between different ads in a campaign. Campaign Manager . tracking codes. When you assign a tracking code. the names for the creative elements. and creative elements. permissions. you can quickly determine whether your campaign has been effective. To create or edit a campaign 1. you should use a customized tracking code. Data Sources .See “Name Pages” on page 24. and gives data for them. When you use this feature. OMNITURE SUITE USER GUIDE 16 . You can create campaigns in the Omniture Suite for your campaigns reports. 2.See “ASI Slot Manager” on page 19. Campaigns have three elements to them.

5. Click New Campaign or click a campaign name and click Edit Campaign. These fields can include names. Complete the following fields: Name: The name you want to use for the campaign. or other descriptive or relational data about the campaign.4: Create a New Campaign 4. Complete any classification fields that might also display. Figure 3.Omniture Suite Functions and Tools Figure 3. Dates: Specifies the Start and End dates for the campaign duration. OMNITURE SUITE USER GUIDE 17 .3: Manage Campaigns 3. costs.Chapter 3 .

5: Link Creative Elements 7. 8.Chapter 3 . graphics. Figure 3. Click Upload. This is useful to remove data that comes from hits to your Web site from within your organization. NOTE: If you have placed several creative elements in a SAINT data file. 9. See the Data Sources Guide for more information. and navigate to the file location. then click Finish. A creative elements are any sort of ad materials such as banners. Click the creative elements you want to add to the campaign. DATA SOURCES Data sources let you upload offline data for use in your Omniture applications. OMNITURE SUITE USER GUIDE 18 .Omniture Suite Functions and Tools 6. you may upload them rather than adding them individually in this screen. you can remove data that came from denial of service attacks or other malicious event that could skew your data. Select values for the creative elements from the lists. Additionally. Click Next. Click Next to review your campaign details. and so forth. EXCLUDE BY IP ADDRESS This tool lets you remove data that comes from IP addresses that you specify from your reports. and then click Add. Hits on these elements are recorded via a unique key ID in the SAINT table.

0.0. You can create ASI segments through the ASI Manager in the Omniture Suite interface.Chapter 3 . click Admin > Exclude by IP Address.*. Figure 3. you can view all the segmented data in the various reports in the SiteCatalyst interface. If you know the IP address you want to exclude. You can use wildcard indicators (*) to exclude a range of addresses. You can create an ASI segment that contains all the data pertaining to the registered visitors. The process by which you can create an ASI segment is very similar to the process by which you can create a data warehouse report. Click Reactivate to end the exclusion. The ASI Manager lets you define the terms by which data is added to your ASI segment. Your network administrator can help determine the correct IP addresses. By using the ASI Manager. type it into the IP Address Exclusion fields.0.6: Exclude by IP Address Screen 2. 0. For example. Omniture takes raw data from the Data Warehouse and places it into the ASI slot. contact Omniture Live Support.Omniture Suite Functions and Tools To exclude an IP address 1. With the ASI slot.0 would exclude all IP addresses between 0.0 and 0. then the ASI Manager does not display. 3. In the Omniture Suite tools menu.0. you can create an ASI segment request that is automatically sent to Omniture. 4. NOTE: Data Warehouse must be enabled in the source report suite. The difference between the two is that the data warehouse report is a single report that shows segmented data. your Web site contains a newsletter for which visitors have to register.255. Click Exclude. For example. ASI SLOT MANAGER Advanced Segment Insight (ASI) segments are useful when you want to segment data from a report suite and create a new report suite (called an ASI slot) to hold the data. If Data Warehouse is not enabled. You would like to see data pertaining to the visitors who registered so that you can create an email campaign that targets these visitors’ interests.0. You can then use SiteCatalyst reports to view the data OMNITURE SUITE USER GUIDE 19 . For more information on enabling Data Warehouse.

2. Click Admin > ASI Segments. SiteCatalyst can calculate the amount of the fee before enabling you to submit the request.7: Manage Segments 3. To create a new segment 1. In many instances. the Create Segment screen displays. or treat the reports as a snapshot of activity. the Manage Segments window appears. Figure 3.8. OMNITURE SUITE USER GUIDE 20 . SiteCatalyst can be requested to build out a suite of reports focused solely on the behavior of those individuals. If you have not previously set up an ASI slot. Some additional examples of uses for ASI custom segment reports might include data on visits where at least 20 minutes was spent on the site with no purchase made. or visitors that purchased over $200 in merchandise in the last three months. you can still log in and view the data as it is added to the reports for preliminary results.Chapter 3 . This screen also displays when you choose to set up an ASI slot from the Manage Segments screen. SiteCatalyst can either keep this new segment current each day as the new data arrives. click Set Up. If you have configured an ASI slot previously. In the ASI slot you want to use. Omniture charges a per-use fee for creating ASI segments. Though segments created using the ASI Slot Manager Wizard are not available in real time (they must be built the day after the data has been collected). 4. After the segment is defined and saved. See Figure 3.Omniture Suite Functions and Tools specifically based on the ASI segment request. Additionally.

Type a name for the report suite segment in the Name field. Select a report suite and destination from the Source Report Suite drop-down lists 7. To use the calendar tool. then click on a day to select it. click New. To remove any existing data from the ASI slot. You can also edit or delete segments by clicking the segment definition and then clicking Edit or Delete. 9. Click More Info to read about the results of enabling this setting.8: Create Segment 5. Then enter a date in the From and To fields (for Time Slice) or the Start from field (for Daily Recurring). Select the date preferences you want for the segment by selecting either Time Slice or Daily Recurring.Omniture Suite Functions and Tools Figure 3. See “Segment Definition Builder” on page 22. OMNITURE SUITE USER GUIDE 21 .Chapter 3 . 10. 6. 8. To copy your report suite settings to match the Data Source report suite settings. Select a segment definition from the list. To add a new definition. You can also click the calendar button next to any of these fields and select the dates from the calendar pop-up. check Purge Data. click the arrows to scroll through the months. check Copy Settings.

OMNITURE SUITE USER GUIDE 22 . 13. which can be a significant advantage in analyzing your Web site traffic. 2.Chapter 3 . Click Continue. A simple example of a segment filter would be the segment of visitors that purchased $300 during a sales promotion held during the past eight days. To receive e-mail notification when the segment has finished processing. 12. This tool allows you to define visitor segment filters based on visitor behavior. Click New.9: Segment Definition Builder To build a new segment or edit a segment 1. Figure 3. or Edit in the Choose a Segment Definition pane. and then type your e-mail address in the Send my notification text box (multiple e-mail addresses may be typed. Click Submit Request to submit the request for processing. The system displays the Confirm Segment page. or to edit an existing filter. check Notify me. When submitting a Data Warehouse request. Drag an item from either the Components or the Library tab to the Drag and Drop Here item in the Include tab on the right side of the page. Previewing the Report With the segment built Segment Definition Builder You can use the Segment Definition Builder to create new segment filters. you can apply a segment filter to the result set. separated by commas). Segments created in the Data Warehouse interface are also available for use in the ASI feature (and vice versa).Omniture Suite Functions and Tools 11.

2: Operators OPERATOR DESCRIPTION equals is greater than is less than is greater than or equal to is less than or equal to contains contains all of contains at least one of The selected item must exactly equal the value you enter. Click Define for each element you added to the canvas. 14. The item must contain at least one of the values you enter. 6. or Visitor) to the canvas on the right side. Click Add. select an element from the Events or Containers sections. or from the Include or Exclude tabs. The Visit container may also contain the Page View container with its respective event. you will need to add at least one event to that canvas. You can also click Clear Canvas above the canvas to remove all segment elements and start over. OMNITURE SUITE USER GUIDE 23 .Omniture Suite Functions and Tools The Library tab is a repository of frequently used elements (defined or undefined events or containers). Table 3. with their respective events. You can edit or delete parameter rows by clicking Edit or Delete next to the row you want to modify. The selected item must equal or be less than the value you enter. To exclude components. drag it to the Library tab. You would then click Save Segment to save the segment you just defined. 7.Chapter 3 . If you added a container (Page View. the Visitor container may also contain Visit and Page View containers. to create a segment identifying visitors who purchased $300. and then click OK. Type a name for the canvas element in the Name field. The selected item must equal or be greater than the value you enter. Visit. The Page View container may only contain events. You can also click Select Item to select from a list of values. 11. Select a value from the Item drop-down list. click Add. click the Define Visitor link. The item must contain the value you enter. select “is greater than or equal” from the Operator list. 5. Repeat steps 7-10 for each filter parameter you want to enter. and then to the Available Components section. Click OK when you are done. Enter a value for the filter parameter in the Value field. Additionally. 9.2 explains all of the options that are available: Table 3. click the Exclude tab and repeat all of the preceding steps. In the example given in the opening paragraph of this section. Click the Expand/Collapse button at the top-right of the element you added to show or hide element contents. 12. The value of selected item must be greater than the value you enter. select “Total Revenue” from the Item field. Select an item from the This Visit Must Match drop-down list. 15. 8. 3. To add items to the Library tab. enter “300” in the Value field. 4. Select an operator value from the middle drop-down list. 13. Remove elements by clicking the Close (X) button in the top-right of the element frame. The value of the selected item must be less than value you enter. 10. The selected item must contain all of the values you enter. you would add “Visitor” to the canvas. or by clicking the top-left of the element and dragging it to the Remove Item section of the left side of the page. You can choose to have the element match either all or at least one of the rules you set.

If you have created and use a good naming convention for your Web pages. it affects all users and you cannot retroactively change them back.Omniture Suite Functions and Tools 16. 17. Click Save Changes. Click Exit Builder at the top-right to leave the Segment Definition Builder. To change your Web page names 1. the SiteCatalyst database that stores all your data will change the names of your Web pages. By augmenting your SiteCatalyst data elements with SAINT OMNITURE SUITE USER GUIDE 24 . 3. Additionally. NOTE: The Name Page tool shows up to 50 Web pages at a time. Figure 3. Click Next to see additional Web pages. and then click OK to complete the save. Then.10: Name Pages Tool 2. Click Save Segment above the canvas to save the new segment. 18. then you should not need to rename your Web pages in SiteCatalyst. In the Omniture Suite tools menu. NAME PAGES You can rename all pages of your Web site using the name pages tool. When you do this. click Admin > Name Pages.Chapter 3 . Type a segment name in the Name field. If you do rename your Web pages. when you access your reports. USING SAINT CLASSIFICATIONS The SiteCatalyst® Attribute Importing and Naming Tool (SAINT) lets you bulk-import additional data attributes. In the Page field that corresponds with the Web page you want to change. changing names of Web pages is not retroactive on data already in SiteCatalyst. type the new name for the page. or dimensions. you see the page name you select rather than the name that shows in the heading of the HTML browser when a user accesses the Web page. to the data collected about your Web site activity.

tab file to the Omniture computers. you can record the campaign ID. you type a column heading. production costs. you can access much deeper and more complex reporting capabilities. For example you may download products. You can. Other things may include manufacturer name.Chapter 3 . in your organization. Figure 3. and manually add up the revenue. country of origin. OMNITURE SUITE USER GUIDE 25 . but later on. Then. NOTE: There are two options for downloading data sets. Web content. labeled Owner. First you use SAINT to download the data into a spreadsheet. you need to do this retroactively. You can use it to retroactively add attributes about your products. the first column. you learn that you need to analyze something such as the shipping cost. When people visit your Web site.11: SAINT Spreadsheet Example In the spreadsheet. is the column you create. After this information has been placed in a SAINT file. or any other data you track. or product size. and get the results using a pen and paper. you can use SAINT to create classifications for shipping costs. or simpler data such as color or size. For example. You may also use it to add information that is difficult to track over your Web site. Figure 3. The process for using SAINT is simple. lot numbers. is the set of campaign keys downloaded from the Omniture computers. depreciation information. or other data. you may have several ad campaigns going on simultaneously. of course. you can use SAINT to add any data attribute to the information that Omniture collects for you. Each manager may be over two or three campaigns. The FTP option lets you download data from multiple report suites. when you first start using Omniture products. You want to know how much revenue each manager brings in. by product. For example. labeled Key. campaigns. and classifications in the column. You may also need to add information that is difficult to track over your Web pages. product weight. you may have set up your tracking variables (eVars and sProps) to track many attributes about your products. Because you also want to apply this to the products you have been selling previously. After you upload your . You can upload this data to the Omniture computers and see new reports in your Omniture applications that show you this new data.11 shows a simple example of what a spreadsheet may look like for the campaign manager example. campaigns. The browser option limits your download to data from a single report suite. cross reference this with the manager. take the default information. which was not set up by default. The second column. you can import the data directly to Omniture computers. and SAINT gives you a list in a formatted spreadsheet. but you may not track the name of the manager responsible for the campaign. and you have different managers who are responsible for the campaigns. In short. Using SAINT has many benefits. In this case. You can also download templates for creating the spreadsheets.Omniture Suite Functions and Tools attributes. or you can use SAINT to add a manager name or ID to the data and see it automatically in a report. in the spreadsheet.

OMNITURE SUITE USER GUIDE 26 . This format will open correctly in most spreadsheet applications. You can get additional information from the SAINT tutorial. This can be particularly helpful when you want to view the currently populated column headings. You can download a SAINT template to see a SAINT file that contains the available headers. Select the data set to be classified from the menu. or you can contact your Account Support Manager. To download a SAINT template 1.Omniture Suite Functions and Tools you see a new report in SiteCatalyst named Owner with the campaign reports. and the data about the campaigns. To import SAINT data to your computer 1. 5. Specify the encoding type from the drop-down box. 4. Click Download Template. From the tools menu.Chapter 3 . but don’t want to export the data. It is recommended that you keep the default setting.12: Download a SAINT Template 2. It is a tab delimited file. Use your operating system tools to save or open the template. From the tools menu. This report shows the names of the managers.tab file. This is the file extension that you need to use to import data into SiteCatalyst. 3. Select an existing report suite from the list. click Admin > SAINT Classifications. NOTE: The file that you download it a . click Administration > SAINT Classifications. Figure 3. 6.

Select the data set you want to classify from the menu. Select a report suite from the menu.Chapter 3 . mark the option to show campaigns that are active. OMNITURE SUITE USER GUIDE 27 . Click Export File. • Check the box to download rows with blank columns. You can use the asterisk (*) as a wildcard.13: Import a SAINT File 2. • Check the box to add a filter where data rows have a specified value for the criteria you select.Omniture Suite Functions and Tools Figure 3. • Select start and finish dates from the menus. • For campaigns. Optionally filter your data by doing any of the following: • Select a number of rows to download. 3.000 rows with the default. 4. 5. or occurred between specified dates. You can download up to 50. or you can click Limit Data Rows to and type a limit to the number of rows you want to download. This is useful if you add products or other things and you need to add additional classifications to those already in place. This option is not available for other data sets.

Select and filter data as you would for a browser import. type your FTP account information in the associated field. Open the SAINT tool as you would for a browser download. 6.14 displays in your browser. To add a new FTP account 1. and Password. The window shown in Figure 3. In most cases. it may take several minutes to download. 7. NOTE: If you data set is large. Click Export. you should use the default encoding. Path. • Under FTP Information.Omniture Suite Functions and Tools • Select the encoding type. In SAINT Classifications. 2.14: SAINT FTP Download 3. This is information about the FTP server where you want Omniture to place your data. including Host. click Import File. Click Export File. 4. Use your operating system tools to open or save the file. Click FTP Export near the top of the screen. Username. with the following differences: • Click and move or remove multiple report suites into the Selected Report Suites list using the arrows. For an FTP export 1. • Complete the Notification Email field to specify the e-mail address where you want to receive a notification when the FTP transfer is complete. Port.Chapter 3 . Figure 3. OMNITURE SUITE USER GUIDE 28 . then click FTP Import.

4. 8. select the Overwrite data on conflicts option. 7. Click Add New. If you are updating existing SAINT classifications. 6.Chapter 3 . selecting this option is not recommended. OMNITURE SUITE USER GUIDE 29 . Figure 3. select the After import is complete option. Type the e-mail address you wish to use for notifications in the field in the Notification Recipient section. 5.15: Add a New FTP Account 3.Omniture Suite Functions and Tools 2. NOTE: If you are only adding to your SAINT classifications. If you want the data in this file to overwrite duplicate data. The classifications for the selected report suites must be identical. Add a report suite from which you want the data classified by selecting the desired suite(s) from the Available Report Suite list and clicking the Add Suite button. Select the Data Set you want classified from the first drop-down list. Type a Name for the account. If you would like the SAINT file to be exported to the same FTP location once the import is complete. check this setting to ensure they are all updated.

Edit or delete FTP accounts by clicking the appropriate link next to the desired FTP account.Chapter 3 . To export SAINT data 1. You can also export all campaign information in a tab-delimited file. Click Save. 11. On the SAINT Classifications page. a. NOTE: Additional information and instructions for using SAINT can be found in the SiteCatalyst Attribute Importing & Naming Tool: Campaign Tracking with SAINT white paper.16: Export SAINT File OMNITURE SUITE USER GUIDE 30 .Omniture Suite Functions and Tools 9. Select the Authorize option to authorize SiteCatalyst to automatically import all files sent to the new FTP account. available from the Omniture Web site. A message appears stating the FTP account will be available in about 15 minutes. Figure 3. 10. click Export File.

or a specific time period during which campaigns were active.000 rows. if any empty columns are being downloaded. rows that meet specific criteria (you must select an item from the Download rows list. • Likewise. Select an option button in the Select Number of Rows section. 2. the following logic is used: • If All empty columns are being downloaded. Use ?* to match one or more characters. OMNITURE SUITE USER GUIDE 31 . or rows with empty classification columns. • If the same column is specified in both rules (it is almost impossible to meet both criteria) then only rows that match the first rule will be downloaded. then only rows that match both rules will be downloaded. Exceptions are noted here. 5. when both data filter options are selected. Use * to match 0 or more characters. and then type a value). A question mark (?) will match any single character. Wild cards such as * and ? are acceptable for query text.Omniture Suite Functions and Tools To do a browser export 1. Limit Data limits the amount of data exported to the first x rows that you determine (up to 50. any column but the column in the first rule is checked for emptiness. If you need more than 50. An asterisk (*) will match zero or more characters. then all columns but the column specified in the first rule are checked for emptiness. You can choose no filter. use the FTP export option.Chapter 3 .000). Click FTP Export. this should download anything that does not have a classification for any of the columns. 6. 4. You can choose no filter.000 rows. NOTE: Some things to be aware of with the data filters include: • • • • If only one option is selected. To do an FTP export: 1. See the note that follows for more information about filters. In most cases. All returns all campaign information up to 50. any row with a column that matches the first rule and has all other columns empty will be downloaded. only active campaigns (current during today’s date). only rows that match both rules are downloaded. 3. Select the data set you want classified from the first list. If both options are selected. For unassigned codes. Select a date filter to apply to the export. This way. Select a data filter to apply to the export. Select the report suite with data you want to classify from the Select Report Suite list. and ? to match exactly 1 character. only that filter is applied. • If both are checked and different columns are specified in each rule.

OMNITURE SUITE USER GUIDE 32 .Omniture Suite Functions and Tools Figure 3. 3. You can export as many report suites as you want.Chapter 3 . All returns all campaign information. Select an option button in the Select Number of Rows section. 4. Add one or more report suite from which you want the data classified by selecting them from the Available Report Suite list and clicking Add Suite. Select the Data set to be classified from the first drop-down list.17: SAINT FTP Export 2.

title. The Bookmark Manager lets you edit. Enter a file path in the Path field. You can choose no filter. Alerts Manager See “Alert Manager” on page 39. Bookmark Manager See “Bookmark Manager” on page 35. For unassigned codes. c. e. and then type a value in the associated text field). 5. 8. a. or a specific time period during which campaigns were active. this should download anything that doesn’t have a classification for any of the columns. b. and password. or rows with empty classification columns. and ? to match exactly 1 character. Use * to match 0 or more characters. Dashboard Manager See “DashBoard Manager” on page 36. My Account From the My Account menu option. and organize your bookmarks. while the Report Settings page lets you configure the look and feel of your reports. Select a Date Filter to apply to the export. i.Chapter 3 . if necessary. 7. Select a data filter to apply to the export.Omniture Suite Functions and Tools Limit Data limits the amount of data exported to the first x rows that you determine. Click Choose an FTP Location. The Account Information lets you modify your personal information such as name. delete. Type an email address to which you would like to receive notifications in the Notification Email field. Click Export File. Do not include “://” in the host address. only active campaigns (those that are current during today’s date). OMNITURE SUITE USER GUIDE 33 . You can access the following pages: • • • • • • • • Account Information See “Account Information” on page 34. You can choose no filter. Distribution Manager See “Scheduling and Distribution” on page 37. rows that meet specific criteria (you must select an item from the Download rows drop-down list. Target Manager See “Target Manager” on page 43. Type a host name in the Host field. d. Only specify the domain information. Calendar Events See “Calendar Events” on page 40. Type your username and password in the Username and Password fields. 6. f. Wild cards such as * and ? are acceptable for query text. Report Settings See “Report Settings” on page 47. Change the Port.

and so forth. and it fails for any reason. and your email address. For example. you see tabs that you can use to navigate among these pages. The Omniture Suite uses this information for several of its search features and to send reports and other alerts to you via email. ACCOUNT INFORMATION All users have access to their account information settings. the application uses this email address to notify you of the problem. if you schedule a task. You can set the following: • • • • • Name Title Email address Phone number Password This is the location where you can set your password. OMNITURE SUITE USER GUIDE 34 . your last name. For security reasons.Omniture Suite Functions and Tools When you access any page under the My Account option. This is the area where you can set and change your personal user information. In the Omniture Suite Menu.Chapter 3 . NOTE: When you change your information settings. You can click the tabs or use the My Account menu option to access the pages. The required fields are your first name. For example changing you email address in the Omniture Suite will also change your email address in Discover. changes propagate to all Omniture applications that you can access. click My Account > Account Information. and every few months from then on. To access the Account Information settings 1. SearchCenter. you should change your password the first time that you log in.

The bookmark manager lets you edit. You can manage your bookmarks from the Omniture Suite. The bookmark manager displays a hierarchical tree with folders expanding to display bookmarks. 3. and organize your bookmarks and folders from a central location. OMNITURE SUITE USER GUIDE 35 . you can set bookmarks for reports you want to quickly access. click My Account > Bookmarks. Click Save Changes.Omniture Suite Functions and Tools Figure 3. Type the appropriate information in the fields. To manage your bookmarks 1. BOOKMARK MANAGER In the Omniture Applications. In the Omniture Suite menu.18: My Account 2.Chapter 3 . You can also configure bookmarks to be made available to your direct access application. delete. Fields labeled with asterisks are required.

b. 8. • Info/Edit: Edits the bookmark name. Check the boxes next to the bookmarks and folders you want to delete. DASHBOARD MANAGER Omniture applications have incorporated dashboards to put all the reports you access most often into one interface so you can see all of your mission-critical data at a glance. To move a bookmark to a different folder. then click the Delete icon in the upper-left of the page. You create the OMNITURE SUITE USER GUIDE 36 . Click the red ‘X’ icon to delete a single bookmark or folder. To configure the location of your folders and bookmarks. 3. Dashboards contain reportlets that show your data. • On Menu: Places the bookmarked report on the SiteCatalyst menu on the landing page. click the up or down arrows in the Move column to move the item up or down. 4. To delete folders and bookmarks.Omniture Suite Functions and Tools Figure 3. then from the Move to Folder menu.Chapter 3 . To make a bookmark available to the direct access application. select the folder to which you want to move the bookmark. • Make Private: Makes a public bookmark private. NOTE: You cannot create sub-folders.19: Bookmark Manager 2. click the box in the Make Public column. check the box in the Direct Access column. you can configure the following options: • DirectAccess: Makes a bookmark available to the Direct Access application • CopyMe: Makes a copy of the bookmarks and places it in a default folder in the Bookmarks column. To make a bookmark public. click the Create icon then type a name for the folder in the dialog box that appears. 7. 6. Under Public Bookmarks. NOTE: Folders display in the persistent area of the Omniture Suite below the applications menu. 5. check a bookmark you want to move. do one of the following: a. To create new folders.

You can also configure the file format options and destination. 3. Click the pencil icon to change the name of a dashboard.20: Dashboard Manager 2. click the Schedule icon. For information on creating dashboards and reportlets. Click the icon in the Direct Access column to disable use in the Direct Access application. you can specify how often you want to receive the report and the fixed start and end dates. 7. see the SiteCatalyst User’s Guide.Omniture Suite Functions and Tools reportlets from the reports themselves. 13. 9. To specify scheduling times and dates. 10. To manage your dashboards 1. 11. In the Unshared dashboards list. In the Omniture Suite menu. 6. In the Advanced Delivery Options box that appears. See Emailing a Report in the SiteCatalyst User’s Guide for more information. you can use the Scheduling and Distribution tools to view what files have been automatically sent and modify or terminate the deliveries.Chapter 3 . click the up or down arrows to move the item up or down. 5. Click check the box in the Copy Me column to copy a shared dashboard to your personal dashboards. Click the icon in the Shared column (if present) to disable shared access to the dashboard. 12. and when to start processing the report. Figure 3. Click the red ‘X’ icon to delete a dashboard. Click the icon in the Direct Access column (if present) to disable access to the direct access application. Click The ‘X’ icon to unshare a dashboard. See the SiteCatalyst Users Guide for more information about Direct Access. click My Account > Dashboard Manager. Click the sorting arrow at the top of the dashboard list to sort then ascending or descending alphabetically. SCHEDULING AND DISTRIBUTION When you schedule a report for delivery in an Omniture application. Check the box in the On Menu column to display the shared dashboard in your bookmarks menu. OMNITURE SUITE USER GUIDE 37 . 8. Click a dashboard name link to open the dashboard. 4. To configure the location of your dashboards in the manager list.

5. If you need to stop the delivery of a recurring report delivery. type a character string to search for specific schedule names. In the Omniture Suite menu. 4. XML. Use the tools at the bottom of the manager to advance through the list of report schedules. PDF. View Sent History Click View Sent History to see information about all reports you have sent via email. In the Omniture applications you can create delivery schedules that send your reports via email or FTP to a specified address. You can view: • • • • • • • • The report name The product (the name of the Omniture application from which the report originated) Email of FTP delivery The to address for an email The from address for an email The email subject The email notes The FTP host 38 OMNITURE SUITE USER GUIDE .21: Schedule Reports Manager 2. 6. NOTE: The Schedule column displays deliver times for recurring report deliveries. In the Enter term to filter data field. You can configure these to be automatically sent at specified intervals for a duration of time or indefinitely. click My Account > Scheduled Reports. Figure 3.Chapter 3 . and determine how many report schedules to display on a single page. Click the pencil icon to edit a schedule. To manage schedules 1. jump to a specific page. and then click Go. and so forth). Click on a column heading to sort the column alphabetically. NOTE: The schedule manager shows the items that a specific user has created. 3. you can do it in the schedule manager. The format column displays the format of the delivered file (HTMP. If the user account is disabled in the application all scheduled deliveries stop.Omniture Suite Functions and Tools Scheduling Manager The scheduling manager lets you delete and edit recurring report deliveries. or FTP. Click the ‘X’ icon to delete a schedule.

Open the Schedule Manager and click Verify Digital Signature. To use the alert manager 1. ALERT MANAGER In the Omniture applications. pending. enable. click My Account > Alerts. Click Browse and use your operating system’s tool to upload the data file. In the Omniture Suite menu. delivery failure) The name of the file delivered The subject of the FTP delivery Verify Digital Signature You can ensure that a digitally signed document comes from Omniture with the Verify Digital Signature feature. you can set an alert to email you if a metric in your report reaches a specified level. 2. 4. 3. Click Browse and use your operating system’s tool to upload the data file. Click Verify.Chapter 3 .Omniture Suite Functions and Tools • • • • • • • • • The FTP port The FTP username The FTP password The FTP path The file format that was used to send the report The date of the delivery The status of the delivery (sent. or delete your alerts. Omniture provides you with a tool that compares a data file with a signature file to ensure that the data files are authentic and prevent man-in-the-middle attacks. Figure 3. The alert manager lets you access. modify. OMNITURE SUITE USER GUIDE 39 .22: Verify Digital Signature To verify a digital signature 1. A message tells you whether the file is valid. 5.

click the associated pencil icon.24: Edit an Alert a. In the graph in the report. You can use this tool to graphically display events and see whether campaigns or other events have affected your site traffic. See the Site Catalyst User’s Guide.Chapter 3 . 3. To edit an alert. in Figure 3. Check or uncheck the box in the Enabled column to enable or disable the alert. b. you can change the color of the line and the shape of the icons on the ends of the line. 4. Fill in the fields as you did when you created the alert.23: Alert Manager 2. the user can see the time the event occurs. OMNITURE SUITE USER GUIDE 40 . For example. CALENDAR EVENTS The Calendar Events Manager is a tool that you can use to add data to your SiteCatalyst reports to show when certain events occur.25. revenue or any other metric. Figure 3.Omniture Suite Functions and Tools Figure 3. This line shows the time when the company ran an ad campaign. and then click OK. the user can see how the event affects revenue over the course of the event. Click the red ‘X’ icon to delete the alert. and can determine whether the event affected the statistics. In the report. Click Save. Assuming this is a revenue report. When creating a calendar event. you can mouse over the icons to see the details about the calendar event. you can see a colored line above the timeline area of the report.

25: Calendar Event Display The process of setting up a calendar event is a simple process that involves naming the event. and setting an icon. To create a calendar event 1. adding notes. 2. OMNITURE SUITE USER GUIDE 41 . click My Account > Calendar Events.Omniture Suite Functions and Tools Figure 3. Click Add New. In the Omniture Suite menu. setting the dates.Chapter 3 .

In the Add and Edit Calendar Events screen. • Click Save.26: Add and Edit Calendar Events 3. • Select the shape and color of the icons and the bar from the options in the Display Settings menus. • Optionally add a note. • Type the dates in the format shown on the screen or click the calendar tool icon to use the calendar tool to select the dates. do the following: • Type a title for the event.Chapter 3 .Omniture Suite Functions and Tools Figure 3. OMNITURE SUITE USER GUIDE 42 .

Click the Edit icon for the calendar event you want to change. Click the Delete icon for the associated event. In the Calendar Events list. you can specify that eVar rather than look at your entire Web site. If you do not share the event.Chapter 3 .27: Calendar Events List 4. or the number of hits that come from a specific referrer. 3. See Figure 3. you may want to increase the number of visitors that come from a geographic region. In this case. you can select which attribute metrics or eVars you want to measure or you can choose to measure your entire site against your selected metric. However. TARGET MANAGER Targets let you measure your Web site performance against goals that you create for your Web site. you are the only person who can see it. 2. To edit a calendar event 1. click My Account > Calendar Events. targets are applicable only to SiteCatalyst OMNITURE SUITE USER GUIDE 43 . For example. Check the Share check box to allow others to see the event in their reports. the revenue per order. 5. and use it as a target. Follow the previously outlined steps to edit the event. you should choose the entire Web site. For example. ensure that you check the Enabled check box to turn the event on in the reports. In the Omniture Suite menu. if you want to target the number of unique visitors to your Web site from Chicago. When you create targets. NOTE: Currently.27. you may want to measure the number of unique visitors to your Web site. Targets let you track your progress for each goal you create. In the Omniture Suite menu. 2.Omniture Suite Functions and Tools Figure 3. click My Account > Calendar Events. To delete a calendar event 1.

28.Omniture Suite Functions and Tools You have two options for implementing targets: • • Create them individually using the interface tool Import them from a file. For example in Figure 3. In the Omniture Suite tools menu. But if Entire Site is selected. the user wants to see the daily unique visitors who visit the home page of the Web site. a. To have the metric apply to the entire site. the target applies to the entire Web site. To create a target 1. Click Add New. 4. select Entire Site. Type a name for the target. Creating New Targets You can create targets individually from a the interface that you access from Omniture Suite.Chapter 3 . OMNITURE SUITE USER GUIDE 44 . Figure 3. 2. Select whether you want to have the target apply to all aspects of your site or only certain eVars.28: Create a Target 3. click My Account > Targets.

Chapter 3 - Omniture Suite Functions and Tools b. To have the target apply to a specific eVar, click the bullet next to the menu, select the eVar, and then click Select Item. NOTE: Items specify values for the eVars. For example, if you select the eVar ‘countries’ the item list lets you specify which country. If you select the eVar ‘Products’, the item list lets you specify which product. Custom insight variables are listed in the menu as well. If you have a custom insight variable set up to measure visitor age ranges, then the item list displays the ranges of the ages, such as 18-24, 25-35, and so forth. Figure 3.29: Select Item List

i. ii.

Click the item in the list you want to target. To search through a long list, type a query string and click Search.

iii. To search using exact phrases, word combinations, or exclusions, click Advanced, and type the query strings in the appropriate boxes. 5. Select the metric to measure from the Metric menu. NOTE: The metric menu displays only those metrics that apply to an eVar. For example, if you select products as the eVar, a metric such as page exits does not apply to it. The page exits metric can apply to a Web page eVar, whereas, for a Web pages, eVar, a metric such as number of units does not apply. 6. Type a date range or select a date range using the calendar tool. a. If you type a date range, use the mm/dd/yy format. b. If you use the calendar tool, use the arrows to find a month, and then click the day of the month. 7. Select the granularity from the menu. Options are yearly, quarterly, monthly, weekly, and daily.

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Chapter 3 - Omniture Suite Functions and Tools 8. Type the values for each date range in the Values pane. NOTE: Depending on your date range specifications, some granularity options do not apply. When typing values for your metrics, type a value for each granularity setting. For example if your date range is the month of February, and your granularity selection is weekly, type a value for each week of the month of February. Target reports display for each granularity setting. To see your target reports, access SiteCatalyst. See the Site Catalyst User’s Manual for more details about accessing the target reports. 9. Click OK. To edit targets 1. In the Omniture Suite tools menu, click My Account > Targets. 2. Click the edit icon in the Targets list. Figure 3.30: Target List

3. Edit the target using the same steps you did when creating the target. 4. To delete the target, click the Delete icon. 5. If you want the target report available to all SiteCatalyst uses in your organization, check the Share check box. Importing Targets You can import multiple targets simultaneously using a tab separated values file. You can use the functions in the Omniture Suite to download a template and to upload template files. This keeps you from having to create or edit targets individually. To download a target template 1. In the Omniture Suite tools menu, click Administration > Targets. 2. Click Import. 3. Click Download Template. 4. Use your Operating system tool to download and open or save the template. The template is in a tab separated values format, usable by most spreadsheet applications. 5. In the template, leave the heading columns in place. Type the values for the template in the associated column. Each row represents one target entry. Table 3.3 displays the columns in the template map to the fields you fill in when you create targets using the interface. Table 3.3: Target Template Mappings
INTERFACE FIELD TEMPLATE COLUMN

Target Name

Target name

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Chapter 3 - Omniture Suite Functions and Tools
INTERFACE FIELD TEMPLATE COLUMN

Metric Apply To (eVar) Select Item Granularity Start Date End Date Values 6. Save the file. To import targets

Metric Breakdown Type Breakdown Granularity Start Date End Date Target Value

1. In the Omniture Suite tools menu, click My Account > Targets. 2. Click Import. 3. From the tab menu, click Import File. 4. Select Targets from the Select Type of Import menu. 5. Select the name of the report suite your are using in the Select Report Suite menu. 6. Click Browse. 7. Use your operating system’s tools to locate and select the tab separated values file with the target data. 8. Check Replace existing items to overwrite current targets. 9. Click Import File.

REPORT SETTINGS
The Display Options dialog box contains a number of options that let you customize the look and function of the SiteCatalyst reports. Simply select a check box to enable any option (or clear the check box to disable them). See Figure 3.31.

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taken across several thousand business Web sites. languages and domains reports.Omniture Suite Functions and Tools Figure 3. this section appears as a separate column in the report summary and report details sections.Chapter 3 . Related metrics are those that are closely related to the report you are currently viewing (for example. as well as the search engines.31: Display Options The options that appear in this dialog box include: • • Include related metrics section: Appears just above Quick Help. This is especially useful when more than three metrics are displayed. Show Internet average in details section: Expresses the average value for a given statistic. returning the report menu to default Omniture settings. When enabled. 48 • • OMNITURE SUITE USER GUIDE . This feature is only used by the traffic reports in the technology group. Force column widths when displaying reports: Forces report column widths to an aesthetically pleasing consistency. the top 5 pages in the page views report). Show Omniture’s default menu structure: Ignores the settings in the SiteCatalyst Administration Console where administrators customize report menus to fit user preferences.

OMNITURE SUITE USER GUIDE 49 . these events appear on your reports. the report accelerator can retrieve those same reports for subsequent requests almost instantaneously. (Please note that this separator is applied to all numbers throughout the system.Chapter 3 . not just currency. or for frequent access to the same reports. Show “All Others” data in selected ranked bar charts: Displays all others below the top 5 grouped together in a single object. dollars (USD). cached version created.) You can then select a currency to which you want to convert your data. Trended reports can be much easier to evaluate when the weekends are identified. Use Flash Graph: Enables Flash graphs in your reports.Omniture Suite Functions and Tools • • • • Highlight weekends on trending graphs: Places a vertical highlighting across the weekend dates of trended report graphs. which stores a cached version of your dashboard for subsequent viewing. a new dashboard will be generated and a new. printing reports. SiteCatalyst® will regenerate reports each time they are requested. When enabled. select a separator for every “thousands” (decimal or comma). When a value is selected in this setting. Include forecast in graph and summary: Gives an estimate of how much a particular statistic will occur in the future. Many countries use a decimal to separate the thousands number. Include Calendar Events in Reports: Allows you to track site performance relative to specific events. which uses a time-based algorithm to cache recently requested reports and examines only the most frequently occurring unique items. but is shown as a converted value based on the current day’s currency conversion rate. 2. Enable Report Accelerator to view reports more quickly: Enables the report accelerator. When disabled. cached version is created whenever you update the dashboard (or any reportlet displayed on the dashboard). • • • • • • NOTE: When these options are not configured (set to the defaults) no currency conversion takes place.gif format). To access the report settings 1. This is especially helpful when browsing back and forth. This option within the display options dialog box sets the conversion settings when the data is displayed. Enable Dashboard Accelerator and display available cached versions: Enables the dashboard accelerator. To convert the currency when the data is processed (before it is displayed). the data stored in the database is not affected. resulting in even faster delivery of reports. The forecast appears in the report summary section when enabled. By caching (saving) a view of your dashboard for 24 hours.S. Click Save. a new. and all values are stored and displayed in U. the dashboard accelerator is able to retrieve that view almost instantaneously because the intensive database querying and processing is done ahead of time. 3. but do not allow you to easily copy or save the images. Likewise. Enable network acceleration for improved report performance: Speeds delivery of the SiteCatalyst data to your location by optimizing the path between the Omniture infrastructure and your environment. The cache is user-based. By caching (saving) requested reports for 15 minutes. To change the currency settings. Other users viewing a shared dashboard will see a version based on their own use of dashboard accelerator and updating of the dashboard. Currency display options: Converts currency either when the data is processed or when the data is displayed. disable this option (images will be in . If you deselect this option. more interactive images for reports.Shows metrics where no value received credit for the metric specified. Flash graphs provide sharper. please contact your SiteCatalyst account manager.) Show “None” and “Unspecified” data in Conversion report graphs . the copy graph button does not appear in the report toolbar. (Bar charts show the top five Web pages or other data within your report. Check or uncheck any box you choose. click My Account > Report Settings. If the available cached version is more than 24 hours old. In the Omniture Suite. For quick image copying or saving functionality.

then you need to use the Data Warehouse. Unlike most reports. Groups are administered from the SiteCatalyst Administration Console. If Data Warehouse is enabled. For more data see the SiteCatalyst Administration Console User’s Guide.You can select a preset time frame. For example. For example. Data Warehouse reports are emailed. For example. If you are not sure whether you have Data Warehouse enabled or not. you can configure the following: • • The name of the report. you need to assign the parameters and attributes of the request. and may take more than 72 hours to process depending on the complexity of the query and the amount of data requested. shown in Figure 3. NOTE: Data Warehouse in only available in report suites for which it is enabled. Omniture enables Data Warehouse for administrator-level users only. You can enable Data Warehouse either during the SiteCatalyst implementation process or at any point thereafter.Chapter 3 . If you do not have this enabled. and then you need to configure the segments for the request. The administrator can create a group that has access to Data Warehouse. is the screen for configuring the attributes and parameters. Those users then have access to Data Warehouse. Figure 3. but not for roll-up report suites. Initially. excluding users who speak Spanish or German. your contract contains a section for Advanced Data Warehouse. or you can specify a date range. which are displayed in the SiteCatalyst interface. You may configure multiple segments. The first screen you see. however. in SiteCatalyst. and then looking at the break-down menus in your Site Catalyst reports. and then associate non-administrator level users to that group. OMNITURE SUITE USER GUIDE 50 .32: Accessing Data Warehouse USING DATA WAREHOUSE Data Warehouse has an interface that lets you create complex segments from your data. contact your Omniture Service Representative to implement the Data Warehouse feature. However If you want to see page views for users in London and Paris. you can see a report that shows you page views and lets you see data for individual pages. you may want to see the segment of visitors from London who looked at a specific Web page. CONFIGURING DATA WAREHOUSE REQUESTS There are two steps needed to configure a Data Warehouse Request. NOTE: Data Warehouse can be enabled for global and children report suites.33. The time frame for the report .32 shows the location of the tool. refer to your Omniture contract.Omniture Suite Functions and Tools Data Warehouse Data Warehouse enables you to request reports to display advanced data relationships from raw data based on your unique questions. ACCESSING DATA WAREHOUSE Data warehouse is accessed from the application toolbar in the Omniture Suite. Figure 3. From this screen. you can use Data Warehouse to report the exit pages for visitors who purchased a certain item on your site. you may want to know data about specific segments of visitors who looked at your Web pages. This can also be done by enabling correlations in the Administration Console.

you configure the visitor segment (visitors from London and Paris who do not speak Spanish or German) in the Segment Definition Builder.Chapter 3 . click Data Warehouse.Omniture Suite Functions and Tools • The segments that you use in the report. The Segment Definition Builder creates the segments of the population that you want to see.33: Data Warehouse Request Form Data Warehouse requests have two additional parts that you must configure. To generate a Data Warehouse report request 1. assuming you want to build a report that lets you see page views for visitors from London and Paris who do not speak Spanish or German. while you configure the metric (page views) in the Report Previewer. The Report Previewer lets you look at the metrics that you want to see for the segment. From the Down arrows to the right of the Genesis application menu. OMNITURE SUITE USER GUIDE 51 . Put more simply. the Segment Definition Builder lets you configure the who and the Report Previewer lets you configure the what. Figure 3. For example.

7. You can also click the calendar buttons and select the dates from the calendar pop-up. Select the granularity for which you want the report to display data. Select a Segment from the Available Segments list. if desired. See “Previewing Reports” on page 55. c. click Custom. To select a custom date range. You can either use a preset time period (such as last month.Omniture Suite Functions and Tools 2. c. You can also edit or delete existing segment filters by selecting a segment and then clicking Edit or Delete. See “Scheduling Reports” on page 56. In the Report Preview pane. 5.Chapter 3 . To select a preset range. USING THE SEGMENT DEFINITION BUILDER The Segment Definition Builder is the tool that lets you select the part of the population you want to examine. OMNITURE SUITE USER GUIDE 52 .34. Do one of the following: a. The Segment Definition Builder is shown in Figure 3. and so forth). 4. The tool lets you load pre-configured segments. 8. add the report breakdown and metric parameters you would like to include in the report by selecting the check boxes next to the desired options in the Breakdowns list. b. These have been configured previously. Click Add New to launch the Segment Definition Builder and generate your own filter. Set a schedule for the report. weekly. 3. click Requests Manager at the top of the submission form. create new segments. and then select a value from the associated list. a. and then enter the custom dates in the fields. and so forth). See “Using the Segment Definition Builder” on page 52. daily. Select a time period for the report. from the Granularity menu. You can click Edit if you are unsure about how a specific segment has been configured. It lets you configure the who of the report. 6. To view the status of requested reports. Type a name for the request. click Preset. This is the interval for which data will be reported (hourly. last 2 weeks. or choose your own custom date range. b. You can use it to generate a very complex segments. and store segment components in a library to use in building additional segments.

you need to drag a component to the segment canvas. in the exclude canvas you configure visitor who speak German and Spanish. (You can switch back and forth during the build process.33) click Add New. You can click Include or Exclude to show canvases for items that should or should not appear in the reports. When you configure a segment. while events are generally for conversion data and success events. Choose whether this will be an include canvas or an exclude canvas.Omniture Suite Functions and Tools Figure 3. In the include canvas you configure visitors from London and Paris. A previous example stated that you need to use the Data Warehouse to get a report showing page views for visitors from London and Paris. Containers are used to build segments that relate to traffic data. In the Segment Definition Builder.34: Segment Definition Builder Configuring Segments The Segment Definition Builder has containers and events lists. initially.) OMNITURE SUITE USER GUIDE 53 . You can make a container subordinate to an event or vice-versa. In the Build Report pane of the Data Warehouse Request Form (Figure 3. but exclude Spanish and German speakers. To configure segments 1. additional boxes appear that let you add subordinate components and more main-level components. When it is in place. you can configure that by adding a Visitors container to the both the Include and Exclude canvas. Icons that let you configure components also appear.Chapter 3 . 2.

8.) to access the rule definitions tool. The item must contain the value you enter. Table 3.34. The item must contain at least one of the values you enter. Select an item from the drop-down list. In this case. Click Select Item to see a searchable list of all valid values. Figure 3. Click Add to add the rule to the list. OMNITURE SUITE USER GUIDE 54 .Omniture Suite Functions and Tools 3. The selected item must equal or be greater than the value you enter.Chapter 3 . Select your logical relationship.) 6.4 describes these. The selected item must equal or be less than the value you enter. 9. Select your logic rule: All or Any. The value of selected item must be greater than the value you enter. The selected item must contain all of the values you enter. The value of the selected item must be less than value you enter. 7. 4. (Any works like the logic or. All works like the logic and. Drag a container or event to the canvas. Click the Edit icon to the right of the object you have added to the canvas (see Figure 3. GeoSegmentation City has been selected.35: Rule Definitions Tool 5. Type a value.4: Logic Table OPERATOR DESCRIPTION equals is greater than is less than is greater than or equal to is less than or equal to contains contains all of contains at least one of The selected item must exactly equal the value you enter. Table 3.

36: Report Preview NOTE: Segments differ from breakdowns in that a segment filters data out of a data set.Omniture Suite Functions and Tools NOTE: Even if you only create one rule. click OK. Figure 3. • To start over completely from a fresh canvas. Japanese. you select items from the breakdown list. you can use this tool to create breakdowns to categorize your data. you need to click the Add button. If an additional breakdown is added. When all rules have been created an added. French. In the example sited previously. Click Save to add the segment to the list of available segments that you can use when creating reports. 11. OMNITURE SUITE USER GUIDE 55 . click Clear.Chapter 3 . To do this. If a Languages Breakdown item is added. click the delete icon to the right of the object. 10. then the report shows page views for each language and gender. PREVIEWING REPORTS The Report Preview area lets you select the metrics you want to display in your reports. while a breakdown compartmentalizes data across all valid values for the breakdown. the rule is not applied or saved. for instance. However. the segment selected in the segment definition builder limited the data to people living in London or Paris who do not speak Spanish or German. These can include. If you click OK before clicking Add. and so forth. Gender. Figure 3. Both the include and exclude canvases are cleared. You need to use segments to remove a gender from the data set. Italian. the report shows page views for the remaining languages not filtered out of the segment. For example. while you need to use a breakdown to see data separated by gender. and then a page views metric is added. Do any of the following as needed: • To remove an object. 12. only a single metric (page views) is added to the previewer. English.36 shows an example of this.

csv file. Select a scheduling option: • Immediately (one time only) • Daily at 9:00 AM • Weekly on Sunday • Monthly on the first day of the month • Yearly on January 1st To use the advanced email options 1. Click Advanced Delivery Options.Omniture Suite Functions and Tools To create breakdowns 1. OMNITURE SUITE USER GUIDE 56 . Type an email address. SCHEDULING REPORTS The last pane in the Data Warehouse request form is the schedule delivery tool. You can use this to automatically receive Data Warehouse reports at selected intervals. or as a one-time report.Chapter 3 . 2. Type the file name for the attachment. 3. Figure 3. the report arrives in an email as a . Uncheck a box to remove a breakdown or metric. Select the metrics you want to see in the report in order by checking the box for each metric. 3. If you use the default format. Select the breakdown items you want to see in the correct order by checking the box to add the breakdown.37: Standard Scheduler To use the scheduling tool 1. 2.

These are described in Table 3. NOTE: Time of the day are for the time zone attached to the selected report suite. OMNITURE SUITE USER GUIDE 57 .Omniture Suite Functions and Tools Figure 3. You can also specify which day of the week it is sent.38: Advanced Delivery Options 2. You can also have it sent every weekday. Sends the email every other week. or any other interval of days. every third week. or any other interval of weeks.5.5: Frequency Options FREQUENCY SETTINGS OPTIONS Hourly Daily Weekly Delivers the email every hour. every other hour. Table 3. Select a frequency option.Chapter 3 . every third day. or any other interval of hours Sends the email every other day.

Specifies the day of the year on which it is sent. 5. Because complete processing for a day may take up to 24 hours. complete data might not be available at the time the report is sent.Omniture Suite Functions and Tools FREQUENCY SETTINGS OPTIONS Monthly Specifies the interval in numbers of months. or you can send on a specific day of the week in any week of the year. Use the arrows to scroll through the months and click a date. Use the calendar to select a specific date. Click File Options in the upper-left of the window. or the day of the week in a specific week of the month. For complete data. Select an option to end delivery. NOTE: If you want the data to be processed on the same date as the report data. and you can also select the day of the month on which it is sent. OMNITURE SUITE USER GUIDE 58 . 4. the report will contain only data that has been put in the SiteCatalyst database at the time the report is sent. Use the calendar to select a specific date. The options are: • Never • After a specified number of deliveries.Chapter 3 . Select a date and time to begin processing for the report. • On a specific date. Yearly 3. Use the arrows to scroll through the months and click a date. always set the processing time for 24 hours after the end of the reporting period.

ii. OMNITURE SUITE USER GUIDE 59 .Omniture Suite Functions and Tools Figure 3. Type the To and From addresses.Chapter 3 .39: Advanced Delivery File Options 6. iii. Type the email text in the notes field. For email: i. Type the subject line. Select a file destination: a.

9. The partner selection is only available to users of Omniture Genesis for specific data delivery to Genesis partners. Click OK. You do not need to add an extension. ii. Type a username and password if required. Optionally type comments for the file header. Check the box to compress the report file into a zipped format. OMNITURE SUITE USER GUIDE 60 . 12. You can change the language to any supported language regardless of the language you use when viewing the report. Type the directory path to the folder where you want to put the report. this is added automatically. Select an encoding option for your email text. 7. iii. Check the box to use a digital signature to ensure authenticity.Omniture Suite Functions and Tools b. See the Genesis documentation specific to DARTMail for more information. Type the port number. 13. For FTP: i.Chapter 3 . Select a language for the report. 11. 14. 10. c. Type the number of rows you want visible in the report table in your reports. Type the host name for the FTP server. iv. Type a name for the file. 8.

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