E10: Insight for Reporters Flashcards
Insight for Reporters
What are the two reporting roles in Eloqua?
Reporter and Analyzer
Insight for Reporters
Of the two reporting roles which is the more common?
Reporter
Insight for Reporters
Which reporting role lets you work with reports in depth?
Analyzer
Insight for Reporters
What are two additional things you can do with the Analyzer license?
Build a report from scratch, report on custom data objects
Insight for Reporters
Why is it important to report? (6 reasons)
Monitor activities, perform triage, measure effectiveness, analyze, adjust, optimize
Insight for Reporters
What is essential for helping you sort and filter Reports?
Naming conventions for campaigns and assets
Insight for Reporters
What are attributes and metrics?
Attributes - descriptive data; Metrics - calculated values
Insight for Reporters
What if a number in a report is underlined?
You can click on it to go to a linked report.
Insight for Reporters
How do you get to reporting?
Click on the Insight button
Insight for Reporters
What are the 4 options from the Insight tool?
Reports and Dashboards, My Reports, History List, My Subscriptions
Insight for Reporters
Where do you change the details of subscribed reports?
My Subscriptions
Insight for Reporters
Where can subscribed reports be accessed?
Sent to your email or stored in History List
Insight for Reporters
What attributes can you search for in Advanced Search?
Location, Object Type, Date, Owner, Description Contains…
Insight for Reporters
Where is the navigation area in Insight?
On the left-hand side
Insight for Reporters
Where are the reporting categories?
On the right-hand side
Insight for Reporters
What do prompts allow you to do?
Select some or all of the report content
Insight for Reporters
What are the prompts on the prompt page?
- Select time span; 2. Start date; 3. End date; 4. Select the emails to display
Insight for Reporters
What are the 4 areas on the report?
Toolbar, Navigation Bar, Object Browser, Report
Insight for Reporters
What are the 3 ways to drill?
Click Data menu and click Drill icon; use the drill button on the Toolbar; or right-click on the Report column header and select “Drill.”
Insight for Reporters
How do you get to advanced search?
Click on red magnifying glass in Search bar
Insight for Reporters
What does the double blue arrow do on the Prompt screen?
Moves the first 30 reports over to the Selected window
Insight for Reporters
After you’ve selected 30 reports on the Prompt screen how do you get to the next 30?
By clicking the navigation arrows under “Available”
Insight for Reporters
On the Prompt screen how do you select all?
By selecting none.
Insight for Reporters
What do Report Objects show?
The different metrics being displayed.
Insight for Reporters
Why are some Report Objects on a report gray?
Because those metrics are already present in the report.
Insight for Reporters
If you’ve closed the Report Objects panel how do you get it back?
From the Tools menu in the Navigation Bar.
Insight for Reporters
How can you get to the last folder you were in?
By pressing the folder up arrow in the toolbar.
Insight for Reporters
Is it important to clear the dates in steps 2 and 3 even though you’ve already selected a date range from the pulldown menu in Step 1?
No, the date range overrides values selected in steps 2 and 3
Insight for Reporters
How do you reorder columns in a report?
Click the heading and drag the column.
Insight for Reporters
True or false: You can drill up or down in a report.
False. You can only drill down.
Insight for Reporters
What is a linked report?
A secondary report from the current report that shows you contact/account and visitor level information
Insight for Reporters
What’s a related report?
Will show you other reports in the same folder - different metrics related to the same attribute and type
Insight for Reporters
How do you get to operational reports?
You can access the data from any asset
Insight for Reporters
How often does Eloqua update the data inside the Insight report?
Every 24 hours.
Insight for Reporters
Do operational reports have the same functionality as reports from the Insight tool?
No, the functionality is limited and you can only go back 3 months.
Insight for Reporters
Do operational reports show you reports in real time?
Yes.
Insight for Reporters
How do you select multiple items on Prompt screens?
Shift-click
Insight for Reporters
What do filters do?
Set conditions to reduce the records returned in a report
Insight for Reporters
What are the 2 ways of filtering?
Qualify / Select, both based on a field
Insight for Reporters
How can you filter on a metric?
Right-click on a column
Insight for Reporters
What are 2 ways to view filters from the menu?
Tool: View Filter; Data: Add a new filter
Insight for Reporters
What does Filter on “N” do?
Ranks and shows top “N” records. Example, show top 4 emails based on clickthrough rate
Insight for Reporters
What does Sort do in a filter?
Reorganizes records
Insight for Reporters
How do you sort?
Right[click on an attribute or a metric and choose Sort
Insight for Reporters
How do you sort by multiple records? (do an advanced sort)
Data menu: Sort
Insight for Reporters
How do you remove a condition from a filter?
Click the X next to the filter condition to remove a condition, or click Clear All to remove all filter conditions.
Insight for Reporters
How can you filter on a metric from within a report?
Right click on column heading.
Insight for Reporters
Why would a report show form submissions on a landing page with 0 visits shown?
If the visitor did not have cookies enabled, but submitted on a form.
Insight for Reporters
How do you remove things and add them back in?
Remove from Grid / Report Objects
Insight for Reporters
Can you rename report columns?
Yes
Insight for Reporters
Can you add pivot buttons?
Yes
Insight for Reporters
Can you add totals or averages?
Yes
Insight for Reporters
Can you customize colors?
Yes, under the Format menu
Insight for Reporters
How do you display graphs, data, or graph and data?
Choose Format, and click the buttons underneath
Insight for Reporters
How can you save a report?
Click the disk icon
Insight for Reporters
How can you save your report prompts?
Select “Keep report prompted” in “Save” dialog
Insight for Reporters
Where are reports saved?
In “My Reports”
Insight for Reporters
What are sharing options?
Email, Export, Schedule
Insight for Reporters
What are export options?
Excel, CSV, Excel with formatting, HTML, plain text
Insight for Reporters
What are 3 options for subscribing?
Send to History List, Send to Email, Send to Email and History List
Insight for Reporters
How do you add pivot buttons?
Tools menu: Pivot Buttons
Insight for Reporters
How do you add totals?
Data: Show Totals
Insight for Reporters
How do you see grand totals?
Data: Edit Totals
Insight for Reporters
4 ways of sharing a report
Print, email, export, schedule to deliver to history list
Insight for Reporters
What are report dashboards?
A collection of reports that measure success
Insight for Reporters
Where can I find more information on Dashboards?
In Topliners
Insight for Reporters
What is field abandonment?
How many people leave the field blank
Insight for Reporters
What formats do dashboards export in?
Flash file
Every Insight report that includes ___ as part of the report name is designed to return a wide spectrum of data related to that asset.
Analysis
The _____ Report shows metrics for Total Sends, Click-Through Rate, and Bounceback Rates
Email Analysis Overview Report
What is essential to get good views of your Email Analysis Overview Report?
Naming Conventions
When you open a report in Insight the ____ enables efficient use of the screen space.
Toolbar
What is the area at the top of the screen in an Insight report?
The Toolbar
Name the five tabs of the Toolbar in an Insight report.
Home, Tools, Data, Grid, and Format
The Toolbars are organized to group related ______ in an intuitive fashion.
buttons
What is best practice when you open a report for the first time?
Open the Object Browser
How do you open the Object Browser from within a report?
Go to the Tools drop-down and select “Report Objects”
Before you can view a report, you will need to go through a …
Prompt Page.
Where do you find the Email Analysis Overview report?
Reports and Dashboards > Emails > Email Metrics
All reports in Insight can be switched _______
from a grid into a graph, or the other way around.
Where does the Object Browser open when you select “Report Objects” from the Tools dropdown menu?
To the left of the screen.
What’s the first thing that happens when you drill to a new report?
You see the Prompt Page.
In order to drill, a report needs different ______
hierarchy levels.
_______ enable you to browse attribute data in a project.
Hierarchies
The Time hierarchy allows you to browse the _____ attributes.
Year, Quarter, Month, and Day
In the Email Analysis Report, drilling allows you to:
uncover the Email Batch information when you drill on Email Name.
Where are two reports where you can drill to the Email Batch from the Email Name?
Email Analysis Overview report and Email Open Overview Report.
True or False: On my prompt page, I need to select a time span and time range.
False.
True or False: You can drill up and down within a Report. In other words, you can drill from Country to State, and from State to Country.
False.
What is the primary way to access Contact, Account, and Visitor reports?
Linked Reports.
How do you access Form Submit Date / Time from the Form Submission Overview Report?
By viewing Linked Reports.
How can you access a report from an asset?
Action Menu: Insight Reports; Action Menu: Operational Reports
The “gear” menu is also called…
the Action Menu
What is a best practice for accessing Insight reports, and why?
Navigate to Insight instead of accessing them from the asset. This way you are sure to see all data and all reports available.
What do operational reports show?
Transactional data captured over the last 24 hours.
Where do you find the Form Submission Overview report from the Insight home page?
Reports and Dashboards > Forms > Form Submission OVerview
What do filters do in Insight?
Set conditions to reduce the records returned in a report.
You can specify filter criteria based on:
Attributes or metrics.
Can a single filter contain any number of conditions?
Yes.
In the View Filter, How do you enter a specific value on which to filter by attributes?
Select Qualify. This allows you to return only a fraction of the available records according to your criteria.
How do you filter on specific attributes from the View Filter?
Choose Select. This lets you select records from a list.
When filtering on a metric, what’s the first step?
Select a specific operator, such as Greater than or equal to, Highest, or Lowest.
Describe the four options for adding a filter condition.
(1) Tools dropdown > “View Filters.” (2) Data dropdown . “Add View Filter Condition.” (3) Data Toolbar > Filter icon. (4) Right-click and select “Filter On.”
What do all the options for adding a filter condition do?
Open a workspace on top of your report where you can select your filter criteria.
What does Filter On Top ‘N’ do?
Ranks results and shows the top ‘n’ records.
How do you add a Top ‘N’ filter condition?
Hover over a column header, right click to select ‘Filter On’ and then ‘Top N’.
What can you sort by?
Attributes, Metrics, or a combination of the two.
What are the sort options?
Simple Sort or Advanced Sort.
How do you do a simple sort?
By hovering over a column header, right clicking and selecting ‘Sort.’
How do you sort by multiple rows and columns?
Data drop-down > ‘Sort’
How many sort options does Advanced Sort provide?
Up to three
How do you remove an attribute or metric from a report grid?
Hover over the column header, right-click, and select ‘Remove from Grid’.
When you remove an attribute or metric from a report grid, where is the data removed from?
It’s removed from the Report View, but not from the Data Table.
Can you completely remove data from a Report?
Only if you are an Analyzer User.
How do you add data back onto a Report?
Open the Object Browser and double-click on the Attribute or Metric.
Four ways you can customize a Report: (1) _____, (2) Rearrange, (3) Add Pivot buttons, (4) Add Totals / Averages.
Rename columns
Four ways you can customize a Report: (1) Rename columns, (2) ______, (3) Add Pivot buttons, (4) Add Totals / Averages.
Rearrange
Four ways you can customize a Report: (1) Rename columns, (2) Rearrange, (3) ______, (4) Add Totals / Averages.
Add Pivot buttons
Four ways you can customize a Report: (1) Rename columns, (2) Rearrange, (3) Add Pivot buttons, (4) _____
Add Totals / Averages.
What are four ways you can customize a Report?
(1) Rename columns, (2) Rearrange, (3) Add Pivot buttons, (4) Add Totals / Averages.
How do you rename columns?
Hover over the column header, right-click, and select “Rename / Edit.”
Why is renaming a column header helpful?
To align your reports with the terminology your organization uses.
How do you move columns and rows?
Grab the column you want to move, and drag and drop it to the desired position.
What’s the first thing that happens when you hold down the mouse over a column or row you want to move?
A yellow line appears,
Where can you access Pivot buttons?
The Tool drop-down menu.
Where can you add Totals and Averages to your reports?
The Data drop-down menu.
How can you make your report look even more actionable?
Formatting it with one of the templates available from the Grid drop-down menu.
Besides using a template, what is another formatting option?
Displaying banding on a report.
What does banding do?
Alternates the background color of each row or column on a report.
Why are some reports banded by default?
Because some auto-styles contain banding as part of their pre-defined format.
As a Reporter, where can you save reports?
Into the “My Reports” folder.
How do you save a report?
Go to the Toolbar and select the ‘Save’ icon in the top left corner.
What are three sharing options for an Insight report?
Email, Export, Schedule.
What are the two places you can access report sharing options?
Home Menu or Home Toolbar.
What is a requirement for users to share reports?
They have to be enabled to share reports in their user profile.
If you send a report or dashboard via email, without scheduling, what delivery formats and options do you have?
The same ones that are available for an email subscription.
What formats can you export reports into?
PDF, Excel, CSV, HTML, or Plain Text.
The settings for exporting a report to PDF format are the same as for _____
printing a report.
How can you run reports automatically?
By creating a subscription.
When a subscription result set is ready, what happens?
A message is created in your History List.
Subscriptions can be particularly useful for what reports or dashboards?
Reports or dashboards that you routinely execute at specific times, or reports that take longer to process.
What are the three options for subscribing to a report?
(1) send to your History List only (2) send it in an email (3) send to your History List and in an email
How do you unsubscribe from a report?
Go to My Subscriptions from the Insight home page and select the report you wish to unsubscribe from.
How do you access the Website Visitors Report?
Reports & Dashboards > Website > Website Visitors report
What is a dashboard?
A collection of reports that provide the ability to measure success.
Dashboards offer (1) _____, (2) identification of the most important reports, (3) targets based on industry benchmarks, (4) high-level look at trends in data.
simplified access to reporting metrics
Dashboards offer (1) simplified access to reporting metrics, (2) _____, (3) targets based on industry benchmarks, (4) high-level look at trends in data.
identification of the most important reports
Dashboards offer (1) simplified access to reporting metrics, (2) identification of the most important reports, (3) ______, (4) high-level look at trends in data.
targets based on industry benchmarks
Dashboards offer (1) simplified access to reporting metrics, (2) identification of the most important reports, (3) targets based on industry benchmarks, (4) _____
high-level look at trends in data.
When you make changes to a report, such as adding or removing a column, and want to keep those changes for later viewing, where do you have to save the report?
In “My Reports.”
Each dashboard shows multiple ____.
reports.
Each report on a dashboard usually has a number of ________
tabs that you can switch between.
When you hover over a graphic on an Insight dashboard, Insight shows you the appropriate _______.
value points.
What does Quick Switch allow you to do on a dashboard?
Instantly switch the display mode for a grid or graph object from graph to grid or vice versa.
When a dashboard has an enabled Quick Switch for a grid or graph object, what do users see?
The button in Interactive, Flash, and Editable modes in the upper left corner.
What shows the overall performance of all your forms?
The Form Performance Dashboard.
The Form Performance Dashboard shows four reports: _____, Conversion Trend, Top Geographies by Conversion, and Field Abandonment.
Form Performance
The Form Performance Dashboard shows four reports: Form Performance, _____, Top Geographies by Conversion, and Field Abandonment.
Conversion Trend
The Form Performance Dashboard shows four reports: Form Performance, Conversion Trend, _____, and Field Abandonment.
Top Geographies by Conversion
The Form Performance Dashboard shows four reports: Form Performance, Conversion Trend, Top Geographies by Conversion, and _____.
Field Abandonment
The Form Performance Dashboard shows what four reports?
Form Performance, Conversion Trend, Top Geographies by Conversion, and Field Abandonment.
What does the Form Performance report section of the Form Performance Dashboard show?
The top 10 forms by conversion rate and the top 10 forms by abandonment rate.
What kind of filters can you add to the Form Performance Dashboard?
Campaign Product, Campaign Region, and Campaign Type.
What are three campaign-specific fields that are accessible from the campaign canvas for every campaign?
Campaign Product, Campaign Region, and Campaign Type.
Where can you find the Database Health Dashboard?
Reports and Dashboards: Contacts:
What is the question mark icon in the upper right of each dashboard for?
Click it to go to a Topliners post specifically about this dashboard.
The Database Health dashboard provides aggregated data. What does this mean?
You can’t report on them for a specific time.
What are the two main areas of the Database Health Dashboard?
Contact Details and Contact Field Completeness.
The Contact Details report on the Database Health Dashboard breaks out contacts by:
Inactive versus Active, and Reachable versus Unreachable.
On the right-hand side of the Contact Details report, what are the four tabs on the chart?
Reach, New Contacts, Engagement, and Unreachable
How should you decide which reports to track?
Start by listing the top 10 questions you need to answer to yourself your boss, and the business.
