Defining a new aggregated report involves specifying the following report components:

  • Report Metadata: The report name, the Interaction to be analyzed, and optional notes about the report.
  • Report Queries: The Interaction element(s) or variable to be included, the type of data to be collected, and the display format of the report.

Note: A new report may be saved after providing metadata only. However, it may not be run until at least one query is defined.

Once a report is created, its parameters may be changed at any time. For more details, refer to Updating Report Parameters.

To create an aggregated report:

  1. Go to the the Reports page in the Admin Console.
  2. At the upper right corner of the Reports page, select Add > Aggregated Report.


    The New Aggregated Report page opens.
  3. In the Name field, enter an appropriate name for the report. The report name must be unique (i.e., not used by any other report).
  4. In the Interaction field, enter the name of the Interaction to be analyzed. As you type, Interactions whose names contain the entered letters are displayed, allowing you to select the required Interaction.


    Alternatively, you may select the required Interaction from the full dropdown list. This list includes Interactions in both Draft and Approved status.


    When an Interaction has been selected, the Add Query link (at the bottom of the page) is enabled.
  5. If desired, in the Description field, enter relevant notes or comments about the report.
  6. If the report you have selected contains Sub-interactions or Navigation Buttons which reference other Interactions, the Show Interaction Reference Elements dropdown list is displayed, as below.



    To obtain data about target Sub-interaction or Navigation Button activities in addition to the current Interaction elements, select Yes. By default, the value of this dropdown is set to No, and queries will enable data reporting only on the current Interaction elements.
  7. Choose one of the following options:
    • Save the report without adding queries: On the right side of the page, click Save.
      The Reports page appears, with the new report listed in the grid.
    • Continue building the report: Click the Add Query link, and add one or more queries. For details, refer to Adding Report Queries (below). 

Adding Report Queries to an Aggregated Report

The following procedure explains how to add queries to an Aggregated report. (For information about updating existing queries, refer to Viewing and Updating Report Parameters.) 

The following query types may be defined:

  • Steps Query: Involves analyzing up to five selected Interaction elements (steps) to find out how many times each element was visited, or how much time was spent on each element.
  • Variable Query: Involves analyzing one selected variable or question element in the Interaction by performing a specific function on the data collected. The functions that can be performed vary according to the type of element selected. For example, a Yes/No question can be analyzed only by gathering the count of Yes answers and No answers. Data collected from a number input question can be analyzed in several ways, such as obtaining the minimum value, average value, and so on.

    Supported variable/question types and the functions that are available for each type are presented in the following table.
Variable/Question Type Available  Function(s)
Number and Currency type variables
Questions involving inputs of numbers or currency
  • Max: The highest value entered
  • Min: The lowest value entered
  • Sum: The sum of all the values entered
  • Average: The average of all the values entered
Boolean type variables
Yes/No questions
Count: Yes vs. No
Text type variables
Questions involving inputs of text
Count: Empty (text does not exist) vs. non-empty (text exists)
Multiple choice questions Count according to choice (answer) selected

Variable queries are not supported for the following variable types:

  • Date
  • Password
  • Collection
  • Custom Type
  • Secured variables
  • Non-audit variables

Adding a Steps Query

Adding a steps query to a report involves:

  • Selecting the Interaction elements (steps) to be included in the report.
  • Selecting the function to be performed when the report is run.
  • Selecting display options for the report.

To add a steps query to an Aggregated Report:

      1. At the lower left corner of the page, click Add Query.

        Note: If the Add Query link is disabled, verify that you have entered metadata for the report.



        The Build Your Queries frame opens.
      2. Verify that the Steps Query radio button is selected. Then, at the lower right corner of the frame, click Next to Selection.


        The Select frame opens, listing every element in the selected Interaction and its type (Choice, Statement, etc.).

        If you include Referenced Interactions in your report, the relevant Steps will have their sources listed in the Referenced Interaction column.

        You can sort the elements list by any column, in ascending or descending order.


        You can also use the search box to locate elements. As you type, elements whose names contain the entered letters will be displayed.

      3. Select the elements you want as part of the query by selecting their checkbox(es) in the relevant row(s).
        Note: Up to five elements can be included in a query.

        When finished selecting, click Next To Function at the right side of the frame.
        The Function page of the wizard opens.

      4. Indicate the function to be performed when the report is run by selecting one of the following radio buttons: 
        • Visit Count: How many times an Interaction step was reached. 
        • Average Visit Time: The average amount of time (expressed in hours:minutes:seconds) spent by users on the Interaction step. 
        Click Next To Design at the lower right corner. The Design page of the wizard opens.

      5. Specify the required display format and aggregation level by selecting the appropriate radio buttons. Note that when a Pie chart type is selected, the Aggregate By options are hidden, since there is no axis on which to display the time aggregation.
        If you would like the chart to show a breakdown according to percent (in addition to showing the actual count numbers), select the Display percentage of total checkbox. 
      6. Click Done.
        The query is saved and displayed in the Report Queries frame.

      7. To add another query, click the Add Query link, and then repeat Steps 2-6.
        An unlimited number of queries may be added to the report.

Adding a Variable Query

Adding a variable query to a report involves:

    • Selecting the variable or question to be analyzed.
    • Selecting the function to be performed when the report is run.
    • Selecting display options for the report.

To add a variable query to an Aggregated Report:

      1. At the lower left corner of the page, click Add Query.

        Note: If the Add Query link is disabled, verify that you have entered metadata for the report.


        The Build Your Queries frame opens.
      2. Select the Variable Query radio button. Then, at the lower right corner of the frame, click Next to Selection.


        The Select frame opens, listing variable and question elements in the selected Interaction and their type (Number, Text, etc.).

        If you include Referenced Interactions in your report, the relevant Steps will have their sources listed in the Referenced Interaction column.

        If a question is part of a form, the word Form appears before the variable type (for example, Form TEXT question).

        You can sort the elements list by any column, in ascending or descending order.



        In the search box, enter the name or type of the variable to be analyzed. As you type, elements whose names (or type) contain the entered letters are displayed, enabling you to select the desired variable.


        Alternatively, you may select the required variable from the full list, by selecting the checkbox in the relevant row.
        Note: Only one variable may be included in a query.
      3. When you have completed selection, click Next To Function at the right side frame.
        The Function page of the wizard opens.

      4. Indicate the function to be performed when the report is run by selecting the relevant radio button. The available functions will vary according to the variable type involved.

        Click Next To Design at the lower right corner. The Design page of the wizard opens.

      5. Specify the required display format and aggregation level by selecting the appropriate radio buttons. Note that when a Pie chart type is selected, the Aggregate By options are hidden, since there is no axis on which to display the time aggregation.
        Note: The Pie display type is available for non-numeric variables only.

        If you would like the chart to show a breakdown according to percent (in addition to showing the actual count numbers), select the Display percentage of total checkbox. 
      6. Click Done.
        The query is saved and displayed in the Report Queries frame.

      7. To add another query, click the Add Query link, and then repeat Steps 2-6.
        An unlimited number of queries may be added to the report.

 

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