Templates were created to give users a good starting point of both understanding how reporting works and get reporting results quickly. Sometimes a bit of fine tuning is needed because no two situations are the same and to get more precise results that are easier to analyze.
In this article, we'll go through a set of modifications to a specific template. The template in question is the "Executive user summary" which can be found in the "Executive summary" template folder on the Reports page.
The executive summary reports are meant for detailed analysis of a users internet activity without having to create a complete log extract. It consists of six reports that shows when users browse, what they browse, what they search for and how much time is spent browsing. The modifications listed here will clean up the report a bit by excluding technical content and also adjust the output to make it more readable by users who are not experienced with website technical content.
The modifications listed here can be used on most templates to achieve the same results giving a cleaner output.
Creating a copy of the template and first steps
First we need to create a copy of the template to work with.
- On the REPORTS menu, under the Reports submenu, click Reports.
- Click Executive summary, and then Executive summary of activity of a specific user.
- To make a copy of the report, click the floppy disk icon.
- On the Custom page, you can make your changes to the template as detailed in the next paragraphs.
Customize reports section
- Change the Name of the report. For example, Executive Summary of Hugh Grant.
- From the Location list, select the top level Reports folder or if you have created one for your own modified reports, chose the custom folder.
Grouped options section
This section is found just after the Sections section.
Under the Grouped options section:
- From the Display top list, select "20".
- Select the Exclude empty results option.
- From the Search term matching list, select "Whole search phrase".
- From the Show results by list, select "Client IP".
- For the Exclude domain, enter "ytimg.com".
- Click Advanced» and select the Exclude adverts option.
- From the Session window list, select "2min".
Under the Exclude results section:
- In the Do not include these categories box, enter:
- - (Include the hyphen to not report on uncategorised content. If you have any custom categories with domains you do not want to report on, add them to this list.)
- APIs & Web Libraries
- Connect for Chromebooks
- Content Delivery
- Software Updates
- SSL / CRL
- User tracking and Site stats
- Search Suggestions
- Transparent HTTPS incompatible sites
- Under the URL parsing section, select the Root domain option.
- Alternatively, under the Time section, set the time frame. This will allow you to only see data from the specified time range. For example, Monday to Friday, each day from 8:00 to 16:00.
- Within the Domains by Category Group, under the Domain activity section, select the Unit option and from the list that appears, select "Time spent".
- Click Create report.
Running the report
When this report is run, it's always a good idea to start with a limited time frame like a week. It's a complex report so it can take some time to complete. If the one week report finishes quickly, try two weeks etc. In general, when running reports, start with a limited date range and work your way up. If a report is needed for a two month period or longer, it's better to run multiple reports, rather than just a single monolithic one because the time it takes to complete grows larger when longer date ranges are selected and it is not linear. This means that running a one week report may take 30 mins but running a two week report could then take 90 minutes.
As always, if there are any questions, please contact support. The chat function found on this knowledge base site can be used for quick questions.