E10: Insight for Reporters Flashcards Preview

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Flashcards in E10: Insight for Reporters Deck (171):
1

What are the two reporting roles in Eloqua?

Reporter and Analyzer

2

Of the two reporting roles which is the more common?

Reporter

3

Which reporting role lets you work with reports in depth?

Analyzer

4

What are two additional things you can do with the Analyzer license?

Build a report from scratch, report on custom data objects

5

Why is it important to report? (6 reasons)

Monitor activities, perform triage, measure effectiveness, analyze, adjust, optimize

6

What is essential for helping you sort and filter Reports?

Naming conventions for campaigns and assets

7

What are attributes and metrics?

Attributes - descriptive data; Metrics - calculated values

8

What if a number in a report is underlined?

You can click on it to go to a linked report.

9

How do you get to reporting?

Click on the Insight button

10

What are the 4 options from the Insight tool?

Reports and Dashboards, My Reports, History List, My Subscriptions

11

Where do you change the details of subscribed reports?

My Subscriptions

12

Where can subscribed reports be accessed?

Sent to your email or stored in History List

13

What attributes can you search for in Advanced Search?

Location, Object Type, Date, Owner, Description Contains...

14

Where is the navigation area in Insight?

On the left-hand side

15

Where are the reporting categories?

On the right-hand side

16

What do prompts allow you to do?

Select some or all of the report content

17

What are the prompts on the prompt page?

1. Select time span; 2. Start date; 3. End date; 4. Select the emails to display

18

What are the 4 areas on the report?

Toolbar, Navigation Bar, Object Browser, Report

19

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."

20

How do you get to advanced search?

Click on red magnifying glass in Search bar

21

What does the double blue arrow do on the Prompt screen?

Moves the first 30 reports over to the Selected window

22

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"

23

On the Prompt screen how do you select all?

By selecting none.

24

What do Report Objects show?

The different metrics being displayed.

25

Why are some Report Objects on a report gray?

Because those metrics are already present in the report.

26

If you've closed the Report Objects panel how do you get it back?

From the Tools menu in the Navigation Bar.

27

How can you get to the last folder you were in?

By pressing the folder up arrow in the toolbar.

28

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

29

How do you reorder columns in a report?

Click the heading and drag the column.

30

True or false: You can drill up or down in a report.

False. You can only drill down.

31

What is a linked report?

A secondary report from the current report that shows you contact/account and visitor level information

32

What's a related report?

Will show you other reports in the same folder - different metrics related to the same attribute and type

33

How do you get to operational reports?

You can access the data from any asset

34

How often does Eloqua update the data inside the Insight report?

Every 24 hours.

35

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.

36

Do operational reports show you reports in real time?

Yes.

37

How do you select multiple items on Prompt screens?

Shift-click

38

What do filters do?

Set conditions to reduce the records returned in a report

39

What are the 2 ways of filtering?

Qualify / Select, both based on a field

40

How can you filter on a metric?

Right-click on a column

41

What are 2 ways to view filters from the menu?

Tool: View Filter; Data: Add a new filter

42

What does Filter on "N" do?

Ranks and shows top "N" records. Example, show top 4 emails based on clickthrough rate

43

What does Sort do in a filter?

Reorganizes records

44

How do you sort?

Right[click on an attribute or a metric and choose Sort

45

How do you sort by multiple records? (do an advanced sort)

Data menu: Sort

46

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.

47

How can you filter on a metric from within a report?

Right click on column heading.

48

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.

49

How do you remove things and add them back in?

Remove from Grid / Report Objects

50

Can you rename report columns?

Yes

51

Can you add pivot buttons?

Yes

52

Can you add totals or averages?

Yes

53

Can you customize colors?

Yes, under the Format menu

54

How do you display graphs, data, or graph and data?

Choose Format, and click the buttons underneath

55

How can you save a report?

Click the disk icon

56

How can you save your report prompts?

Select "Keep report prompted" in "Save" dialog

57

Where are reports saved?

In "My Reports"

58

What are sharing options?

Email, Export, Schedule

59

What are export options?

Excel, CSV, Excel with formatting, HTML, plain text

60

What are 3 options for subscribing?

Send to History List, Send to Email, Send to Email and History List

61

How do you add pivot buttons?

Tools menu: Pivot Buttons

62

How do you add totals?

Data: Show Totals

63

How do you see grand totals?

Data: Edit Totals

64

4 ways of sharing a report

Print, email, export, schedule to deliver to history list

65

What are report dashboards?

A collection of reports that measure success

66

Where can I find more information on Dashboards?

In Topliners

67

What is field abandonment?

How many people leave the field blank

68

What formats do dashboards export in?

Flash file

69

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

70

The _____ Report shows metrics for Total Sends, Click-Through Rate, and Bounceback Rates

Email Analysis Overview Report

71

What is essential to get good views of your Email Analysis Overview Report?

Naming Conventions

72

When you open a report in Insight the ____ enables efficient use of the screen space.

Toolbar

73

What is the area at the top of the screen in an Insight report?

The Toolbar

74

Name the five tabs of the Toolbar in an Insight report.

Home, Tools, Data, Grid, and Format

75

The Toolbars are organized to group related ______ in an intuitive fashion.

buttons

76

What is best practice when you open a report for the first time?

Open the Object Browser

77

How do you open the Object Browser from within a report?

Go to the Tools drop-down and select "Report Objects"

78

Before you can view a report, you will need to go through a ...

Prompt Page.

79

Where do you find the Email Analysis Overview report?

Reports and Dashboards > Emails > Email Metrics

80

All reports in Insight can be switched _______

from a grid into a graph, or the other way around.

81

Where does the Object Browser open when you select "Report Objects" from the Tools dropdown menu?

To the left of the screen.

82

What's the first thing that happens when you drill to a new report?

You see the Prompt Page.

83

In order to drill, a report needs different ______

hierarchy levels.

84

_______ enable you to browse attribute data in a project.

Hierarchies

85

The Time hierarchy allows you to browse the _____ attributes.

Year, Quarter, Month, and Day

86

In the Email Analysis Report, drilling allows you to:

uncover the Email Batch information when you drill on Email Name.

87

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.

88

True or False: On my prompt page, I need to select a time span and time range.

False.

89

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.

90

What is the primary way to access Contact, Account, and Visitor reports?

Linked Reports.

91

How do you access Form Submit Date / Time from the Form Submission Overview Report?

By viewing Linked Reports.

92

How can you access a report from an asset?

Action Menu: Insight Reports; Action Menu: Operational Reports

93

The "gear" menu is also called...

the Action Menu

94

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.

95

What do operational reports show?

Transactional data captured over the last 24 hours.

96

Where do you find the Form Submission Overview report from the Insight home page?

Reports and Dashboards > Forms > Form Submission OVerview

97

What do filters do in Insight?

Set conditions to reduce the records returned in a report.

98

You can specify filter criteria based on:

Attributes or metrics.

99

Can a single filter contain any number of conditions?

Yes.

100

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.

101

How do you filter on specific attributes from the View Filter?

Choose Select. This lets you select records from a list.

102

When filtering on a metric, what's the first step?

Select a specific operator, such as Greater than or equal to, Highest, or Lowest.

103

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."

104

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.

105

What does Filter On Top 'N' do?

Ranks results and shows the top 'n' records.

106

How do you add a Top 'N' filter condition?

Hover over a column header, right click to select 'Filter On' and then 'Top N'.

107

What can you sort by?

Attributes, Metrics, or a combination of the two.

108

What are the sort options?

Simple Sort or Advanced Sort.

109

How do you do a simple sort?

By hovering over a column header, right clicking and selecting 'Sort.'

110

How do you sort by multiple rows and columns?

Data drop-down > 'Sort'

111

How many sort options does Advanced Sort provide?

Up to three

112

How do you remove an attribute or metric from a report grid?

Hover over the column header, right-click, and select 'Remove from Grid'.

113

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.

114

Can you completely remove data from a Report?

Only if you are an Analyzer User.

115

How do you add data back onto a Report?

Open the Object Browser and double-click on the Attribute or Metric.

116

Four ways you can customize a Report: (1) _____, (2) Rearrange, (3) Add Pivot buttons, (4) Add Totals / Averages.

Rename columns

117

Four ways you can customize a Report: (1) Rename columns, (2) ______, (3) Add Pivot buttons, (4) Add Totals / Averages.

Rearrange

118

Four ways you can customize a Report: (1) Rename columns, (2) Rearrange, (3) ______, (4) Add Totals / Averages.

Add Pivot buttons

119

Four ways you can customize a Report: (1) Rename columns, (2) Rearrange, (3) Add Pivot buttons, (4) _____

Add Totals / Averages.

120

What are four ways you can customize a Report?

(1) Rename columns, (2) Rearrange, (3) Add Pivot buttons, (4) Add Totals / Averages.

121

How do you rename columns?

Hover over the column header, right-click, and select "Rename / Edit."

122

Why is renaming a column header helpful?

To align your reports with the terminology your organization uses.

123

How do you move columns and rows?

Grab the column you want to move, and drag and drop it to the desired position.

124

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,

125

Where can you access Pivot buttons?

The Tool drop-down menu.

126

Where can you add Totals and Averages to your reports?

The Data drop-down menu.

127

How can you make your report look even more actionable?

Formatting it with one of the templates available from the Grid drop-down menu.

128

Besides using a template, what is another formatting option?

Displaying banding on a report.

129

What does banding do?

Alternates the background color of each row or column on a report.

130

Why are some reports banded by default?

Because some auto-styles contain banding as part of their pre-defined format.

131

As a Reporter, where can you save reports?

Into the "My Reports" folder.

132

How do you save a report?

Go to the Toolbar and select the 'Save' icon in the top left corner.

133

What are three sharing options for an Insight report?

Email, Export, Schedule.

134

What are the two places you can access report sharing options?

Home Menu or Home Toolbar.

135

What is a requirement for users to share reports?

They have to be enabled to share reports in their user profile.

136

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.

137

What formats can you export reports into?

PDF, Excel, CSV, HTML, or Plain Text.

138

The settings for exporting a report to PDF format are the same as for _____

printing a report.

139

How can you run reports automatically?

By creating a subscription.

140

When a subscription result set is ready, what happens?

A message is created in your History List.

141

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.

142

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

143

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.

144

How do you access the Website Visitors Report?

Reports & Dashboards > Website > Website Visitors report

145

What is a dashboard?

A collection of reports that provide the ability to measure success.

146

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

147

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

148

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

149

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.

150

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."

151

Each dashboard shows multiple ____.

reports.

152

Each report on a dashboard usually has a number of ________

tabs that you can switch between.

153

When you hover over a graphic on an Insight dashboard, Insight shows you the appropriate _______.

value points.

154

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.

155

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.

156

What shows the overall performance of all your forms?

The Form Performance Dashboard.

157

The Form Performance Dashboard shows four reports: _____, Conversion Trend, Top Geographies by Conversion, and Field Abandonment.

Form Performance

158

The Form Performance Dashboard shows four reports: Form Performance, _____, Top Geographies by Conversion, and Field Abandonment.

Conversion Trend

159

The Form Performance Dashboard shows four reports: Form Performance, Conversion Trend, _____, and Field Abandonment.

Top Geographies by Conversion

160

The Form Performance Dashboard shows four reports: Form Performance, Conversion Trend, Top Geographies by Conversion, and _____.

Field Abandonment

161

The Form Performance Dashboard shows what four reports?

Form Performance, Conversion Trend, Top Geographies by Conversion, and Field Abandonment.

162

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.

163

What kind of filters can you add to the Form Performance Dashboard?

Campaign Product, Campaign Region, and Campaign Type.

164

What are three campaign-specific fields that are accessible from the campaign canvas for every campaign?

Campaign Product, Campaign Region, and Campaign Type.

165

Where can you find the Database Health Dashboard?

Reports and Dashboards: Contacts:

166

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.

167

The Database Health dashboard provides aggregated data. What does this mean?

You can't report on them for a specific time.

168

What are the two main areas of the Database Health Dashboard?

Contact Details and Contact Field Completeness.

169

The Contact Details report on the Database Health Dashboard breaks out contacts by:

Inactive versus Active, and Reachable versus Unreachable.

170

On the right-hand side of the Contact Details report, what are the four tabs on the chart?

Reach, New Contacts, Engagement, and Unreachable

171

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.