E10: Insight for Reporters Flashcards
(171 cards)
1
Q
Insight for Reporters
What are the two reporting roles in Eloqua?
A
Reporter and Analyzer
2
Q
Insight for Reporters
Of the two reporting roles which is the more common?
A
Reporter
3
Q
Insight for Reporters
Which reporting role lets you work with reports in depth?
A
Analyzer
4
Q
Insight for Reporters
What are two additional things you can do with the Analyzer license?
A
Build a report from scratch, report on custom data objects
5
Q
Insight for Reporters
Why is it important to report? (6 reasons)
A
Monitor activities, perform triage, measure effectiveness, analyze, adjust, optimize
6
Q
Insight for Reporters
What is essential for helping you sort and filter Reports?
A
Naming conventions for campaigns and assets
7
Q
Insight for Reporters
What are attributes and metrics?
A
Attributes - descriptive data; Metrics - calculated values
8
Q
Insight for Reporters
What if a number in a report is underlined?
A
You can click on it to go to a linked report.
9
Q
Insight for Reporters
How do you get to reporting?
A
Click on the Insight button
10
Q
Insight for Reporters
What are the 4 options from the Insight tool?
A
Reports and Dashboards, My Reports, History List, My Subscriptions
11
Q
Insight for Reporters
Where do you change the details of subscribed reports?
A
My Subscriptions
12
Q
Insight for Reporters
Where can subscribed reports be accessed?
A
Sent to your email or stored in History List
13
Q
Insight for Reporters
What attributes can you search for in Advanced Search?
A
Location, Object Type, Date, Owner, Description Contains…
14
Q
Insight for Reporters
Where is the navigation area in Insight?
A
On the left-hand side
15
Q
Insight for Reporters
Where are the reporting categories?
A
On the right-hand side
16
Q
Insight for Reporters
What do prompts allow you to do?
A
Select some or all of the report content
17
Q
Insight for Reporters
What are the prompts on the prompt page?
A
- Select time span; 2. Start date; 3. End date; 4. Select the emails to display
18
Q
Insight for Reporters
What are the 4 areas on the report?
A
Toolbar, Navigation Bar, Object Browser, Report
19
Q
Insight for Reporters
What are the 3 ways to drill?
A
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
Q
Insight for Reporters
How do you get to advanced search?
A
Click on red magnifying glass in Search bar
21
Q
Insight for Reporters
What does the double blue arrow do on the Prompt screen?
A
Moves the first 30 reports over to the Selected window
22
Q
Insight for Reporters
After you’ve selected 30 reports on the Prompt screen how do you get to the next 30?
A
By clicking the navigation arrows under “Available”
23
Q
Insight for Reporters
On the Prompt screen how do you select all?
A
By selecting none.
24
Q
Insight for Reporters
What do Report Objects show?
A
The different metrics being displayed.
25
# Insight for Reporters
Why are some Report Objects on a report gray?
Because those metrics are already present in the report.
26
# 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.
27
# Insight for Reporters
How can you get to the last folder you were in?
By pressing the folder up arrow in the toolbar.
28
# 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
29
# Insight for Reporters
How do you reorder columns in a report?
Click the heading and drag the column.
30
# Insight for Reporters
True or false: You can drill up or down in a report.
False. You can only drill down.
31
# Insight for Reporters
What is a linked report?
A secondary report from the current report that shows you contact/account and visitor level information
32
# 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
33
# Insight for Reporters
How do you get to operational reports?
You can access the data from any asset
34
# Insight for Reporters
How often does Eloqua update the data inside the Insight report?
Every 24 hours.
35
# 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.
36
# Insight for Reporters
Do operational reports show you reports in real time?
Yes.
37
# Insight for Reporters
How do you select multiple items on Prompt screens?
Shift-click
38
# Insight for Reporters
What do filters do?
Set conditions to reduce the records returned in a report
39
# Insight for Reporters
What are the 2 ways of filtering?
Qualify / Select, both based on a field
40
# Insight for Reporters
How can you filter on a metric?
Right-click on a column
41
# Insight for Reporters
What are 2 ways to view filters from the menu?
Tool: View Filter; Data: Add a new filter
42
# Insight for Reporters
What does Filter on "N" do?
Ranks and shows top "N" records. Example, show top 4 emails based on clickthrough rate
43
# Insight for Reporters
What does Sort do in a filter?
Reorganizes records
44
# Insight for Reporters
How do you sort?
Right[click on an attribute or a metric and choose Sort
45
# Insight for Reporters
How do you sort by multiple records? (do an advanced sort)
Data menu: Sort
46
# 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.
47
# Insight for Reporters
How can you filter on a metric from within a report?
Right click on column heading.
48
# 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.
49
# Insight for Reporters
How do you remove things and add them back in?
Remove from Grid / Report Objects
50
# Insight for Reporters
Can you rename report columns?
Yes
51
# Insight for Reporters
Can you add pivot buttons?
Yes
52
# Insight for Reporters
Can you add totals or averages?
Yes
53
# Insight for Reporters
Can you customize colors?
Yes, under the Format menu
54
# Insight for Reporters
How do you display graphs, data, or graph and data?
Choose Format, and click the buttons underneath
55
# Insight for Reporters
How can you save a report?
Click the disk icon
56
# Insight for Reporters
How can you save your report prompts?
Select "Keep report prompted" in "Save" dialog
57
# Insight for Reporters
Where are reports saved?
In "My Reports"
58
# Insight for Reporters
What are sharing options?
Email, Export, Schedule
59
# Insight for Reporters
What are export options?
Excel, CSV, Excel with formatting, HTML, plain text
60
# Insight for Reporters
What are 3 options for subscribing?
Send to History List, Send to Email, Send to Email and History List
61
# Insight for Reporters
How do you add pivot buttons?
Tools menu: Pivot Buttons
62
# Insight for Reporters
How do you add totals?
Data: Show Totals
63
# Insight for Reporters
How do you see grand totals?
Data: Edit Totals
64
# Insight for Reporters
4 ways of sharing a report
Print, email, export, schedule to deliver to history list
65
# Insight for Reporters
What are report dashboards?
A collection of reports that measure success
66
# Insight for Reporters
Where can I find more information on Dashboards?
In Topliners
67
# Insight for Reporters
What is field abandonment?
How many people leave the field blank
68
# Insight for Reporters
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.
