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This page provides a high-level overview of the different types of reports available within the Evergage Platform. The following sections are included in this article:

Access Reports

  1. Log into Evergage with any permission level
  2. Select REPORTS from the blue navigation bar
  3. Select the time period from the Past Week drop down
  4. On the left rail, under Reports Dashboard, reports are grouped by Visits, Activity, Sales, Goals, and Campaigns
  5. Select the report from the left rail to view data

Reports Dashboard

Depending on your industry or function, the Reports Dashboard will have different sections. If your site is revenue generating, you will see Revenue first on your dashboard. If your site is for demand generation only, you will see Activity first. If your site is tracking content views or product purchases, you will see the Items section at the bottom. Regardless of the sections, you can change the lookback period from the drop-down at the top from Past Week to today, the past month or quarter, or set a custom period.

Revenue shows daily revenue totals and a summary of the revenue generating activities happening on your site

Activity gives an overview of campaign and goal statistics including trends for impressions, goal completions, and clickthroughs. You’ll also see a campaign summary and the top campaigns on your site. Goals completed will show if you have a goal assigned to a campaign.

Visitors shows you the number of unique daily visitors and the number of visits during the set timeframe. You’ll also see an indicator showing whether traffic is up or down, where visitors are coming from, and whether they are known or anonymous users

Items gives an overview of content views and product purchases for top performing products, blogs, or articles, as well as product brands, styles, and categories

Visit Reports

Behavior

The Behavior report shows the number of new versus returning visitors based on visits, engagement, logged-in status, and purchases. You can define the date range and apply a filter to narrow the results by campaign or other criteria. For example, you could see how engagement level affects purchases. The report includes the following views:

  • Visits: compares the number of new or returning visitors

  • Engagement: compares overall engagement of visitors

  • Logged In: shows how many visitors were anonymous vs. those who were logged in

  • Purchased: (revenue generating only) compares the number of visitors who have purchased vs. those who have never purchased

 

Technology

The Technology report will give you insight into the types of browsers and devices your visitors are using when they view your site. It is important to understand this information so you are aware of how your visitors are interacting with your site so you can set-up your campaigns accordingly. For example, knowing whether your visitors are accessing your site from a mobile device will help you determine if you should be developing campaigns for mobile browsers. You can define the date range and apply a filter to narrow the results by campaign and other criteria. The report includes the following views:

  • Browser: shows visitor traffic by browser type

  • Operating System: shows visitor traffic by operating system

  • Device Type: shows visitor traffic by device type (e.g., mobile, tablet, computer)

  • Platform: when applicable, compares visitor traffic by platform (e.g. web vs. mobile app)

 

Recent Visitors

The Recent Visitors report will show all of the visitors who have been to your site since the beacon was activated, updated in real-time.

  • The green dot indicates a visitor who is actively using your site right now
  • Add and remove columns by clicking the arrow to the right of any column name
  • Click any bolded column header to sort by that column - all report with headers work this way 
  • Select a visitor to drill down to more information in the visitor's Unified Customer Profile. It provides a deeper dive into visitor behavior and preferences. All of the information on the screen is available real-time for segments or to create personalized experiences.

 


Referring Sources

Since personalization starts the moment someone arrives on your site, it’s important to know how the visitor got there.  The Referring Sources report details how people arrived on your site so you can customize your messaging for each visitor.

  • Use the toggle buttons to swap between the two views:
    • Summary view - quickly see key statistics about visitors referred from top sources including referral percentage, number of visits, and revenue. Hover over the graph to see date, time, and revenue detail
    • List view -  - group this data by referring sources like domain or search term, UTM code, or location. You’ll see information like bounce rate, average visit duration and number of pages viewed, and average and total revenue. Using this information helps you tailor your approach to targeting specific groups of visitors. For example, if the highest referring source was Facebook, but it had the highest bounce rate and the least amount of time spent on your site, you could design your campaign to provide a second-chance message with a special call to action for these visitors
  • Click  in list view to export the data to a CSV

The Referring Sources report includes the following information:

  • Name - this where the visitor originated from
  • Revenue - the amount of revenue attributed to visitors from this source
  • Visits - the number of visits from that source
  • RPV - revenue per visit
  • Percentage of traffic - listed as a percentage in the upper right corner of each source tile
  • Bounces - visits with a single page view
  • Bounce rate - bounces divided by total visits
  • Average visit duration - the average length of time a visitor spends on your site
  • Average pages - average number of pages viewed by visitors to your site

Day and Time

Each “dot” on the screen represents an hour in a day so you can visually understand trends or traffic spikes. Mouse-over a specific “dot” to reveal additional details about that particular time period. You can define the date range and apply filters to narrow the results by campaign and other criteria. The Day and Time report includes the following views:

  • Visit Count: number of total visitors

  • Visit Length: average visit length

  • Bounce: bounce rate

Geography

The Geography report provides a quick snapshot of traffic, broken out by country. The darker the color, the more visitors who originated from that country. Mouse-over a specific country on the map to reveal the traffic count for the  timeframe selected from the dropdown above the report. The count totals are also noted in the table to the right of the map.

 

Cohorts

 

The Cohorts report gives insight into the way visitors flow from one action or status to another over an extended period of time. For more information, please reference the article on Cohort Reporting in Evergage

 

Activity Reports

Modules

With the Modules report, you can group actions to see aggregate stats across the group. Actions can be added to more than one module. Please contact Evergage Support for more information on configuring and using modules.

 

Actions

Actions are specific events on your site or in your app (clicks, form completions, page/screen loads, message views) that have been assigned a name in Evergage with a process called action mapping. 

The Actions report shows the activity on your site or in your app organized by these actions.

  • Select Page Views only to see only “view” actions
  • Filter by modules or by keyword
  • Apply segment filters to narrow the results to visitors from a particular segment
  • Select an action from the list view to plot that data point on the graph so you can see a visual comparison of different actions - the colored dot corresponds to the colored line on the graph

Segment Compare

You can use the Segment Compare report to compare the statistics of up to seven segments with one another. For example, compare first-time visitors from the U.S. with those that visited from Canada, or existing customers with those who recently attended a webinar. 

  1. Add a segment by selecting it from the drop-down to the right of the line graph
  2. Remove a segment by clicking X when mousing-over its title in the table below the graph
  3. View comparison data in the line graph and in the table below it
  4. Select the viewing option as either Averages or Totals




 

Paths

The Paths report gives you insight into the flow of visitors as they navigate through your site so you can better target your communications and content strategy. For example, if people are abandoning a demo request form, and you can see that they are going to any one of four other pages, messaging them about the demo on those four pages will help increase demo sign ups. Also, if no one enters your site on the homepage, posting a “Getting Started” video on that page might not be the best approach.

  1. Select or enter an action to see where a visitor went after completing that action, as well as the bounce percentage and the percentage of visitors who remained on this page.
  2. The list of pages shows where those who remained on the page went next
  3. Click the page in the list to see the same details about the selected page
  4. Continue to select pages to see the path visitors take as they move through your site

 

Funnels

Using the Funnels report, you can select a defined “funnel” and monitor the completion of a set of desired sequential visitor actions. 

For more information on building/customizing funnels, please contact your customer success representative. 

 

Event Stream

The Event Stream report provides a queue of all the events occurring within your Evergage dataset in real-time, automatically refreshed every 15 seconds. You can add filters for UserID, Company, and Event Type as well as a specific keyword. 

For more information, please refer to the Understand the Event Stream article.

Sales Reports

Revenue

The Revenue report includes a comparison of first time and returning visitors against the following metrics, which began accumulating when the beacon was installed on your site:

  • Revenue per user - total revenue divided by number of visitors
  • Average order value - total of all orders divided by visitors who place an order
  • Conversion rate - the percentage of visitors who place an order
  • Orders - the number of orders on the site
  • Revenue - the total revenue on the site
  • Users - the total number of site visitors

You can select filters from any that you have configured as well as the pre-configured filters available on your site.

Purchase Funnel

The Purchase Funnel report compares segments of visitors against all visitors in the following categories: number of visitors in the segment, number and percentage of segment visitors who viewed products, number and percentage of visitors in the segment who added to cart, number and percentage of visitors in the segment who made a purchase. You can add up to three additional segments to compare data across groups of visitors.

  1. Click select segments to add an already configured segment to the report
  2. Click  to add additional segments to the report
  3. Click X next to a selected segment to remove it so you can select a different segment

Goal Reports

Comparison

The Comparison report shows a comparison of goal completions based on a filter. For example, visit status showing new versus returning visitors or engagement, high, medium, or low. You can change the reporting time range to be previous or current week, month, or quarter. Goal completions are not tracked retroactively, so if you add a new goal, it will only be tracked from that point forward and won’t include visitors who had joined the goal segment before it was defined as a goal. You can select filters from any that you have configured as well as the pre-configured filters available on your site.

Completions

The Completions report shows the total goal completions and the completion rate. Goal completions are not tracked retroactively, so if you add a new goal, it will only be tracked from that point forward and won’t include visitors who had joined the goal segment before it was defined as a goal. You can change the reporting time range to be previous or current week, month, or quarter. You can select filters from any that you have configured as well as the pre-configured filters available on your site.

Campaign Reports

Top Campaigns

Using the Top Campaigns report, you can review aggregate details about each campaign on your site, including unique visitors and number of impressions. You can define the date range for this report, filter by keyword, and add or remove columns.

Promoted Items

With the Promoted Items report, you can view top revenue generating promoted items for each campaign that includes promoted items. There is a list of items and their attributed revenue. You can drill into specific experiences or see the overall campaign’s promoted items.

NOTE

You can also view the same data from the Promoted Items report in more detail on the Campaign Statistics screen.



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