Optimizely Reporting for ODP
Note
The terms audiences and segments are interchangeable. Optimizely has updated all segments to audiences on the Audiences page and is updating the UI on other pages. See Understand audiences to get information on audiences.
View dashboards and reports for Optimizely Data Platform (ODP) using Optimizely Reporting, which you can access through your Opti ID accountOpti ID account.
Prerequisites
- You must have an Opti ID accountOpti ID account.
- Your Opti ID user account must have a role for an ODP instance.
Site navigation
Log in to Optimizely Reporting through the following URL: https://home.optimizely.com/. Select Optimizely Reporting or use the product switcher in the global navigation bar.
After you log in, your product instances and dashboards display on the landing page. Each product instance has pre-defined dashboards. Click a dashboard to view it.
The dashboards include tooltips for each metric and graph that explain what data each metric and graph displays. To view the tooltips, hover over the information icon.
On each dashboard, you can complete the following:
Filter dashboards
Each dashboard has filters you can use to further refine the data. The last time the system refreshed the data displays. Any time you adjust the filters, you must click Reload to apply your new filters.
Expand, download, and view dashboard tiles
To expand a tile on a dashboard, click Tile actions > View > Expanded. From the expanded view, use the left and right arrows to scroll through other dashboard tiles. To view the data on full screen, click Full Screen.
To download data for a specific dashboard tile
- Click Tile actions > Download data.
- Select your desired Format.
- (Optional) Expand the Advanced data options section and adjust how to format the data for the download.
- Click Download.
Note
For some file format types, you can click Open in Browser to view the results in a new browser tab.
Specific dashboard tiles have the option to view a visualization (chart or table) by clicking the data on the tile. For that visualization, you can
- Expand and view the filters for the data.
- Choose to view the data as a Visualization or Table.
- Download the visualization.
For some visualizations, you can adjust the data that displays by clicking the data sets, similar to a toggle where you turn the data set on or off. Similarly, for any dashboard tiles that display a pie graph, you can adjust the data sets you want to include.
Download a dashboard
To download the entire dashboard
- Click Dashboard actions > Download.
- Complete the following fields:
- Format – Select PDF or CSV.
- PDF – Generates one file for the entire dashboard.
- CSV – Generates a file for each tile within the dashboard.
- Paper Size – Select Fit Page To Dashboard, Letter, Legal, Tabloid, A0, A1, A2, A3, A4, or A5. For information on A paper sizes, see papersizes.org.
Note
An additional Orientation option (Portrait or Landscape) displays for Letter, Legal, and Tabloid.
- Expand tables to show all rows – Select this checkbox to display all rows in each table.
- Arrange dashboard tiles in a single column – Select this checkbox to display dashboard tiles in a single column.
- (Optional) Click Open in Browser to view the results in a new browser tab.
- Click Download.
Update the time zone
If you want to change the time zone for your dashboard, click Dashboard actions > Viewer time zone. Select your desired time zone from the Viewer time zone drop-down list, then click Update.
ODP reporting dashboards
Click any dashboard to view the following pre-defined data and reports:
- Website Activity – Displays key metrics of your website activity. For example, you can view the number of reachable customers, number of website visitors, average page views per visitor, visitors by device type, and more.
- Website Trends – Provides an overview of your website trends. For example, you can view graphs for the number of active users over time, the number of visitors over time, and the number of reachable users over time. All of which include the percent change in active users, visitors, or reachable users between each timeframe.
- eCommerce Order Trends – Provides an overview of your ecommerce order data. For example, you can view key metrics like total revenue, conversion rate, and more. You can also view graphs to visualize your commerce data, like the top 10 ordered products in a specific date range, revenue over time, and more.
- eCommerce Lifecycle Metrics – Provides an overview of your customer lifecycle based on data in ODP. For example, you can view graphs for new customers, new purchasers, customers that moved from churned to engaged, and more.
- eCommerce Key Metrics – Provides an overview of your customer and revenue data in ODP. For example, you can view graphs for total revenue, number of unique visitors to your site, average order value, and more.
- Organization Overview – Provides an overview of your organization and campaign data in ODP. For example, you can view graphs for the number of monthly active users (MAUs), reachable customer profiles, reports, standard and real-time audiences, and active campaigns within the previous 30 days or the previous year.
Troubleshoot
Users who do not have the necessary access receive the message shown in the following image when trying to access Optimizely Reporting:
By default, Optimizely Reporting access is assigned to the Everyone groupEveryone group in the Opti ID Admin Center, which includes all users in your organization. If a user in your organization cannot access Optimizely Reporting, the issue is likely that they do not have a role assigned to their user account for ODP.
To resolve this issue, assign the user access to ODP directly through an ODP product role or through a groupgroup in the Opti ID Admin Center. See View user details and edit access for help with editing the user account's access in the Opti ID Admin Center.