ÃÛ¶¹ÊÓƵ

Reporting and experimentation prerequisites reporting-configuration

NOTE
The reporting configuration must be performed by a technical user.

The reporting data source configuration allows you to define a connection to a system in order to retrieve additional information that will be used in your reports.

For this configuration, you need to add one or more datasets containing the additional elements that you want to use for your reports. To do this, follow the steps below.

Note that for web, code-based and In-app channels, you need to make sure the dataset configured for data collection is also added to this reporting configuration. Otherwise, web and In-app data will not display in the content experiment reports.

Prerequisites

Before being able to add a dataset to the reporting configuration, you must create that dataset. Learn how in the ÃÛ¶¹ÊÓƵ Experience Platform documentation.

  • You can only add event-type datasets.

  • These datasets must include the Experience Event - Proposition Interactions field group.

  • These datasets may also contain one of the following field groups: Application Details, Commerce Details, Web Details.

    note note
    NOTE
    Other field groups may also be included, but only the above field groups are currently supported in Journey Optimizer reporting.

    For example, if you want to know the impact of an email campaign on commerce data such as purchases or orders, you need to create an experience event dataset with the Commerce Details field group.

    Likewise, if you want to report on mobile interactions, you need to create an experience event dataset with the Application Details field group.

  • You can add these field groups to one or several schemas that will be used in one or several datasets.

NOTE
Learn more on XDM schemas and fields groups in the XDM System overview documentation.

Add datasets add-datasets

NOTE
Any newly created datasets will be only available in Customer Journey Analytics reports.
  1. From the Administration menu, select Configurations. In the Reporting section, click Manage.

    The list of datasets that were already added displays.

  2. From the Dataset tab, click Add dataset.

    note note
    NOTE
    If you select the System dataset tab, only datasets created by the system are displayed. You will not be able to add other datasets.
  3. From the Dataset drop-down list, select the dataset that you want to use for your reports.

    note caution
    CAUTION
    You can only select an event-type dataset, which must contain at least one of the supported field groups: Application Details, Commerce Details, Web Details. If you select a dataset not matching those criteria, you will not be able to save your changes.

    Learn more on datasets in the ÃÛ¶¹ÊÓƵ Experience Platform documentation.

  4. From the Profile ID drop-down list, select the dataset field attribute that will be used to identify each profile in your reports.

    note note
    NOTE
    Only IDs available for reporting are displayed.
  5. The Use Primary ID namespace option is enabled by default. If the selected Profile ID is Identity Map, you can disable this option and choose another namespace from the drop-down list that displays.

    Learn more on namespaces in the ÃÛ¶¹ÊÓƵ Experience Platform documentation.

  6. Save your changes to add the selected dataset to the reporting configuration list.

    note caution
    CAUTION
    If you selected a dataset which is not event-type, you will not be able to proceed.
recommendation-more-help
b22c9c5d-9208-48f4-b874-1cefb8df4d76