Let’s say I’m a Webtrends analyst, and my marketing team comes to me asking for help on a new project that includes some campaigns, some SEO stuff, and partner referrals. They want to know what activity is giving them the best return.
Okay, so I work with them to figure out what they need to measure and what reports will give them those measures. Let’s assume the following reports will help:
Most recent search engines (organic)
Most recent search phrases (organic)
Visits by Number of Pages Viewed
Great – we know what reports they need to see! All I have to do now is get them access to those reports, which they’ll have if they have the default Complete View template.
Here’s the thing, though: to get to those reports, my marketing team’s going to have to dig through a lot of other distracting information.
The Campaign dashboard and Campaign IDs report, for example, are here:
The most recent search reports here:
And the referring reports…here.
And this only gets more complicated when they also want to see traffic to different pages: (http://blogs.webtrends.com/files/2010/07/4-templates-traffic-reports.png)
You get the point. Webtrends is an incredibly robust tool, and not all of your users are incredibly robust. So what will happen? (http://blogs.webtrends.com/files/2010/07/6-templates-paralysis.png)
Want to avoid giving your marketing team that kind of headache? Use templates to limit the reports they can see.
Templates in Webtrends are, in essence, a custom table of contents you can use to present reports to various groups of people. They’re easy to set up (though you need the correct administrative rights to do so), and they can be an excellent way to ensure you stay focused on the data that matters.
Here’s what you do.
1: Go into the Administrative console and open Report Designer , then click Templates .
2: To the right, click New .
3: Give your template a name. I use the project name, because it’s easy for the team to remember. Click Next to move on.
4: Now, you can add content. In this case, I’m just going to add the reports — there are few enough that I can do that. But notice that you can add a bunch of other things, too.
5: So, I’m going to click Add Report , and check the reports there I want to include.
6: When I’m done, I click Done , and organize the reports and/or other stuff as I want. I can change the way the reports lay out as well — for example, I can suppress graphs from displaying, or I can simply have them minimized by default so the user can open them if he/she wants.
7: When I’m done, another click on Next will take me to style options — pretty self-explanatory (click the image to enlarge) — so I’ll skip over them with another Next .
8: Now, I can give my marketing team the right to see this template if I need to.
Note: your users may not show up here if they already have rights automatically!
If they’re here, though, just select them, then Save .
9: Hold on – one more step! We just need to put this template on the profile that’s analyzing this team’s data. Open the profile, go to Report Templates , and put a check next to that template. You can do that on more than one profile if you need to as well.
Cool, you’re done.
Now, get ready to amaze the marketing team.
Call ‘em up. “Hey, remember that cool new project? Well, login to Webtrends for me real quick. Cool — got it? Now look up at your menu bar. See where it says Template ?
“Yeah, click there and pick your project name, and all your reports will appear, in order, in your table of contents!”
TA-DA! We’ve focused the marketing team on their project instead of, “where the $&%^@#^ those %&^%&$ reports went.”
Better yet, we’ve focused the team on only the specific reports and measures they need for their project — and we’ve eliminated the potential of them looking at just one more report, and one more, and one more…until they hit analysis paralysis.