You can use workspaces to group reports for easier access, sharing, and downloading data.
You'll find all workspaces in the primary navigation menu, under the Optimize > Analytics section. There are five workspace types:
Standard Workspaces: pre-defined workspaces with standard, out-of-the-box reports
My Workspaces: contains workspaces created by you, comprised of ad-hoc or copied standard reports
Shared Workspaces: workspaces that are shared with your specific user group
Public Workspaces: workspaces that are shared with all users of your organization who have access to your Digital Analytics client ID
Admin Workspaces: contains a comprehensive list of workspaces created by all users in that client ID
To create a new workspace in "My workspaces", select the + icon in the workspace title bar and give it a title. If you need to change your workspace's name or add/edit a description, go to Properties within your Menu options on the workspace title bar.
Within the Menu options, you can also email reports within a workspace, close workspace tabs, enable any hidden reports that you have previously chosen to hide, and in "My Workspaces", share or delete workspaces as well.
Emailing a workspace allows you to send up to 12 reports in a workspace as an Excel, PNG, or PDF attachment. You can email the workspace one time or schedule to send them on a daily, weekly, or monthly basis. Scheduling options are based on the availability of the corresponding recurring report in the workspace. For example, the monthly option is available only when the workspace contains monthly recurring reports. Use the email feature to add report charts and data to presentations. Or, share this information with other users in your organization who may not have access to Digital Analytics. The Excel format includes the charts of all reports in the workspace, and the table data from each report is included on separate worksheets.
Note: If you email a workspace that contains a report with personal data, the report is excluded from the email.
You can also share a report with other users for them to view directly within the interface. Workspaces are private until you share them with other users. Using the Share option enables you to determine who you want to share each workspace with. If you share a workspace with All users, it will be available under Public Workspaces to everyone in your organization. If you share a workspace with a User group, it will be available under Shared Workspaces to users in the specified user group. If you are an administrator, all reports are available to you under the Admin workspace. Be sure to Save your changes.
Workspaces are your area to control. You can always customize the display of a workspace's report widgets. To resize a report, click and drag the lower right corner of a widget. If you want to rearrange the position of a report widget (or multiple), click in the report title header of a widget and drag the widget to its new location.
For another useful customization, you can change the visualization type of your widget report. In the report widget's title bar, open the Report actions drop-down and select Properties to change the display to Column, Pie, Donut, or Grid.
Deleting, hiding, copying, and sharing reports from a workspace
You can delete, hide, copy, and share ad hoc reports by navigating to the report widget in the workspace and selecting the corresponding command from the Report actions menu. To rename a report, select Properties from the Report actions menu and then replace the title in the Properties window. To open the Report actions, click the three-dot menu for the report.
Frequently asked questions
Creating segments on standard reports
Q: Can I change the date range on a segment that is already applied to a standard report?
A: When applying a segment to a standard report, you’ll need to set the date range as far back as you would like to use the segment on the report. This date range cannot be modified once the segment is applied to the report and begins processing. If you need to make adjustments to the segment date range, you’ll need to completely remove the segment from the report and re-apply it.
Unique metrics in reports
Q: How do I know when unique-based metrics, such as unique visitors, are unique in reports?
A: In some cases when you add preset date ranges to reports, unique-based metrics, such as unique visitors, are summed and not deduplicated. When summation occurs instead of deduplication, metrics are no longer unique.
Metrics are deduplicated for all date ranges in ad hoc reports. For standard reports, deduplication logic follows these rules:
- Daily: deduplicated by day
- Weekly: deduplicated by week
- Monthly: deduplicated by month
- Quarterly: deduplicated by quarter for Top Line Metrics only; summed by day (not deduplicated) for all other reports
- Yearly: not deduplicated; summed by quarter for Top Line Metrics only, summed by month for all other reports
- Custom date ranges are not deduplicated
Metrics are unique when the following trend by options are selected for date ranges in reports:
- Day range, trend by day
- Week range, trend by week
- Month range, trend by month
- Quarter range, trend by quarter for Top line reports only; not unique for all other reports
Reminder: Sampling is applied to all date ranges over 93 days in one-time reports.
Note: Only the daily, weekly, and monthly date ranges are deduplicated in all reports; the Week-to-date, Month-to-date, Quarter-to-date, and Year-to-date date ranges are not deduplicated.
Displaying personal information in reports
Q: Why is personal information displaying as "xxx" in reports?
A: Only users with permission to view personal data can view a subject's personal information in reports, segments, and filters.
Administrators can set permission for a user in user management, which is located in Journey Analytics.
When a GDPR deletion request is submitted, all personal data associated with the visitor(s) in that request is removed from Digital Analytics. In older reports that have already run, the personal data that has been removed will then appear as “xxx”.