Reports allow you to visualize your data to make it easier to understand. Tealeaf gives you all the tools you need to create reports that show you the data you care about most and easily understand what that data means. Check out how you can create different report types to control the data you see, so you can focus on what's important.

Create Geo-Analytics reports

If you have the Geo-Analytics service, you can create Geo-Analytics reports to view and analyze key performance data across geographic markets. With the Geo-Analytics report, you can see data across the globe in a visual display other than a data table.

When you set the metrics for your application, you can see which geographic areas are meeting, exceeding, or missing your business goals. For areas that are not meeting the business goals, you can view user sessions to analyze user struggle. By using metrics for the report, you can determine whether your web application is pursuing and reaching enterprise goals. These goals include determining whether the conversion rates meet business goals.

You can set thresholds for each metric to indicate when the data is healthy or critical. You can set the threshold as a percentage or as a number. There are two threshold types:

• Measure positive performance.
• Measure negative performance.

1. On your dashboard, select Add widget > Create Report > Geo report.

   A map of the world is displayed.

2. Select an application.
3. Select a date range.
4. Select metrics for the report. The data for the metric appears on the map.
   1. To use existing metrics, click Add metrics. Then, select the metrics and click Apply.
   2. To create calculated metrics, do the following steps:
      1. Click Create Calculated metrics.
      2. Click Add metrics.
      3. Select the metrics to use in the calculations.
      4. Use the functions on the calculator to create a valid formula. A valid formula opens the Save Calculated Metric dialog.
      5. Enter a Name, Description, and Format for the calculated metric and click Save.
5. Select the Threshold icon to set a threshold for the metric.
   1. Select the threshold type.
   2. Set the threshold value for the threshold type, either a percentage or a numeric value.
   3. Select Apply.
6. Optional: Use View data by to view the data by Continent, Country, State, or City.
7. Select Save As.
   1. In the Save as popup, rename the report, or keep the default. Optionally, add a description. Choose what dashboard you want to save the report in and click Next.
   2. Choose the display type for the report and click Save.

Note: All changes made on existing reports will be temporary unless you select Save Report. With temporary changes, you can move between the session list and report without losing the temporary changes. Temporary changes will remain until the page is reloaded or refreshed.

The report includes a Summary card that shows the average health of all of the regions, the region with the highest value, and the region with the lowest value. The Highest and Lowest value portions of the scorecard include links for lists of sessions from those regions. You can view the session lists to drill-down into the data to see where the users might be struggling.

Create process reports

Process reports are reports that automatically measure and score the overall success and failure of your online processes against defined goals. A process is a coherent unit of a workflow that is meaningful in a business sense.

Examples of a process include:

• Placing an order for a product at an online shopping site
• Registering for a new user account

1. On your dashboard, select Actions > Add widget.
2. Select Create Report > Process report.
3. Select an application profile and click Next.
4. Select the steps that define the process.

   The steps that you select define the sequence of tasks that are required to complete a particular process. For example, the process of placing an order for products includes steps to specify the kinds and quantities of products to order. For each step, absolute numbers of visitors are counted, and a conversion rate is calculated. Process steps can also include the customer's identification and shipping address, and payment method information.

   1. From the Metrics column, select the objects, that when strung together, define the process that you want to score or evaluate.
   2. Drag each object one at a time to the Steps column.

      The metrics are linked together in sequential process flow in the Steps column.

   3. Enter a step name for each metric that you added.
5. Click Next.
6. Select any additional segments or use the default segment only.
7. Click Create to preview your Process report.
8. Optional: Add a segment to the process report.
   1. Expand the right-side panel.
   2. In the Segments section, click Edit.
   3. In the Edit segments window, click Add another segment.
   4. Enter a name for the segment and select a Dimension and Value for the segment.
   5. Click Save.
9. Select Save As.
   1. In the Save as popup, rename the report, or keep the default. Optionally, add a description. Choose what dashboard you want to save the report in and click Next.
   2. Choose the display type for the report and click Save.

Note: All changes made on existing reports will be temporary unless you select Save Report. With temporary changes, you can move between the session list and report without losing the temporary changes. Temporary changes will remain until the page is reloaded or refreshed.

Create a KPI report

KPI reports measure and scores the health of your online business services and applications.

1. Select Optimize > Analytics.
2. Select your dashboard.
3. Select Add widget and select Create Report > KPI report from the Actions menu.

   The New KPI Report page is displayed.

4. Select an application profile and click Next.
5. Select a metric and click Next.

   For KPI reports, select a single metric only.

6. Set the performance direction (positive or negative) to be measured.
   • Select Measure positive performance to measure favorable performance events, such as conversion rates or revenue.

     For positive performance, higher values indicate favorable performance.

   • Select Measure negative performance to report on unfavorable performance events, such as abandon rates or application errors.

     For negative performance, lower values indicate favorable performance.

7. Specify a Target value for the metric. The target value represents a benchmark for determining the general health of the metric.

   For example, let's say a standard login count for one of your applications is about one million.

   For such a scenario, you might set the target value to 0.8 million.
   • If the login count falls short of the specified benchmark, the line on the KPI report is displayed in red and is labeled Unhealthy.
   • If the login count meets or exceeds the specified benchmark, the line on the KPI report is displayed in green and is labeled Healthy.
8. Click Save to save the KPI report settings.
9. Select Save As.
   1. In the Save as popup, rename the report, or keep the default. Optionally, add a description. Choose what dashboard you want to save the report in and click Next.
   2. Choose the display type for the report and click Save.

Note: All changes made on existing reports will be temporary unless you select Save Report. With temporary changes, you can move between the session list and report without losing the temporary changes. Temporary changes will remain until the page is reloaded or refreshed.

Include data from two date ranges in your KPI report

You can use the Compare function to generate a single KPI report that includes data from two different date ranges.

You can select different date ranges to compare data over time for the original report and the comparison report:

• Focus date range is the current date range of the report.
• Compare date range is the date range of data to compare to the focus date range data.

For the date ranges, you can select either Fixed Date or Rolling Date.

• With Rolling date range, you can specify date ranges that keep up to date over time. For example, Week-to-date shows one day of data on Monday, two days of data on Tuesday, and three days of data on Wednesday.

  When you use a rolling date for the Focus date range and the Compare date range, the options for the Compare date range vary depending on the type of rolling date specified for the Focus date range.

• When you select the Fixed date range, a calendar view opens where you can enter a date range. Specify the start and end date for the range of data.

1. On your dashboard, open the KPI report and click Compare.
2. For both the Focus date range and the Compare date range, specify the type of dates (rolling or fixed) to use in the Compare analysis.
3. Click Compare.

   Data from the Compare date range is applied to the KPI report. The data from the Compare date range is displayed in a different color, making it easy to differentiate it from data in the Focus date range.

   The KPI chart is updated to include a Compare value and a compare trend. The Compare value indicates the average value of the compare data for the date ranges specified. The compare trend, which displays as a percentage arrow under the health indicator, indicates the percentage of change of the focus data from the compare data.

   Figure 1. Reading the KPI compare analysis

   

   Additionally, the data from Compare date range and Focus date range is applied to the grid view.

   The Focus column in the grid view shows the regular counts for the selected metric. The arrow indicates whether the focus data has increased (arrow up) or decreased (arrow down), from the compare data for that day.