Custom report authoring allows you to create analytics on-demand using a Business Intelligence (BI) tool in the Personalization user interface. Unlike pre-existing reports, custom reports search your website’s data warehouse in real-time based on criteria you specify.

Custom reports include the following features:

• Dimensions: Groups or buckets of data, such as an Event Name
• Measures: Information about that bucket of data, such as Event Count for a total number of events
• Filters: Conditions to limit the data returned in the search, such as Events from the past 30 days
• Visualizations: Charts or graphs with a visual representation of your search

For a video walkthrough of custom reporting functionality from Acquia’s engineering team, see Personalization: Custom report authoring on YouTube.

Managing permissions for custom reports

To enable access for a member of your team, perform the following steps:

• Sign in to Personalization with an account with Administrator permissions.
• In the top menu, click Configure.
• Click the Teams & Permissions link on the left side of the page
• Click the name of the security group you want to grant access to the custom report functionality.
• Scroll down to the Linked Security Resources section.

• Click the Select a resource select box, and then select the appropriate permissions:

  • Analytics tab: Provides access to reports
  • Explore Data: Allows for report creation
  • Author reports: Allows for reports to be saved

  Note

  The permissions are additive in scope, and rely on one other.

  For example, failing to provide the Analytics tab permission to users who have the Explore Data permission will prevent those users from creating reports, as they do not have report access. Likewise, Author reports without Explore Data will prevent users from saving reports (as they cannot be created).

• Click Add.
• Click Save to save your changes.

For more information about updating and managing permissions in Personalization, see Managing permissions in Personalization

Next steps

After ensuring you have access to the custom reporting feature, explore the following pages to build, change, and maintain your custom reports:

• Learn what fields are available for use in your reports
• Create and modify your reports
• Download, edit, or delete your reports

Custom reports in Personalization