Creating an OMS Profile Score Report
Step 1: Create a New Report
In Sitecore OMS, a report consists of a Sitecore report definition item and a Stimulsoft .mrt report file. You must create both of these from scratch when you create a new report. When you make a report you create a .mrt file and this is the file you edit in the Report Designer when you make changes to an existing report.
1. In the Report Designer File menu, click New, New Report.
2. Your new report is displayed in the Report Designer. Notice that the default name for the report is Report.mrt. It is important that you change this name. Enter the name ProfileKeyReport and save your new blank report in the same folder as your other .mrt files. Sitecore report files are stored in the following location:
wwwroot\<site name>\WebSite\sitecore\shell\Applications\Analytics\Reports\
3. Create a New Report Definition Item using the Report data template. In the Content Editor, content tree navigate to the following location:
/sitecore/system/Settings/Analytics/Reports/Reports/<your-reports>
4. Select the node in the content tree where you want to place your report. In the ribbon, click Insert from Template.
5. Name your report definition item ProfileKeyReport. Click OK.
6. In the File Name field, add the following path or copy an existing path from another report:
/sitecore/shell/Applications/Analytics/Reports/<your-reports>/ProfileKeyReport.mrt
7. In the ribbon, click Save.
IMPORTANT: Take Care when Modifying Existing Report Files!
If you want to edit an existing report it is a good idea to duplicate the report file first. Some report files, such as Latest Sessions.mrt are used by multiple reports, so changes to one report file can affect a number of reports. Duplicate a report first, then save it under a different name to avoid this problem.
My next post: Step 2 – Create a Data Connection
