Creating an OMS Profile Score Report

Step 6: Design the Layout

Once you have configured a data source, you can use the report designer to create the layout of your report.

Follow these steps:

· Create an initial report layout

· Add a link to the session trail from each organization name

· Group organization and country together

· Group number of sessions and number of visitors under organization name

· Add a report header and format text

a. Create an Initial Report Layout

Once you have configured a data source for your report, you have two presentation options.

· Drag and drop columns from the data source to the report layout

· Use a Report Designer wizard

We will use drag and drop to place data on the report. In the Report Designer the presentation area of a report is called a Page. Click IPOwners and drag it across to Page 1. When you release the mouse, the Data window appears.

In the Data window, select the columns you want to display in the report and decide which order you want the columns to be appear. Score should be placed first in the order. Click OK.

In the File menu, click Save Report and then preview your report in Sitecore Analytics to check the layout. As soon as you click Save the corresponding report in Sitecore Analytics is updated.

Our report now contains all the basic information we need to display. Next, create a link from the organization name to the session trail.

b. Add a Link to the Session Report

Linking to the session report gives you more information about the activities of each visitor, such as pages viewed (session trail), conversions and profile scores.

In the Data band select the {IPOwners.Name} text box and view the Properties panel. In Behavior, Interaction, click Hyperlink and then open the Text Editor window.

Enter the following string to create a link to the Session report.

/sitecore/shell/applications/analytics/default.aspx?r=B33272F6-E2C1-43DF-802E-969A955BC6D6&p=1&ipowner={IPOwners.IPOwnerIdObject}

I copied the link from the LatestSessions.mrt report. The only text I changed is highlighted in red. This text refers to the alias used in my Data Source.

IpOwner.IPOwnerId AS IPOwnerIdObject

This means that when you click on an organization name in the report you are taken to the session report for that specific organization.

Save your changes and preview your report again. Now for each organization listed, you have a link to the session trail.

c. Group Organization and Country

Double click the same {IPOwners.Name} text box and click the Expression tab in the Text Editor. Enter the following expression:

{IPOwners.Name}, {IPOwners.Country}

This expression will display organization name and country next to each other.

You can now remove the Country text boxes from the Header and the Data band.  

d. Group Sessions and Visitors

Now group the number of sessions and visitors below each organization name.

On the data band, create a new text box below the {IPOwners.Name} text box. To create a new text box, drag and drop a text box from the toolbox or draw one.

Copy the following expression into the new text box.

{IPOwners.VisitCount} session{IPOwners.VisitCount == 1 ? “” : “s”}, {IPOwners.VisitorCount} visitor{IPOwners.VisitorCount == 1 ? “” : “s”}

This expression makes the word session and the word visitor either singular or plural depending on the amount of sessions or visitors. This expression is constructed using syntax very similar to C#.

You can now remove all the Visit Count and Visitor Count text boxes from the Header and the Data band.

e. Add a Report Header

To create a report header, you must first create a report header variable.

In the Data Dictionary, click New Item, New Variable.

In the New Variable window, enter ReportTitle in the Name and Alias fields. Select Type String and click OK.

Next, add a text box to your report header.

Add a text box to the header band. Double click the text box to open the Text Editor. In the Text Editor window, drag and drop the ReportTitle variable you created into the Expression tab.

Left align the title and your report title should look something like this.

Note: To format text in the same way as other Sitecore reports, you must also import the same Styles from another Sitecore report.

You can use the style designer to save styles locally or to import saved styles.

Your completed report layout.

f. Preview the Report

Save your changes and preview the report again to check everything appears as it should. When you are done your report should look something like this: