ZMP's Custom reporting tool allows marketers to use prospect marketing, customer marketing, programmatic, CDP+, or any other data to build reports using their own tools (BI or any other web-based tool) and embed those reports directly into the Zeta Marketing Platform.

Custom reports make it easier to:

  • Access reports

  • Extend the flexibility of the platform

  • Simplify the management and organization of multiple Custom Reports

  • Upload supported files directly to the platform from your computer

In the menu on the left, navigate to Analytics > Custom.

Key Highlights of Custom Reports

  • Ability to categorize a report with one or more tags

    • This allows users to group similar reports together for seamless retrieval.

    • All weekly updates can be tagged as weekly-updates

  • Ability to search, filter, and sort reports

    • To view any recent reports that are tagged as weekly-updates, users simply filter by that tag in the side panel and sort by recent date

  • Ability to preview the report prior to report creation

    • This allows users to save time by screening a report prior to creating

  • You can add in reports from various tools such as the following for easy assess to data:

    • Tableau

    • Looker

    • MicroStrategy

Set Up a Customer Report

1. Under the customer reports section, click on New Custom Report.

  • Provide a Name for the report and add an optional Description for it.

  • Select Embed Link or File Upload and click on Next.

  • Enter the URL or upload the file as per the instructions.

In order for the embed link to work for Tableau views, it must be in a specific format otherwise Tableau blocks the embedding. Here is the specific format that works with the ZMP -

Format: http://<servername>/#/views/<workbook>/sheet?:param1=value1 

Example: Base URL: https://10az.online.tableau.com/t/zetainteractivecorporation/views/Coke_Insight_Portal_v41/Dashboard

Parameter: ?:embed=y

Final shareable URL:
https://10az.online.tableau.com/t/zetainteractivecorporation/views/Coke_Insight_Portal_v41/Dashboard?:embed=y

More details can be found here.

2. Validate that the preview for PDF and Embed Link are correct.

3. Verify that the file was uploaded/embedded by reviewing the Custom Reports list

  • In the case of URL, ensure that the URL loads as expected.

  • In the case of a PDF, ensure that the PDF is rendering correctly.

  • In the case of XLS or PPT, ensure that the download functionality is working correctly.

SSO

Single Sign-On (SSO) is also available for non-public reports for use cases including the following. Zeta supports standard SAML 2.0 Integrations.

  • BI Tools such as Tableau and MicroStrategy

  • Reports that sit on your company intranet

SSO can only be configured for users with the same email address, and the user should be added as part of the Zeta account.