Overview

The Report Builder is a flexible, ad hoc reporting tool that allows users to build their own Customer Marketing, Prospect Marketing, Programmatic, Customer Data Management, and Website- In Page reports in the Zeta Marketing Platform.

Choose from hundreds of metrics and dimensions, dynamic and fixed date ranges, exhaustive filters, and data visualizations to surface only the most important data.

Navigation

To get to the Report Builder, follow these steps:

  1. Open Zeta Marketing Platform (ZMP).

  2. In the left-hand navigation, click Analytics.

  3. From the Analytics menu, click Report Builder.

  4. This will open the reports list page. Once you save or automate a report, those will be displayed here. To build a new report click New Report (blue or green button).

Info: Depending on your Zeta products configuration, the navigation menu may vary.

Building a New Report

Now that you’re in the Report Builder, you can begin building a report.

If this is your first time in the Report Builder, you’ll be able to click through an in-page guide that highlights the important aspects of the Report Builder.

Tip: If you no longer wish to view the Welcome Guide, check the Don’t show me this again message.

Product Selection

On the right side of the screen, you’ll notice the Report Options panel is open. The first item to address is Platform where you will select the product you want to build your report on.

Select the appropriate product from the available options. Options include:

  1. Customer Marketing

  2. Prospect Marketing

  3. Programmatic

  4. Customer Data Management

Info: To collapse the Report Options slider, click the collapse icon located to the left of the Platform label.

Dimensions & Metrics

In order for a data table to render, you will need to select at least one dimension and one metric

  1. In the Report Options panel, click anywhere in the Dimensions or Metrics row to expand the menu.

  2. Click on the ellipses (three dots) and click Add Dimension or Add Metric.

  3. Search or scroll through the list and make your selections by clicking anywhere in the row.

  4. Apply selections by clicking Add Dimensions or Add Metrics.

The Metrics & Dimensions Dictionary is always available for reference.

A count of all the metrics and dimensions you’ve selected will show at the top. Click All if you’d like to select all options.

Filters

Once you’ve made a dimension and metric selection, you can begin to filter your data in Report Options.

Filter

Criteria

Equals

Use to find an exact match

is less than

Eliminates records with a higher numerical value than entered

is less than equals

Eliminates records that are higher or equal to the numerical value than entered

does not equal

Eliminates the records that do not match the value entered.

is greater than

Eliminates records with a lower numerical value than entered

is greater than equal to

Eliminates records with a lower or equal numerical value than entered

value exists

Use to find a value within a field that also includes other values

value does not exist

Use to find results excluding the value you enter within a field that also includes other values

In range

Use to find results within a range while excluding the values that fall outside of the entered range.

contains

Use for fields that include your search string, but sometimes also include other information

starts with

Use when you know what your value starts with, but not the exact text

does not contain

Use for fields that do not include your search string

ends with

Use when you know what your value ends with, but not the exact text

is one of

Use to find an exact match in fields that also include other information

contains one of

Use for fields that include your search string, but sometimes also include other information

The filters below are not currently supported for Programmatic reports.

  • Does not contain

  • Contains one of

  • Starts with

  • Ends with

  • Lesser than or equal

  • Greater than or equal

  • Between

OR operators are not supported in the Programmatic Report Type.

Filter Options

You can add more filter options or a new filter by selecting the ellipses (three dots) again.

By adding an additional filter, you must select and/or as your operator. Or is not supported in Programmatic reports.

To remove a filter, click Remove on the top right side of the filter box.

Info: Please note that some metric filters only allow numeric values

Fixed & Dynamic Dates

In the top right corner of the Report Builder, select a dynamic or fixed date range.

Dynamic Date Ranges

Definition

Today

Data available for today, the day the report is built. 

Yesterday

The day before the day the report is built. 

Last 2 days

Last 2 days, including the current day.

Last 3 days

Last 3 days, including the current day.

Last 4 days

Last 4 days, including the current day.

Last 5 days

Last 5 days, including the current day.

Last 7 days

Last 7 days, including the current day.

Last Week

All days in previous Monday - Sunday week, counting the Monday - Sunday that the current day falls within.

Last 14 days

Last 14 days, including the current day.

Last 28 days

Last 28 days, including the current day.

Last 30 days

Last 30 days, including the current day.

This month

All days in the current month, including the current day.

Last month

All days in the previous month.

Last 2 months

Last 2 months, including the current month.

Last 3 months

Last 3 months, including the current month.

Last 6 months

Last 6 months, including the current month.

Week to date

All days in the current week, including the current day. Weeks are defined as Monday - Sunday.

Quarter to date

All days in the current quarter, including the current day.

Year to date

All days since the same day in the previous year, including the current day.

Info: All dynamic date ranges options include today’s (as in, the day you are building the report) data excluding yesterday, which includes only the day before today’s data.

Data Visualizations

Data Visualizations change the display of your data from table to graph formats.

1. In the top bar of the Report Builder, you will see the option to change the view of your data. Options Include:

  • Line Chart 

  • Bar Chart 

Info: Table view is the default view. If the table is selected, users will need to make dimension and metric selections before being able to change the type of data visualization

Chart Options

You can refine the data that populates on the Y-Axis 1, X-Axis, and Y-Axis 2 in line and bar graphs within Chart Options.

Hover Over: hover over any data point in any graph to see your metric and dimension data.

Date Slider: adjust the date slider at the bottom of the graph by clicking and dragging the two endpoints to zoom into the desired area.

Data Details

  • Data in the hover over includes the percentage change that occurred from the previous data point.

    • If the text is green that indicates that the change was an increase from the previous data point.

    • If the text is orange that indicates that the change was a decrease from the previous data point.

Info: In most cases, the data points are separated by day, but there are setups where you can see changes within an hour (by selecting Send Hour or Hour as a dimension in Customer Marketing or Programmatic reports, respectively) or within weeks or months (selecting longer date ranges).

Export

To share your report with key stakeholders, use the Export View feature. There are three ways to export a report; two ways to export a report are from the List View and a third way is to export while building the report.

Export while Building a Report

  1. In the top right corner in Report Builder, next to the Save Report button, Select Export View from the ellipses (three dots) menu.

2. Select the way in which you want to receive your report: email or Amazon S3.

Note, if you select Amazon S3, you will see a dropdown appear and will need to select the S3 bucket you wish to use.

3. Add Recipient(s).

4. Add a Subject.

5. Add Comments to be included in with your report. This is optional.

6. Select the file type for your report: CSV or XLS.

7. Click Export.

Click Cancel at any time to close Export View.

Save

To save your report for later viewing, use the Save Report feature.

  1. In the top right corner in Report Builder, click the Save Report button.

  2. Add a Name for your report

  3. Add a Description for your report. This is optional.

Info: Saving a report will save all of your report’s settings, graph selections, filters, dates, dimensions, and metrics.

Automate

To schedule your report for continued delivery, use the Automate feature.

  1. In the top right corner of Report Builder, next to the Save Report button, Select Export View from the ellipses (three dots) menu.

  2. Select the way in which you want to receive your report: email or Amazon S3.

  3. Add Recipient(s)

  4. Add a Subject

  5. Add Comments to be included in with your report. This is optional.

  6. Select the file type for your report: CSV or XLS.

  7. Once you’ve entered in all of the details, click on the Automate tab.

  8. In the Automate tab, select the cadence at which you want to receive your report. Options are:

    1. Daily

    2. Weekly

    3. Bi-weekly

    4. Monthly

    5. Quarterly

  9. In the For field, select the Dynamic Date Range for each of your reports. The options are the same as those in the Report Builder.

  10. In the At field, select the time and time zone for which each of your reports will be delivered to all recipients.

  11. In the Beginning on field, select the start date for which you want to begin receiving your automated report.

  12. In the Ending field, select the end date for which you want to stop receiving your automated report.

  13. Click Automate

  14. In the popup add a Name and Description (optional) for your automated report.

  15. Click Save to complete the process.

Report List

You can manage all of your previously saved and automated reports in the Report List.

Editing Report Details

  1. Click anywhere on a report row to open the report’s details.

  2. You can edit the report name, description, and automate the schedule (if applicable).

Deleting

  1. Click on the ellipses (three dots) menu on the far right.

  2. Select Delete.

  3. In the popup, you can confirm your deletion by clicking Yes, Delete or Cancel.

Editing Report

  1. Click on the ellipses (three dots) menu on the far right.

  2. Select Edit, to open the Report Builder screen.

  3. Once you’ve made your edits, click Save Report.

  4. The Save Report popup will have the report’s details in the Name and Description fields. Any changes made to the saved report's name or description will save a new report.

FAQs

Question

Answer

How long is my data stored in ZMP for me to be able to view it in Report Builder?

It depends on the Report Type. For example, we do not have any plans to remove data for Customer Marketing, Prospect Marketing, Website - In Page, or Customer Data Management Report Types. Programmatic data retention policies are set based on the data types. For example, aggregated data is kept for 3 years and hourly data is stored for 60 days.

Metrics & Dimensions Dictionary