Since many of the cus­tomers I work with are not given Admin­is­tra­tor rights to Site­Cat­a­lyst, they are often unaware of some of the cool things they are miss­ing.  In this post, I am going to cover some of my favorite Admin Con­sole tips so that you can pester your Site­Cat­a­lyst Admin­is­tra­tor and show them how to make your life easier!

Report Suite Seg­ments
A while back, I wrote a post on how to cre­ate vis­i­tor Seg­ments for use in DataWare­house and ASI. Cre­at­ing these seg­ments can be tricky at times and often requires a lot of test­ing.  Wouldn’t it be great if some­one at your orga­ni­za­tion who is well versed in cre­at­ing Site­Cat­a­lyst Seg­ments could cre­ate a bunch of them and share them with every­one else?  Well you can, but may not know about it!  In the Admin Con­sole, there is a place where an Admin can add as many Seg­ments as they would like and all other users can then take advan­tage of them.  As shown here, I have cre­ated two basic Visit-based seg­ments which can now be seen by any­one using that report suite (note that you can­not share Seg­ments across report suites!):

Once this is done, when other users of that report suite use DataWare­house or ASI, they would see the following:

As you can see, the two Seg­ments the admin­is­tra­tor cre­ated appear in the list, but are “locked” for every­one else.  Obvi­ously, users can cre­ate as many of their own seg­ments as they want, but using these global seg­ments can go a long way to ensur­ing “apples to apples” reporting.

Default Met­rics
Do you ever get annoyed that every time you cre­ate a new con­ver­sion report, Site­Cat­a­lyst always defaults to cer­tain met­rics (i.e. Rev­enue or Orders)?  Maybe your site doesn’t even sell any­thing!  Did you know that you can choose which met­rics show up in reports by default?  For exam­ple, in my case, the met­rics I use the most often are Blog Post Views, Vis­its and Blog Posts.  Why not have each new con­ver­sion report I open default to these instead of what Site­Cat­a­lyst wants to show me?  To do this, you have your Admin­is­tra­tor set the report suite default met­rics in the admin con­sole (again, these are on a report suite by report suite basis):

Keep in mind that once you start work­ing with reports in a ses­sion and alter the met­rics, those met­rics will be used until you logout and will not revert back to the default metrics.

Quick Tip: If you want to set dif­fer­ent met­rics for each Con­ver­sion Report instead of using the same three above, simply:

  1. Open the Con­ver­sion Report
  2. Add/remove met­rics as needed
  3. Same as a Cus­tom Report
  4. Move the new Cus­tom Report to the appro­pri­ate place in the menu using the Menu Customizer
  5. Hide the orig­i­nal ver­sion of the Con­ver­sion Report  using the Menu Customizer

Track Key Vis­i­tors
If you have ever dreamed of being a “pri­vate eye” you will like the Key Vis­i­tors fea­ture.  In real­ity, it is not ter­ri­bly excit­ing, but it can be fun.  The idea behind Key Vis­i­tors is that you can spec­ify up to five domains or IP addresses from which you are receiv­ing traf­fic and see traf­fic form these in sep­a­rate reports.  Usu­ally, clients use these to track com­peti­tors as shown here:

Once you have enabled these, you can see Page Views by these Key Vis­i­tors (found under the Vis­i­tor Pro­file » Vis­i­tor Details area of the left nav­i­ga­tion) and what pages on your site they have viewed:

Using this, we can see that some Web­Trends folks have taken a keen inter­est in some of our blog posts ;-).  Please note that these reports do not count traf­fic referred from these domains, but rather traf­fic that orig­i­nated from the domains.  In other words, the report above is show­ing traf­fic where the visitor’s ISP was reg­is­tered as web​trends​.com, not traf­fic sent to blogs​.omni​ture​.com from web​trends​.com (though if they wanted to send us traf­fic they could!).

Paid Search Detec­tion
I can’t tell you how many times I have had an irate client call me and tell me that they are not see­ing any data in their Paid Search Key­words or Paid Search Engines reports.  They tell me that they have added track­ing codes and query string para­me­ters, but the reports are not show­ing any data — Site­Cat­a­lyst must be bro­ken!  I then pro­ceed to ask them if they have enabled Paid Search Detec­tion in the Admin Con­sole so that Site­Cat­a­lyst knows which query string iden­ti­fiers it should treat as Paid Search and which ones it should not.  That is usu­ally when I hear a long pause…  Hope­fully this has not hap­pened to you, but just to be sure, please ver­ify that your Admin­is­tra­tor has this set-up cor­rectly (this can be applied to mul­ti­ple report suites at one time).  It looks like this:

Once this is set-up, all search engine traf­fic will be split out into Nat­ural and Paid reports instead of being lumped together into the “All” reports found in the Traf­fic Sources area.

Find­ing Meth­ods Allo­ca­tion
Many of my clients that use the Find­ing Meth­ods reports (i.e. Refer­ring Domains) do not think about how those reports use Allo­ca­tion.  In the Con­ver­sion Vari­able post, I explained the dif­fer­ent eVar allo­ca­tions, but there are spe­cial allo­ca­tions asso­ci­ated with the Find­ing Meth­ods reports.  These reports nor­mally “expire” val­ues at the end of the Visit and only have “First Value” and “Lin­ear” as allo­ca­tion options.  How­ever, you can mod­ify these expi­ra­tions such that these reports expire when a Suc­cess Event takes place if that Suc­cess Event takes place prior to the Visit end­ing (since the longest these reports will expire is a Visit).  You can see the var­i­ous options here:

Inter­nal URL Fil­ters
Often times, you have mul­ti­ple domains that are part of your entire web­site infra­struc­ture.  For exam­ple, your web­site might be www​.abc​.com but you also have a mar­ket­ing “micro-site” with the domain www​.abc​-rocks​.com.  In this case, Site­Cat­a­lyst would not know that the lat­ter is owned by your orga­ni­za­tion and it might treat refer­rals from www​.abc​-rocks​.com to www​.abc​.com as if they were com­ing from a ran­dom Inter­net site.  While there may be some cases where that is what you want, it is more likely that you would like to treat www​.abc​-rocks​.com as though it is no dif­fer­ent than www​.abc​.com.  To accom­plish this, Site­Cat­a­lyst pro­vides an Inter­nal URL Fil­ters area in the admin con­sole.  On this page, you can spec­ify which domains you want to treat as part of your site and which are truly exter­nal to your site.  In this case, you would add the following:

There­fore, if you ever look at your refer­ring domains report and notice domains that your com­pany owns, tell your Admin­is­tra­tor that they need to add them to the list above and they will not appear in the refer­ring domains reports again.

Clas­si­fi­ca­tion Hier­ar­chies
For those of you who have mas­tered SAINT Clas­si­fi­ca­tions, Clas­si­fi­ca­tion Hier­ar­chies offer a way to take things to the next level.  Often times there are rela­tion­ships between the var­i­ous items that you set-up as Clas­si­fi­ca­tions and Clas­si­fi­ca­tion Hier­ar­chies allow you to “nest” clas­si­fi­ca­tions so you can build reports that break­down the item being clas­si­fied into log­i­cal buck­ets.  For exam­ple, let’s say that you sell elec­tron­ics and have many dif­fer­ent types of Prod­ucts.  You have already clas­si­fied Prod­ucts into Prod­uct Group, Prod­uct Sub­Group and Man­u­fac­turer.  These clas­si­fi­ca­tions allow you to slice and dice all of your Prod­uct data by any of these ele­ments sep­a­rately, but what if you wanted to see Prod­uct met­rics by Prod­uct Group, then for each Prod­uct Group bro­ken down by Sub­Group, etc…?  To do this you would use the Clas­si­fi­ca­tion Hier­ar­chies area of the Admin Con­sole and drag over all of the clas­si­fi­ca­tions you want nested as shown here:

As shown above, you can choose from any clas­si­fi­ca­tions that have been set-up for the Prod­ucts vari­able.  Once you have done this, you save it and when you look at the Prod­ucts report area you will see a spe­cial icon indi­cat­ing that a Clas­si­fi­ca­tion Hier­ar­chy exists and will have the abil­ity to drill down by all of the items you have added to the hierarchy:

In this view, we can see Prod­ucts bro­ken down by Prod­uct Group, Prod­uct Sub­Group and Man­u­fac­turer and the Rev­enue and Orders for each.  Click­ing on “Apple” or “Sony” would take us to the low­est level, which in this case is Prod­ucts.  You can cre­ate mul­ti­ple clas­si­fi­ca­tion hier­ar­chies for the same vari­able and you can cre­ate clas­si­fi­ca­tion hier­ar­chies for any Con­ver­sion vari­able that has classifications.

Have a ques­tion about any­thing related to Omni­ture Site­Cat­a­lyst?  Is there some­thing on your web­site that you would like to report on, but don’t know how?  Do you have any tips or best prac­tices you want to share?  If so, please leave a com­ment here or send me an e-mail at insidesitecatalyst@​omniture.​com and I will do my best to answer it right here on the blog so every­one can learn! (Don’t worry — I won’t use your name or com­pany name!).  If you are on Twit­ter, you can fol­low me at http://​twit​ter​.com/​O​m​n​i​_​man.

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9 comments
socialACK
socialACK

I know this is a little dated at this point, but the classification hierarchies are very interesting. Can you also use these with campaigns? Would you happen to have an example of that?

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5 mistakes

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BUNANE
BUNANE

Very useful blog.Thanks!

Bill
Bill

Thank you for expanding on SiteCatalyst's traffic tracking with filtering functions. The filtering functions allow "slicing and dicing" of data to arrive at actionable information to powerfully enhance productivity of paid search results!

skyline residences
skyline residences

Its very complicated to use but once i read your post, its has become clear to me thank you so much

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how to lose belly fat in 1 week

Glad you showcased classification hierarchies - one of those incredibly powerful features that I suspect very few end users ever turn on despite its clear end user benefits! Wonderful stuff.

Kelly
Kelly

How can we turn off the percentages that appear next to each column and take up a ton of space in Reportlets?

James Dutton
James Dutton

Hey Adam, Great post as usual. Here's a little feedback, which I recently shared with @omniturecare - the admin console needs some updating to allow the default metrics to be updated for multiple rsid's (making changes to dozens of rsid's in multi suite tagging situations is a horribly time consuming process at the moment because the change is limited to a single rsid at a time). Glad you showcased classification hierarchies - one of those incredibly powerful features that I suspect very few end users ever turn on despite its clear end user benefits! Wonderful stuff. Cheers, James.