Every so often on Twit­ter, I see Omni­ture cus­tomers post­ing a vari­a­tion of the same question:

How can I cus­tomize which met­rics appear in each Site­Cat­a­lyst report?

The cus­tomer then goes on to say that every time they open up an eVar report, they always see met­rics that mean noth­ing to them or the dreaded “No Data Match This Cri­te­ria…” mes­sage which scares their users into think­ing all of their data has dis­ap­peared!  In this post, I will show you a trick to make sure the met­rics you want will show up every time you open up your eVar reports (and it is not Default Met­rics so keep reading!)

Default Behav­ior
By default, when you open an eVar report, Site­Cat­a­lyst shows the met­rics selected in the “Default Met­rics” area of the Admin Con­sole.  In this post, I showed how you can change these “Default Met­rics.”  How­ever, even know­ing how to set these default met­rics will not always help you since those met­rics are cho­sen for all eVar reports and often times you want to have dif­fer­ent met­rics by default for dif­fer­ent eVar reports.  It is also impor­tant to under­stand that once you change met­rics in any report using the “Add Met­rics” but­ton, those newly selected met­rics will over­ride the default met­rics for that Site­Cat­a­lyst ses­sion.  Finally, for those that see the “No Data Match This Cri­te­ria…” mes­sage, keep in mind that this is SiteCatalyst’s way of telling you that the met­rics cur­rently added to the eVar report have no data.  Chang­ing the met­rics to ones that do have data will resolve this issue.  For bonus points, keep in mind that if there is data for the selected met­rics, but no asso­ci­ated eVar val­ues, you will see the “None” row instead of the mes­sage above.

Report Cus­tomiza­tion Trick
So under­stand­ing the pre­ced­ing infor­ma­tion, we can now move on to the trick to solve this rid­dle.  Our goal is to setup each eVar report with its own set of default met­rics that will not be over­rid­den by the default met­rics or the met­rics added to the pre­ced­ing report.  As is usu­ally the case, those who have kept up with this blog have already been edu­cated on the tools needed to solve this rid­dle, but may not know how to com­bine them to accom­plish this goal.  The two tools needed are Cus­tom Reports and the Menu Cus­tomizer.  Here are the steps to cus­tomize met­rics in Con­ver­sion reports:

  1. Open a Con­ver­sion (eVar) report
  2. Add/Remove the met­rics that you would like all of your users to see when they open this eVar report (note that you can add more than the three nor­mally allowed!)
  3. Make any other set­ting changes you would like to the report (i.e. graph type)
  4. Save the report as a Cus­tom Report using the icon in the tool­bar (see below) being sure to name the report as you would like it to appear in your menu struc­ture (you can make it sim­i­lar to the default eVar report name if you’d like)
  5. Open the Admin Con­sole and select the appro­pri­ate report suite(s) and nav­i­gate to the Menu Cus­tomiza­tion area
  6. Hide vis­i­bil­ity of the cur­rent eVar report in the menu structure
  7. Drag the newly cre­ated cus­tom report (found in the Cus­tom Reports folder) to the eVar report area and next to the newly hid­den eVar report and save the changes
  8. Repeat steps 1–7 for any other eVar reports for which you’d like to cus­tomize the metrics

Traf­fic Reports
While most of the ques­tions I have received are related to Con­ver­sion reports, you can fol­low the same process to cus­tomize which met­rics appear in Traf­fic reports.  Keep in mind that traf­fic reports gen­er­ally have fewer met­rics to work with, but the process is identical.

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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6 comments
Adam Greco
Adam Greco

Monica, You can put all classifications into one report using data warehouse, but not in SiteCatalyst. Adam

Monica
Monica

Hi Adam, I'm studying Omniture and wonder is it possible to put all fields (campaign, adgroup, keywords, Text ad, impression, clicks, Keyword Cost, Avg Pos and some self-defined metrics) into one report and schedule it ? Thanks a lot! Monica

Adam Greco
Adam Greco

Nate - This functionality does not extend to SearchCenter...

Nate Orshan
Nate Orshan

How about for SearchCenter? Any way to customize the default metrics over there in a similar fashion?

Adam Greco
Adam Greco

Sameer - Unfortunately, I don't know of a way to see what you mention here...

Sameer
Sameer

Hi Adam, It there a similar hack available for out of the box reports like visits reports. It will be cool to look at the bounce rate for the daily / weekly visits. Also for some reason only a portion of this post downloaded in my RSS reader. Just wanted to let you know and will also make sure my feeder is pulling the right information. Thanks