In the pre­vi­ous post in this two-part series, I described the var­i­ous meth­ods of get­ting data into Site­Cat­a­lyst. Once you’ve col­lected the nec­es­sary data for your busi­ness needs, you’ll next be inter­ested in putting the data to use for report­ing, analy­sis, or opti­miza­tion pur­poses. There may be many dif­fer­ent ways you’d like to lever­age your Site­Cat­a­lyst data so I think it’s impor­tant to under­stand what options you have at your dis­posal so that you can achieve your busi­ness objec­tives as effi­ciently as possible.

Out­put Options

After exam­in­ing the input options in the first part of this series, let’s switch to look­ing at how you get data out of Site­Cat­a­lyst. Again there is a dashed line between the var­i­ous out­put alter­na­tives. The first four options focus pri­mar­ily on data visu­al­iza­tions while the remain­ing two out­put options are geared towards serv­ing up raw data.

Adobe DMS Interface

The most obvi­ous way to access your Site­Cat­a­lyst data is through the Dig­i­tal Mar­ket­ing Suite (DMS) inter­face. Within the inter­face you have the abil­ity to view and inter­act with your data in var­i­ous ways and via dif­fer­ent types of devices – desk­top, tablet, mobile phone, or HD dis­play. Data can be dis­played, down­loaded directly, or sent to other co-workers in var­i­ous file for­mats such as PDF, Excel, Word, CSV, etc. The handy Data Extract fea­ture (found in most reports under More Actions > Extract Data) lets you cus­tomize a default report with var­i­ous val­ues for the X and Y axes. You can also book­mark cus­tom reports and build interface-based dash­boards. The menu struc­ture and reports can be cus­tomized to meet your spe­cific busi­ness needs. In addi­tion, if you have Adobe Dis­cover or Adobe Insight, you can per­form deep-dive, ad hoc analy­sis on your Site­Cat­a­lyst data in these advanced ana­lyt­ics tools.

Sched­uled Reports

In Site­Cat­a­lyst, you’re able to sched­ule reports to be sent out to dif­fer­ent busi­ness users on a recur­ring basis. You can con­trol the recip­i­ents, for­mat, time frame (fixed or rolling), deliv­ery fre­quency (daily, weekly, monthly, etc.), and so on. The pub­lish­ing list fea­ture enables you to dis­trib­ute data from var­i­ous report suites to dif­fer­ent groups or sets of email addresses. For exam­ple, you could send out an exter­nal search report to mul­ti­ple stake­hold­ers, which would be based on their unique location/report suite (France vs. Canada). You also have the option of pub­lish­ing a Report­Builder (cus­tom Excel-based) report rather than a Site­Cat­a­lyst report or dash­board. You also have alerts that can be con­fig­ured to send out a report when a par­tic­u­lar con­di­tion or thresh­old is met.

Excel Inte­gra­tion

Adobe pro­vides Site­Cat­a­lyst users with the oppor­tu­nity to pull data directly into Excel using the Report­Builder add-in. This pow­er­ful tool enables you to build cus­tomized data requests from Site­Cat­a­lyst, which can be inserted into your Excel work­sheets and dynam­i­cally ref­er­ence spe­cific cells. Using ReportBuilder’s data fil­ters, you can extract and com­bine data points into highly cus­tomized reports. Once an advanced dash­board has been cre­ated, it can be man­u­ally refreshed or auto­mat­i­cally pub­lished with the most up-to-date infor­ma­tion. For more infor­ma­tion on Adobe Report­Builder, down­load the Report­Builder Man­ual within the Site­Cat­a­lyst Prod­uct Doc­u­men­ta­tion page.

Report­ing API

If you would like to insert Site­Cat­a­lyst data and reports into third-party appli­ca­tions such as an intranet or company-branded appli­ca­tion, you can use the Report­ing API for pro­gram­matic access to SiteCatalyst’s core report data. Through the Report­ing API, you’re able to cre­ate cus­tomized reports that include cal­cu­lated met­rics and for­mat­ting options. If you’re using Site­Cat­a­lyst 15, you’ll be able to gen­er­ate reports based on seg­ments. Recently the Report­ing API was updated and given the abil­ity to per­form multi-level break­downs across reports. For more infor­ma­tion on this method, go to the API doc­u­men­ta­tion within the Adobe Devel­oper Con­nec­tion.

While not as pow­er­ful or flex­i­ble as the Report­ing API, the Site­Cat­a­lyst Wid­get is a sim­ple way to insert Site­Cat­a­lyst reports into a web page, intranet page, or other HTML-based appli­ca­tions. This wid­get will pull in your book­marked reports and dash­boards from the Site­Cat­a­lyst inter­face into a des­ig­nated loca­tion. While the pop­u­lar­ity of wid­gets has waned some­what, you might still find some use­ful sce­nar­ios for these report­ing snip­pets. You can down­load this wid­get tool directly from the Site­Cat­a­lyst interface.

DataWare­house Reports

If you have DataWare­house enabled for Site­Cat­a­lyst, you can gen­er­ate ad hoc data reports on your his­tor­i­cal Site­Cat­a­lyst data, which are deliv­ered as CSV files via email or FTP. With DataWare­house Reports, you build a query to fil­ter your Site­Cat­a­lyst data and iso­late spe­cific data points. Before Dis­cover was intro­duced, DataWare­house Reports were the pri­mary way to per­form multi-level break­downs and seg­ment analy­sis on Site­Cat­a­lyst data (rest in peace ASI slots). The vast major­ity of requests take less than a day to process, but depend­ing on the com­plex­ity of your query and the amount of data it can take longer to process. DataWare­house has a request man­ager inter­face and API to help man­age and pri­or­i­tize DW reports. For more infor­ma­tion on DataWare­house Reports, go to the Site­Cat­a­lyst Knowl­edge Base and down­load the DataWare­house: Cre­at­ing Cus­tomized Reports with Seg­mented Data (KB arti­cle # 587).

DataWare­house Data Feeds

Your com­pany might want to com­bine its click­stream data from Site­Cat­a­lyst with other data in an inter­nal Enter­prise Data Ware­house (EDW). The click­stream data feeds pro­vide the stream of raw, partially-processed server calls from Site­Cat­a­lyst in a delim­ited data set. The data feeds are con­fig­ured at the report suite level and deliv­ered on a daily basis (con­tain­ing the hit data for the pre­vi­ous day). Depend­ing on the aver­age amount of data col­lected for the report suite, you can choose to have it deliv­ered via FTP in a sin­gle zipped file or mul­ti­ple zipped files (rec­om­mended). For more infor­ma­tion on DataWare­house Data Feeds, down­load the Click­stream Data Feeds White Paper within the Site­Cat­a­lyst White Papers page.

Gen­e­sis Third-Party Integrations

If you’re con­sid­er­ing inte­grat­ing third-party appli­ca­tions with Site­Cat­a­lyst, Adobe’s Gen­e­sis inte­gra­tion plat­form rep­re­sents a stream­lined way of import­ing and export­ing data out of Site­Cat­a­lyst. The var­i­ous pre-built Gen­e­sis inte­gra­tions (email, sur­vey, ad serv­ing, social media) sim­plify the process of import­ing data from other mar­ket­ing appli­ca­tions and also give you con­trol over what Site­Cat­a­lyst data is shared with these third-party ven­dors. Adobe Gen­e­sis lever­ages all of the afore­men­tioned input and out­put mech­a­nisms to auto­mate the process of cap­tur­ing and shar­ing data with other systems.

From read­ing this two-part blog post, I hope you have gained a clearer under­stand­ing of the dif­fer­ent means avail­able to you for get­ting data in and out of Site­Cat­a­lyst. There may be some mech­a­nisms that you may be cur­rently under­uti­liz­ing or hadn’t con­sid­ered for spe­cific sce­nar­ios. If you would like to find out more infor­ma­tion on the var­i­ous meth­ods, I’ve tried to high­light links to dif­fer­ent resources in the blog posts. I’d love to hear if you have applied any of these meth­ods in cre­ative ways that weren’t cov­ered in this arti­cle. I’m sure other read­ers would love to hear about your suc­cesses with these cre­ative approaches as well.

Fol­low me on Twit­ter at @analyticshero.