My reports

What are My reports

My reports are customized reports that can can consist of any panels from any standard reports or other custom reports. My reports gives users the possibility to gather all data that is relevant or important to you or your team into one place. If you have access to several Snoobi accounts, you can also gather data from different accounts into one My report. My reports also work as e-mail reports (there are no limits on the number of e-mail subsciptions) and in addition to this, you can also opt to share the web version of the report with others.

Examples of My reports

Leads: Make your own reports out of the best B-to-B sales leads. By making visitor ratings you'll be able to select the most promising leads from the visitor mass. You can also make individual reports for each sales office or market, only presenting the leads for a certain area or city.
Ad campaigns: It's important that marketing teams can track how successful various ads, newsletters and marketing campaigns are. For marketers, you can create a My report that covers the results for all ad campaigns, such as visitor numbers and conversions - habe the visitors who have seen ad advertisement ened up ordering something or have they taken any other action that would fulfill the goal of the campaign.
Search engine optimization: Keep an eye on words that you've attempted to optimize; are you receiving more visitors than previously through search engines with them? You can choose between tracking individual search terms or search term groups, the groups allow you to lump together similar words or different conjugations of the same words.

Creating a new My report

Each panel omes equipped with the icon , which lets you create new My reports or add new panels to existing My reports.

Image 1. Each panel's toolbar comes equipped with ad icon that lets you add the panel into a My report

Adding panels

You have full reign over which panels you want to include into your own report. It's possible to combine data from the Main report, the Target Group Report and the Technical report all into one, as well as using data from oter custom reports.

1. Begin by sorting and organizing the panel data so that it displays what you want to have. All selections that you do within a panel will also be copied over the the My report, including:

The amount of results or rows (Top 10, Top 100 or X, a custom number).

Sorting the data into ascpending or descending figures, such as sorting from most page views to least page views

Searches performed within the panel, for example including or excluding all instances that mention the word "free"

All selections that you've made from the panel tools , such as

Which columns or metrics are shown (and which are hidden)

Organization filters, which means that you can eliminate ISPs from organization listings

2. Once you're happy with the panel view, click on the icon. You'll be able to choose between creating a brand new report or adding more panels to old reports.

3. Click on the highlighted green panels to include them into the My report. Data is added one panel at a time.

If you want to include panels from several places, make sure that you save your report before moving from one report or page to another!

Image 2 . My reports are created one panel at a time, click on all panels that you want to include

Naming panels

Each time you add another panel, it will appear in the black box at the top of your editing window.

It's worth checking that each panel is names appropriately and in a descriptive manner, especially if the Target Group Report has been used. The chosen search options will not be reflected in the default name (e.g. "All Spanish organizations minus councers and converted visits" , so make sure to add precision to the name manually.

You can also alter the panel names afterwards simply by opening the My report.

Always remember to click on the save button when you've done changes or sortings into the My report, which you want to be available the next time that the report is opened.

Editing and changing My report content

To edit My reports, open the report that you wish to change. The editing tools can be found within the My report itself.

Change panel order: If can move panels up or down and change their order from the panel tools button .
Remove panel: Remove a panel from a My report from the button.
Renaming a panel: You'll find an editing icon within each panel, which will let you rename it.

Remember to save the report!

If you want to make lasting changes to which metrics are displayed, their order, the amount of displayed rows, the panel names or other panel selections, click on save from the top of the report. Unless you save, changes will be lost as soon as you close the report.

Saving also affects other users that the report has been shared with, so you'll be updating the content for all shared users and e-mail subscribers.

Image 3. Save changes that you make in My reports if you want the changes to still be there the next time the report is opened

Send or share My reports

E-mail subscriptions and e-mailing preferences

My reports also work as e-mailing templates. When you want to add more e-mail subscribers, the e-mail's file format or how often the e-mail is sent out, look for the envelope icon either on the start page or from the My report itself.

Share content with others

Sharing a My report means that you're giving a limited access to a My report only. Most users also have privileges to the actial account, but it is possible to set the privileges so that the user cannot access any other reports. You can edit sharing preferences from the share icon , which can also be found from either the start page or from the My reports itself. You can decide one a user to user basis whether you want to share a read-only report or if the user may also commit changes to the report.

Image 3. Sharing or subscribing to a My report

Troubles locating a My report

If you can't find a My report from the "Custom reports" and the My report seems to be missing, do a search. The default report list shows only the reports that include panels from whichever account you have currently open.

The search lets you view My reports from other accounts, too, so that you can add panels accross accounts.