Reports Overview

What is a Report?

CoolaData enables you to define reports showing any slice of data or dates that you stored in CoolaData in a variety of report visualizations – Table, Single number visualization, Line chart, Area chart, Bar chart, Column chart, Pie chart, Geo chart or Pivot table. CoolaData provides a variety of report types, breakdowns and grouping options.

Each report holds a CQL query that determines the data that is retrieved from CoolaData.

CoolaData provides a variety of forms for presenting reports –

  • Dashboards present reports inside your own dashboard that you can share with your colleagues.
  • Publications send scheduled emails containing a set of reports to the recipients that your specify.
  • Embedded Reports show CoolaData reports in any of your webpage frameworks by embedding the provided snippet.

Cooladata offers a variety of report types. See Reports and Queries for all the report types and how to create them.

 

Defining a Report’s Date Range

To define the report date range click the datesdaterange button at the top right.

The date range defined in the top right corner of a Dashboard applies to all the reports that appear in it, unless a different timeframe was defined for a specific report. Turn on the Ignore Dashboard Date Range option to always use this date range and ignore the dashboard date range.

 

Defining a Report’s Filter

To define a report filter click the filters 6-66 button at the top right.

The filter defined in a Dashboard applies to all the reports that appear in it, unless a different filter was defined for a specific report. Turn on the Ignore Dashboard Filters option to always use only this filter and ignore all other filters in a dashboard. f the Ignore Dashboard Filters option is not used, then the date range shown in this report when it appears in the dashboard will be different than when this report is shown on its own (meaning not in a dashboard).

 

 

Exporting Report Data

You can export any report from the report page or directly from the dashboard. The export creates a CSV file which can be downloaded to your computer.

Note that the exported file is limited to 20,000 rows, as in the visualization. To export a larger data set use the Query API.

To export report data click the Compute button and click the Export 6-57 button to download all displayed report data to a CSV file.

export-report

In the dashboard it can be found in the option menu of each report:

export-dashboard

Step 1 – Plan which events to track

Planning

Think about the following when planning which events to track:

  1. What are your objectives?
    Think about your business goals and strategies in order to determine the purpose of the data that you want to extract from the events sent to CoolaData. For example, optimizing customer retention, increasing conversions, expanding business leads, growing revenue or enhancing usability.
  2. Which data enables you to achieve these objectives?
    Think about the kind of information that could be sent from your website that would enable you to achieve these business objectives. You can track anything that anyone does in your website and anything that happens at any specific point in time.
  3. Write It Down:
    Each business objective is typically comprised of a series of events that lead up to a target event, such as a purchase. We recommend sending an event for each stage of a user’s journey (funnel) through your website. List the events and the data properties that could be sent to CoolaData at various stages of your users’ experience.

Example Designs

Events

Events are the path which your users follow through your site. For simplicity, we suggest that you start with 2 or 3 paths, each with up to 10 events.

Examples of typical paths:

  • Gaming: Login → start_game → level_up → purchase_bonus_item.
  • Content: view_homepage → view_article → click_video → video_completed.
  • E-Commerce: search → view_product_details → add_to_cart → click_checkout → purchase.

Properties

Cooladata supports events with any number of properties, and automatically adds properties to each event that you send. We recommend starting with up to 10 properties.

Examples of typical properties for various events:

Industry Events Properties Property Values
Gaming Level_up Level 1, 2, 3, …
Purchase_bonus_item Item Sword, Shield …
Amount 2, 3 …
Cost 4.99 …
Currency USD, EUR …
Content View_article Article_id 24544687, ABC …
Category Sports, Entertainment…
Author Josh Haymond …
E-Commerce View_product_details Product_id 344850544
Product_category Electronics, Books…
Rating 1..5
List_price 2.78
Currency USD, EUR …

Step 2 – Implement Cooladata

Sign up to Cooladata

  1. Go to http://app.cooladata.com.
  2. Click Sign up.
  3. Fill in the form and click Sign up
  4. Wait until you receive an email with a registration link to the email you signed up with, and click the link to log in.

 

Create a Project

To create a new project:

  1. In the top right corner, click the Create your first project button.
  2. Enter the name of the project.
  3. Click CREATE.

With CoolaData, you can put all your data into a single project or you can divide your data up among multiple projects – as you see fit.

Why create multiple projects? 

You control which dashboards, reports and publications users see. However, Admin users can access all the data in any project to which they are allowed access. To control the data that each CoolaData Admin users can access you can create multiple CoolaData projects.

For example, in an ecommerce site, you might have different stores – each belonging to a different company. Therefore, you might only want each company’s Admin user to see the data of their own company. In this case, you should create a project for each company, so that each Admin user can only access their own data in dashboards, publications and using the CoolaData API.

 

Track Events

To start tracking events using the Cooladata trackers:

  1. After creating a project, if the page shown is not already displayed, select Project – Tracking.
  2. Choose the required OS and follow the on-screen instruction.

See more details and implementation options in the Tracking section.

 

Monitor Incoming Events

CoolaData enables you to monitor incoming events so that you can verify proper integration with your application/website, regardless of the type of Tracker you use to send events to CoolaData.

As each event is received by CoolaData, it is classified as either valid or invalid and is displayed in the Live Events window within approximately five minutes. Valid events undergo additional processing by CoolaData and within an hour or two after being received, may be reclassified as invalid. In order to investigate the reason for invalid events, CoolaData provides a details option in the Live Events window and enables you to query its database for invalid events. See Handling Invalid Events for more information.

The Live Events page is used to monitor your incoming events to CoolaData. Open the page from the main menu Project – Live Events.

Events are shown in near realtime – from the time you send an event it may take up to a minute to appear on this page. The page shows the 500 most recently received events, sorted by the time they were received, with the most recent events appearing first. Click any column title to sort the list.

Each row represents an event. Click a row to see the raw JSON format it was sent in.

You can search the list or specific columns in the list from the top left search box.

The columns displayed in this list can be customized from the top right icon. The list of columns contains all available common properties in the project, as well as the following information:

  • raw_data: displays the original JSON sent (can also be seen by clicking the event).
  • Validity: an events can be valid – will be saved, invalid – will not be saved, or pending – a new event that will be saved if doesn’t conflict with other events in the project schema.
  • invalidComments: invalid events will specify the rejection reason in this column.
  • extraComments: pending events will specify the reason in this column.

Step 3 – Build your first dashboard

Create a new dashboard

  1. Open your workspace in the CoolaData Administrator console and select Dashboards 5-3.
  2. Click the Add + button. The following displays:
    GSSC 7
  3. Enter a name for the Dashboard and click Create. The new dashboard is displayed.
  4. To change the dashboard’s name, simply click the name and type over it.3-2

Add reports to the dashboard

  1. From the top right corner click the Add Reports button.
  2. Either choose Saved Reports to add an existing report, or New Report to create a new one. From here you can also add filters and descriptions to the sheet.
  3. To edit a report in a dashboard click the Edit button in the top right corner of the report. Note that you must have edit permission on the report to do this (only the report creator or project admin).
    3-9

 

Events will show up in the Dashboard within an hour or two of being received by CoolaData.

 

Share your Dashboard

The dashboard owner and editors can share a dashboard with anyone who has permission to the same projects. This gives them access to the dashboard and notifies them by email.

  1. In the dashboard, select Share GSSC 23 from the top right corner. The following panel opens:
    GSSC 21
  2. Copy the link and send it to anyone who already has permission to the dashboard to access it directly.
  3. In the Invite people field, select the people with whom to share this dashboard, and assign them View or Edit permissions. Only people who already have permission to the project can be invited to share your dashboard.
    • View: can see the dashboard and change the filter and date range for their own usage.
    • Edit: can make any change to the dashboard.
  4. Users who already have access to the dashboard are listed below – from here you can manage (change/remove) permission of users who already have access to the dashboard.

 

 

You can also

Add sheets

  1. Click on the Add + button to the right of the sheet tabs.
  2. Click on the down arrow to next to the sheet name to Rename, Duplicate or Delete it.

Set the dashboard date range

This timeframe applies to all reports in the dashboard unless the report is set to ignore external date range.

  1. Click the dates at the top right:  GSSC 18
  2. Select a timeframe for the Dashboard.

Set the dashboard filters

These filters apply to all reports in the dashboard unless the report is set to ignore external filters.
See more in Adding filters to the dashboard.

  1. Click the Dashboard Filters 3-12 button at the top right.
  2. Set the desired filters and click apply.

Edit saved dashboards

You can open any dashboard you have permission on.
You can only edit/delete a dashboard if you are its owner, or if you were given editor permission on it.

  1. Open CoolaData and select Dashboards 5-3 – a list of the dashboards to which you have permission is displayed.
  2. Click any row to open the dashboard.
  3. To delete a dashboard click the row options and choose Delete, or from inside the dashboard open the dashboard option and choose Delete.

Integrations Overview

CoolaData provides a variety of predefined connections to standard external data sources. This type of integration is typically used to integrate third-party data into CoolaData: for example in order to calculate campaign ROI. Each integration runs periodically in order to retrieve data and pour it into the tables of your CoolaData project.

Open Project projecticon  – Integrations to see a list of all active integrations:

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  • Type: One of the predefined integration data sources, such as Google Adwords and so on.
  • Name: The name you assigned to this integration.
  • Last Time Executed: The last time CoolaData checked the data source in order to integrate data. This timestamp specifies when CoolaData last ran the integration to the data source, and not necessarily when it found files and integrated them.
  • Table Name: The name of the table (or tables) created in CoolaData.
  • Status: The status of the last integration execution:

To create a new integration, click the Add + button or the Add Integration button and select one of the predefined integration options:

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For instructions regarding other integration options, contact your CoolaData customer success representative or write to support@CoolaData.com.