1. Visual Thresholds Editor
So, if you’re like me and you like visual presentation of the data to help make sense of it, then this is going to become your new best friend. This allows you to enter thresholds around data and then select formatting for specific values. A great use case for this is highlighting all campaigns in red that have a click through rate of lower than 10%.
This is super simple to configure. Once you are inside of Insight, click Data à Visual Threshold Editor and then select your data point as well as the property type. Once this is set, you can then click on the bar graph and make edits to the formatting such as color.
2. View Filters
Have you ever been overwhelmed when you run a report and realize you just want to see a portion of the results? You’re in luck! Utilizing View Filters allow you to further filter the reports provided to you from Eloqua based on those that meet your requirements. A great use case for this is if you wanted to see the top 10 campaigns based on Click Through Rate.
To configure, Click Tools à View Filter and then select your requirements.
I don’t know about you, but I’m directionally challenged when it comes to just about anything navigation wise. So it’s no surprise when I do circles inside of Insight reporting flipping back and forth between reports or changing dates. If you’re like me, you’ll be happy to learn this little trick.
Home – This takes you back to the home page to choose while folder of reports/dashboards you want. (This is where I used to always click and have to go back through all the folders or use the search bar again to get back to where I was…not anymore.)
Back Arrow – This takes you back to the prompt window. This is great if you want to change the date range or edit which assets the report is ran against.
Folder with an Arrow – This takes you back to the folder you were in before you selected which report to run. This is super helpful when needing another report for the same asset. For example, you were looking at Email Bouncebacks and afterwards you want to look at Spam Unsubscribes – use this button instead to save time.
4. Save Reports
Now that you’ve gotten your report exactly how you like it and would like to save some time next time, but what do you do? No problem, save the in the My Reports section and all of your filtering and formatting will also be saved. An Analyzer license is great but luckily you don’t need one to save all of your customizations!
5. Drilling Down Into The Data
Do you love specifics? This is the easiest way to dig deeper into what the reports are actually saying. If you see a number or text value that is underlined then you are able to click on it and it will drill down further for you. This will always open up in a new window, so fear not that you will not be able to get back to the original report.
**Note: You are only able to drill down. Example: Country is able to be drilled down to State/Province but you are unable to drill into State/Province and select Country.
Stephanie Pence is a Revenue Engineer for The Pedowitz Group. She has an Eloqua Master Certification along with 8 years experience in Sales, Marketing and PR.
- Posted by Stephanie Pence
- On 06/18/2015
- 0 Comments