Create a Custom Report

Follow the appropriate steps to create one of the nine custom reports about one or more experiences that are available in the Monetate platform.

See Custom Reports for an overview of the information each custom report option contains.

Experience Performance Report or No Control Experience Performance Report

Because values from Dynamic Testing experiences, Automated Personalization experiences, and Multivariate Test (MVT) experiences are reported differently from other experiences, you cannot include these experiences types in an Experience Performance Report. Names of any Dynamic Testing, Automated Personalization, and MVT experiences do not appear in Available Experiences if you schedule the report to run once or if you schedule the report to run weekly or monthly and then choose to manually select the specific experiences you want included in the report.

Follow these steps to create either an Experience Performance Report or a No Control Experience Performance Report.

  1. Click ANALYTICS in the top navigation bar and then select Custom Reports.

    Callout of the 'Custom Reports' option in the ANALYTICS menu

  2. Click CREATE REPORT.

    Callout of the CREATE REPORT button on the Custom Reports list page

  3. Give the report a name, and then select either Experience Performance Report or No Control Experience Performance Report from Report Type.

    Callout of the report name field and of the Report Type selector on the Create Report page

  4. As necessary, click to toggle between the default 5 DECIMAL PLACES and 3 DECIMAL PLACES.

    The default setting for decimal places is five for all data in the Experience Performance Report and the No Control Experience Performance Report. The default five decimal places increases precision for rate-based metrics.

    Animated demonstration of a user toggling between the '5 DECIMAL PLACES' setting and the '3 DECIMAL PLACES' for an Experience Performance Report on the Create Report page

  5. As necessary, adjust the dampening to scale purchases in the report that are above the selected threshold to a specific number of standard deviations (SD) above the mean.

    Callout of the dampening selector and its options—'No dampening,' 'One SD from the mean,' 'Two SD from the mean,' and 'Three SD from the mean'—for an Experience Performance Report on the Create Report page

  6. Configure the report scheduling.
    1. Select if you want to run the report once, weekly, or monthly.

      Callout of the 'Schedule this report to run' selector and its options for an Experience Performance Report on the Create Report page

    2. If you selected Weekly in step 6a, then select on which day of the week you want the report generated.

      Callout of the options to set on which day of the week a user wants a weekly report generated for an Experience Performance Report on the Create Report page

    3. If you selected Monthly in step 6a, then select a date on which you want the report generated each month. The latest date in a month that you can select is the 28th.

      Callout of the options to set on which date of each month a user wants a monthly report generated for an Experience Performance Report on the Create Report page

  7. Configure the WHO settings to refine the scope of the report.
    1. Click WHO and then click ADD TARGET.

      Callout of the WHO settings and of the ADD TARGET button for an Experience Performance Report on the Create Report page

    2. Select the target type.

      The Target Type panel of the WHO settings for an Experience Performance Report on the Create Report page. The categories are Landing, Location, Behavior, and Technographics.

    3. Configure the target and then click CREATE.
      • As applicable and necessary, select to include or exclude the target.
      • As applicable and necessary, input or select the target's criteria.

      The Country target from the Location target category, with 'Metrics matching this target are' set to INCLUDED and 'Japan' and 'South Korea' entered into the Country text field.

    4. As necessary, repeat steps 7a through 7c to configure additional targets.
  8. Refine which metrics you want in the report. Click WHAT and then select the metrics you want to include. See Custom Reports to review which metrics you can include in an Experience Performance Report and in a No Control Experience Performance Report.

    Callout of the WHAT settings for an Experience Performance Report on the Create Report page. The metrics available for inclusion in the report appear at the bottom of the page.

  9. Configure the time frame of the report.
    1. Click WHEN and then select a time range option.

      Callout of the WHEN settings for an Experience Performance Report on the Create Report page. The options are 'Earliest to date' (the default), 'Last full month,' 'Last full quarter,' 'Last 30 days,' 'Last 12 months,' and 'Custom dates.'

    2. If you selected Custom dates in the previous step, then input or select from the calendar a start date and an end date, respectively.

      Callout of the 'Start date' and 'End date' fields that appear below the selected 'Custom dates' option of the WHEN settings for an Experience Performance Report on the Create Report page

  10. Configure which experiences you want included in the report.
    1. Click WHERE.

      Callout of the WHERE settings for an Experience Performance Report on the Create Report page

    2. If you scheduled the report to run weekly or monthly in step 6a, then select how the experiences included in the report are determined:
      • Manually — You select the specific experiences, which will always be included each time the report is generated
      • Dynamically — Experiences that meet the criteria WHERE filtering criteria as well as any specific experiences you optionally add.

      Callout of the 'Manually' and 'Dynamically' experience selection options for the WHERE settings of an Experience Performance Report scheduled to run weekly or monthly

    3. If you selected Manually in the previous step or scheduled the report to run once in step 6a, then select from Available Experiences the specific experiences you want included in the report. Click to select the experience and then click MOVE TO SELECTED.

      Animated demonstration of a user selecting multiple active experiences from the 'Available Experiences' table and then clicking the 'MOVE TO SELECTED' button. The selected experiences then appear in the 'Selected Experiences' table.

    4. If you selected Dynamically in step 10b, then add experience-filtering criteria as necessary. Type an experience name or experience tag into the Available Experiences search field, and then press Enter to add the tag or name to the WHERE settings.

      Animated demonstration of a user selecting the 'active' tag from the Available Experiences search field and then typing 'cold' into the search field. The WHERE settings are amended to include 'contain tag active and experiences where the name contains cold.'

  11. Save the report.
    • If you selected Weekly or Monthly in step 6a, then click SCHEDULE REPORT.

      Callout of the SCHEDULE REPORT button for an Experience Performance Report scheduled to run weekly

    • If you selected Once in step 6a, then click EXECUTE REPORT.

      Callout of the EXECUTE REPORT button for an Experience Performance Report scheduled to run once

You can access the report on the Custom Reports list page. See Viewing Reports for more information.

Purchase Audit Report

Follow these steps to create a Purchase Audit Report.

  1. Click ANALYTICS in the top navigation bar and then select Custom Reports.

    Callout of the 'Custom Reports' option in the ANALYTICS menu

  2. Click CREATE REPORT.

    Callout of the CREATE REPORT button on the Custom Reports list page

  3. Give the report a name, and then select Purchase Audit Report from Report Type.

    Callout of the report name field and of the Report Type selector on the Create Report page

  4. Configure the report scheduling.
    1. Select if you want to run the report once, weekly, or monthly.

      Callout of the 'Schedule this report to run' selector and its options for a Purchase Audit Report on the Create Report page

    2. If you selected Weekly in step 4a, then select on which day of the week you want the report generated.

      Callout of the options to set on which day of the week a user wants a weekly report generated for a Purchase Audit Report on the Create Report page

    3. If you selected Monthly in step 4a, then select a date on which you want the report generated each month. The latest date in a month that you can select is the 28th.

      Callout of the options to set on which date of each month a user wants a monthly report generated for a Purchase Audit Report on the Create Report page

  5. Refine which metrics you want in the report. Click WHAT and then select the metrics you want to include.

    Callout of the WHAT settings for a Purchase Audit Report on the Create Report page. The metrics available for inclusion in the report appear at the bottom of the page.

  6. Configure the time frame of the report.
    1. Click WHEN and then select a time range option.

      Callout of the WHEN settings for a Purchase Audit Report on the Create Report page. The options are 'Earliest to date' (the default), 'Last full month,' 'Last full quarter,' 'Last 30 days,' 'Last 12 months,' and 'Custom dates.'

    2. If you selected Custom dates in the previous step, then input or select from the calendar a start date and an end date, respectively.

      Callout of the 'Start date' and 'End date' fields that appear below the selected 'Custom dates' option of the WHEN settings for a Purchase Audit Report on the Create Report page

  7. Configure which experiences you want included in the report.
    1. Click WHERE.

      Callout of the WHERE settings for a Purchase Audit Report on the Create Report page

    2. If you scheduled the report to run weekly or monthly in step 4a, then select how the experiences included in the report are determined:
      • Manually — You select the specific experiences, which will always be included each time the report is generated
      • Dynamically — Experiences that meet the criteria WHERE filtering criteria as well as any specific experiences you optionally add.

      Callout of the 'Manually' and 'Dynamically' experience selection options for the WHERE settings of a Purchase Audit Report scheduled to run weekly or monthly

    3. If you selected Manually in the previous step or scheduled the report to run once in step 4a, then select from Available Experiences the specific experiences you want included in the report. Click to select the experience and then click MOVE TO SELECTED.

      Animated demonstration of a user selecting multiple active experiences from the 'Available Experiences' table and then clicking the 'MOVE TO SELECTED' button. The selected experiences then appear in the 'Selected Experiences' table.

    4. If you selected Dynamically in step 7b, then add experience-filtering criteria as necessary. Type an experience name or experience tag into the Available Experiences search field, and then press Enter to add the tag or name to the WHERE settings.

      Animated demonstration of a user selecting the 'active' tag from the Available Experiences search field and then typing 'cold' into the search field. The WHERE settings are amended to include 'contain tag active and experiences where the name contains cold.'

  8. Save the report.
    • If you selected Weekly or Monthly in step 4a, then click SCHEDULE REPORT.

      Callout of the SCHEDULE REPORT button for a Purchase Audit Report Report scheduled to run weekly

    • If you selected Once in step 4a, then click EXECUTE REPORT.

      Callout of the EXECUTE REPORT button for a Purchase Audit Report scheduled to run once

You can access the report on the Custom Reports list page. See Viewing Reports for more information.

Purchase Detail Report

Follow these steps to create a Purchase Detail Report.

  1. Click ANALYTICS in the top navigation bar and then select Custom Reports.

    Callout of the 'Custom Reports' option in the ANALYTICS menu

  2. Click CREATE REPORT.

    Callout of the CREATE REPORT button on the Custom Reports list page

  3. Give the report a name, and then select Purchase Detail Report from Report Type.

    Callout of the report name field and of the Report Type selector on the Create Report page

  4. Configure the report scheduling.
    1. Select if you want to run the report once, weekly, or monthly.

      Callout of the 'Schedule this report to run' selector and its options for a Purchase Detail Report on the Create Report page

    2. If you selected Weekly in step 4a, then select on which day of the week you want the report generated.

      Callout of the options to set on which day of the week a user wants a weekly report generated for a Purchase Detail Report on the Create Report page

    3. If you selected Monthly in step 4a, then select a date on which you want the report generated each month. The latest date in a month that you can select is the 28th.

      Callout of the options to set on which date of each month a user wants a monthly report generated for a Purchase Detail Report on the Create Report page

  5. Refine which metrics you want in the report. Click WHAT and then select the metrics you want to include.

    Callout of the WHAT settings for a Purchase Detail Report on the Create Report page. The metrics available for inclusion in the report appear at the bottom of the page.

  6. Configure the time frame of the report.
    1. Click WHEN and then select a time range option.

      Callout of the WHEN settings for a Purchase Detail Report on the Create Report page. The options are 'Earliest to date' (the default), 'Last full month,' 'Last full quarter,' 'Last 30 days,' 'Last 12 months,' and 'Custom dates.'

    2. If you selected Custom dates in the previous step, then input or select from the calendar a start date and an end date, respectively.

      Callout of the 'Start date' and 'End date' fields that appear below the selected 'Custom dates' option of the WHEN settings for a Purchase Detail Report on the Create Report page

  7. Configure which experiences you want included in the report.
    1. Click WHERE.

      Callout of the WHERE settings for a Purchase Detailt Report on the Create Report page

    2. If you scheduled the report to run weekly or monthly in step 4a, then select how the experiences included in the report are determined:
      • Manually — You select the specific experiences, which will always be included each time the report is generated
      • Dynamically — Experiences that meet the criteria WHERE filtering criteria as well as any specific experiences you optionally add.

      Callout of the 'Manually' and 'Dynamically' experience selection options for the WHERE settings of a Purchase Detail Report scheduled to run weekly or monthly

    3. If you selected Manually in the previous step or scheduled the report to run once in step 4a, then select from Available Experiences the specific experiences you want included in the report. Click to select the experience and then click MOVE TO SELECTED.

      Animated demonstration of a user selecting multiple active experiences from the 'Available Experiences' table and then clicking the 'MOVE TO SELECTED' button. The selected experiences then appear in the 'Selected Experiences' table.

    4. If you selected Dynamically in step 7b, then add experience-filtering criteria as necessary. Type an experience name or experience tag into the Available Experiences search field, and then press Enter to add the tag or name to the WHERE settings.

      Animated demonstration of a user selecting the 'active' tag from the Available Experiences search field and then typing 'cold' into the search field. The WHERE settings are amended to include 'contain tag active and experiences where the name contains cold.'

  8. Save the report.
    • If you selected Weekly or Monthly in step 4a, then click SCHEDULE REPORT.

      Callout of the SCHEDULE REPORT button for a Purchase Detail Report Report scheduled to run monthly

    • If you selected Once in step 4a, then click EXECUTE REPORT.

      Callout of the EXECUTE REPORT button for a Purchase Detail Report scheduled to run once

You can access the report on the Custom Reports list page. See Viewing Reports for more information.

Search Term Report

Follow these steps to create a Search Term Report.

  1. Click ANALYTICS in the top navigation bar and then select Custom Reports.

    Callout of the 'Custom Reports' option in the ANALYTICS menu

  2. Click CREATE REPORT.

    Callout of the CREATE REPORT button on the Custom Reports list page

  3. Give the report a name, and then select Search Term Report from Report Type.

    Callout of the report name field and of the Report Type selector on the Create Report page

  4. Configure the report scheduling.
    1. Select if you want to run the report once, weekly, or monthly.

      Callout of the 'Schedule this report to run' selector and its options for a Search Term Report on the Create Report page

    2. If you selected Weekly in step 4a, then select on which day of the week you want the report generated.

      Callout of the options to set on which day of the week a user wants a weekly report generated for a Search Term Report on the Create Report page

    3. If you selected Monthly in step 4a, then select a date on which you want the report generated each month. The latest date in a month that you can select is the 28th.

      Callout of the options to set on which date of each month a user wants a monthly report generated for a Search Term Report on the Create Report page

  5. Configure the time frame of the report.
    1. Click WHEN and then select a time range option.

      Callout of the WHEN settings for a Search Term Report on the Create Report page. The options are 'Earliest to date' (the default), 'Last full month,' 'Last full quarter,' 'Last 30 days,' 'Last 12 months,' and 'Custom dates.'

    2. If you selected Custom dates in the previous step, then input or select from the calendar a start date and an end date, respectively.

      Callout of the 'Start date' and 'End date' fields that appear below the selected 'Custom dates' option of the WHEN settings for a Search Term Report on the Create Report page

  6. Save the report.
    • If you selected Weekly or Monthly in step 4a, then click SCHEDULE REPORT.

      Callout of the SCHEDULE REPORT button for a Search Term Report scheduled to run monthly

    • If you selected Once in step 4a, then click EXECUTE REPORT.

      Callout of the EXECUTE REPORT button for a Search Term Report on the Create Report page

You can access the report on the Custom Reports list page. See Viewing Reports for more information.

Referrer Report

Follow these steps to create a Referrer Report.

  1. Click ANALYTICS in the top navigation bar and then select Custom Reports.

    Callout of the 'Custom Reports' option in the ANALYTICS menu

  2. Click CREATE REPORT.

    Callout of the CREATE REPORT button on the Custom Reports list page

  3. Give the report a name, and then select Referrer Report from Report Type.

    Callout of the report name field and of the Report Type selector on the Create Report page

  4. Configure the report scheduling.
    1. Select if you want to run the report once, weekly, or monthly.

      Callout of the 'Schedule this report to run' selector and its options for a Referrer Report on the Create Report page

    2. If you selected Weekly in step 4a, then select on which day of the week you want the report generated.

      Callout of the options to set on which day of the week a user wants a weekly report generated for a Referrer Report on the Create Report page

    3. If you selected Monthly in step 4a, then select a date on which you want the report generated each month. The latest date in a month that you can select is the 28th.

      Callout of the options to set on which date of each month a user wants a monthly report generated for a Referrer Report on the Create Report page

  5. Configure the time frame of the report.
    1. Click WHEN and then select a time range option.

      Callout of the WHEN settings for a Referrer Report on the Create Report page. The options are 'Earliest to date' (the default), 'Last full month,' 'Last full quarter,' 'Last 30 days,' 'Last 12 months,' and 'Custom dates.'

    2. If you selected Custom dates in the previous step, then input or select from the calendar a start date and an end date, respectively.

      Callout of the 'Start date' and 'End date' fields that appear below the selected 'Custom dates' option of the WHEN settings for a Referrer Report on the Create Report page

  6. Save the report.
    • If you selected Weekly or Monthly in step 4a, then click SCHEDULE REPORT.

      Callout of the SCHEDULE REPORT button for a Referrer Report on the Create Report page

    • If you selected Once in step 4a, then click EXECUTE REPORT.

      Callout of the EXECUTE REPORT button for a Referrer Report on the Create Report page

You can access the report on the Custom Reports list page. See Viewing Reports for more information.

Account Dashboard Report

Follow these steps to create an Account Dashboard Report.

  1. Click ANALYTICS in the top navigation bar and then select Custom Reports.

    Callout of the 'Custom Reports' option in the ANALYTICS menu

  2. Click CREATE REPORT.

    Callout of the CREATE REPORT button on the Custom Reports list page

  3. Give the report a name, and then select Account Dashboard Report from Report Type.

    Callout of the report name field and of the Report Type selector on the Create Report page

  4. Configure the report scheduling.
    1. Select if you want to run the report once, weekly, or monthly.

      Callout of the 'Schedule this report to run' selector and its options for an Account Dashboard Report on the Create Report page

    2. If you selected Weekly in step 4a, then select on which day of the week you want the report generated.

      Callout of the options to set on which day of the week a user wants a weekly report generated for an Account Dashboard Report on the Create Report page

    3. If you selected Monthly in step 4a, then select a date on which you want the report generated each month. The latest date in a month that you can select is the 28th.

      Callout of the options to set on which date of each month a user wants a monthly report generated for an Account Dashboard Report on the Create Report page

  5. Configure the time frame of the report.
    1. Click WHEN and then select a time range option.

      Callout of the WHEN settings for an Account Dashboard Report on the Create Report page. The options are 'Earliest to date' (the default), 'Last full month,' 'Last full quarter,' 'Last 30 days,' 'Last 12 months,' and 'Custom dates.'

    2. If you selected Custom dates in the previous step, then input or select from the calendar a start date and an end date, respectively.

      Callout of the 'Start date' and 'End date' fields that appear below the selected 'Custom dates' option of the WHEN settings for an Account Dashboard Report on the Create Report page

  6. Save the report.
    • If you selected Weekly or Monthly in step 4a, then click SCHEDULE REPORT.

      Callout of the SCHEDULE REPORT button for a Referrer Report on the Create Report page

    • If you selected Once in step 4a, then click EXECUTE REPORT.

      Callout of the EXECUTE REPORT button for an Account Dashboard Report on the Create Report page

You can access the report on the Custom Reports list page. See Viewing Reports for more information.

Revenue per Session Detail Report

Follow these steps to create a Revenue per Session Detail Report.

  1. Click ANALYTICS in the top navigation bar and then select Custom Reports.

    Callout of the 'Custom Reports' option in the ANALYTICS menu

  2. Click CREATE REPORT.

    Callout of the CREATE REPORT button on the Custom Reports list page

  3. Give the report a name, and then select Revenue per Session Detail Report from Report Type.

    Callout of the report name field and of the Report Type selector on the Create Report page

  4. Configure the report scheduling.
    1. Select if you want to run the report once, weekly, or monthly.

      Callout of the 'Schedule this report to run' selector and its options for a Revenue per Session Detail Report on the Create Report page

    2. If you selected Weekly in step 4a, then select on which day of the week you want the report generated.

      Callout of the options to set on which day of the week a user wants a weekly report generated for a Revenue per Session Detail Report on the Create Report page

    3. If you selected Monthly in step 4a, then select a date on which you want the report generated each month. The latest date in a month that you can select is the 28th.

      Callout of the options to set on which date of each month a user wants a monthly report generated for a Revenue per Session Detail Report on the Create Report page

  5. Configure the time frame of the report.
    1. Click WHEN and then select a time range option.

      Callout of the WHEN settings for a Revenue per Session Detail Report on the Create Report page. The options are 'Earliest to date' (the default), 'Last full month,' 'Last full quarter,' 'Last 30 days,' 'Last 12 months,' and 'Custom dates.'

    2. If you selected Custom dates in the previous step, then input or select from the calendar a start date and an end date, respectively.

      Callout of the 'Start date' and 'End date' fields that appear below the selected 'Custom dates' option of the WHEN settings for a Revenue per Session Detail Report on the Create Report page

  6. Configure which experiences you want included in the report.
    1. Click WHERE.

      Callout of the WHERE settings for a Revenue per Session Detail Report on the Create Report page

    2. If you scheduled the report to run weekly or monthly in step 4a, then select how the experiences included in the report are determined:
      • Manually — You select the specific experiences, which will always be included each time the report is generated
      • Dynamically — Experiences that meet the criteria WHERE filtering criteria as well as any specific experiences you optionally add.

      Callout of the 'Manually' and 'Dynamically' experience selection options for the WHERE settings of a Purchase Detail Report scheduled to run weekly or monthly

    3. If you selected Manually in the previous step or scheduled the report to run once in step 4a, then select from Available Experiences the specific experiences you want included in the report. Click to select the experience and then click MOVE TO SELECTED.

      Animated demonstration of a user selecting an experience from the 'Available Experiences' table and then clicking the 'MOVE TO SELECTED' button. The selected experience then appears in the 'Selected Experiences' table.

    4. If you selected Dynamically in step 6b, then add experience-filtering criteria as necessary. Type an experience name or experience tag into the Available Experiences search field, and then press Enter to add the tag or name to the WHERE settings.

      Animated demonstration of a user typing 'free shipping' into the search field. The WHERE settings are amended to include 'and experiences where the name contains free shipping.'

  7. Save the report.
    • If you selected Weekly or Monthly in step 4a, then click SCHEDULE REPORT.

      Callout of the SCHEDULE REPORT button for a Revenue per Session Detail Report

    • If you selected Once in step 4a, then click EXECUTE REPORT.

      Callout of the EXECUTE REPORT button for a Revenue per Session Detail Report

You can access the report on the Custom Reports list page. See Viewing Reports for more information.

Action Performance Report

Follow these steps to create an Action Performance Report.

  1. Click ANALYTICS in the top navigation bar and then select Custom Reports.

    Callout of the 'Custom Reports' option in the ANALYTICS menu

  2. Click CREATE REPORT.

    Callout of the CREATE REPORT button on the Custom Reports list page

  3. Give the report a name, and then select Action Performance Report from Report Type.

    Callout of the report name field and of the Report Type selector on the Create Report page

  4. Configure the report scheduling.
    1. Select if you want to run the report once, weekly, or monthly.

      Callout of the 'Schedule this report to run' selector and its options for an Action Performance Report on the Create Report page

    2. If you selected Weekly in step 4a, then select on which day of the week you want the report generated.

      Callout of the options to set on which day of the week a user wants a weekly report generated for an Action Performance Report on the Create Report page

    3. If you selected Monthly in step 4a, then select a date on which you want the report generated each month. The latest date in a month that you can select is the 28th.

      Callout of the options to set on which date of each month a user wants a monthly report generated for an Action Performance Report on the Create Report page

  5. Configure the time frame of the report.
    1. Click WHEN and then select a time range option.

      Callout of the WHEN settings for an Action Performance Report on the Create Report page. The options are 'Earliest to date' (the default), 'Last full month,' 'Last full quarter,' 'Last 30 days,' 'Last 12 months,' and 'Custom dates.'

    2. If you selected Custom dates in the previous step, then input or select from the calendar a start date and an end date, respectively.

      Callout of the 'Start date' and 'End date' fields that appear below the selected 'Custom dates' option of the WHEN settings for an Action Performance Report on the Create Report page

  6. Configure which experiences you want included in the report.
    1. Click WHERE.

      Callout of the WHERE settings for an Action Performance Report on the Create Report page

    2. If you scheduled the report to run weekly or monthly in step 4a, then select how the experiences included in the report are determined:
      • Manually — You select the specific experiences, which will always be included each time the report is generated
      • Dynamically — Experiences that meet the criteria WHERE filtering criteria as well as any specific experiences you optionally add.

      Callout of the 'Manually' and 'Dynamically' experience selection options for the WHERE settings of an Action Performance Report scheduled to run weekly or monthly

    3. If you selected Manually in the previous step or scheduled the report to run once in step 4a, then select from Available Experiences the specific experiences you want included in the report. Click to select the experience and then click MOVE TO SELECTED.

      Animated demonstration of a user selecting multiple active experiences from the 'Available Experiences' table and then clicking the 'MOVE TO SELECTED' button. The selected experiences then appear in the 'Selected Experiences' table.

    4. If you selected Dynamically in step 6b, then add experience-filtering criteria as necessary. Type an experience name or experience tag into the Available Experiences search field, and then press Enter to add the tag or name to the WHERE settings.

      Animated demonstration of a user selecting the 'active' tag from the Available Experiences search field and then typing 'autumn' into the search field. The WHERE settings are amended to include 'contain tag active and experiences where the name contains autumn.'

  7. Save the report.
    • If you selected Weekly or Monthly in step 4a, then click SCHEDULE REPORT.

      Callout of the SCHEDULE REPORT button for an Action Performance Report scheduled to run weekly

    • If you selected Once in step 4a, then click EXECUTE REPORT.

      Callout of the EXECUTE REPORT button for an Action Performance Report

You can access the report on the Custom Reports list page. See Viewing Reports for more information.

WHO Targets

The following targets are available when you create an Experience Performance Report or a No Control Experience Performance Report.

Landing Targets

Target Description
Referrer Include or exclude visitors who arrive on your site from another site

Note: This target only works for https:// to https:// navigation or http:// to http:// navigation since, as a security measure, you cannot go from a secured site to an unsecured site.
New Visitors Include or exclude visitors who arrived on your site for the first time or for the first time since clearing their cache and removing any cookies set by Monetate
Landing URL Include or exclude visitors who arrive on a page containing a certain URL string

Note: This target matches any part of the landing URL, including query parameters.

Location Targets

Target Description
Country Include or exclude visitors from a certain country or from one of multiple countries
Time Zone Include or exclude visitors based on their time zone
City Include or exclude visitors from a certain city or from one of multiple cities
Zip/Postal Code Include or exclude visitors based on their US ZIP code or international postal code
Media Market Include or exclude visitors based on their media market

Note: This target only uses US media markets.
US State Include or exclude visitors based on their US state or one of the multiple states
IP Address Include or exclude visitors with a certain IP address or one of the multiple IP addresses

Note: The IP address must be in the IPv4 format (x.x.x.x).

Behavior Targets

Target Description
Has Purchased Product Include or exclude visitors who've purchased a product from a list of product IDs that you input within the report's timeframe
Has Purchased (Any Product) Include or exclude visitors who've purchased any product within the report's timeframe
Has Viewed Product Include or exclude visitors who've viewed a product from a list of product IDs that you input within the report's timeframe

Technographics Targets

Target Description
Device Include or exclude visitors based on the device they're using

Note: Device type is defined by the User-Agent string sent in the browser header.
Screen Width Include or exclude visitors based on their device's screen width
Screen Resolution Include or exclude visitors based on the resolution of their device's screen
Browser Include or exclude visitors based on the browser they're using
Operating System Include or exclude visitors based on the operating system they're using
Screen Height Include or exclude visitors based on their device's screen height

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