Common Attributes for Algonomy Omnichannel Personalization Reports

Overview

With the rollout of the new reports in the Algonomy Omnichannel Personalization dashboard, there are some common elements and metrics that are explained here.

This page will help users of the Omnichannel Personalization dashboard, whether employees or customers of Algonomy better understand the common elements of Omnichannel Personalization Reports.

Attribution Models and Glossary of Terms

As a part of the overall reporting strategy, Omnichannel Personalization has unified the approach to how attribution is calculated. This is defined in detail here. We have also taken the time to unify our definitions of common terms, making sure that any time we are using the term it fits to the definition found here.

Common Characteristics 

One of the benefits of the new reports is a uniformity in some of the basic elements you will find on the page. All reports pages contain a left-hand control panel where you will find any configurable options that control the output of the report, a chart on the right side of the control panel, and a table of the underlying data on the bottom of the page.

In the control panel, all reports have a date ranger picker that allows you to change the effective date range of the report, as well as presets for changing how that date is presented on the chart. The options are by the day (default), week, month, quarter, or year.

Chart Options

Each chart offers the following options:

Download

You can download the chart as an image file by hovering over the chart until you see the three-dot menu button in the upper right-hand corner of the chart. Click on the menu, then click Download.

Graphical user interface

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Data Points

Hovering over any data point on the chart will show you the relevant data and event date.

Diagram

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Axis Elements

Hovering over either of the axis titles will display information about the source data and when it was last updated.

Chart, line chart

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If you click on the axis title, you will be presented with some options to control what you are seeing. In the example below on the vertical axis, you can change the type of number you are looking at for this metric: Total, Average, Minimum, Maximum, Total Count, Unique Count, Standard Deviation and Variance.

Clicking Filter will open a dialog box that allows you to filter the chart to show numbers between a specific range.

Graphical user interface

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Clicking on Conditional Formatting will open a dialog box where you can create new conditions or use existing conditions.

Graphical user interface

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Clicking Sort will sort the values in the chart.

On the horizontal axis, when you click on the axis title, you will get a similar set of options with the ability to change the way the dates are presented on the axis.

Chart

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The Filter option works similarly to the filter on the vertical axis, allowing you to filter down the chart to a specific range of dates. And Sort will revert your chart to date order (if you sorted by value previously).