Blue Triangle - Business Intelligence

Table of Contents

• Overview
• Where to look in the Portal
• The Landing Page
• Viewing Reports
  • Available Reports 
  • Refreshing the Page
  • Filters
    • Filters Description
  • Download a Report
• Scheduling Reports
  • Viewing Scheduled Reports
• Troubleshooting Access
  • 401 Errors 
  • Menu Option Greyed Out

Introduction

Blue Triangle's Business Intelligence solution is designed to give customers fresh insights by leveraging large-scale data in an accessible, user-friendly format. Users can view a range of existing metric reports, refine and filter data according to their preferences, compare data across different time periods or settings, and export and share reports with colleagues.

In the near future, users will also be able to create and customize reports from scratch or based on existing templates.

Where to Look in the Portal

The Business Intelligence page can be found under the Advanced Reporting module.

The Landing Page

The landing page offers a combination of critical data points and trends, as well as report navigation components:

• Key metrics: Last 7 days total revenue, sessions and average load time (75th percentile)
• Reports: Top dashboards, recent reports; and to the right, your favorites, last viewed etc.

Viewing Reports

To view a report, select a report type from the navigation bar on the right side of the page or an option from the Suggested Reports on the landing page.

What reports are available

The following is a list of reports that are available to customers at present. This list will evolve over time.

CWV top 10 Period over Period report 

This report's objective is to offer user experience insights over the entire set of web pages, with the ability to compare with previous periods of time and see the combined and individual performance per page. Specifically, this report provides insights on the CWV metrics + Onload. The report offers visualizations that compare each metric in a period-over-period format.

In addition, the report offers CWV, onload, and page views insights per page in a tabular format:

Note that the color coding used in this report matches Google's CWV thresholds.

CWV Trends report 

This report offers insights on the user experience for the quick perspective of trended performance. It provides insights on the Core Web Vital metrics in a non-comparative mode. As such, it supports periods such as "year to date" etc.

Period-over-period (PoP) dashboards

These are a set of reports (total of 8), aimed to offer insights on various metrics related to user experience and business outcomes. Specifically:

• Revenue: Conversion rate, Sales, Average order value, Revenue per paying user, Revenue per session
• Traffic: Unique visitors, Returning users, Sessions, Session duration, 
• UX metrics: Onload, CWV (LCP, INP, CLS)
• Bounces: PDP bounce rate, Bounce rate

These reports are split into 2 groups:

• Compare day over day and week over week
• Compare month over month and quarter over quarter

Example: 

Refreshing the Page

To refresh the data in a report, click the refresh icon on the top right of the report.

The reload button in the three-dot menu can also be used to clear cache and refresh the report.

Filters

Filter options can vary between reports, and are found under the three-bar icon. The filter icon can also be used to minimize the filter menu when viewing the report.

There is a Reset filters button under the three dot menu.

Filter description

*- "Matches a user attribute" mode is useful for scheduled reports. When the user wants to schedule a monthly report, for example, select the "Lookback period" to a month, and set the "End Date" to be "Start of the month date". The schedule would send the report every month, for the past month, excluding the 1st of the current month.

Download a Report

Click on the three-dot icon to open the menu and download the report as a PDF of CSV file.

It is recommended to set the page size to "Letter" and the orientation to "Landscape" to maximize the horizontal width of the page for the report.

Scheduling Reports

It is possible to create, view, modify and delete scheduled reports, which can be found under the three dot menu at the top right of the report. 

The following steps are recommended

Settings tab

1. Name the scheduled report- this will be the title of the email
2. Set the frequency of delivery and time of delivery.
3. From the "Destination" drop down, make sure to select the "Blue Triangle Email". The email will include options to contact support of view the help center content.
4. Include the email addresses of the report recipients.
5. Select the report format (PDF, CSV or PNG). The recommended format is PDF

Filters tab

1. Set any filters that should be different for the scheduled report. At the time the report will be sent, these filters will override the report settings in the portal. Filters that were set here will be explicitly mentioned in the report. 

Advanced Options tab

1. Add any custom message you want the recipients to receive in the email
2. Select "Letter" for paper size
3. Select "Landscape" for orientation
4. Select the timezone for the report schedule

Troubleshooting BI Access

401 Errors

If you encounter a 401 error when trying to access Business Intelligence, it is most likely due to blocking third-party cookies in the browser. This is most likely to occur when using: 

• Chrome in Incognito Mode
• Safari 

This issue can be resolved by going into browser settings and allowing third-party cookies. 

Menu Option Greyed Out 

If you open the left-side navigation menu and the Business Intelligence button under Advanced Reporting is greyed out and you are unable to click it, please reach out to support or your Blue Triangle representative.