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atg

Commerce
Version 2007.1

Guide to ATG Commerce Reports

ATG
One Main Street
Cambridge, MA 02142
www.atg.com

Guide to ATG Commerce Reports


Document Version
COM2007.1 COMMREPORTSv1 7/13/07

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Guide to ATG Commerce Reports

Contents

Introduction

Audience
Documentation Conventions
Related Documents

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Viewing Reports

Accessing Reports
Running Reports
Dashboard Reports
General Manager Dashboard
Marketer Dashboard
Merchandiser Dashboard

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Product Reports

Category Sales by Segment


Prompts
Report Output
Movers and Shakers
Prompts
Report Output
Product Report
Prompts
Report Output
Product Sales by Segment
Prompts
Report Output

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Promotion Reports

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Daily Revenue, Orders, Discount Affected by Promotions


Prompts
Report Output
Promotion Comparison
Prompts
Report Output
Promotion Discount by Segment
Prompts

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Report Output
Promotion Indicators
Prompts
Promotion Performance by Segment
Prompts
Report Output
Promotion Performance Trends
Prompts
Report Output
Promotion Usage by Segment
Prompts
Report Output
Promotion Usage Trends
Prompts
Report Output
Storewide Promotions
Prompts
Report Output

Sales Reports
Average Order Value and Size (Last 14 Days)
Prompts
Report Output
Bottom Categories by Segment
Prompts
Report Output
Bottom Segments by Category
Prompts
Report Output
Hourly Average Order Value and Size
Prompts
Report Output
Hourly Net Sales and Units
Prompts
Report Output
Hourly Order Conversion Rate and Site Visit Count
Prompts
Report Output
Hourly Site Visit and Page View Count
Prompts
Report Output
Net Sales and Order Count (YTD)
Prompts
Report Output
Net Sales and Units (Last 14 Days)
Prompts
Report Output

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Products by Segment (Last 14 Days)


Prompts
Report Output
Sales Details
Prompts
Report Output
Segment Performance by Month
Prompts
Report Output
Site Visit and Page Count (Last 14 Days)
Prompts
Report Output
Site Visit Count and Order Conversion Rate (YTD)
Prompts
Report Output
Speedometer Orders
Prompts
Report Output
Speedometer Revenue
Prompts
Report Output
Speedometer Visits
Prompts
Report Output
Store Overview
Prompts
Report Output
Store Overview with Date Range Options
Prompts
Report Output
Top 10 Products by Net Sales (Last 14 Days)
Prompts
Report Output
Top Categories by Segment
Prompts
Report Output
Top Segments by Category
Prompts
Report Output

Affinity Selling Reports


Category Affinity Frequency by Segment
Prompts
Report Output
Category Affinity Frequency Trend
Prompts
Report Output

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Category Affinity Indicators


Prompts
Report Output
Category Affinity Rankings
Prompts
Report Output
Category Affinity Scoreboard
Prompts
Report Output
Most Frequent Product Affinities Chart
Prompts
Report Output
Most Frequent Product Affinities Table
Prompts
Report Output
Product Affinity Frequency by Segment
Prompts
Report Output
Product Affinity Frequency Trend
Prompts
Report Output
Product Affinity Indicators
Prompts
Report Output
Product Affinity Rankings
Prompts
Report Output
Product Affinity Scoreboard
Prompts
Report Output
Top Affinities for Selected Product
Prompts
Report Output
Top Category Affinities by Segment
Prompts
Report Output
Top Product Affinities
Prompts
Report Output
Top Product Affinities by Segment Chart
Prompts
Report Output
Top Product Affinities by Segment Table
Prompts
Report Output
Top Product Pairs (Last 14 Days)
Prompts

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1 Introduction

This guide provides information on of all of the reports provided as part of ATG Commerce. It includes for
each report a description, any input required to run the report, and the report output.
This chapter includes the following sections:
Audience
Documentation Conventions
Related Documents

Audience
To use this guide, you should be familiar with:

Reporting concepts

ATG Commerce

Documentation Conventions
The following conventions are used throughout the documentation:

Convention

Explanation

Italics

Introduces new terms and indicates emphasis.

Bold

Emphasizes important information, or indicates field names, menu items, or


button names.

monospace

Indicates syntax examples, values that you specify, or results that you
receive.

Brackets [ ]

Indicates optional items. For example, in the following statement: SELECT


[DISTINCT], DISTINCT is an optional keyword.

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The directory where you installed ATG 2007.1 is identified as <ATG2007.1Dir>.

Related Documents
For information on supported platforms and product combinations, see the Supported Environments
page on the ATG Web site (http://www.atg.com/en/products/requirements/).
The following guides are available to ATG customers via ATG.com:

Document

Contains Information About

ATG Reporting Center User Guide

Accessing and running reports using the Reporting Center.

ATG Query Studio User Guide

Creating simple queries and ad hoc reports using Query


Studio.

ATG Report Studio User Guide

Creating complex, fully formatted reports using Report


Studio.

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2 Viewing Reports

This chapter describes the ATG Customer Intelligence reports which are provided with ATG Commerce. It
includes the following sections:
Accessing Reports
Running Reports
For information on the ATG data warehouse and metadata model, see the ATG Customer Intelligence Data
Warehouse Guide. For information on using the ATG Reporting Center, see the ATG Reporting Center User
Guide , the ATG Report Studio User Guide, and the ATG Query Studio Guide.

Accessing Reports
Users can access the ATG Commerce reports via the Utilities menu available in some applications, or the
Public Folders tab in the ATG Reporting Center.
To access Commerce reports:
1.

Go to the ATG Reporting Center.

2.

Go to ATG > Commerce.

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This guide uses the folder organization shown to describe report locations.

Running Reports
To run and view a report:
1.

In the reports list, click the blue triangle next to the report that you want to run and
view.

2.

Enter the appropriate prompt information. Most Commerce reports can be run either
for a user-specified range of dates or for one of the following time periods:
 Today
 Yesterday
 WTD Week to Date
 Last 14 Days
 MTD Month to Date
 QTD Quarter to Date
 YTD Year to Date
 PWTD Prior Week to Date
 Prior 14 Days
 PMTD Prior Month to Date
 PQTD Prior Quarter to Date
 PYTD Prior Year to Date
 PYE Prior Year End
 All
The All period includes all data. Prior Year End includes all data for the previous year.
The Prior X to Date time periods run for the equivalent of the To Date reports, but
shifted back to the equivalent prior period. Thus, if the week to date consists of
Monday through Wednesday, the prior week to date is the Monday through
Wednesday of the previous week, as shown in the following example:

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Notice that to date does not include the current day. A report using Prior Week to
Date includes data starting at 12 a.m. on Monday and ending at 11:59 p.m. the day
before the report is run.
Note: If you select Today as a time period for a report, but data for the day has not yet
been loaded in the data warehouse, the report will be empty.
See the ATG Commerce Programming Guide for information on scheduling data
loading.
3.

Click the Finish button.


A progress message is displayed while the report is being generated, and then the
report is displayed. If a report takes a while to run, you can choose a different delivery
method and run the report in the background by clicking Select a delivery method.

If you choose Select a delivery method, you are given two choices Save as Report View,
or E-mail Report.
If you choose Save as Report View, specify a name and location for the report view in
the dialog that appears, and click OK.
If you choose E-mail Report, specify the recipients and message text, whether a link to
the report should be included or the report should be attached to the email, and click
OK.
To return to the Reports menu, click the Return button (
Reporting Center.

) located near the top right corner of the

For more details about viewing and working with reports, see the ATG Reporting Center User Guide.

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Dashboard Reports

Dashboard reports present at-a-glance overviews. They usually aggregate other reports, which can also
be viewed individually in most cases. To access these dashboard reports, in the Reporting Center, go to
ATG /Commerce.
The reports that make up these dashboard reports are located in ATG/Dashboard Reports/Commerce.
Note: For space reasons, some report names are shortened when they appear in the dashboard. When
this is done, the standard name of the report appears in parentheses after the dashboard name. Also,
dashboard reports often use default date ranges, which may differ from any default used in the standard
version of the report.

General Manager Dashboard


The General Manager Dashboard report presents a summary view of the following reports:
Speedometer Revenue
Speedometer Orders
Speedometer Visits
Site Visit Count and Order Conversion Rate (YTD)
Net Sales and Order Count (YTD)
Net Sales and Units (Last 14 Days)
Average Order Value and Size (Last 14 Days)
Top 10 Products by Net Sales (Last 14 Days)

Marketer Dashboard
The Marketer Dashboard report presents a summary view of the following reports:
Speedometer Revenue
Speedometer Orders
Speedometer Visits
Site Visit Count and Order Conversion Rate (YTD)
Top Segments by Category (Last 14 Days)
Storewide Promotions (Last 14 Days)
Movers and Shakers (Yesterday)
Top 10 Products by Net Sales (Last 14 Days)

Merchandiser Dashboard
The Merchandiser Dashboard report presents a summary view of the following reports:

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Speedometer Revenue
Speedometer Orders
Speedometer Visits
AOV and AOS (Last 14 Days) (Average Order Value and Size (Last 14 Days))
Products by Segment (Last 14 Days)
Top Product Pairs (Last 14 Days)
Movers and Shakers (Yesterday)
Top 10 Products (Last 14 Days) (Top 10 Products by Net Sales (Last 14 Days))

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3 Product Reports

This chapter describes Commerce reports that are focused on measuring product data. By default, these
reports are located in the \ATG\Commerce\Products folder in the Reporting Center. If the report is used
in a dashboard report, it may instead be found in \ATG\Dashboard Reports\Commerce\Products.
This chapter describes the following reports:
Category Sales by Segment
Movers and Shakers
Product Report
Product Sales by Segment

Category Sales by Segment


This report provides information on performance for a single category in terms of sales and units sold
across all segments.

Prompts
This report uses the following prompts:

Category XSelect a category

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
This report is a simple bar graph showing net sales and units sold for the selected category, broken down
by segment.

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Movers and Shakers


The Movers and Shakers report provides data on products with unusual sales volume. The products listed
in the moving up table show products with unusually high sales. Similarly products listed in the moving
down table show products with unusually low sales.
Usual activity is calculated by determining the average daily sales for a product. Any increase in this value
makes it a candidate for products moving up while any decrease in this value makes it a candidate for
moving down. Products in either the moving up or moving down tables are ranked in terms of
percentage change of their averages. The rank column shows the current rank of the product for the
selected day as well as rank the prior day. Change in rank is indicated by a green arrow pointing up or red
arrow pointing down.

Prompts
This report uses the following prompts:

DateSelect a date for which to view data.

Number of products shown in the moving up list

Number of products shown in the moving down list

Number of days used to determine the average units sold per day

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Report Output
The report output is a pair of tables, one showing the top N products whose average sales per day is
increasing, one showing the bottom N products whose sales are decreasing.

Product Report
This report shows net sales and units sold for the selected product, broken down by demographic areas.

Prompts
This report uses the following prompt:

ProductThe product for which you want a report.

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

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Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

To specify a product:
1.

Type one or more keywords.

2.

Specify any search options by clicking Options and choosing from the list. Also specify
whether the search should be case-sensitive. The % character can be used as a
wildcard.

3.

Click Search.
All products using the keyword appear in the Choice list.

4.

Select the product and click Finish.

The report is displayed. Use the navigation buttons at the bottom of the report to page up and down in
the report.

Report Output
The report output includes several sections.

Net SalesLine graph provides the net sales for each day.

UnitsLine graph provides the unit sales for each day.

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SegmentsBar chart provides unit sales by segment.

GenderPie chart provides the unit sales by gender.

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Marital StatusPie chart provides the unit sales by marital status.

Age GroupPie chart provides the unit sales by age group.

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SummaryThe Summary table details sales data for the product during the last 14
days. It includes the following information:
 Sku NameThe product Sku ID.
 Net SalesThe Net Sales for the reported time period.
 % Net SalesThe percentage of total net sales that are represented by the net
sales of this product.
 UnitsThe number of items sold for the reported time period.
 % UnitsThe percentage of total unit sales that are represented by the unit
sales of this product.
 DiscountsTotal discounts applied to this product, if any.
 % DiscountsPercentage discount given across all products.

Product Sales by Segment


This report provides information on performance for a single category in terms of sales and units sold
across all segments.

Prompts
This report uses the following prompts:

Product XSelect a product

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

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Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
This report is a simple bar graph showing net sales and units sold for the selected product, broken down
by segment.

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4 Promotion Reports

This chapter describes Commerce reports that are focused on measuring performance for promotional
efforts. By default, these reports are located in the \ATG\Commerce\Promotions folder in the Reporting
Center. If the report is used in a dashboard report, it may instead be found in \ATG\Dashboard
Reports\Commerce\Promotions.
In ATG Commerce the term promotion refers to an offer of discounted products or shipping, such as $10
off shipping on all orders over $100. Promotions can apply to orders containing specific sets of products,
containing products from specific categories, or meeting specific price thresholds, and may offer
discounts on specific items, on shipping charges, or on the order as a whole. Promotions are granted
based on user activity and applied at the time a qualifying purchase is made.
ATG Commerce tracks the promotions that apply to each order, the specific line items that are discounted
by each promotion, and the discount amount for each line-item and for the order as a whole.
Customers can use globally-available promotions as well as promotions granted specifically to them
based on customer segment, online behavior, or other business rules. Granting a user the right to use a
promotion and actually applying that promotion to an order are separate events in ATG Commerce, and
can occur in different sessions.
This chapter describes the following reports:
Daily Revenue, Orders, Discount Affected by Promotions
Promotion Comparison
Promotion Discount by Segment
Promotion Indicators
Promotion Performance by Segment
Promotion Performance Trends
Promotion Usage by Segment
Promotion Usage Trends
Storewide Promotions

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Daily Revenue, Orders, Discount Affected by Promotions


This report shows net sales amount, discount amount, and the number of orders affected by the selected
promotion for the time period you select. It is available via drill-down from the Storewide Promotions,
Promotion Effectiveness, and Promotion Comparison reports.

Prompts
There are no prompts for this report if accessed via drill-through. If accessed directly, it has the following
prompts:

Promotion NameSelect the promotion for which to view data

Group Bars BySelect Date, Week Day, or Month

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
This report is a combination chart showing net sales and discounts as bars, and a line that represents the
number of orders received. Place the cursor over a data point to show the exact values for that point.

The data is also shown in table form below the chart.

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Promotion Comparison
This report allows a user to compare the performance of all promotions running in their store within a
selected time frame. In order to be useful, the promotions reported on must have both Begin Usable and
End Usable dates configured, in order to calculate usage per day.

Prompts
If not accessed as a dashboard report, this report uses the following prompts:

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
This report is in a table format, and includes the following data:

Name of Promotion

Promotion Begin Usable

Promotion End Usable

Promotion Days

Average Discount per Day

Avg Number of Uses per Day

Avg Number of Orders Discounted per Day

Avg Order Amount per Day

Net Sales

Total Orders for Report

% of Total Orders

Promotion Type

Click a promotion name to drill through to Promotion Indicators, which contains the following detail
reports:

Promotion Discount by Segment

Promotion Usage by Segment

Promotion Usage Trends

Daily Revenue, Orders, Discount Affected by Promotions

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Promotion Performance by Segment

Promotion Performance Trends

Promotion Discount by Segment


This report breaks out the dollar amounts of net sales and discounts, and the number of times the
promotion was used, according to the segments from which purchases originated.

Prompts
This report has no prompts if accessed via drill-through.
If accessed directly, the report has the following prompts:

Promotion Name

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
This report is a combination chart showing net sales and discounts as bars, and a line that represents the
number of times the promotion was used.

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Promotion Indicators
This report aggregates the following reports:

Promotion Discount by Segment

Promotion Usage by Segment

Promotion Usage Trends

Daily Revenue, Orders, Discount Affected by Promotions

Promotion Performance by Segment

Promotion Performance Trends

See the individual reports for information.

Prompts

Promotion NameSelect the promotion for which to view data

Group Bars BySelect Date, Week Day, or Month

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

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Promotion Performance by Segment


This report provides information on the performance of a single promotion by segment. It is available via
drill-through from the Storewide Promotions and Promotion Comparison reports.

Prompts
There are no prompts for this report if it is accessed via drill-through.
If not accessed via drill-through, this report uses the following prompts:

Promotion NameName of the promotion for which to include data

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
This chart shows net sales for the promotion, broken down by segment. Hovering on a data point on the
line shows the values for that point.

Below the chart, a table shows the data values for the following:

Promotion Name

Segment Name

Month Name

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Net Sales

Nos of Uses

Promotion Performance Trends


This report shows how much discount has been given out every day, and over a period of time, for a
certain promotion. It is available via drill-down from the Storewide Promotions and Promotion
Comparison reports.

Prompts
There are no prompts for this report if it is accessed via drill-through.
If not accessed via drill-through, this report uses the following prompts:

Promotion NameName of the promotion for which to include data

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
This report shows cumulative net sales, cumulative discounts, and the cumulative number of orders.
Hover the cursor over a data point on the line to show the values for that point.

Below the chart, a table shows the data values for the following:

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Promotion Name

Date

Num Uses

Num Uses Cumulative

Net Sales

Discounts

Num Orders

Promotion Usage by Segment


This report provides information on promotion use by segment. It is available via drill-down from the
Storewide Promotions and Promotion Comparison reports.

Prompts
There are no prompts for this report if it is accessed via drill-through. If the report is access directly, it has
the following prompts:

Promotion NameName of the promotion for which to include data

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
This report is a bar chart comparing uses of the promotion within the time period, uses within the time
period as a percentage of lifetime uses, and total uses to date. Hover the cursor over a data point on a bar
to show the values for that point.

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Below the chart, a table shows the data values for the following:

Promotion Name

Segment Name

Num Uses

Time Period Only Uses

Lifetime vs Time Period %

Promotion Usage Trends


This report plots promotion use on a daily basis, trended against cumulative usage of that promotion
since it was started. It is available via drill-down from the Storewide Promotions and Promotion
Comparison reports.

Prompts
There are no prompts for this report if it is accessed via drill-through.
If not accessed via drill-through, this report uses the following prompts:

Promotion NameName of the promotion for which to include data

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
This report is a line chart showing promotion use each day compared to cumulative use. Hover the cursor
over a data point on the line to show the values for that point.

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Below the chart, a table shows the data values for the following:

Promotion Name

Day of Month

Usage per Day

Cumulative Usage

Storewide Promotions
This report gives basic information on promotion effectiveness. It shows all running promotions, sorted
by the total discount amount applied by each promotion for the time period. This report is available as a
dashboard report for users with the Merchandiser or Marketer role, or via the Promotions folder.

Prompts
The dashboard version runs for the most recent day for which data is available and shows all active
promotions in the store.
If not accessed as a dashboard report, this report uses the following prompts:

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
The report is in the form of a table, which includes the following information:

Name of Promotion

Discount Amount

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Average Order Discounts

Nos. of Uses

Nos. of Orders Discounted

Order Amount

% of Total Orders

Type

Click a promotion name to drill through to the following Promotion Indicators detail reports:

Promotion Discount by Segment

Promotion Usage by Segment

Promotion Usage Trends

Daily Revenue, Orders, Discount Affected by Promotions

Promotion Performance by Segment

Promotion Performance Trends

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5 Sales Reports

Sales reports provide high-level overview information on how your store is performing. By default, these
reports can be found in the \ATG\Commerce\Sales folder in the Reporting Center. If the report is used in
a dashboard report, it may instead be found in \ATG\Dashboard Reports\Commerce\Sales.
This chapter describes the following reports:
Average Order Value and Size (Last 14 Days)
Bottom Categories by Segment
Bottom Segments by Category
Hourly Average Order Value and Size
Hourly Net Sales and Units
Hourly Order Conversion Rate and Site Visit Count
Hourly Site Visit and Page View Count
Net Sales and Order Count (YTD)
Net Sales and Units (Last 14 Days)
Products by Segment (Last 14 Days)
Sales Details
Segment Performance by Month
Site Visit and Page Count (Last 14 Days)
Site Visit Count and Order Conversion Rate (YTD)
Speedometer Orders
Speedometer Revenue
Speedometer Visits
Store Overview
Store Overview with Date Range Options
Top 10 Products by Net Sales (Last 14 Days)
Top Categories by Segment
Top Segments by Category

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Average Order Value and Size (Last 14 Days)


This report shows the average order value and size for the last 14 days, on a daily basis.

Prompts
There are no prompts for this report.

Report Output
The report output includes the following:

Average Order ValueAverage order value for each day.

Average Order SizeAverage order size for each day.

The results of this report are displayed as a line chart.

Holding the mouse over a point on the chart displays the values for the associated day. You can drill down
into that day to open the Hourly Average Order Value and Size report for that day.

Bottom Categories by Segment


For each segment, this report shows the N worst performing categories. The segment ranked 1 is the
worst performer.

Prompts
This report uses the following prompts:

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Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
This report displays a table showing the N worst-performing categories for each of your segments.
For each category, it includes the following data:

Rank

Category Name

Net Sales

Num Orders

Units

AOVAverage Order Value

AOSAverage Order Size, number of items

Num CustomersNumber of customers in this segment who had activity in this


category

You can change the ranking criterion and the number of categories to show after the report displays.

Bottom Segments by Category


For each category, this report shows the N worst performing segments. This report does not include
categories that have no activity.

Prompts
This report uses the following prompts:

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

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Report Output

This report displays a table showing the N worst-performing categories for each of your segments. For
each category, it includes the following data:

Rank

Segment Name

Net Sales

Num Orders

Units

AOVAverage Order Value

AOSAverage Order Size

Num CustomersNumber of customers in this segment who had activity in this


category

You can change the ranking criterion and the number of segments to show after the report displays.

Hourly Average Order Value and Size


This report shows the average order value and size for each hour of the specified day. This report is only
available as a drill-through report, and can not be accessed independently.

Prompts
This report has no prompts.

Report Output
The report output includes the following:

Average Order ValueAverage order value for each hour.

Average Order SizeAverage order size for each hour.

The results of this report are displayed as a line chart.

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Hourly Net Sales and Units


This report shows the net sales and number of items sold for each hour of the specified day. This is a drillthrough report, and can be reached only from the Net Sales and Units (Last 14 Days) report.

Prompts
This report has no prompts.

Report Output
The report output includes the following:

Net SalesNet sales value for each hour.

UnitsNumber of items sold for each hour.

The results of this report are displayed as a vertical bar chart.

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Hourly Order Conversion Rate and Site Visit Count


This report shows the order conversion rate and site visit count for each hour of the specified day. This is a
drill-through report, and can be reached only from the Site Visit Count and Order Conversion Rate (YTD)
report.

Prompts
This report has no prompts.

Report Output
The report output includes the following:

Site Visit CountTotal number of visits to the site for each hour.

Order Conversion RatePercentage of site visits that include orders for each hour.

The results of this report are displayed as a vertical bar chart.

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Hourly Site Visit and Page View Count


This report shows site visit and page view counts for each hour of the specified day. This report is only
available as a drill-through report, and can not be accessed independently.

Prompts
This report has no prompts.

Report Output
The report output includes the following:

Page View CountTotal number of site pages viewed for each hour.

Site Visit CountTotal number of visits to the site for each hour.

The results of this report are displayed as a vertical bar chart.

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Net Sales and Order Count (YTD)


This report shows the net sales and number of orders placed for the year, up to the current date.

Prompts
There are no prompts for this report.

Report Output
The report output includes the following:

Net SalesNet sales value for each month.

Order CountNumber of orders placed for each month.

The results of this report are displayed as shown:

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Net Sales and Units (Last 14 Days)


This report shows the net sales and units sold for each of the last 14 days.

Prompts
There are no prompts for this report.

Report Output
The report output includes the following:

Net SalesNet sales value for each day.

UnitsNumber of items sold for each day.

The results of this report are displayed as a vertical bar chart.

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Holding the mouse over a point on the chart displays the values for the associated day. You can drill down
into that day to view the Hourly Net Sales and Units report for that day.

Products by Segment (Last 14 Days)


For each of your segments, this report shows the top five products over the past fourteen days Due to the
use of Olympic ranking, more than five results may be displayed if products have the same number of
units.

Prompts
This report has no prompts.

Report Output
The report output is a table, which includes the following:

Segment Name

Rank

Product Name

Units

Net Sales

Note that this report uses Olympic ranking; if two products are tied, they are assigned the same rank. You
can change the ranking criterion and the number of categories to show after the report displays.

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Sales Details
The sales detail report provides details about overall sales and site visits for the web store. The first page
details overall sales measures for the selected period, including: net sales, units, order count, discounts,
average order value and average order size. The second page details overall site visit measures for the
selected period, including: site visit count, page view count, order count and conversion rate.
Trends for theses measures are revealed using bar and line graphs. Upper and lower control limits
indicate outliers.

Prompts
This report uses the following prompts:

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Time Period to Group ByDetermines how report results are grouped

Report Output
This report outputs six charts showing the following for the time period selected, grouped as specified by
the prompt:

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Order Count

Net Sales

Units

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Discounts

Average Order Value

Average Order Size

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Site Visit Count

Page View Count

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Order Count

Conversion Rate

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Segment Performance by Month


This report breaks out segment performance by month.

Prompts
This report uses the following prompts:

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
The report outputs a table for each month, showing the following data:

Segment Name

AOS

AOV

Net Sales

Units

Num Orders

Promotion Count

Total Promotion Revenue

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Num Used Promotions

Promotion Discounts

You can sort the results by any column. The default sort is by segment name.

Site Visit and Page Count (Last 14 Days)


This report shows site visit and page view counts for each of the last 14 days.

Prompts
There are no prompts for this report.

Report Output
The report output includes the following:

Page View CountTotal number of site pages viewed for each day.

Site Visit CountTotal number of visits to the site for each day

The results of this report are displayed as a vertical bar chart.

Holding the mouse over a point on the chart displays the values for the associated day. You can drill down
into that day to open the Hourly Site Visit and Page View Count report for that day.

Site Visit Count and Order Conversion Rate (YTD)


This report shows the order conversion rate and site visit count.

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Prompts
There are no prompts for this report.

Report Output
The report output includes the following:

Site Visit CountTotal number of visits to the site for each month.

Order Conversion RatePercentage of site visits that include orders.for each month.

The results of this report are displayed as a vertical bar chart.

Holding the mouse over a point on the chart displays the values for the associated day. It is possible to
drill down into that day to open the Hourly Order Conversion Rate and Site Visit Count report for that day.

Speedometer Orders
This report allows at-a-glance comparison of current order volume to the previous years and to a target
number.

Prompts
There are no prompts for this report.

Report Output
This report is a gauge, and includes the following data:

PYTDPrior year to date value

YTDYear to date value

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TargetBy default, 10% greater than the PYTD value

From this report you can drill down to the Store Overview report.

Speedometer Revenue
This report allows at-a-glance comparison of current revenue to the previous years and to a target
number.

Prompts
This report has no prompts.

Report Output
This report is a gauge, and includes the following data:

PYTDPrior year to date value

YTDYear to date value

TargetBy default, 10% greater than the PYTD value

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From this report you can drill down to the Store Overview report.

Speedometer Visits
This report allows at-a-glance comparison of current site visit volume to the previous years and to a
target number.

Prompts
This report has no prompts.

Report Output
This report is a gauge, and includes the following data:

PYTDPrior year to date value

YTDYear to date value

TargetBy default, 10% greater than the PYTD value

From this report you can drill down to the Store Overview report.

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Store Overview
This is a high level, comprehensive report that compares measures such as net sales, total orders, etc. for a
number of predefined time periods. For each, the left-hand column is the baseline, and the next two
columns compare a time frame to that baseline.
Note: Given the size of this report, you may want to pre-run it nightly after the data warehouse is
updated.

Prompts
There are no prompts for this report.

Report Output
This report provides three sets of comparison figures, including variance:

Today compared to yesterday and this day last year

Month to date compared to the prior month to date and the month to date last year;
this uses the calendar date

Year to date compared to the prior year to date

The variance calculation is todays value minus yesterdays value, which is then divided by the lesser of
todays value or yesterdays value.
MTDLY uses the day of the month to determine the cutoff. For example, if today is May 15, 2007, the
report runs through May 15, 2006.

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For each of these, it provides the following:

Net Sales

Orders

Units

Customers

Promotions

Site Visits

Average Order Size

Average Order Value

This example shows one section of the report:

Store Overview with Date Range Options


This is a high level report that compares measures such as net sales, total orders, etc. for a time period you
select. For each, the left-hand column is the baseline, and the next two columns compare a time frame to
that baseline.

Prompts
This report includes the following prompts:

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Select the Number of ComparisonsThe number of data sets to include in the report.
Each comparison can use its own date range or time period.

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Report Output
The report result is a table that shows the data you selected to compare. For each time period, it provides:

Net Sales

Orders

Units

Registered Customers

Promotions

Site Visits

Average Order Size

Average Order Value

An example of such a report is shown:

Top 10 Products by Net Sales (Last 14 Days)


This report shows the top 10 products in your store, based on net sales.

Prompts
There are no prompts for this report.

Report Output
The report output includes the following:

Product NameName of the product.

Net SalesNet sales of the product over the last 14 days.

% Net SalesPercentage of total net sales that are represented by the net sales of this
product.

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Var(Net Sales)Variance between the Net Sales for this period and the last period
expressed as a percentage

UnitsNumber of units sold over the last 14 days.

% UnitsPercentage of total units sold that are represented by the units sold for this
product.

Var(Units)Variance between the Units for this period and the last period expressed
as a percentage.

The results of this report are displayed as a table.

Click a product name to open the Product Report for that product.

Top Categories by Segment


For each segment, this report shows the N best performing categories.

Prompts
This report uses the following prompts:

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

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Rank BySelect the column to use for sorting

Number of RankingsEnter the number of categories to show per segment

Report Output
This report displays a table showing the best-performing categories for each of your segments. The
example shown includes ten categories, ranked by Units.

For each category, the report includes the following data:

Rank

Category Name

Net Sales

Num Orders

Units

AOVAverage Order Value

AOSAverage Order Size, number of items

Num CustomersNumber of customers in this segment who had activity in this


category

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Note that this report uses Olympic ranking; if two categories are tied, they are assigned the same rank.
You can change the ranking criterion and the number of categories to show after the report displays.

Top Segments by Category


For each category, this report shows the N best performing segments. The report includes all categories
that had sales activity during the selected time period, and can be very large.

Prompts
This report uses the following prompts:

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Rank BySelect the column to use for sorting

Number of RankingsEnter the number of categories to show per segment

Report Output
This report displays a table showing the best-performing segments for each of your categories. The
example shown includes five segments per category, ranked by Units.

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For each segment, it includes the following data:

Rank

Segment Name

Net Sales

Num Orders

Units

AOVAverage Order Value

AOSAverage Order Sale ??

Num CustomersNumber of customers in this segment who had activity in this


category

Note that this report uses Olympic ranking; if two segments are tied, they are assigned the same rank. You
can change the ranking criterion and the number of segments to show after the report displays.

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6 Affinity Selling Reports

This chapter describes reports that are provided as part of the ATG Commerce Affinity Selling feature.
Affinity Selling enables a Commerce site to recommend products and categories to a customer based on
the customers past purchases or those of other customers.
By default, these reports can be found in the \ATG\Commerce\Sales\Affinity Selling folder in the
Reporting Center. If the report is used in a dashboard report, it may instead be found in \ATG\Dashboard
Reports\Commerce\Affinity.
This chapter describes the following reports:
Category Affinity Frequency by Segment
Category Affinity Frequency Trend
Category Affinity Indicators
Category Affinity Rankings
Category Affinity Scoreboard
Most Frequent Product Affinities Chart
Most Frequent Product Affinities Table
Product Affinity Frequency by Segment
Product Affinity Frequency Trend
Product Affinity Indicators
Product Affinity Rankings
Product Affinity Scoreboard
Top Affinities for Selected Product
Top Category Affinities by Segment
Top Product Affinities
Top Product Affinities by Segment Chart
Top Product Affinities by Segment Table
Top Product Pairs (Last 14 Days)

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Category Affinity Frequency by Segment


This report provides information on how a given affinity pair is performing for each customer segment for
a specified date range.

Prompts
This report uses the following prompts:

Category XSelect a category for comparison

Category YSelect a category for comparison

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
This report combines a vertical bar chart showing the number of times the selected category pair
occurred for each customer segment, and points showing the average spread for each segment.

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Category Affinity Frequency Trend


Shows frequency and average spread for a selected category affinity pair by day in a bar chart.

Prompts
This report uses the following prompts:

Category XSelect a category for comparison

Category YSelect a category for comparison

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
This report combines a vertical bar chart showing the number of times the selected category pair
occurred for the selected time period, and points showing the average spread for that pair.

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Category Affinity Indicators


This report allows a user to study affinity data for two categories to see how that category pair is
performing.

Prompts
This report uses the following prompts:

Category XSelect a category for comparison

Category YSelect a category for comparison

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
The report aggregates the following other reports (notes that titles may appear differently in the
aggregated version):

Category Affinity Rankings

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Category Affinity Frequency by Segment

Category Affinity Frequency Trend

Category Sales by Segment

Category Affinity Rankings


This report provides information on how a given category pair is performing relative to other category
pairs.

Prompts
This report uses the following prompts:

Category XSelect a category for comparison

Category YSelect a category for comparison

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
This report outputs a table showing how the category pair compares to all category pairs in your store. It
includes the rank as determined by how many times the category pair occurred, the rank as determined
by the affinity score, and the rank as determined by the average spread.

Category Affinity Scoreboard


This report provides a quick view of the top category pairs by Average Affinity and Occurrence. You can
compare the performance of category pairs with the previous 14 days and the period prior.

Prompts
This report has no prompts.

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Report Output

The output of this report is a pair of tables. The first table lists all category pairs, their current rank, and
their rank in the prior period, using data from the past fourteen days. The second table shows the same
information for the prior fourteen-day period.
You can choose to rank the category pairs by occurrence (how often the pair was purchased) or by the
affinity score.

Most Frequent Product Affinities Chart


This report show occurrences and average spread for the top product pairs that have been purchased by
the segment you select.

Prompts
This report uses the following prompts:

SegmentCustomer group for which you want to display data

Number of Top Product PairsHow many product pairs should appear in the report

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Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
The report combines a bar chart showing the number of times each product pair occurred for that
customer segment within the time frame you specified, with points indicating the average spread for
each product pair.

Below the graph, the information is also presented in table form.

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Most Frequent Product Affinities Table


This report show occurrences and average spread for the top product pairs that have been purchased by
the segment you select.

Prompts
This report uses the following prompts:

SegmentCustomer group for which you want to display data

Number of Top Product PairsHow many product pairs should appear in the report

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
The report is a table showing, for each of the top product pairs for that customer segment in the specified
time frame, the number of times each product pair occurred, the affinity score, and the average spread.

Product Affinity Frequency by Segment


This report provides information on how a given affinity pair is performing for each customer segment for
a specified date range.

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Prompts
This report uses the following prompts:

Product XSelect a product for comparison

Product YSelect a product for comparison

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
This report combines a vertical bar chart showing the number of times the selected category pair
occurred for each customer segment, and points showing the average spread for each segment.

Product Affinity Frequency Trend


Shows frequency and average spread for a selected product affinity pair by day.

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Prompts
This report uses the following prompts:

Product XSelect a category for comparison

Product YSelect a category for comparison

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
This report includes a bar chart showing, for each day within the specified time period, the number of
occurrences of the specified product pair. It also shows the average spread for those pairs on those days.

Product Affinity Indicators


This report allows a user to compare affinity data for two products within a specified date range, to see
how that product pair is performing.

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Prompts
This report uses the following prompts:

Product XSelect a product for comparison

Product YSelect a product for comparison

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
The report aggregates the following other reports (not that report titles may appear differently in
aggregated reports):

Product Affinity Rankings

Product Affinity Frequency by Segment

Product Affinity Frequency Trend

Product Sales by Segment

Product Affinity Rankings


This report provides information on how a specific product pair is performing relative to other product
pairs.

Prompts
This report uses the following prompts:

Product XSelect a product for comparison

Product YSelect a product for comparison

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

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Report Output

This report outputs a table showing how the product pair compares to all product pairs in your store. It
includes the rank as determined by how many times the product pair occurred, the rank as determined by
the affinity score, and the rank as determined by the average spread.

Product Affinity Scoreboard


This report provides a quick view of the top product pairs by Average Affinity and Occurrence. You can
compare the performance of product pairs with the previous 14 days and the period prior.

Prompts
This report has no prompts.

Report Output
The output of this report is a pair of tables. The first table lists all product pairs, their current rank, and
their rank in the prior period, using data from the past fourteen days. The second table shows the same
information for the prior fourteen-day.
You can choose to rank the product pairs by occurrence (how often the pair was purchased) or by the
affinity score.

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Top Affinities for Selected Product


This report shows all products that form affinity pairs with the selected product in the selected customer
segment, how many times the pair occurred, the affinity score, and the average spread.

Prompts
This report uses the following prompts:

Product XSelect a product for which to view data

SegmentSelect a segment for which to view data

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

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Report Output

The report output is a chart. The chart lists all products that form an affinity pair with the selected product
in the selected segment. For each of the pairs thus formed, it provides the occurrence, affinity score, and
average spread.

Top Category Affinities by Segment


This report shows the most frequently occurring category pairs, broken out for all segments.

Prompts
This report uses the following prompts:

Number of Top Category PairsEnter the number of pairs you wish to appear in the
report.

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

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Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
The report is a table. For each segment, it shows the specified number of top category pairs, their
occurrence, affinity score, and average spread.

Top Product Affinities


This report show occurrences and average spread for the top product pairs that have been purchased by
the segment you select.

Prompts
This report uses the following prompts:

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SegmentCustomer group for which you want to display data

Number of Top Product PairsHow many product pairs should appear in the report

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
The report combines a bar chart showing the number of times each product pair occurred for that
customer segment within the time frame you specified, with points showing the average spread for each
product pair.

Below the graph, the information is presented in table form.

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Top Product Affinities by Segment Chart


This report shows a user-specified number of frequent product pairs, broken out by the customers
segment.

Prompts
This report uses the following prompts:

Number of Top Product PairsNumber of affinity pairs to include in the chart

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

End DateIf Date Range is selected, choose an end date

Report Output
The report shows, for each product pair, the percentage of those pairs purchased by each segment over
the selected time period.

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Top Product Affinities by Segment Table


This report shows the most frequently occurring product pairs, broken out by the customers segment.

Prompts
This report uses the following prompts:

Number of Top Product PairsNumber of affinity pairs to include in the table

Time Period or Date RangeChoose whether you want to use a predetermined range
or select a date range

Time PeriodIf Time Period is selected, choose a period, such as Year to Date or Last
14 Days

Start DateIf Date Range is selected, choose a start date

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End DateIf Date Range is selected, choose an end date

Report Output
The report is a table showing for each segment, the top product pairs for that segment, the number of
times each product pair occurred, the affinity score, and the average spread.

Top Product Pairs (Last 14 Days)


This report shows a snapshot view of the most popular product pairs for each customer segment over the
past fourteen days.

Prompts
This report has no prompts

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Report Output

The report output is a table showing, for each of your segments, the five most popular product pairs over
the past fourteen days. It includes the following data:

SegmentCustomer segment making the purchase

Product pairThe products making up the pair

OOccurrences

AAffinity Score

SSpread

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