Enter the Custom Data Warehouse Report area from within the Advanced Analysis tab. This will take you to the reporting definition interface. Data Ware house allows you to create reports based on any criteria you desire. The process has four major steps:

1. Set the reporting data.
2. Choose a segment definition.
3. Build the report.
4. Set delivery schedule.

Step 1: Set Reporting Date
After entering a name for this report, set the reporting data range. You can either use a preset time period (such as last month, last two weeks, etc.) or choose your own custom date range. You can choose between a Relative date and an Absolute date. This is because you will have the opportunity in Step 4 to schedule this report as recurring. If you are planning on a recurring delivery, you will probably want to choose a relative date so that it updates automatically each time that is delivered. If you chose an absolute date, it would give you the same exact report (for the same time period) every time it is sent. For example we are creating a Monthly Products Report. To do so, we first enter the name of the report. Then we set the reporting date to relative for last month. This means that it will always generate the report for the previous month.

Step 2: Choose a Segment Definition.
You can use the Segment Definition Builder to create new segment filters or to edit an existing filter. This tool allows you narrow down the results of your Data Warehouse report by limiting the data to a data set that meets certain criteria. When you click to add a new segment, the segment definition interface opens.

The key to understanding this interface is in understanding the Containers. There are three containers: Page View, Visit and Visitor. When thinking about these containers, remember that a Visitor could have many Visits during a time period, and a Visit could have many Page Views in it. Therefore, you can think of them as nested types of containers.

When deciding which container to use for your segment, here’s a key point:

      - When the criteria are met, the container will be filled (even back filled).

This means that if you choose a Visitor container, when the criteria for that container are met, your segment will include ALL Page Views from ALL Visits from that Visitors.

If you choose the Visit container, when all the criteria are met, your segment will include ALL Page Views from that Visit.

If you choose the Page View container, your segment will only contain pages that meet the criteria.

As you can see, the Visitor container will include much more data than the Visit container, which will also include much more data that the Page Views container. You need to decide if you are interested in just certain pages, if you are interested in what happened ONLY during the Visits that meet the criteria of if you want to know everything about the people (Visitors) who meet the criteria.

Choose your container and drag it over the canvas on the right side of the interface. Then click the Define link for each element you added to the canvas. The Define Component page will appear, and this is where you will decided on the criteria that need to be met in order to include data from that Page View, Visit or Visitor.

As an example, we could define our Visit to include date where people came in on one of two Tracking Codes and placed an order. In this definition, we select the Tracking Code report in the first drop down box. Then we select equals in the second box, and we click Select Item to choose exactly which tracking codes on which we want them to come in.

When we choose a value, we click the Add button to add it to the filter. This must be done for each of the items that will help define our criteria. Also not to be forgotten is the important “This Visit must match” field above, where you select whether all of the rules must be met or just one of the rules. This is in essence an “and” or an “or” choice. In our case, we would definitely want to an “or” on these, because it would be very rate for someone to come into the same visit on two different Tracking Codes.

We can then click OK to approve these criteria, which click takes us back out to the definition canvas.

Last we add event by dragging over the order event into our Visit container. We could define the order for a specific product, but for this example we’ll leave it undefined. Then we save the segment.

This segment will now give us information only on visits that entered on either of our two specific Tracking Codes and ordered a product.