Configure Enterprise Analytics Reporting and Cross-Publication Enterprise Analytics Reporting

Enterprise Analytics Reporting (EAR) is an additional reporting tool available in the EM/PM/CM system. Cross-Publication EAR enables the use of this tool for running reports on multiple publications.

For details on using EAR tools, see Enterprise Analytics Reporting.

For details on using Cross-Publication EAR tools, see Cross-Publication Enterprise Analytics Reporting.

EAR and Cross-Publication EAR allow users to create custom reports without having to manipulate extracted data with external tools such as Microsoft Excel while enabling users to present data using graphs or charts. A selection of standard reports is also available for use. Users may email report results from within the report or from the EAR main menu. Editor roles with additional permission may schedule reports.

Cross-Publication EAR allows users to run reports against some or all publications in a Business Publisher Group. Publication Groups, subsets of the total number of publications in the Business Publisher Group, may be defined, and Editor roles may be provided access one or more Publication Groups for reporting purposes. Editors on publications that are part of a Publication Group may share reports with all publication in the larger Business Publisher Group or limit sharing to members of a Publication Group.

To configure:

To enable EAR and Cross-Publication EAR, contact your Aries Account Coordinator.

Go to RoleManager > Editor Role. Grant permissions to the applicable Editor roles.

1. Produce Reports: Enables access to the Reports page and EAR.
   1. Schedule Reports: Enables report scheduling option for EAR and Cross-Publication EAR.
   2. Run Cross-Publication Enterprise Analytics Reports for All Publications: Enables access to the Cross-Publication EAR tool via a link on the Reports page.
      1. Restrict to Selected Publication Groups: This setting defines which Publication Groups are available for the role in the Publication Group drop-down menu on the Cross-Publication EAR main page and on the Share With drop-down menu. (Publication Groups are defined in AdminManager by a system administrator as described below.)

Configure letters for use by Editors emailing reports or for sending scheduled reports.

1. Letter Family: Enterprise Analytics Reporting (This Letter Family applies to EAR and Cross-Publication EAR letters.)

For details on letter configuration, see Create Letters.

Also see, Merge fields for Enterprise Analytics Reporting letters. These merge fields will work in letters sent for EAR and Cross-Publication EAR reports.

The %LIVE_REPORT_DEEP_LINK% merge field may be used in EAR and Cross-Publication EAR letters. Set an expiration policy for the deep link. Go to PolicyManager > General Policies > Set Enterprise Analytics Reporting Deep Link.

1. Check the box next to the option(s) to use for determining expiration. One or both options may be selected.
   • Expire link after X clicks: Enter a number in the text box.
   • Expire link after X days: Enter a number in the text box.
2. When finished, click Submit.

To keep the link active indefinitely, do not check either box. If both boxes are checked (and numbers entered), the link expires when the first criterion is met.

The selection of standard reports is displayed on both EAR and Cross-Publication EAR menus by default. The Standard Reports section of the menus may be suppressed. To suppress the standard reports, go to AdminManager > Configure Enterprise Analytics Reporting Menus.

1. Display all standard Enterprise Analytics reports for all Editor roles: Uncheck this box to remove the Standard Reports section from the EAR menu. (This setting also applies to the Cross-Publication EAR menu.)
2. Click Submit.

To define Publication Groups (subsets of the Business Publisher Group) for use with Cross-Publication Cross-Publication EAR, to go AdminManager > Manage Publication Groups.

The Manage Publication Groups page displays a list of all defined Publication Groups. A system-generated group, All Publications for the Business Publisher, includes all publications in the Business Publisher Group for reference.

1. Click +Add New Group to open a pop-up overlay.
2. Publication Group Name: Enter a name for the subset group.
3. Brief Description: Enter a description (optional).
4. Publication Code: Use the multi-selector tool to choose publications to include in the subset group.
5. Click Add to Group.
6. Click the Save icon.

Defined groups may be edited or deleted. The list of defined subsets appears on the Edit Role Definition page for Editor roles.

 

 

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