#Adobe Analytics

How to Run Reports Using Segments in Adobe Analytics

Contents

Direct Answer

To run reports using segments in Adobe Analytics, you first need to create (or select an existing) segment in the Segment Builder. Once the segment is defined, go to the report suite where you want to apply the segment. In the report, select the “Segment” drop-down menu, pick your desired segment, and apply it to the report. This process will filter the report data according to the rules defined in the segment, providing analysis specific to your segmented audience.

Adobe Analytics has announced the end-of-life (EOL) schedule for Reports & Analytics and the SiteCatalyst product. Here are the key milestones to be aware of:

  • January 4, 2022: Adobe announced the intention to end-of-life.
  • April 1, 2022: End-of-service-life (EOSL) commenced.
  • October 31, 2022: End-of-sale (EOS) took effect.
  • December 31, 2023: The official end-of-life date, after which the product will no longer be available.

Detailed Explanation:

Adobe Analytics is a powerful tool that allows you to segment your data and run reports based on these segments. Segments are subsets of your data defined by rules that you create. They can help you focus on specific parts of your audience, understand behavior patterns, and make strategic decisions.

Creating a Segment

Before you can run a report with a segment, you need to create the segment. Here’s how:

  1. Navigate to the Segment Builder by clicking on “Components”, then “Segments” from the top menu.
  2. Click on the “+ Add” button to create a new segment.
  3. Define your segment by dragging and dropping dimensions, metrics, or other segments into the definition area.
  4. Set your desired conditions for these variables.
  5. Name your segment and provide a description for future reference.
  6. Save your segment.

Applying a Segment to a Report

After you have your segment, you can apply it to a report:

  1. Navigate to the report where you want to apply the segment.
  2. Click on the “Segment” drop-down menu, located above the report.
  3. Select the segment you wish to apply from the list.
  4. Click “OK” to apply the selected segment to your report.

Remember that segments can be applied to nearly any report in Adobe Analytics. When a segment is applied, it filters the data in the report to include only the subset of data that matches the segment definitions.

Understanding the Report

Once the segment is applied, the report will only include data that meets the criteria of your segment. This allows you to focus your analysis on a specific subset of your data, such as users from a particular location, or users who completed a specific action on your website.

For example, if you have a segment for “Users from New York City,” and apply this segment to a “Page Views” report, the report will show you only the page views from users in New York City.

By using segments in your reports, you can get more granular and precise insights about your data. You can compare the behavior of different segments, identify trends within specific user groups, and make more informed decisions about your strategy.

Note

Keep in mind that the data in Adobe Analytics is subject to a 90-day retention period, which means you can only create segments and run reports for data that is up to 90 days old.

How to Transition to Analysis Workspace:

  • Familiarize Yourself: Begin by reviewing the documentation and watching tutorial videos on Adobe’s YouTube channel to get comfortable with Analysis Workspace.
  • Use Built-In Learning: The Analysis Workspace landing page has a Learning tab filled with tutorials and videos.
  • Recreate Reports: Most Reports & Analytics reports can be recreated as custom projects in Analysis Workspace. Open a blank project, search for the components you need, and drag them onto the canvas.
  • Scheduled Reports: For scheduled reports, Adobe recommends recreating them in Analysis Workspace and using the Share > Send File on Schedule feature to continue scheduled deliveries.
  • Publishing Lists: As Publishing Lists will be deprecated with no direct parity in Analysis Workspace, consider using contact groups or distribution lists with Workspace’s Scheduled Projects feature for distributing reports.

Features Transition:

  • Several features from Reports & Analytics will have a parity version in Analysis Workspace, such as Calendar Events, Next/Previous Page Reports, and more.
  • Some features, like Publishing Lists and Data Extract, will not have a direct parity in Analysis Workspace and will be discontinued after EOL.

Conclusion

Adobe Analytics provides a powerful way to segment your data and run specific reports based on these segments. By carefully creating and applying segments, you can gain deeper insights into your data and make more informed decisions.

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