{"id":3296,"date":"2022-08-11T17:43:14","date_gmt":"2022-08-11T17:43:14","guid":{"rendered":"https:\/\/obo.zoj.mybluehost.me\/uncategorized\/insights-new-performance-dashboard-with-highlights-and-schedule-reports\/"},"modified":"2025-02-14T18:31:50","modified_gmt":"2025-02-14T18:31:50","slug":"insights-new-performance-dashboard-with-highlights-and-schedule-reports","status":"publish","type":"post","link":"https:\/\/ioninteractive.com\/ionacademy\/insights-new-performance-dashboard-with-highlights-and-schedule-reports\/","title":{"rendered":"Insights: New Performance Dashboard with Highlights and Schedule Reports"},"content":{"rendered":"\n<p>On the left menu of your Ion console, under the<strong>\u00a0<\/strong>new\u00a0<strong>Insights\u00a0<\/strong>feature, you will find both <strong>Performance Dashboard<\/strong> and <strong>Reports<\/strong>.<\/p>\n\n\n\n<p>The <strong>Performance Dashboard<\/strong> page has all data available from your experiences at a single overview, which can be seen by applying the provided filters, including Portfolios, Campaigns, Creatives and URLs as well as a predefined time range or a custom one.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/obo.zoj.mybluehost.me\/wp-content\/uploads\/2023\/08\/1-Performance-Dashboard-png.png\" alt=\"\" \/><\/figure>\n\n\n\n<p>Within the Performance Dashboard page, the <strong>Highlights<\/strong> section is composed of a few cards like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-size: medium\">Unique Visitors<\/span><\/li>\n\n\n\n<li>Conversions Rate<\/li>\n\n\n\n<li>Bounce Rate<\/li>\n\n\n\n<li>Average Time on the Experience<\/li>\n<\/ul>\n\n\n\n<p>Here you will also find a new version of the <em>Visitors Funnel<\/em>, the <em>Top Source of Traffic<\/em> and a new gauge to check the <em>Top 5 Experiences,<\/em> with variable sources and metrics, depending on which level of experience you are analyzing.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"460\" loading=\"lazy\" src=\"https:\/\/obo.zoj.mybluehost.me\/wp-content\/uploads\/2025\/02\/Screenshot_2-1024x460.png\" alt=\"\" class=\"wp-image-7481\" srcset=\"https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_2-1024x460.png 1024w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_2-300x135.png 300w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_2-768x345.png 768w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_2-1536x690.png 1536w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_2-345x156.png 345w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_2.png 1755w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div>Additionally, a couple of terms were renamed to make it easier:<\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-size: 1rem\">Respondents are now <strong>V<\/strong><\/span><span style=\"font-size: 1rem\"><strong>isitors<\/strong>;<\/span><\/li>\n\n\n\n<li>Converted is now <strong>Conversions<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p>The <strong>Reports <\/strong>page was kept with the same format, including the recent addition of one of the latest Ion features, Brand Spaces, as a new Report Scope, as explained <a href=\"https:\/\/obo.zoj.mybluehost.me\/brand-spaces-categorize-your-domains-and-reports\/\">here<\/a>.<\/p>\n\n\n\n<p><strong>Schedule Reports: How to set it up<\/strong><\/p>\n\n\n\n<p>Once you click on Schedule Reports, the reports section will open up. Click on the New Report button on the top right of your screen.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"347\" loading=\"lazy\" src=\"https:\/\/obo.zoj.mybluehost.me\/wp-content\/uploads\/2025\/02\/Screenshot_3-1024x347.png\" alt=\"\" class=\"wp-image-7482\" srcset=\"https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_3-1024x347.png 1024w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_3-300x102.png 300w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_3-768x260.png 768w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_3-1536x520.png 1536w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_3.png 1916w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div>&nbsp;<\/div>\n\n\n\n<div>Under the Report Scope, you&#8217;ll be able to select what data your report will cover like Campaign, Portfolio and Creative.<\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"705\" height=\"625\" loading=\"lazy\" src=\"https:\/\/obo.zoj.mybluehost.me\/wp-content\/uploads\/2025\/02\/Screenshot_4.png\" alt=\"\" class=\"wp-image-7483\" srcset=\"https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_4.png 705w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_4-300x266.png 300w\" sizes=\"auto, (max-width: 705px) 100vw, 705px\" \/><\/figure>\n\n\n\n<div><\/div>\n\n\n\n<div>Once you select your scope, you can choose whatever you want. In this example, we&#8217;ll select a creative.<\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"695\" loading=\"lazy\" src=\"https:\/\/obo.zoj.mybluehost.me\/wp-content\/uploads\/2025\/02\/Screenshot_5-1024x695.png\" alt=\"\" class=\"wp-image-7484\" srcset=\"https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_5-1024x695.png 1024w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_5-300x204.png 300w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_5-768x521.png 768w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_5.png 1076w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div><\/div>\n\n\n\n<div>To do so, please check where your creative is located (Portfolio and Campaign).<\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"732\" height=\"728\" loading=\"lazy\" src=\"https:\/\/obo.zoj.mybluehost.me\/wp-content\/uploads\/2025\/02\/Screenshot_6.png\" alt=\"\" class=\"wp-image-7486\" srcset=\"https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_6.png 732w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_6-300x298.png 300w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_6-150x150.png 150w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_6-50x50.png 50w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_6-60x60.png 60w\" sizes=\"auto, (max-width: 732px) 100vw, 732px\" \/><\/figure>\n\n\n\n<div><\/div>\n\n\n\n<div>You can choose the timeframe you want to be on your report. In this example, we are going to have a weekly report fetching last week data.<\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"772\" height=\"658\" loading=\"lazy\" src=\"https:\/\/obo.zoj.mybluehost.me\/wp-content\/uploads\/2025\/02\/Screenshot_7.png\" alt=\"\" class=\"wp-image-7487\" srcset=\"https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_7.png 772w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_7-300x256.png 300w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_7-768x655.png 768w\" sizes=\"auto, (max-width: 772px) 100vw, 772px\" \/><\/figure>\n\n\n\n<div><\/div>\n\n\n\n<div>We&#8217;ll have a weekly report being delivered every Friday, but of course you can select whatever timeframe you want and add an e-mail, so it can be delivered too and after that you just need to hit save.<\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"843\" height=\"911\" loading=\"lazy\" src=\"https:\/\/obo.zoj.mybluehost.me\/wp-content\/uploads\/2025\/02\/Screenshot_8.png\" alt=\"\" class=\"wp-image-7488\" srcset=\"https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_8.png 843w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_8-278x300.png 278w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/Screenshot_8-768x830.png 768w\" sizes=\"auto, (max-width: 843px) 100vw, 843px\" \/><\/figure>\n\n\n\n<div><\/div>\n\n\n\n<p><strong>New: Scheduled Respondent Data Reports<\/strong><\/p>\n\n\n\n<p><br>Did you know you can now schedule automated delivery of respondent data reports directly to your email inbox? This feature saves you time and ensures you have regular access to your data. Here&#8217;s how to set it up:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to Insights.<\/li>\n\n\n\n<li>Click on Reports and then New Report<\/li>\n\n\n\n<li>Select the level you wish to report on: Portfolio, Campaign or Creative<\/li>\n\n\n\n<li>Choose the Respondent report type and select the desired time period.<\/li>\n\n\n\n<li>Name your report, select the delivery frequency (e.g., daily, weekly), add one or more recipient email addresses, and click Save.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"728\" loading=\"lazy\" src=\"https:\/\/obo.zoj.mybluehost.me\/wp-content\/uploads\/2025\/02\/image-1024x728.png\" alt=\"\" class=\"wp-image-7489\" srcset=\"https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/image-1024x728.png 1024w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/image-300x213.png 300w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/image-768x546.png 768w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2025\/02\/image.png 1176w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>On the left menu of your Ion console, under the\u00a0new\u00a0Insights\u00a0feature, you will find both Performance Dashboard and Reports. The Performance Dashboard page has all data available from your experiences at a single overview, which [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":6138,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","footnotes":""},"categories":[1882,45],"tags":[2184,2188,2222],"class_list":["post-3296","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-performance-dashboard","category-the-reporting","tag-analytics","tag-performance","tag-reporting"],"_links":{"self":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts\/3296","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/comments?post=3296"}],"version-history":[{"count":2,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts\/3296\/revisions"}],"predecessor-version":[{"id":7490,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts\/3296\/revisions\/7490"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/media\/6138"}],"wp:attachment":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/media?parent=3296"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/categories?post=3296"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/tags?post=3296"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}