Friday, November 7, 2014

Customizing Menus in SiteCatayst - Shuffle / Tweak / Add the Report Menu Structure in the Order of Business Importance

Hope all of you agree that preparing a good presentation is the key, with understandable slides pertaining to the topic for the target audience.

Even the web analytics interface needs to be presented well to the business, and the requirements will be different client to client. SiteCatalyst has done its best to fit the menus / report holders for all users by default. But since the requirements differs from client to client, isn't it better to the customize the menus according to your client requirement, and keep the sets of data in the order of importance. This can be easily done in SiteCatalyst.

You can customize the menus in SC by navigating to report suite in admin -> General -> Customize Menus. Below are some of the screenshots pertaining to customization.

In the below screenshot, I have moved the Custom events from Site Metrics to Custom Conversion, I thought if  Custom Conversion and Custom events / Success Events are available in the same location it is easier for the business folks to locate them and see the data. I pushed the Custom Conversion to almost to the top and as I have added Custom events to it, I renamed it as Custom Conversion and Events. Makes sense :-)

 Renaming the Menus

Adding a new folder, and stuffing the reports to it is also possible, like mentioned below; Revenue and Profit is the folder I created. Folders can have sub folders up to 5 levels deep.

If you want to restore to default SiteCatalyst menu, you can change it anytime by clicking on restore default.


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