Create Reports on Activities from a Particular Geographic Area

Context

In this example, we’ll demonstrate how to create a report that shows visits to a page on a web site in the last seven days from visitors located in EMEA (Europe, Middle East, and Africa).

Using location data to set up selectors for creating reports is one of several uses for location data. See View Activity Locations for other use cases.

Prerequisites/Preparation

• The following prerequisites are typically taken care of when you set up Demandbase with your account team. Here is information on them, if you still have questions:
• The Demandbase web tracking tag must be installed on your website for Demandbase to report on web page visits to your website. See Understanding the Demandbase Tag.
• Demandbase must be integrated with a CRM or MAS for activities from the CRM or MAS to be available for analysis within Demandbase. See Add the Salesforce Integration to Demandbase One or Integrations: Marketing Automation Systems.
• To learn more about the available geolocation fields, see Understanding Geographic Data in Demandbase One.

Steps

1. From the left navigation bar, go to  Analytics > Reports or My Reports and click Create New.
   Tip: The Reports workflow enables a choice between creating a public or private report, and My Reports enables only private reports. See Create Custom Reports.
   
   
2. Create the report.
   a. Enter a Name, such as EMEA Page Visits in Last 7 Days.
   b. For Member Type, select Activity, because you want to see page visits, which are activities.
   Tip: If you’re using Reports (instead of My Reports), you can select Private while you’re learning. Or, if you need to share the report, you can select Public. 
   d. Click Create Report.
   
   
3. Define the layout of your report.
   a. Select the Layout tab.
   b. Click the minus sign to delete irrelevant fields, such as a person’s title.
   c. Search for and select fields to add, including the  Location and Country fields.
   
   d. Click Save.
   
   
4. Filter the report data with selectors.
   a. Select the Selector tab and the Advanced sub-tab.
   b. In the directory on the right, search for and drag Activities >  Type to the Selector workspace. In the Select… field, search for and select Page Visits (Anonymous).
   
   c. In the directory on the right, search for and drag Activities >  Engagement to the Selector workspace. Configure the selector constraints as follows:
   - For Engagement Minutes, select the > (greater than) operator and enter 0 for the value.
   - For Activity Date, set the time period to 7 Days.
   d. To limit the selection to EMEA, click Add Constraint and search for and select the Global Region field. In the Select… field, search for and select EMEA.
   Tip: Constraints are grouped by member type, so keep scrolling until you find Global Region.
   e. Click Save.
   Tip: To make sure the activity count is in the range you expect, click the refresh icon before you save.
   
   

Outcome

To see the resulting report, click the Report tab.

Notice that the top four rows are for the United Kingdom. The first two rows have city information, Birmingham and Crowthorne, but the third and fourth rows only have country information available. It's still a separate Location entry, not an aggregation.

Next Steps

You can now share this report as an email or Slack subscription.

See Create or Manage Reports or Snapshot Subscriptions.

Activity Geolocation Fields

The following fields are available for web page visits recorded by the Demandbase web tracking tag.

*For the Location field: If city is not known, we display state, province, or other national region; if national region is not known, we display country. Location is not aggregated. It represents the number of visitors for a specific location by the most specific name available. For example, you may see three separate entries for, “Saint Paul, Minnesota,” “Minnesota,” and “United States.” They each represent three specific locations within the United States, each with the most specific identification available.