Each report in the suite can be run with a bewildering combination of selections from the few/many selectors presented at the top of the page. We refer to a unique combination of those selections as the report instance.
In order to (re)run an instance we maintain a table of all those selections made from the dropdown lists by their report ID (rprt_id). So if you hear the word “instance” or “report ID” you know we are talking about a specific report and a specific set of selections for the data scope of that report.
Now, if you are an analyst looking for a specific report instance you know what selections you want to make so you make them and if the report has already been run the result appears immediately, and if it hasn’t been run you can click on the run button and run it. If, on the other hand, you are looking to find out which instances of your report have already been run, we have a report for that. Navigate to Administration > System Usage > Completed Report Instances.
All report information that you will see displayed in a grid or graph in your browser in the Relevance Suite comes from a database table created just for that report’s instance. Inasmuch as the data in any cell may be identified by more than one key (the data is multi-dimensional) we have taken to referring to that report output table as a “cube” of data, or data cube.
Internally we have names for the way the pieces of a report are organized. Here is a look at those names in the context of a grid (not a graph)
DOWN – These are the rows. Now, rows can be individual rows, or a group of rows within row headings. When there are just individual rows we think of that as a DOWN1. When there are groups of rows within row headings; the row headings are the DOWN1 and the group of rows displayed are the DOWN2.
ACROSS – These are columns. Now, columns can be individual columns, or a group of columns within column headings. When there are just individual columns we think of that as a ACROSS1. When there are groups of columns within column headings; the column headings are the ACROSS1and the group of columns displayed are the ACROSS2.
PAGE – This is a name applied to a selector that contributes to the definition of a report instance. Changing this selection would require running the report to create the new data cube.
PAGEF – This is the name applied to a selector that identifies which part, or slice, of a data cube will be displayed. All the selections in the selector are available to the report without re-running the data.
The notion of segmentation is to provide a range of groupings of things so that the analyst can read information that is based on these groups to give an indication of how each group varies from the norm, or average. Segmentations are defined for the SHOPper dimension, and result in shoppers being assigned to a segment within that segmentation. Here are some examples of segmentations we have done.
- Value – This assigns shoppers to a segment based on their total spending. These are recalculated each calendar Quarter and the results stored for that quarter.
- Price – This assigns shoppers to a segment based on their affinity to items in low/medium/high price ranges.
- Discount – This assigns shoppers to a segment based on their affinity to purchase items that are offered on discount.
- Flow – This assigns shoppers to a segment based on their purchasing behavior over the last quarter on behaviors like; new, revived, growing, declining, lapsed.
A shopper group is a list of shopper loyalty card IDs that can can be referred to by name, and used to filter/focus reporting and relevant circulars. Shopper groups come about, and get their names, in several ways.
Quarterly segmentation exercises generate segment shopper lists. Here are some samples; segmentation – and segment values.
- Discount Use – Low Discount Usage, Low-Mid Discount Usage, Mid Discount Usage, Hi-Mid Discount Usage, Cherry Pickers
- Customer Flow – New, Revived, Growing, Stable, Declining, Lapsed, Peanuts
- Lifestyle – Hip and Quick, Living Large, Golden Spoon, Unique and Cheap, Family Budget
- Price Sensitivity – Favors Low Priced Products, Favors Moderate Priced Products, Favors Premium Products
- Value – Diamond,Ruby, Pearl, Opal, Quartz
Saved Shopper Groups
A saved shopper group is one that is defined in a report by a user and saved with a name. You define a shopper group in a report by clicking on one or more cells marked with the icon then responding to the ensuing popup messages and dialogs, eventually giving your saved list a name by which you can recognize it later.