PTC Arbortext Content Delivery Analytics
In the PTC Arbortext Content Delivery Task Manager, the Generate ACD Reports task is a powerful analytics tool that helps you to track and better understand your customers’ online content, their usage habits, patterns, and the overall user experience of your end customers. This task allows you to extract an analytics report on an ad-hoc or scheduled basis.
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You require MS Excel to access the reports.
To get the analytics report, perform the following steps:
1. In the Task Manager user interface, click Generate ACD Reports.
2. Type a password in the Set Password for Report Zip box.
3. Select the Site Group.
4. Under Select Time Range, select an appropriate time range for your report.
5. Select the Anonymize Personal Information check box if you want to hide the personal information of the users such as email ids and passwords.
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The Anonymize Personal Information check box enables you to comply with the GDPR and privacy regulations and anonymize users’ personal information extracted from PTC Arbortext Content Delivery.
6. Click OK.
7. Click the Monitor Tasks tab and download the generated report.
8. Extract the downloaded Zip file using the same password that you provided while generating the report. The report spreadsheet contains data for the selected time range.
The analytics spreadsheet contains three standard report-sheets—Usage Analytics, Sales Analytics, and Data Analytics. Additional reports are hidden by default, which you can further enhance or customize for the specific business cases and analytics requirements. You can use the available filters to filter the data in the report sheets as required.
Usage Analytics
This report-sheet gives you the key insights to understand the users’ usage habits in your system. The following reports are available:
Registered Users
Active Users
Total Sessions
Daily Unique Active Users
Daily Total Sessions
Daily Peak Hours
Peak Week Days
Registered Users Over Time
Top Active Users
Sales Analytics
This report-sheet gives you additional insights such as special sales patterns or habits, identification of parts that could be sold together for increased up-and-cross sales activity, frequently ordered parts, and so on, through reports on the carts revenue, parts orders, and other focus areas. These insights can help you identify opportunities to improve and grow your business sales. The following reports are available:
Total Orders
Total Revenue
Orders Revenue by Product Groups
Top 10 Ordered Parts
Data Analytics
This report-sheet shows you the needed visibility of the types of content and volumes that were loaded into PTC Arbortext Content Delivery. The report sheet includes the list of the types that were loaded into the system for the querying period, their volumes, and distribution across the different product models, serial numbers, and segments. The following reports are available:
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To know more about email notification sent to Segment Availability report, see, Troubleshooting TAL Email Notification.
Data Distribution by Segments and Collection
Segment Availability
Product Model/Instance
Documents by Data Type
Total Parts
Apart from these three standard sheets, if you want to explore additional reports, perform the following:
1. In the Excel spreadsheet, click icon next to the Data Analysis sheet, right-click the added sheet tab and select Unhide...
2. In the Unhide dialog box, select a report type and click OK.
The selected report is added as a new sheet to your reports spreadsheet.
Customizing the ACD Reports
This section provides details on common customizations for the reports. The reports in the excel sheet can be customized to change the color of the bars, change the icons, to create a new chart and to hide or unhide the data sheet. You can make the changes from ${ACD_ROOT_DIR}\InS_SW\Config\System\Config\Reports\ACDReports.xlsx in the Publisher Server.
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