Exporting Your Data

Qubit Export provides self-service access to your data through a library of export types that cover the most common reportables for Qubit's products and other industry-relevant reportables.

To ensure you can export your data according to your reporting needs, you can define the reporting period, including any date exclusions, and also add dimensions, such as operating system and metrics such as total order value.

Key features

  • Self-service data access
  • Access to a library of export types covering a range of Qubit products, including Experiences and Segments
  • Export of post-experience segmentation analysis, which incorporates a stats model to provide confidence and uplift of each sub-segment
  • Export to tools such as Microsoft Excel for offline analysis
  • SQL export for use in Live Tap

Getting started

▸ Select Data tools and then Export from the side menu to get a list of your previous data exports

WARNING: Your user will require the Reporting role to use the Export page. Depending on your user role, you may be able to assign this role yourself but you may need to ask the owner of your property for assistance. See Roles and permissions.

Getting an overview of your exported data

The list view presents outline information about each of your exports, including:

  • The name of the export
  • The date of the export and who performed it
  • The export type - for example, Visitor pulse, Experience Post Analysis
  • The export date range
  • The export status - this can be 1 of 4 Complete, In Progress, No results, and Failed

In the following example, we see that the user has previously exported data using the types Experience performance and Experiences - Customer breakdown:

listview


A focus on export status

Each of your exports can have 1 of 4 statuses. Let’s look at each one:

  • Complete - export completed without errors
  • In progress - data is currently being exported
  • No results - the SQL query has returned no data. We recommend you edit the export options, dimensions, and metrics and consider broadening the export parameters, such as the time period
  • Failed - export not completed due to errors. Please reach out to Customer Support at Qubit for troubleshooting.

Creating and configuring an export

Creating

Step 1

▸ Select New export

Step 2

▸ Enter a name for your export, select a type and select Configure export to continue

INFO: You cannot change an export type once the export has completed.

Refer to the following table for more information about the export types you can select:

Name

Targeted Solution

Description

Experiences

Performance breakdown of a live or completed experience

Experiences

JavaScript errors encountered by users viewing an experience

Experiences

Details of logged-in users that were served an experience

Experiences

Breakdown of transactions impacted by an experience

Segments

Breakdown of the composition of a segment

Segments

Details of logged-in users that are members of a segment

Insights

Exit feedback

Insights

Responses to Visitor pulse questions

General

Transaction metrics for users with multiple devices

General

Map of Qubit Ids to other known identifiers for logged-in users

General

Metrics for your top performing products

Qubit Aura

Details of transactions that have been attributed to Aura

Qubit Aura

Details of transactions attributed to Aura for users signed in across mobile, tablet, and desktop computer devices

Qubit Aura

Details of the products that have been interacted with using Aura

Qubit Aura

Cumulative distribution of the number of products per visitor journey

Qubit Aura

Details of visitors included in the calculation of Conversion Rate and Revenue Per Visitor

Qubit Aura

Details of visitors' interactions with Aura

DANGER: A number of the above reports will not work with properties that are using non-default or non-transactional events as conversions. More information is available by reaching out to Customer Support.


A focus on Experience performance

To export Experience performance data, Qubit has built a analytics tool that allows us to analyze the results of an experience and then break down those results according to the selected dimensions. For more information about the logic used to generate this data, see Experience performance.


Configuring

Once you have created the export, you must determine what data will be included. This will differ according to the export type, but includes:

  • The experiences and segments you wish to know more about
  • A date picker that you can use to restrict the export data to a certain period of time you are interested in. You can also select to exclude certain dates from the export data, such as weekends or specific sales events, that might skew your data
  • Data dimensions such as returning visitors only, operating system, device type, and location
  • Data metrics such as visitors, transactors, and total order value

For more information about each of these options, refer to Configuration options.

As an example, we will look at configuring an export of post experience analysis data.

Step 1

▸ Select the experiences you wish to export data for. In the following example, the user has selected a single experience:

listview

TIP: You can also search for experiences by entering a search term in the field provided. The list of experiences will be updated as you type.

Step 2

▸ Select the calendar button and select a export start and end date. In the following example, the user has selected Feb 01, 2017 to Mar 01, 2017:

listview

▸ If necessary, add date exclusions by selecting Add excluded dates and then selecting the start and end date for the exclusion. In the following example, the user has excluded the first two weekends in February from the export data:

listview

Step 3

▸ Select one or more of the available dimensions and metrics

Step 4

▸ Select Generate export to generate the export data

The export will now be displayed in the list view and the progress bar will show the progress of the export process.

INFO: Depending on the quantity of data, it may take a couple of minutes for the export to complete.

Configuration options

Dimensions

Dimensions differ according to the export type, but these broadly allow you to break down your date into an additional layer of more specific reportables, such as operating system, location, and device type.

Metrics

Metrics also differ according to the export type, and allow you to measure your data against reportables such as goals, visitors, and total order value.

Refer to the following table for details of the metrics available for configuring each export type:

Export type

Filter by Experiences/Segments?

Dimensions

Metrics

Experience performance

Yes/No

Returning Visitor, Operating System, Device Type, Browser Version, Country, Region, Metro Area, City, Referrer Type

Advanced Goals, Filter Outliers

Errors

Yes/No

Device Type, Browser Version

n/a

Experiences - customer breakdown

Yes/Yes

User ID, User Email, Returning Visitor, Device Type, Operating System, Browser Version, Country, Metro Area, Region, City

Lifetime Transactions, Lifetime Total Order Value, Lifetime Conversions, Lifetime Total Order Value (Conversions)

Experience transactions

Yes/No

Experience ID, Experience Name, Variation Name, Iteration Number, Is Control, Qubit ID, Transaction ID

Total Order Value, Total Order Currency

Segments performance

No/Yes

Returning Visitor, Operating System, Device Type, Browser Version, Country, Region, Metro Area, City

Visitors, Transactors, Transactions, Total Order Value (Transactions), converters, Conversions, Total Order Value (Conversions), Revenue Per Visitor (Conversions), Average Order Value (Conversions), Conversion Rate

Segments - visitor breakdown

No/Yes

User ID, User Email

Lifetime Transactions, Lifetime Total Order Value (Transactions), Lifetime Conversions, Lifetime Total Order Value (Conversions)

Visitor opinions

No/No

Device Type, Operating System, Browser Version, Country, Region, Metro Area, City, Returning Visitor

n/a

Visitor pulse

No/No

Device Type, Operating System, Browser Version, Country, Region, Metro Area, City, Returning Visitor

n/a

Cross-device behavior

No/No

Device Type

Transactions, Total Order Value (Transactions), Conversions, Total Order Value (Conversions)

Customer Id maps

No/No

User ID, User Email

n/a

Product rank analysis

No/No

Product ID

Spend, Quantity, Views, Adds To Basket

Using an export as a template

This option allows you to create a new export by copying an existing one. For example, if you have already performed an export and you would like to run the same export but with different dates, keeping the original, you should use this option.

INFO: This option is only available for exports with the status Complete.

▸ To use an export as a template, select three dots h and then Use as template

Deleting exports

▸ Select three dots h and then Delete export

Downloading exports

You can download any export that has the status Complete. You can download results in CSV format and also download the underlying SQL query that is used to generate the export data.

▸ To download an export, select download reports and then either Download CSV or Download SQL

Opening the CSV file

To reduce download time, the generated CSV file is compressed using GZIP. The downloaded file is assigned a .csv.gz extension.

macOS and Linux systems include native support for decompressing and extracting compressed files, but for those customers using Windows, a decompression utility is required.

We recommend one of the following free utilities:

Last updated: May 2020
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