Effective data management is crucial for driving business growth

There are numerous challenges to be overcome before winning over a valued customer to your business fold. Sifting an unresponsive customer email from a responsive one in your data base is one such challenge.

Data management

Using Plumb5’s unified customer profiling feature, you can import two or more data sources and create a unified sheet using common identifiers between sheets to overlay data.

Map method

The method is used when two unique customer data types are tagged to arrive at a unified relationship of the identifier. For example: When tagging data, imported from a customer loyalty site and a mail service report, it will be found that the unique identifier is the email of the customer. Using the identifier, reports of email effectiveness and spends on each customer can be derived. Continue reading →

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Multimedium–User Manual (Reporting–My Report section)

reportsmyreports

The utility and usage of Reporting(My Report) section of Multimedium is explained as follows.

1. Basic Function

In this section the reports created by the user are displayed.

2. Operating Instructions

The usage of this screen is explained in the below mentioned steps.

Step 1:  (i) Click on Reporting —My Report, the screen will appear as follows.

reportsmyreports1

(ii) A search button is provided on the right hand side of the screen.

After entering the keyword in the box, press the search button then the system will display all the group names containing the keyword.

reportsmyreports2

Step 2:

(i) Click on Report Name or Preview (as seen above) , the screen will appear as follows.

(ii) The displayed report can be downloaded in an excel sheet by clicking on excel button situated at right corner of the screen.

(iii) Save button will save the displayed data in a sql table.

reportsmyreports3

 

 

(iv) Click on the drop box below the Grp_namgpquery1 ( as seen in the screen below) and select any column containing  numeric data . On selection of a column the system will display the total of that column in the next box.

reportsmyreports4

Step 3:  (i) By clicking Edit Group seen in screen mentioned in step 2 , the following screen will appear.

(ii) The query details like data source name, table name and column name can be changed using this screen.

(iii) Various other parameters like order by, score etc can be changed.

(iv)The query details can be saved using the update button in a sql table.

(v) The query details and results of the query can be saved in a sql table using the update and save button.

reportsmyreports5

 

The delete button (refer to the screen displayed in step 1) will delete the report details from the sql table.

Multimedium–User Manual (Reporting—My Dashboards section)

reportsmydashboard

The utility and usage of Reporting (My Dashboards) section of Multimedium is explained as follows.

1. Basic Function

In this section the dashboards created by the user are displayed. The user can change the layout of the dashboard and view the dashboard along with the reports.

2. Operating Instructions

The usage of this screen is explained in the below mentioned steps.

Step 1:

(i) Click on Reporting —My Dashboards, the screen will appear as follows.

reportsmydashboard1

(ii)   A search button is provided on the right hand side of the screen.

After entering the keyword in the box, press the search button then the system will display all the dashboard names containing the keyword.

reportsmydashboard1ii

Step 2:

(i) Click on Manage, the screen will appear as follows.

(ii)The layout can be changed.

(iii)The default settings can be changed.

(iv)Clicking on Update button will save the changes for the dashboard.

reportsmydashboard2

 

 

Step 3:

(i) Click on Report, the screen will appear as follows.

reportsmydashboard3

Step 4:

(i) Click on manage chart icon, the screen will appear as follows.

(ii)The chart name can be provided here.

(iii) Report to be displayed in a particular area of the dashboard can be set here.

(iv)The type of chart can be chosen here.

(v)Options like multicolor and percentage can be selected for display of the chart.

(vi)Update button will save the details of dashboard, chart and report in a sql table

(vii)Reset button will roll back all the selections made in the Manage Chart screen.

reportsmydashboard4

 

Step 5:

(i) Click on Manage Label, the screen will appear as follows.

(ii) Labels displayed on the chart can be changed here.

(iii) Update will save the modifications done.

reportsmydashboard5

 

Step 6:

(i) Click on View Report icon next to Manage Chart icon (as seen in screen Step 4), the screen will appear as follows.

(ii)The displayed report can be downloaded in an excel sheet by clicking on excel button situated at right corner of the screen.

(iii)Save button will save the displayed data in a sql table.

reportsmydashboard6

Step 7:

(i) By clicking Edit Group seen in screen mentioned in step 6

(or by clicking Edit Chart icon situated along with Manage Chart and View Report icons in screen mentioned in step 4) ,

the following screen will appear.

(ii) The query details like data source name, table name and column name can be changed using this screen.

(iii) Various other parameters like order by, score etc can be changed.

(iv) The modified query details can be saved using the update button in a sql table.

(v) The modified query details along with results of the query can be saved in a sql table using the update and save button.

reportsmydashboard7

The delete button (refer to the screen displayed in step 1) will delete the dashboard details from the sql table.

 

Multimedium–User Manual (Reporting–Create Dashboard Section)

reportscreate

The utility and usage of Reporting(Create Dashboard) Section is explained as follows.

1. Basic Function

In this section the user can design a dashboard. Using this option a user defined dashboard with a selected layout can be created and set as default for the user’s login.

2. Operating Instructions

The usage of this screen is explained in the below mentioned step.

Step 1:

(i) Click on Reporting —Create Dashboard, the screen will appear as follows.

(ii) A name needs to be provided for a Dashboard.

(iii)One of layouts can be selected.

(iv)To set the dashboards as default choose the Yes radio button.

(v) Click on create to save the details of the dashboard into a sql table.

reportscreate1

Multimedium–User Manual (Groups–Manage Groups Section)

groupsmanage

The utility and usage of Groups (Manage Groups) section of Multimedium is explained as follows.

1. Basic Function

In this section the user can view the data based on the query designed in Groups—> Create Groups section. The query can also be modified as required.

2. Operating Instructions

The usage of this screen is explained in the below mentioned steps.

Step 1:

(i) Click on Groups —Manage Groups, the screen will appear as follows.

groupsmanage1

 

(ii)  A search button is provided on the right hand side of the screen.

After entering the keyword in the box, press the search button then the system will display the group names containing the keyword.

groupsmanage2

 

 

Step 2:

(i) Click on any Chart Title, the screen will appear as follows.

(ii) Save button will create a sql table with the name of Chart Title and store the displayed results.

groupsmanage3

 

(iii) Click on the drop box below the Grp_namgpquery1 ( as seen in the screen below) and select any column containing numeric data . On selection of a column the system will display the total of that column in the next box.

groupsmanage4

 

Step 3:

(i) Click on Edit Group, the screen will appear as follows. The user can modify the query here as required.

(ii) The update button will store the modified query in a sql table.

(iii) The update and save button will store the results of the modified query in a sql table.

groupsmanage5

 

 

Step 4:

(i) Click on the download option to download the displayed results in an excel file.

groupsmanage6

Step 5: Clicking on Preview button (as seen in screen-shot of step1) will yield results as displayed in step 2.

Step 6: Clicking on Manage button (as seen in screen-shot of step1) will yield results as displayed in step 3.

Step 7: Clicking on Delete button (as seen in screen-shot of step1) will delete the sql table created for a particular chart title.

Multimedium–User Manual (Groups–Create Groups Section)

groupscreate

The utility and usage of Groups (Create Groups) section of Multimedium is explained as follows.

1. Basic Function

In this section the user can design queries which help in extracting data from the system. The user can define the conditions on which data needs to be viewed.

2. Operating Instructions

The usage of this screen is explained in the below mentioned steps.

Step 1:

(i) Click on Groups —Create Groups, the screen will appear as follows.

groupscreate1

Step 2:

(i) Provide a name for the Chart Title.

(ii) Choose the Data source Name from the drop down box.

(iii) Choose the Table Name value from the drop down box.

(iv) Choose the Column Name value from the drop down box.

(v) Enter the details as required. In order to analyze the data based on scores use the select score drop down box.

(vi)The system displays the configuration and nested scoring lists for the selected table name in the score drop down box.

(vii) Click on Create to save the details of the query in a sql table.

(viii) Use (Create and Save) button to save the output of the query in a sql table.

groupscreate2

 

Multimedium–User Manual (Scoring–Nested Conditions Section)

scoringnest

The utility and usage of Scoring (Nested Conditions) section of Multimedium is explained as follows.

1. Basic Function

In this section the user can assign a score to values of different columns of a table.Nested score is a score assigned to a set of data over and above the configuration score.This score can be used for further grouping of data in the create group section of the system. Based on this scoring the user can customize the reports.

2. Operating Instructions

The usage of this screen is explained in the below mentioned steps.

Step 1:

(i) Click on Scoring —à Nested Conditions, the screen will appear as follows.

scoringnest1

Step 2:

(i)  Click on Add New button which appears at the right side of the screen

(as displayed on the screen in step 1).

(ii)  Enter a Score Title name.

(iii) Enter a Data source Name.

(iv) Enter the Table Name.

(v) The system populates the aggregate column chosen while creating a configuration list.

For creating a nested score list a configuration list needs to be created first.

(vi) Enter the column name and values as required.

(vii)Click on the + sign to add columns for assigning a score.

(viii)Choose the conditions as per requirement.

(ix)  Enter the score and click on save command button to store the scores in the system.

 

scoringnest2

Step 3:

(i) To modify the score for a created nested scoring list, search for the required list.

(As displayed in the screen below.)

(ii) Click on Manage to access the screen displayed in step 4.

(iii) Use the delete button to delete the configuration list from the system.

scoringnest3

Step 4:

(i)  On clicking on Manage the system will allow the user to modify the score for the created nested score list as follows.

(ii) Modify the score or conditions as required.

(iii)Save the changes in the system by clicking on the update button.

 

scoringnest4