Documentation Customer Journey Analytics Customer Journey Analytics Guide

Customer Journey Analytics landing page

Last update: Fri Mar 15 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Basics

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User
Admin

The landing page for Customer Journey Analytics highlights Analysis Workspace and features a project manager home page and a learning section to help you manage customer journey data more effectively.

https://video.tv.adobe.com/v/334278/?quality=12

The Customer Journey Analytics landing page is comprised of the following subtabs: Projects and Learning.

Projects are customized designs that combine data components, tables, and visualizations that you built or that someone else built and shared with you. Projects also refers to blank projects and blank mobile scorecards.

The Learning tab contains hands-on video tours, tutorials, and links to documentation.

Navigate the Projects tab navigate-projects

Projects serves as the Workspace home page. The Projects tab displays the Company folder, any personal folders you created, your projects, and Mobile scorecards. Use this page to view, create, and modify folders, projects, and mobile scorecards. For more information, see About Folders in Analytics.

Landing all

NOTE

Several of the following settings persist during the session and across sessions. For example, the tab you selected, the selected filters, selected columns, and the column sort direction. Search results are not persistent.

Customize table columns

To customize column widths, drag the vertical bar that separates each column.

To add or remove columns from the list of projects, click the column icon ( ) in the top-right, then select or deselect column titles.

The available columns are:

Column name

Description

Name

Identifies the name of the project.

Type

Indicates whether this type is a Workspace project, a Mobile scorecard, or a folder.

Tags

Tags projects to organize them into groups.

Scheduled

Set to On when a project is scheduled or Off when it is not. Clicking the On link lets you see information about the scheduled project. You can also edit the project schedule if you are the project owner.

Project role

Identifies the project roles: whether you are the project Owner and whether you have permissions to Edit or Duplicate the project.

Report suite

Identifies the Report Suites that are associated with the project.
Tables and visualizations within a panel derive data from the report suite selected in the top right of the panel. The report suite also determines what components are available in the left rail. Within a project, you can use one or many report suites depending on your analysis use cases. The list of report suites is sorted on relevance. Adobe defines relevance based on how recently and frequently the suite has been used by the current user, and how frequently the suite is used within the organization.

Owner

Identifies the person who created the project.

Shared With

Shows who the project is currently shared with.

Last Modified

The date and time when the project was last modified.

Last Opened

Identifies the date that a project was last opened by the user who is currently viewing the Projects page.

Last Used

Helps determine whether a project is valuable to users in your organization by showing the date and time when the project was last opened by any user within the organization.

Consider the following when viewing this column:

Usage information is available starting in September 2023.
This column is available only to system administrators.

Project ID

Can be used for debugging projects.

Longest Date Range

Longer date ranges increase project complexity and may increase processing and load times.

Number of queries

The total number of requests made to Analytics when the project loads. A higher number of project queries increases project complexity and may increase processing and load times. This data is available only after a project has loaded or a scheduled project was sent.

Location

Shows the folder where the project is located.

Other UI elements on the Projects page

UI element

Definition

Edit preferences

Lets you View Tutorials, and Edit user preferences.

Create new

Opens the project modal where you can create a Workspace project or a Mobile scorecard or open a company template.

Show less
Show more

Toggles between not showing and showing the banner:

Workspace project

Creates a blank Workspace project for you to design and build.

Mobile scorecard

Creates a blank mobile scorecard for you to design and build.

Open Training Tutorial

Opens the Workspace training tutorial that guides you through the process of building a new starter project in a step-by-step tutorial.

Open release notes

Opens the Adobe Analytics section of the latest Adobe Experience Cloud release notes.

Filter icon

Filters by tags, report suites, owners, types, and other filters (Mine, Shared with me, Favorites, and Approved)

Search bar

Searches all columns in the table.

Selection box

Selects one or more projects to display the project management actions you can perform: Delete, Share, Rename, Copy, Unpin, Move Up, Move Down, Tag, Approve, Export CSV, and Move to. You may not have permissions to perform all listed actions.

Favorites

Adds a star next to a favorite project or folder that can be used as a filter.

Name

Identifies the name of the project.

Pin icon

Pins items so they always appear at the top of your list but you can re-adjust the order by moving them up or down in the order. Use the ellipsis option menu and select Move Up or Move down in the list.

Info (i) icon

Displays the following information about a project: Type, Project Role, Owner, Description, and who it is shared with. It also indicates who can edit or duplicate this project.

Ellipsis (…)

Displays the project management actions you can perform: Delete, Share, Rename, Copy, Unpin, Move Up, Move Down, Tag, Approve, Export CSV, and Move to. You may not have permissions to perform all listed actions.

SHOW: Folders & Projects or All Projects

Changes the view setting on the table to show folders and projects according to your folder organization or show all of your projects in an unorganized list.

< (Back button)

Returns you to your most recent landing page configuration in a Workspace project or a report. The page configuration you had when you left the landing page will persist when you return.

Use the Learning tab navigate-learning

The Learning page contains hands-on video tours, tutorials, and links to documentation.

Use the Learning page in Customer Journey Analytics to learn:

Beginner, intermediate, or advanced features and use-cases in CJA
How to transition more seamlessly from Adobe Analytics to CJA

Access the Learning page

In Customer Journey Analytics, select Workspace > Learning.

Learning page features

Filter content: The Filter icon in the left rail allows you to filter learning content by experience level (Beginner, Intermediate, or Advanced) and by content type (Document, Video, or Tours & tutorials).
Track progress: After you select a piece of content, a Viewed tag appears. This tag helps you track your progress through the learning content. You can select the Viewed tag to remove it from a piece of content.
View additional content: While viewing any video, select the Learn more button to view related documentation content on Experience League. Or, from the Learning page, select either of the following options to view additional content:
- Visit YouTube: View the full Analysis Workspace YouTube playlist.
- Visit Experience League: View the full suite of CJA documentation on Experience League.
Fundamentals for new users: The Workspace Fundamentals tour is recommended for new users. This tour takes you directly to Workspace and walks you through the most common actions. This tour can also be relaunched any time in Workspace via the tooltip pop-over from the panel header.