Summary Report
The Summary Report visualizes trends in your Sitecore CDP data. You use it to gain insights into seasonal data, performance of promotional campaigns, and to get ideas for experiences and experiments.
We recommend that you analyze data trends while taking into account seasonal, business, and other changes, for example:
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Your organization might experience a surge in transactions and traffic before a holiday season, and a lull during the actual season.
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External forces, such as changes to regulations, might cause an increase or decline in customer purchases.
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A promotional campaign focused on a specific item can cause a surge in sales of that item.
You can use the filters in the Summary Report to display data according to the following options:
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Time - select a time frame to display data in the report such as last day, last week, last month, last 6 months, or a custom date range. By default, the report shows data from the previous six months.
The exact dates and times used for the data currently displayed are indicated as Viewing data for [start date and time] - [end date and time], based on your organization's time zone.
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By - select the intervals at which data points are displayed on the graphs. You can select a resolution by day, week, or month.
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Channel - select a specific channel to view data, for example, Email, Mobile app, or Web. By default, the report shows data for all channels.
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Point of Sale - select a specific point of sale to view data. By default, the report shows data for all points of sale.
To update the Summary Report based on your selected filters, click Apply. To revert to the default view, click Reset filters.
The data in the Summary Report is refreshed every 24 hours. To download the report as a ZIP archive containing CSV files, click the Download 
icon.
Guest reports
Guest reports in the Summary Report display data relating to guests who visited your website over a selected time period.
Guest Types
This report shows the proportion of each guest type of all the guests that visited your website over the selected time period: customers or visitors. Some customers might also see the traveller guest type.
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The proportion of each type is calculated by dividing the number of guests of a given type by the total number of guests.
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To see the number of each guest type, hover your mouse over the guest type graph slice. An information callout displays.
New Visitors and Customers
This report shows website users who are classified as new visitors and customers (whether converted from visitors, or new profiles that are classified as customers) within the selected time period.
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New visitors are counted as visitors who were first seen during the selected time period, that is, the value of
first_seenfalls within that period. -
New customers are counted as customers who were first seen during the selected time period, that is, the value of
first_seenfalls within that period. -
To see the number of new visitors or customers for a given data point, hover your mouse over it. An information callout displays.
Order reports
The order reports section of the Summary Report dashboard displays data relating to transactions and their details over the selected time period.
Order Items
The Order Items report shows a breakdown of order items by item type over the selected time period. This does not include items classified as other items, which are handled in a separate report. The data is calculated by counting order item types for the selected period.
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To see the total number of each order item, hover your mouse over its segment in the bar chart. An information callout displays.
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Click the name of an item type in the legend to remove it from the graph.
Order Items (Value)
The Order Items (Value) report shows the proportionate value of order items over the selected time period. The data is calculated by summarizing values of each item type.
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To see the total value of each order item, hover your mouse over its segment in the bar chart. An information callout displays.
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Click the name of an item type in the legend to remove it from the graph.
Other Items
If you use the other items classification, this report shows a breakdown of other order items, over the selected time period. The data is calculated by counting other order items for the selected period.
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To see the total number of each other order item, hover your mouse over it. An information callout displays.
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Click the name of an item type in the legend to remove it from the graph.
Other Items (Value)
If you use the other items classification, this report shows the proportionate value of other order items, over the selected time period. The data is calculated by summarizing values of all other items for the selected time period.
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To see the total value of each other order item for a given data point, hover your mouse over it. An information callout displays.
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Click the name of an item type in the legend to remove it from the graph.
Other Items table
If you use the other items classification, this report shows a breakdown of other order items, in tabular format, over the selected time period.
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To sort the other order items by type or count, click the column heading.
Other Items (Value) table
If you use the other items classification, this report shows the proportionate value of other order items, in tabular format, over the selected time period.
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To sort the sort the other order items by type or value, click the column heading.
Session type reports
Session type reports display data relating to the type of user sessions and channels for the selected time period. The session type reports in the Summary Report dashboard provide a useful overview of trends in site traffic. For a more detailed investigation, however, you can check the traffic and segment reports. You can hover your mouse over a data point in one of the graphs to see its total value.
Inbound Channels
This graph shows inbound sessions over the selected time period by channel type, for example, web or mobile. The number of inbound sessions is calculated by summarizing each channel type for the selected timeframe resolution (that is, all sessions for each day, week, or month).
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To see the inbound channels for a given data point, hover your mouse over it. An information callout displays.
Outbound Channels
This graph shows outbound sessions triggered over the selected time period by channel type, for example, a triggered email message, or an audience sync. The number of outbound sessions is calculated by summarizing each channel type for the selected timeframe resolution (that is, all sessions for each day, week, or month).
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To see the outbound channels for a given data point, hover your mouse over it. An information callout displays.
Session Types
This graph shows different session types over the selected time period. The number of sessions is calculated by summarizing the following types for the selected timeframe resolution (that is, all sessions for each day, week, or month):
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Abandoned are sessions during which cart activity occurred, but a transaction did not occur, over the selected time period.
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Browsed are sessions during which no items were added to the cart and no transactions occurred, over the selected time period.
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Converted are sessions during which a transaction occurred, over the selected time period.
Cart Proportion %
This graph shows a proportionate view of all sessions by type (converted, abandoned, browsed) over the selected time period. The distribution is calculated by summarizing each type and dividing it by the total number of sessions.
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Click the name of a session type in the legend to remove it from the graph.