Integrate new custom reports in Unica
Unica Insights enables you to integrate newly created custom reports with Unica for Campaign, Deliver, Plan, and Interact products.
About this task
Procedure
- Set up your development environment using BIRT designer. For more details, go to https://www.eclipse.org/birt/documentation/tutorial/
- Create your custom report using the BIRT designer and test the report.
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Create a custom report folder, for example <My Custom Reports> under the
Platform installation directory as shown below.
Unica_home\Platform\Insights\Reports\campaign\partitions\partition1\Affinium
Campaign\<My Custom Reports>.
Note: Ensure that you do not include any sub-folders under the custom report folder. You can provide any name for the custom report folder. You can have mutiple custom report folders.
- Copy your report design files in the above-mentioned directory.
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Log in to Unica and navigate to the following configurations templates.
- For Campaign: navigate to Affinium|Campaign|partitions|partition1|UnicaInsightsReports|Campaign.
- For Interact, navigate to Affinium|Campaign|partitions|partition1|UnicaInsightsReports|Interact.
- For Deliver, navigate to Affinium|Campaign|partitions|partition1|UnicaInsightsReports|Deliver.
- For Plan, navigate to
Affinium|Plan|umoConfiguration|reports.
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Select and configure the custom reports templates. Provide the following
details.
- New category name: Provide an appropriate name.
- reportFolder: Provide the custom report folder name. For example: My Custom Reports.
- reportName: Provide the report name. For example: Campaign Performance by User
- reportFileName: Provide report design file name. For example: CampaignPerformancebyUser.rptdesign
- reportDescription: Provide a description for the report
- Navigate to the Analytics menu and select the appropriate <Product> Analytics.
- Click Synchronize Folders to view the Custom Reports folder.
- Click Custom Reports Folder to view your custom reports.
- Click any report and run it.