This chapter describes how to use reports to evaluate customer profile trends and customer data quality.
This chapter covers the following topics:
Organization Enrichment Trend: How many customer records are enriched by third party data over a specified period range and interval?
Data Completeness: How complete is my customer information for a specified period range and interval, on the party and attribute levels?
Organizations by Industry: Which industries are my customers in?
Customer Growth: What is my total customer count over time?
Organizations by Country: Which countries are my organizations in?
Persons by Country: Which countries are the person records in?
Organizations by State/Province: Which states or provinces are my organizations in?
Persons by State/Province: Which state or province are the person records in?
Duplicate Organizations: How many organization records have duplicates?
Duplicate Persons: What percentage of my individual customer records are duplicates?
The Organization Enrichment Trend report provides information on the number of customer records that were enriched by acquiring third party data. In Oracle Customers Online, you can purchasing data from D&B to enrich customer data. See: Introduction to D&B, Oracle Trading Community Architecture User Guide.
For the period range at the interval that you specify, the report displays in both the graphical and tabular view:
The number and percentage of organizations enriched, in the period interval, for the first time.
The number and percentage of cumulative organizations enriched up to and including the period interval.
The cumulative number of total organizations up to and including the period interval.
For example, you select to report by an interval of quarters and specify the period range of Q1 through Q2 of the 2004 fiscal year. This table shows an example of the data that the report could provide.
| Period Interval | # Organizations Enriched in Period | % Organizations Enriched in Period | Cumulative # Enriched Organizations | Cumulative % Enriched Organizations | Cumulative # Organizations |
|---|---|---|---|---|---|
| Q1 2004 | 40 | 8 | 240 | 48 | 500 |
| Q2 2004 | 50 | 7 | 290 | 41 | 700 |
From this sample data, you can determine that:
Before Q1 2004, 200 organizations were enriched. 40 new organizations were enriched during Q1 2004, making the cumulative number 240. 8% of all organizations were enriched for the first time in Q1 2004, and 48% of all organizations were enriched at least once up to and including Q1 2004.
The number of organizations enriched during Q2 2004 and the cumulative number of enriched organizations for Q2 2004 are greater than the numbers for Q1 2004. The percentages are lower in Q2 2004, however, because the cumulative number of total organizations increased at a greater rate.
With this information, you can set goals for Q3 2004, for example:
Not only to increase the number of newly enriched organizations, but to match or exceed the rate of organizations added to your customer database.
To have at least 50% of all organizations enriched at least once.
Related Topics
Data Completeness reports provide statistics on the completeness of your customer data. Completeness is defined as having attribute values. For example, if a record has ten attributes and only values for five attributes, that record is 50% complete.
Each report has a configuration, or a specified set of attributes for one of the following: organization, person, or contact. For example, you can use one report to determine the completeness of all contact attributes, and another to report on only the contact phone attributes.
Possible report statuses are:
Active: Report is configured and activated, and has no end date.
Inactive: Report is configured but not yet activated, and has no start or end date. Inactive reports cannot provide data.
Note: Inactive reports are displayed on the Manage Reports page, not the Data Completeness Reports page.
Archived: Report is deactivated, and has a start and end date. Archived reports can no longer provide data for periods after the end date, but is available for reference purposes.
From the Data Completeness Reports page, you can:
View Configuration: See which attributes are reported on for a given report.
Click the report name to run and view a report for a specified period range and interval. See: Viewing Data Completeness Reports.
Manage Reports: Create, update, delete, and change the status of Data Completeness reports. See: Managing Data Completeness Reports.
Note: You can manage reports only if the IMC: Enable Manage Reports profile option is set to Yes.
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You can rerun the same Data Completeness report for different period ranges. The period ranges must fall within the report's start and end date, or the system date if no end date exists.
For each period interval in the past, the report provides completeness data as of the last day in the month or quarter. For the current month or quarter, the report data is as of the previous business day.
For each period interval, the report displays in both the graphical and tabular view the completeness percentage of all records, based on the attributes that are reported on. This percentage is the average of completeness percentages for each individual record.
For example, the report is configured with 20 attributes for organizations. You have three organization records, and their completeness information is shown in this table.
| Organization | Attributes with Value | Completeness Percentage of Record |
|---|---|---|
| A | 10 | 50 |
| B | 20 | 100 |
| C | 17 | 85 |
The completeness percentage for one organization record is based on how many attributes values the record has out of the 20 attributes configured for the report. The overall completeness percentage for all organizations, 78.33%, is the average of the three record percentages.
From the summary page, you can also:
View Configuration: See which attributes are included in this report.
View a detail report of completeness on the attribute level for any period interval.
For the selected period interval, the Data Completeness report details show:
Each attribute included in the report configuration.
The completeness percentage of all records for each attribute.
The number of records with a value for that attribute.
For example, there are 1000 total person records, and the report includes the Last Name attribute. If 900 records out of the 1000 have a last name, then the attribute's completeness percentage is 90.
By showing completeness at the attribute level, you can set goals for data completeness, for example, to have 100% completeness for last name, at least 90% for first name, and 50% for middle name.
Related Topics
If the IMC: Enable Manage Reports profile option is set to Yes, you can manage Data Completeness reports.
Create: Create new reports to determine the completeness of data for organizations, persons, or contacts.
Configure: Update reports of any status.
Copy: Copy existing reports of any status as the basis for new reports.
Activate: Activate inactive reports so that the report can be used, giving the report a start date of today.
Archive: Give active reports an end date of today to limit the reporting range. You can still use the report, but only to report on data between the start and end date.
Delete: Permanently remove reports of any status.
When you create or copy a report, you enter a unique name for this Data Completeness report, and specify the attributes to be reported on. If you only save the report, you must activate it later to use the report. You can still update the attribute selections of inactive reports, but not active reports.
To update a report, the available actions depend on the report status:
Active: Update the report name.
Inactive: Update the report name and attribute selections.
Archived: Update the report name.
Related Topics
The Organization by Industry report lists the industries and number of your organizations in each industry and percentage of the total. The top five industries are also shown in a pie chart with all remaining industries included in the Other category.
Related Topics
The Customer Growth report provides a line graph showing your cumulative number of customers by specified time period, such as monthly. The report also lists the time periods, number of cumulative customers in each time period, and the percentage of each time period to the whole.
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The Organizations by Country report lists the countries and number of your organizations in each country and percentage of the total. The top five countries are also shown in a pie chart with all remaining countries included in the Other category.
Related Topics
The Persons by Country report lists the countries and number of your people in each country and percentage of the total. The top five countries are also shown in a pie chart with all remaining countries included in the Other category.
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The Organizations by State/Province report lists the states or provinces within a specified country and number of your organizations in each state and percentage of the total. The top five states or provinces are also shown in a pie chart with all remaining states and provinces included in the Other category. To change countries, click Edit.
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The Persons by State/Province report lists the states or provinces within a specified country and number of your people in each state and percentage of the total. The top five states or provinces are also shown in a pie chart with all remaining states and provinces included in the Other category. To change countries, click Edit.
Related Topics
The Duplication Organizations report lists the number of organization customers that have duplicate records, categorized by frequency of duplicates. A bar chart shows the percentage of organizations that have no duplicates, percentage with one duplicate, and so on.
The report is created based on the following steps:
A concatenated string of organization name and associated identifying address is created. For a person record, a concatenated string of the first, middle, and last name plus the associated identifying address is created.
All records with similar sounding phonetic information are grouped and a count is determined to calculate how many Acme Corporations exist in the system (independent of whether they are captured as Acme or ACME).
A table is then compiled with a frequency column (meaning the number of times a record is repeated) and a count column that shows how many parties are possible duplicates.
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The Duplication Persons report lists the number of person customers that have duplicate records, categorized by number of duplicates. A bar chart shows the percentage of people that have no duplicates, percentage with one duplicate, and so on.
The report is created based on the following steps:
A concatenated string of organization name and associated identifying address is created. For a person record, a concatenated string of the first, middle, and last name plus the associated identifying address is created.
All records with similar sounding phonetic information are grouped and a count is determined to calculate how many Joe Smiths exist in the system (independent of whether they are captured as Joe or Joseph).
A table is then compiled with a frequency column (meaning the number of times a record is repeated) and a count column that shows how many parties are possible duplicates.
Related Topics