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Real-time reporting overview

Real-time reporting in Customer Journey Analytics displays and updates data and visualizations within one or more panels in Analysis Workspace in real time.

AVAILABILITY
The functionality described in this article is in the Limited Testing phase of release and might not be available yet in your environment. This note will be removed when the functionality is generally available. For information about the Customer Journey Analytics release process, see Customer Journey Analytics feature releases.
NOTE
You must have the Ultimate package in order to use the functionality described in this section. Contact your administrator if you’re unsure which Customer Journey Analytics package you have.

Use cases

This section provides an overview of typical valuable and less valuable use cases. And also information when not to consider real-time reporting.

  • The most valuable use cases for real-time reporting are around major sales, promotions, or product launches.
    As part of that launch you want to know:

    • How do the sales compare to your last sale?
    • How does this product launch compare to the last product launch?
    • Do your promotions for this important day or event actually work?
  • Relevant, but less valuable uses cases for real-time reporting are validation use cases.
    You want to validate, for example:

    • Is the campaign journey you recently launched actually working?
    • When your new product page went live, are you collecting customer data from the page?
    • Is your live media event going ok?

Do not consider real-time reporting for operations monitoring use cases. For example, to answer the question whether a site is properly working. Since the real-time refresh toggle automatically disables after 30 minutes and the real-time report stops refreshing, you should not use a real-time report as a reliable source for these use cases.

How it works

Real-time reporting uses a consolidated dataset that is completely separate from the consolidated (combined) dataset used for standard reporting. You use the Real-time refresh toggle to switch between:

  • Real-time reporting on a consolidated dataset that contains up to 24 hours of rolling data.
  • Standard reporting on the consolidated dataset that contains up to 13 months of rolling data (or longer in case you have licensed the Extended Data Capacity Add-on).

Real-time reporting {modal="regular"}

Latencies

How you collect data determines the latency of real-time reporting in Customer Journey Analytics. The illustration above and the table below show approximate latencies for various data collection scenarios when using real-time and (for comparison) standard reporting.

Data collection
Real-time reporting latency
(approx. less than)
Standard reporting latency
(approx. less than)
1
Edge Network SDK / APIs into the Edge Network
7 minutes
95 minutes
2
Streaming connectors
17 minutes
105 minutes
3
ÃÛ¶¹ÊÓÆµ Analytics source connector
17 minutes
105 minutes
4
Other source connectors into the source connectors (including batch data)
25 hours
25 hours

Limitations

Be aware of the following limitation for real-time reporting:

  • Real-time reporting only reports on data available on a rolling period of 24 hours. Data that is more than 24-hour old is not available for real-time reporting. Once the real-time refresh for a report is disabled or automatically turned off, all relevant data is available once more from the consolidated dataset typically used for reporting in Customer Journey Analytics.

  • Attribution, segmentation, calculated metrics, and more only work on the data available within the rolling period of 24 hours. For example, a Repeat visitors segment includes very few people in a real-time report because the report only includes people who visited multiple times in the last 24 hours. A similar limitation applies when you create a real-time report on people who previously clicked on a campaign that is no longer active.

  • Real-time reporting works best on event and session level data and you should be cautious using real-time reporting for person-level data. Since only events from the rolling 24-hour period are available for real-time reports, a person’s event history is also limited to this window. Consider the preference for event and session level data when you select a dimension and (calculated) metrics. And when you use functionalities like breakdowns, next or previous, and more in your real-time refresh enabled panel.

  • You cannot combine stitching with real-time reporting. Real-time reporting is about event and session level data and is less relevant for person-based data.

  • No heartbeat collected media metrics are available, except media start and media close metrics. So, you can still use real-time reporting to enable a media use case.

  • When you use the download or export options to download a project or export data from a freeform table, consider the following:

    • A downloaded CSV project or exported CSV file contains the real-time data available at the moment of download or export.
    • A downloaded PDF project contains non real-time data, similar to the data that is shown when real-time refresh is disabled.
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