The Digital Shelf Optimization (DSO) app takes all the information you provided to the CommerceIQ team during implementation and creates a routine to crawl your retailer sites to gather information about how your products and your competitors' products are being listed - and how that's impacting your and their share of search.

DSO takes all the data we gather and offers you reporting options for how to analyze them.

This page explores option 1: scorecards and, in particular, the type of scorecard (Reports) you and your team can build for yourselves (as opposed to out of the box scorecards).

Reports are a way of aggregating digital shelf data we collect about your and your competitors' product listings across your retailers with the goal of simplifying your view so you can focus energy toward best actions to take next. There are of course many out of the box reports available throughout DSO. The Reports discussed on this page are customized reports/scorecards of your data you and your team build.

To open a Report your team's already created, click Reports at the top of the main navigation menu in the CommerceIQ platform, and then browse the Saved Reports section. 

Some of the reports you open this way are editable. If you edit and save those reports, everybody else who opens the report will also see those changes. Some of the reports you open this way are view only because the person who created the report chose that as a setting when they created it. 

To start with a template, click Reports at the top of the main navigation menu in the CommerceIQ platform, and then click a template to open it. 

From there, change date ranges and add filters to narrow data showing in each widget. Use the global date range in the top-right to update date ranges for all widgets. Use the date range on specific widgets to change dates for only that widget. 

Click Start from scratch to add another widget.

To start from scratch, on the Reports screen, click Start Blank Report. 

Next, click Start from scratch to add a widget (report within the report). Add up to 15 widgets to a Report. 

For each widget, decide what metrics are important to you. For example: share of search, price, availability, rating, image accuracy, etc. 

And decide all the dimensions you want to review those numbers for. For example: by retailer, category, brand, sku, etc. 

Then click Preview to see the widget in action before saving. Adjust settings for it if needed before saving it. Or click Save Changes to accept settings and add the widget to the Report. 

Once you've added at least one widget to the report, you're promoted to save the Report. You can either save it now by giving it a name - or bypass this step for now and save the Report later. 

Click the Add button in the top-right corner of the Report to add more widgets just like before.

If you toggle Personal Mode on when you create a Report and then save it, the Report will still show up for everyone with access to your CommerceIQ account, but they won't be able to edit it. If you want everyone else to see and be able to edit the report, leave Personal Mode untoggled.

Once you've saved a Report, go back to the Reports screen to confirm it's listed as available for you and your team to run whenever you'd like.