Unleash your data's full potential with Advanced Analytics—effortlessly craft custom analytics dashboards and schedule reports straight to your inbox.
In this article:
Save Your Reports to a Personal Folder
About Advanced Analytics
Unlock the full potential of your data with Advanced Analytics. Tailor your insights by effortlessly building, adjusting, and customizing your data views to match your unique needs. Plus, with Advanced Analytics you can streamline your reporting process by scheduling and sending reports directly to you or other stakeholders via email, webhooks or other preferred formats.
With Advanced Analytics, you can:
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Customize your dashboards
Build and create reports that are tailored to exactly what you need, no more no less.
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Expand data access
Gain access to a wider range of data, facilitating deeper analysis and informed decision-making.
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Save time
Eliminate manual report distribution for individual use or to stakeholders, saving valuable time and streamlining workflows for improved productivity.
Important Considerations
- The Advanced Analytics feature is available for customers on select Plus plans. If you're already a Plus customer, reach out to your dedicated Customer Success Manager to learn more. Curious, but not yet on Plus? Discover how Plus can supercharge your business growth.
- The Advanced Analytics feature is not enabled by default. Please reach out to your dedicated Customer Success Manager to learn how to add this feature to your site or to check if it is included in your existing plan.
- The Advanced Analytics feature is built on Thinkifici Analytics. Learn more about it here: Thinkific Analytics
Access Advanced Analytics
The Advanced Analytics feature is not enabled by default. Please reach out to your dedicated Customer Success Manager to learn how to add this feature to your site or to check if it is included in your existing plan.
Advanced Analytics can be accessed from any pre-built Thinkific Analytics dashboards and tables and allows you to explore your data in depth by adding and removing new fields, creating and adjusting filters, and choosing how the data is visualized.
To access Advanced Analytics:
- From your Admin Dashboard, select Analytics
- Select the dashboard you want to explore (Marketing, Enrollments, Orders, Revenue, or Engagement)
- Select the desired tab
- Hover over the data tile you want to explore in-depth and click on the three dots in the top right corner
- Select Explore from here
This will open a new screen, where you can explore your data further. The screen will have the following sections:
- Available fields
- Filters
- Data visualization
- Data table with selected fields and applied filters
- Report management options
Use Advanced Analytics
Looking for more support with custom reporting? Have unique reporting needs? We are continuously working on improving the feature. Please reach out to us and let us know your feedback!
Once you access Advanced Analytics, you can explore your data in depth! Advanced Analytics offers a wide variety of data exploration options and functionality. See the instructions on some key functionality below.
When adding new fields or filters, click Run to load the data and see the report.
Add or Remove Fields
To add a field to the data table, in the Fields area of the Explore page (#1 in the image above), search for the field you want to add. There are three different types of fields:
- Filter-only fields: fields that cannot be used in the data table, can be used as a filter only. E.g. Data Granularity.
- Dimensions: are fields that are attributes, numerical values, or a fact. E.g. Enrolled via Bundle (Yes/No), Enrollment Status.
- Measures: are fields that use aggregate functions, such as COUNT, SUM, AVG, MIN, MAX. E.g. % Complete, Count of Enrollments.
To add the field to the data table, simply click on the field name. Hover over the field name to see options to use the field to pivot, to use the field as a filter, or to get the field definition.
Advanced Analytics feature allows you to create reports using Custom Fields!
To remove the field from the data table, click on the cog icon next to the field name and select Remove.
Add or Remove Filters
To add a filter and filter the data in the data table:
- In the Filters area of the Explore page (#2 in the image above), click on +Filter
- Select the field to use as a filter
- Define the filter operator (e.g. is, is not, contains, etc) and filter criteria
To remove a filter, simply click on the X next to the filter.
You can use different groups and operator combination (AND / OR) to create complex filters and criteria.
Visualize Your Data
You can visualize the data in the data table by selecting an appropriate option in the Visualization section of the Explore page (#3 in the image above). Note that some charts and visulization options have certain data requirements, which means that not every visualization is available in every report.
Manage Your Reports
Save Your Report to a Personal Folder
After you create a custom report using Advanced Analytics, you can save it to a dashboard in your personal folder to access later to schedule for delivery!
To save the report:
- In the Report Management area of the Explore page (#5 in the image above), click on the cog icon
- Select Save
- Select if you want to save the report as a new dashboard or add to an existing dashboard
- If saving as a new dashboard:
- Give the dashboard the title
- Select My folder as the report location
- If saving to an existing dashboard:
- Select the existing dashboard
You can find all of the saved reports in your personal folder.
Access Your Personal Folder
To access your personal folder:
- From your Admin Dashboard, select Analytics
- Select any dashboard
- In the top right corner of any tab, find and select the folder icon
- Select My Folder
- Select the custom dashboard you want to open
Currently, it is not possible to share reports saved in the private folder with other Site Admins or Group Analysts. If you would like to share the report, you can export it or schedule the delivery.
Download Your Report
To download your report:
- In the Report Management area of the Explore page (#5 in the image above), click on the cog icon
- Select Download
- Select the file format
- Type in the file name
- Select the desired download options
- Click Download
Send Your Report
To send your report:
- In the Report Management area of the Explore page (#5 in the image above), click on the cog icon
- Select Send
- Type in the file name
- Select the delivery option (Email, Webhook, Amazon S3, SFTP)
- Depending on the selected option in Step 4, configure the delivery options
- Select the data format
- Select Send
Schedule Your Dashboard
The Advanced Analytics feature allows you to schedule the delivery of your dashboards on a recurring basis! Save time and distribute dashboards to those who needed at the time they need them without spending time manually saving and sending the dashboards!
Only dashboards can be scheduled for delivery. Individual reports will need to be saved to a dashboard to be scheduled for delivery.
To schedule the dashboard for delivery:
- From your Admin Dashboard, select Analytics
- Select the dashboard you want to explore (Marketing, Enrollments, Orders, Revenue, or Engagement)
- Select the desired tab
- Click on the three dots in the top-right corner
- Select Schedule Delivery
- Type in the name of your scheduled delivery
- Define the delivery recurrence
- Select the delivery destination
- Depending on the selected option in Step 4, configure the delivery options
- Select the data format
- Optionally, select the Filters tab and define the filters that will be applied to the scheduled report
- Optionally, select the Advanced Options tab and define additional settings
- Click Send
Frequently Asked Questions
Who is displayed as a sender of the report / dashboard / scheduled delivery?
The report, dashboard, or scheduled delivery are sent from Looker (noreply@lookermail.com), the software we use for data processing. It is not possible to change the sender's email address, but you can modify the message included in the sent report or dashboard.