Unlock the full potential of your data with personalized dashboards, enabling you to easily measure the metrics that matter most to you.
In this article:
Copy or Move Dashboards from One Folder to Another
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
Design personalized dashboards to display the key metrics you need daily, allowing you to quickly assess what's working, identify areas for improvement, and report on KPIs.
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Expand data access
Develop tailored reports for each internal stakeholder or B2B partner and effortlessly distribute them via email at your desired cadence.
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Get a complete picture
Build a more complete picture of your learners with advanced survey, engagement, and demographic data. Unlock valuable new insights to refine your strategy.
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Get started quickly
Leverage pre-built tables and visualizations to quickly dive into deeper data exploration, making it easy for anyone on your team to unlock the full potential of Advanced Analytics.
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 and start building reports:
- From your Admin Dashboard, select Analytics
- Select Custom Reports
- Select + New report
- Select explore with the data you want to use in your report
- Select pre-built reports from available options or start building from scratch
You can also access Advanced Analytics and start building reports based on the existing report and data:
- 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
Report Folders
Each report or dashboard you create using Advanced Analytics must be saved as a dashboard in a folder. The folder location defines the sharing settings for that dashboard. By default, two folders are available:
- My Folder: dashboards in this folder are accessible to you only
- Group: dashboards in this folder are accessible to all Site Owners and Site Admins who have access to Advanced Analytics
Currently, it is not possible to share reports and dashboards with Group Analysts. If you would like to share a report or a dashbaord with them, you can export it or schedule the delivery.
To access your folders:
- From your Admin Dashboard, select Analytics
- Select Custom Reports
- Select the Saved reports or the Shared reports tab to access your folder or shared folder, respectively
You can also access your folders from any of the dashboards:
- From your Admin Dashboard, select Analytics
- Select any dashboard
- In the top right corner of any tab, find and select the folder icon
- Select the folder you want to open
- Select the custom dashboard you want to open
Save Your Report to a Folder
After you create a custom report using Advanced Analytics, you can save it to a dashboard in a folder to access later!
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 the desired folder as the report location
- If saving to an existing dashboard:
- Select the existing dashboard
Copy or Move Dashboards from One Folder to Another
You can copy or move dashboards from one folder to another.
- When you copy a dashboard, a duplicate of the dashboard is created in the destination folder. Changes to each version will be independent
- When you move a dashboard, it changes the location of the dashboard to the destination folder. Any changes to the dashboard made by any user with access will update a single version of the dashboard.
When moving or copying the dashboard from the Personal to the Group folder, the dashboard will be shared with and accessible to all Site Owners and Site Admins who have access to Advanced Analytics.
To copy or move a dashboard:
- From your Admin Dashboard, select Analytics
- Select Custom Reports
- Select the Saved reports or the Shared reports tab to access your folder or shared folder, respectively
- Find the dashboard you want to move or copy
- Click on the ellipsis (three dots)
- Select either Make a copy or Move to
- Navigate to the folder you want to copy or move the dashboard. E.g. if you are copying from a personal to a group folder, select a back arrow and choose the Group folder.
- Scroll to the bottom of the page and click Copy here
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 need them 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
To see the list of scheduled reports:
- From your Admin Dashboard, select Analytics
- Select Custom Reports
- Select the Schedules tab
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.