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Working With Dashboards: Shared Reports At-a-Glance

UAccess Analytics dashboards provide you with lots of useful information. This presentation will help you understand how to navigate those dashboards. Click the arrow at the bottom of the screen to get started.

Steve Singkofer

on 22 May 2012

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Transcript of Working With Dashboards: Shared Reports At-a-Glance

What is a dashboard?
How do I see just my data?
Shared dashboards are built to be used by everyone.

Many of them have prompts at the top that let you focus on just what you want to see.
Check what access you have.
How do I get access to dashboards?
How do I work with data in the reports?
How do I learn more?
A web-based collection of reports that you can interact with, viewing and filtering data online.
At the UA, we use UAccess Analytics for our dashboards.
The first time you log in to UAccess Analytics, you will see the Home Page.
For instance...
This dashboard gives you an overview of data about a specific department.
You could change the report to display any department you wanted to. More on that later.
Working with Dashboards
Home Page Tour
And that is what a dashboard is.
University Information Technology Services
Knowing how to get around the dashboards may be all you need out of Analytics. If so, you're done here!

If not, UITS has a lot more training to help you get comfortable with using Analytics to write your own reports.
You are here.
Get your hands in it!

Introduces you to writing ad hoc reports for yourself in UAccess Analytics and to creating your own dashboards.
Ready for more complex report-writing? How about building a pivot table or scheduling an Agent?

Then this is the workshop for you!
Done the Basics? Need help? Schedule a one-on-one session with an instructor to get help building a report.
Let's talk a little more about that Mosaic Community...

The Mosaic Community is a professional network where you can ask questions and share information with colleagues.

Join us and become part of the discussion in the UAccess Analytics group.
Thanks for touring dashboards with us!

We look forward to seeing you in workshops and in the Mosaic Community.
Once you have your settings the way you want them, you don't have to keep setting them up over and over.
Just save your preferred settings so that you have a short-cut.
You can even set your favorite settings as your default view for the dashboard page.

In other words: see the report the way you want it whenever you come to the page.
Take a look at how it works.
Watch prompts in action!
Some dashboards have multiple prompts.
No worries. Just fill out the prompts you want to use and then click Apply!
Copy, refresh, print, and export
Customize the report display to suit your needs!
Drill down for more details
If you don't see what you need in Roles, you'll need to request access.
Request the access you need!
If you have any questions about training or dashboards, please feel free to contact us.

We would also love to hear your thoughts about this orientation.

Click the link below to complete a very brief survey.
See extra information
Dashboards typically have tabs along the top that let you look at different pages of reports.
Many reports have a selector at the top that lets you specify what information you want to look at.

When a selector is contained within a section, it controls all the reports in that section.
The filter box at the bottom of a report lets you know what restrictions were used to select the information you are viewing.
You may also see links at the bottom of a report that let you analyze (copy the analysis), refresh, print, or export its data.
Some reports include a drop-down menu at the top (known as a View Selector) that lets you switch to different reports.
Frequently, reports are grouped together in sections. This dashboard page has three sections. Each section has its own title.
You may see multiple reports in a section.
The reports can include tables and pivot tables...
...or graphs.
Dashboard Tour
Change the view
Click the arrow button to begin.
Shared Reports At a Glance
Take a tour of the Home Page!
Still want more? Want to find out how to create your own dashboard prompts and view selectors? Ready to try Analytics lists?

Then join us for Advanced!
Or, your department can arrange for an instructor to come to you for a group Analytics Practicum.
And you can always find help on the Mosaic Community in the Analytics group:
Sometimes, you may need to work with the data outside of the shared dashboards.
Dashboards have built-in tools that you can use to modify what you are seeing.
Some reports are not immediately displayed, and you will need to click to see them.
Some reports let you click on data to drill-down for more information.
You may find that you want to customize how columns of data are displayed in your dashboard view.
Full transcript