Navigate the Uberflip Analytics Interface

Follow

Learn how to get the most out of Uberflip Analytics, including how to filter dashboards, view reports, and download and schedule data exports.


 

Before You Begin

  • To use Uberflip Analytics, your Uberflip user account must hold an Uberflip Analytics View license. View licenses are automatically granted to any member of the Account Administrator and Analyst user groups.
    • Account Administrators can also assign View licenses to individual user accounts that are not members of these user groups using the Licences tab on their user profile. When a license is assigned to a user, the necessary Uberflip Analytics > View permission will also automatically be granted to that user. Note that assigning this permission without a license will not give that user access to Uberflip Analytics.
  • Your Uberflip account has a certain number of included View licenses, depending on your pack type. If you require additional View licenses, please contact your Customer Success Manager.

 

Uberflip Analytics Overview

To enter Uberflip Analytics, simply log in to your account and click on the Analytics button in the top menu bar:

Hubs___Manage_-_Uberflip.png

From here, you'll be able to navigate the Uberflip Analytics interface, including:

  • Dashboards
  • Reports
  • Filters
  • Widget & Stream/Item Drill-In
  • Data Exports

Dashboards

Dashboards are the focal point of the Uberflip Analytics interface. These are collections of data visualizations ("widgets") that focus on particular areas of interest, such as how visitors are reaching your Hubs, or how your Form CTAs are performing.

The default dashboard is the Home dashboard. It acts as the entry point for Uberflip Analytics, and displays a high-level overview of data from all the areas of your Uberflip account.

Use the the sidebar menu on the left navigate to more granular and specialized dashboards. A variety of dashboards are available, grouped into categories that represent major themes like Traffic and Content. In the sidebar menu, click on any category to expand it and view the dashboards inside:

Analytics_-_Uberflip.png

Within each dashboard you can customize the data displayed using Filters, or export the data in various ways. We'll look at the various options available in more detail below.

Reports

Below the dashboard categories in the sidebar menu is the Reports category. Expand this category to see a list of available reports:

Analytics_-_Uberflip.png

Where dashboards visualize data to make it more easily digestible, reports allow you to view raw data in table form. Reports are more comprehensive than dashboards, allowing you to dive into the data in much greater detail. Note that, unlike dashboards, reports do not have filters. As a result, reports are intended primarily to provide data for consumption in tools outside of Uberflip Analytics.

Note

Because they can contain a large amount of data, it's normal for reports to take a little longer to load than dashboards.

Data Refresh

Uberflip Analytics automatically requests and displays the most up-to-date data available. Here's how it works:

  • When you open a dashboard, the most recent available data will be displayed. In most cases this will initially be cached data from the last time a refresh occurred. You can see how recent the cached data is in the top right corner:
    Analytics_-_Uberflip.png
  • As part of loading a dashboard, Uberflip Analytics also checks if more recent data is available. If there is more recent data, this is compared to the cached data. If this comparison finds a difference, Uberflip Analytics will automatically start loading the latest data into the dashboard widget. This is indicated by a loading spinner that appears in the top right corner of each widget:
    Fullscreen_2019-11-18__12_11_PM.png
  • Once the latest data is being displayed across all widgets, the timestamp in the top right corner of the page will display "just now" to reflect this:
    Analytics_-_Uberflip.png
  • In addition to the automatic check that happens when loading a dashboard, you can also force a check for more recent data at any time. To do so, simply apply a filter (this includes pressing the Run button without changing the filter settings).
  • Note that if there is no difference between the cached data and the more recently collected data, the dashboard will not update (even after applying a filter/clicking the Run button), and the timestamp in the top right corner will continue to reflect the last time the data was updated (i.e. the last time there was a change).
  • Unlike dashboards, reports will always pull in the latest data when they are loaded, and never display cached data.

Note

Currently, Uberflip Analytics takes approx. 1 hour to process and make collected data available, so the latest data is always a minimum of 1 hour old.

Metrics Definitions & Widget Tooltips

To learn more about how a data point is defined, or how a widget metric is calculated, use the built-in tooltip functionality. Throughout Uberflip Analytics, you can find tooltips in two places:

  • Widgets: Dashboard widgets where a tooltip is available have a small Analytics_-_Uberflip.png icon beside their title. Hover your mouse over this icon to view a tooltip that explains what the widget shows:
    Fullscreen_2019-11-18__11_55_AM.png
  • Tables: Anywhere you see a table (such as in some dashboard widgets and all reports), hover your mouse over a table header to see a definition of that data point:
    Fullscreen_2019-11-18__12_47_PM.png

 

Filter Data

Every dashboard in Uberflip Analytics has a set of built-in filters. Use these filters to narrow down the data displayed in the visualizations in various ways, for example by timeframe, Hub, tags, etc.

Filters are available on all dashboards, and are shown in a panel at the top of the dashboard:

Analytics_-_Uberflip.png

Most filters are universal and appear on all dashboards (such as View Date). Some of the filters are contextual, and are determined by the data that the dashboard displays.

Set a Filter

When you open a dashboard, all available filters will initially be set to default values. To change these values and specify your own filters:

  1. First, click anywhere in the filters panel to expand it:Analytics_-_Uberflip.png
  2. Each line represents a different data type that you can filter by, and consists of the filter name, the condition dropdown, and the value field(s) (from left to right).
  3. To begin, choose the line that represents the data type you want to filter by, then click on the condition dropdown to select a condition:
    Fullscreen_2019-11-19__7_57_PM.png
    • Note: When you select certain conditions for some filter types, additional condition dropdowns or value fields may appear e.g.:
      Analytics_-_Uberflip.png
  4. Now, click on the value field to set a value that defines the filter. When you click on the value field, an autosuggest menu containing available values will appear:
    Analytics_-_Uberflip.png
    • You can also begin typing in the field to filter autosuggested values based on your input:
      Analytics_-_Uberflip.png
  5. Click on any value you want to use to add it to the field:
    Analytics_-_Uberflip.png
  6. Configure any other filters as needed. When you're ready, click on the Run button to apply your filters:Analytics_-_Uberflip.png
  7. The dashboard widgets will refresh to display data with your filters applied.

Important

Filters set on a dashboard itself are not persistent: when you navigate away from the dashboard, your filter settings will be lost.

However, you can set Persistent Filters which are saved to your browser, and will be applied automatically whenever you return to a dashboard. For more information, see this article.

Tip

Because on-dashboard filters are not persistent, you can easily reset all filters on a dashboard to their default values by simply navigating to a different dashboard, then coming back again. Keep in mind that any Persistent Filters you have set will still be applied, however.

Filters With Multiple Values

When you click on an autosuggested value to add it to the value field, the autosuggest menu will remain open. If needed, you can continue adding values to a field to set multiple values:

Analytics_-_Uberflip.png

When you do this, the multiple values are treated as separate conditions with an OR operator, i.e. the filter will match on any of the specified values, not all.

To remove any value from the value field, simply click on the x button next to its entry.

Filters With Multiple Conditions

Click on the + button  at the right of a filter line to add further conditions to that filter type:

Analytics_-_Uberflip.png

This creates an additional filter line on which you can set a separate condition and value(s):

Analytics_-_Uberflip.png

 

Note that all additional filter lines use OR operators (AND operators are not supported at this time).

You can add any number of filter lines by continuing to click the + button. To remove any added filter line, click on the x button to its right.

 

Drill-In

Drill Into Widgets

You van view the underlying data for any visualization-type dashboard widget, such as large number or chart widgets. To do so, hover your mouse over the widget and look for clickable areas, indicated by the hand cursor. For example:

Nov-21-2019_17-00-55.gif

Some widgets may also have multiple clickable areas, as in this case:

Nov-21-2019_17-06-49.gif

To drill into the data, simply click on the clickable area that represents the data you want to drill into. A Details window will open where you can view a preview of the underlying data used to build the visualization:

Analytics_-_Uberflip.png

Download Widget Data

In many cases, there will be more data available than can be shown in the drill-in preview. In these cases, you can view all available data by downloading it. You can download the data in a number of different formats, such as CSV, HTML, TXT, etc.

Info

Below you will find basic instructions on how to configure a data download. The download interface, including the various options availble, is described in more detail in this article from Looker (the BI software platform that powers Uberflip Analytics):

Looker: Downloading Data

To download data from a widget:

  1. Drill into the widget you want to download to open the Details preview window.
  2. In the top right corner, click on the Download Results button:
    Analytics_-_Uberflip.png
  3. The Download menu will appear, where you can choose options for your download:
    Analytics_-_Uberflip.png
  4. Under the section Limit, make sure to select the Custom... option and specify the number of rows you want (e.g. 99999 to get as many rows as possible):
    Analytics_-_Uberflip.png
  5. To begin the download, click on either the Download or Open in Browser buttons, depending on your preference.

Drill Into Streams and Items

Some dashboards feature table-type widgets that list individual Streams or Items. In these cases, a small button with three dots inside a grey oval will appear beside the name of each Stream or Item, like this:

Analytics_-_Uberflip.png

You can click on this button to view drill-in options for the Stream or Item:

Analytics_-_Uberflip.png

There are two options:

  • Single Stream/Item Performance Dashboard: Opens a dashboard that displays in-depth performance metrics focused on the selected Stream/Item. Both the Stream and Item drill-in dashboards work the same way as the regular high-level dashboards, including filter functionality.
  • View/Edit Stream/Item in Uberflip: Directly opens the Stream or Item page in the Uberflip application backend for viewing or editing.

Tip

In widgets where the drill-in button appears, you can also just click directly on the name of the Stream or Item to go directly to its Single Stream/Item Performance dashboard.

 

Download, Send & Schedule Dashboards

Uberflip Analytics is powered by the Looker BI platform, which has a number of powerful features for packaging and sending dashboards so that you and others can view or use the dashboard data outside of the Uberflip Analytics interface. You can:

  • Download full dashboards in PDF or CSV format
  • Send dashboard data to various destinations on demand or on a schedule

To access the download options for any dashboard, click on the gear button in the top right corner:

Analytics_-_Uberflip.png

This will open the download options menu, from which you can choose what kind of download you want.

Download Full Dashboard as PDF

You can download snapshots of full dashboards in PDF format. To do so:

  1. Click on Download as PDF... in the download options menu:
    Analytics_-_Uberflip.png
  2. The Download menu will appear, where you can choose options for your PDF download:
    Analytics_-_Uberflip.png
  3. The options are:
    • Filename: Enter the filename you want to save the PDF file as.
    • Advanced options: Click to expand and see further options:
      • Single column format: Arranges dashboard widgets in a stacked column in the PDF, rather than as they are arranged in Uberflip Analytics.
      • Expand tables: Ensures all rows in any table widgets are visible in the PDF.
      • Paper size: Choose a paper format size that the PDF file will be sized to.
  4. When you have configured the download, click on either Open in Browser or Download to start your download.

Download Full Dashboard as CSVs

You can download the data shown in each widget on a dashboard as separate CSV files (one per widget). The download is delivered as a compressed (ZIP) file containing all of the individual CSV files.

To do this, click on Download as CSVs in the download options menu:

Analytics_-_Uberflip.png

The download will begin immediately.

Send Dashboard Data Immediately or on a Schedule

Looker can send a dashboard's data to a variety of destinations (including email, Amazon S3, SFTP servers, etc.) either on demand, or automatically on a predefined schedule.

To access these options, click on Send or Schedule in the download options menu:

Analytics_-_Uberflip.png

Send will set up a one-time data delivery, while Schedule will allow you to configure an automated data delivery that repeats at intervals of your choice.

Both of these options have numerous available options, and Looker provides comprehensive documentation on how to configure them:

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.