In this article we'll take a look at the Preferences (or settings) section of the Analytics module, where you will find a number of options that you can use to adjust how you would like the analytics to work for your workspace.
We'll also explain how you can export data and graphs directly from the relevant analytics pages.
How to change the settings for analytics
Here you can access and configure all the settings that pertain to the analytics for your workspace.
Please see the below explanations on the settings you'll find here.
Enabling this setting will remove any user information from the analytics. Instead of seeing data based on the users, data will be based on the devices used. For example, instead of seeing the number of users that are using the workspace, you'll see the number of devices.
With this option enabled, you will not be able to see any Top users data or individual user analytics.
Displayed steps for the funnel
Here you can change the number of steps you'd like to see displayed for the user funnel graph (or user path). By default this is set to 10 steps.
Here you can choose to remove the Web app, Android, or iOS options that are used to segment the data in your exports. All options are selected by default.
More information is available on this in the Exporting data and graphs.
Here you can use targeting to determine which users will be included in the analytics for your workspace. If you configure targeting, only the targeted users will show in the analytics pages, graphs, and data exports. More information on using targeting is available in the Targeting article.
How to add new fields to your exports
By default your exports will contain a number of columns, each with a text header and the corresponding data.
Additional fields (columns) can be added to your exports, by going to Analytics > Preferences, and via Exports - Participant additional fields at the bottom of the page.
Enter the name of the header that you want to appear in the report, and map it to a participant metadata in your workspace:
- header - This is the text header in the XLS report (use a user-friendly name).
- key - This is the metadata key from the participant profile (eg. "email", "fname", "company", etc).
- width - This is the width of the column in XLS. We recommend that you leave this empty.
How to export data and graphs
You can easily export the data and save/print graphs that are in the Analytic section of your workspace.
Note: If you have configured targeting in the analytics preferences page, this targeting will be applied to the information that is displayed as well as the data exports and the charts.
The pages in the Analytics section each have a button at the bottom of the screen that you can use to export the data as an Excel file:
Simply go the page that you'd like to export the data from, and click on the Export stats button to export that data.
You can also use the available settings to filter the data that will be included in the export: Per date, per platform, per document, and per user.
All the graphs in the analytics pages can be saved as images or printed out, thanks to the Print chart button available in the top right of the graphs:
Simply choose the format you want to save the image as in the dropdown list.
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