How to Start Using Analytics 365
Step 1: Check that you have reporting access
If you have reporting access, when you open Analytics 365, you should see a list of default dashboards. These will allow you to get up and running in minutes. If your reporting access is disabled, you will be able to explore the app using Demo mode.
The video below will explain how reporting permissions were granted in Analytics 365. Discuss any questions you have about your reporting access with your Analytics 365 administrator.
Video: How reporting permissions were granted
Step 2: View the Default Dashboards
If you have reporting access, you can access the default dashboards from the dropdown list on the Dashboards page.
Commonly Used Terms
Definitions of the most common terms used in Analytics 365 dashboard cards:
- Calls are always from a chat, contact or call tab.
- Meetings are always from a calendar or Team.
- We report on Calls, Meetings and Calls/Meetings (where stats on all types of calls and meeting are consolidated).
- Chat is always one-to-one or group, from a chat, contact, call or meeting.
- Posts are always from a Team channel.
- Mentions, replies and reactions can be from all messages.
- A Message is any type of text conversation, across both chat and posts.
- Late attendance is more than 3 minutes late.
- High/low attendance has a 50% threshold on expected attendees.
- Active/inactive is labelled based on activity within the selected reporting period.
- Collaboration time includes chat (average 5 secs).
My Analytics default dashboard : This dashboard contains cards which display data on your interactions and collaboration. This is a great way to familiarize yourself with reporting available within the app. If you only have access to view reports based on your own collaboration activity, this dashboard will be most relevant.
One-to-One default dashboard : This dashboard gives you an overview of interactions and collaboration. If you only have access to view reports based on your own collaboration activity, the cards in this dashboard that will be useful are the One-to-One Trends and the One-to-One Overview cards. Users with direct reports, will see an overview of interactions and collaboration of your direct reports, their reports and anyone else added to your My Reporting Network by an administrator. Cards that are not relevant can be removed.
People Engagement default dashboard : This dashboard gives you an overview of interactions and collaboration across your My Reporting Network.
The video below provides a brief explanation of default dashboards and how to tailor them to your own needs by adding cards. For more information please visit the help pages on dashboards and how to edit dashboard cards. To learn more about the different dashboard cards go to our Dashboard Cards in Detail page.
If you see a warning triangle in the top bar of any card, this either means that you are trying to run a card on people who do not have a paid license to Analytics 365, or that you have not been granted permission to run reports on those individuals.
If you feel you do not have access to run cards on Teams or people that you feel would be useful in your role, please contact your administrator to extend licenses or extend your permissions.
The video below provides a brief explanation of default dashboards and how to tailor them to your own needs by adding cards. For more information please visit the help pages on dashboards and how to edit dashboard cards. To learn more about the different dashboard cards go to our Dashboard Cards Overview page.
Video: Getting started with Dashboards and Cards
Step 3: Refer to the online help!
Our knowledgebase is there to help you; simply search for a term or card name for further information.
Getting Started for Administrators
If you are an administrator, please refer to our getting started guides for administrators or super administrators.
Content is subject to change without notification. E&OE.
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