About Analytics & Reports

Guidance

Report and dashboard data can lag behind production by up to 24 hours. Bear this in mind when reviewing your analytics.

Overview

Unifyr One offers a comprehensive set of dashboards and reports that allow you to quickly understand your partner's Unifyr One program adoption and activities. Reports are preconfigured to include the datapoints related to their topic area. Like reports can be bundled onto a dashboards using visual representations to make the data easier to understand.

Reports provide Admin users with the necessary metrics to make smart data driven decisions to improve or adjust program offerings or content. 

By default, Unifyr One Admin users find the Monthly Highlights dashboard as the homepage. This homepage dashboard can be changed to suit your organization's needs. Additionally, users can favorite reports for quick access. For information about creating your own view of dashboards and reports, see Personalize Your Reports and Dashboard View.

For information about using the Analytics & Reports feature to review and send/download dashboards and reports, see Exploring, Personalizing, and Distributing Reports and Dashboards.

For guidelines on how to create your own reports and dashboards, see Creating Reports and Creating Dashboards.

The Analytics & Reports tab displays a short list of common reports.  Use the Toggle Favorites switch to show only saved favorited reports. Enable the Browse Reports option to access all available reports and dashboards.

Enterprise subscriptions:

Engage subscriptions:

Intended Audience

Channel Sales Director, Channel Marketing Directors, & Channel Operations Managers.

Contents

Click on the + to expand the instructions for the desired task.

View and Access Reports and Dashboards

1. Navigate to Analytics & Reports.

2. View the list of reports and dashboards presented.

   • These suggested reports and dashboards fall into main Unifyr One sections: Operational Performance, Marketing Performance, Sales Performance, and Partner Performance.  
   • If you have the Toggle Favorites option turned on, the navigation shows only your favorited reports and dashboards. Click from the list to access what you need. For more information about favoriting reports/dashboards, see Personalize your Reports and Dashboards View.
   • A full list of pre-built and saved reports and dashboards is available by clicking Browse Reports. Use the search bar to find relevant reports and dashboards. To open a report or dashboard, select it from the list. Reports are designated with a graph icon, while Dashboards are represented by a piechart icon. 
   • Your organization's own reports/dashboards have the legend Customer in the Category column.

   

3. Click on a report or dashboard to open it. Once open, you can:
   • View the data for that report/dashboard
   • Favorite the report/dashboard. For more information, see Personalize your Reports and Dashboards View.
   • Use the Explore from here option to make changes to a report. For more information, see Exploring, Personalizing, and Distributing Reports and Dashboards
   • Access all your organization's custom reports or the ones you've saved as favorites. For more information, see the Folders View section of this article.
   • Save or download a report/dashboard, or send it to another user. For more information, see Exploring, Personalizing, and Distributing Reports and Dashboards

Folders View

You can use a folder view to browse for reports and dashboards.

1. Navigate to Analytics & Reports.
2. Browse for a report or dashboard and click on it to open it. The option is also available in the homepage dashboard.
3. Click the Open Folders icon on the top right-hand corner of the page.
4. These folders are available:
   • My Folder - Your organization's saved reports, or those you've saved yourself
   • Favorites - The reports you've saved as favorites
   • Shared - Contains two types of report:
     • The standard reports provided by Unifyr One (these can't be edited) - in folders with Standard in the title
     • Custom reports provided by your Unifyr One team for your organization, and those you want to share with your colleagues - in a folder with your organization's name as the title

 Training

Learn more with our training course:

• Analytics & Reports

You will be prompted to log into your CustomerONE account to access the link.

Related Topics

• Personalize your Reports and Dashboards View
• Exploring, Personalizing, and Distributing Reports and Dashboards
• Creating Reports
• Creating Dashboards