Utilizing Guru Analytics
Analytics allows you to measure your team's performance and Guru's impact on your organization. Get started understanding how to access the analytics provided and interpret results to measure success.
Who can access Guru analytics
- Admins can view analytics dashboards for all Collections and users.
- Collection owners can only see analytics for the Collections they have permission to. They can also view Card usage analytics and download the results.
- Authors can only see analytics for the Collections they have permission to. They can also view Card usage analytics and download the results.
- Read only users cannot view the analytics dashboards Guru. They can view Card usage analytics but cannot download the results.
- Any user who is an author of at least one Collection will see all dashboards across analytics, with the exception of the Group and User Drill-Down (only visible to Collection owners and admins), Strategic Impact (only visible to admins) and Answers (only visible to admins).
Note
All Analytics widgets will update every 1-2 hours with your team's information. Analytics data will go back to the date that the user started using Guru.
How to use Guru analytics
Guru's analytics feature is broken up into three categories of dashboards.
Guru Impact. See who's using what features and information to understand the strategic influence of Guru.
- Adoption and Feature Usage: evaluate which features provide your team the most value.
- Group Impact: see how groups are leveraging features to get value out of Guru.
- Strategic Impact: see the adoption over time, activities, verification scores, and top-followed Authors. Only visible to Guru admins.
Knowledge Health. See the overall health of information stored in Guru, plus team usage statistics.
- Verification Health: track verification rates across your organization.
- Knowledge Usage: Cards your team is loving, following, or searching for.
Performance. See the overall performance of Guru, enabling team managers to drill down and see how their teams (Groups and individual users) are using Guru.
- Contribution: review experts, knowledge contribution, and feature usage on your team.
- Announcements: see how your team is engaging with critical updates.
- Group and User Drill-Down: see how specific users and groups on your team are leveraging Guru. Only visible to Guru admins and Collection owners.
- Knowledge Usage: Cards your team is loving, following, or searching for.
- Answers: Questions your team is asking and whether or not they found an answer. Only visible to Guru admins.
Downloading Analytics
- Navigate to Analytics in the Guru web app and to the dashboard containing the report you'd like to download.
- Click the horizontal ellipses ("⋯") in the top right-hand corner of the report's widget to open its settings menu.
- Hover over Download and click CSV or PDF. You will immediately receive a CSV or PDF file of the report saved to the default location your web browser is set to save files.
Scheduling a dashboard report
- Navigate to Analytics in Guru's web app and to the dashboard you'd like to receive an export of on a recurring basis.
- Click the horizontal ellipses ("⋯") in the top right-hand corner of the dashboard to open its settings menu and click Schedule.
- Review the Create schedule screen and update the settings for your scheduled report.
- Here you will also see the ability to manage scheduled reports in the future.
- Give the scheduled dashboard report a Name and Description.
- Set the Frequency at which you'd like to receive this report.
- In the Select view dropdown, you can choose to get your scheduled report in one of two ways: either by using a saved filter view or "Original Liveboard" setting. Your saved views are personal to how you have configured them. The "Original Liveboard" view uses a "Date" filter for January 1, 2023, and doesn't use any other filters.
- Pick the Type of report: PDF or CSV.
- (Optional) Gating condition: Write a boolean statement that returns a single value. When true, the export of the dashboard will be sent at the scheduled time.
- Click Save to save these settings and schedule delivery.
- It is currently not possible to add additional users to your scheduled report. The right half of the pane remains inaccessible.
Filtering analytics dashboards
Tip
When working with Group filter, keep in mind some users may belong to more than one Group on your team.
In addition to the impact your user role and Collection permissions have on your view of analytics, each dashboard has a filter, located at the top of the page, which can be used to modify the data displayed in each of the dashboard's reports. Admins can filter by all Collections (even when they don't have permission to them) whereas Collection owners and authors can only filter by Collections they have permission to.
Save a filtered view
- After filtering the analytics dashboard to your liking, save the filter for quick reference in the future.
- Click Save view to the left of the filters.
- In the modal that opens, give the view a name (required). The checkbox to save the view for other users is not accessible and your saved view will remain private to you.
- Click Save to save your filtered view for future reference.
- If you edit a dashboard's filters while viewing a saved view, you'll see a tiny blue dot appear next to the filter's name. This dot indicates the saved view has changed. Click the caret icon to reveal the options to:
- Update. Overwrite this saved view with your current view and the set of filter(s) applied.
- Save view. Save your current view as a new view.
- Manage views. Delete one or more saved views.
- Reset Liveboard. Reset the dashboard's date filter to 01/01/2023 and remove all other filters applied.
Updated 5 months ago