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Interface Orientation

The Navigation Bar

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The Navigation Bar allows users to navigate through the many functions of the Analytics platform.

Create New

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Represented by the green icon with the "+" sign, this button opens a menu that allows for quick access to Analytics powerful analysis tools.

For a more in-depth guide to these tools, please see the links below:

My Hub

"My Hub" is the default home page seen when logging into Analytics, and is accessible at all times by selecting the home-shaped icon on the Navigation Bar.

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  • Your Favorites -- Your Favorites will automatically populate with a list of often-used analyses, allowing for quick navigation to the queries that you run the most. Favorites can be customized in Saved Analyses & Dashboards.
  • What’s New -- In What's New, Analytics users will be able to keep up with new feature announcements.
  • Recent Views -- Recent Views stores a list of recently-viewed queries.
  • Data Source Status -- In Data Source Status, Analytics users can see all active data sources and their status. A green icon indicates that Analytics is receiving data, while a red icon indicates that Analytics is not receiving data.

Choosing the Add Data Source link at the bottom of this graphic brings you to the Connect Your Data page.

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For an in depth guide on Data and Data Warehouse integration, please see our Integration Overview.

  • Keyboard Shortcuts -- Keyboard Shortcuts are featured on the My Hub page to help you easily navigate Analytics tools and features. Pressing Control+H anywhere in the app will bring up the Keyboard Shortcuts pane for quick reference.
  • Quick Actions -- In Quick Actions, Analytics users are able to find shortcuts to the most common actions performed on the Analytics platform.
  • Contact Support -- Start a live chat with a customer support representative or schedule a call with a Customer Success Manager when you need assistance within the Analytics platform.

Saved Analyses & Dashboards

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  • Represented by a compass icon, the Saved Analyses & Dashboards page provides a place to easily find saved Dashboards and Analyses.
  • The Favorites tab allows you to manage a list of often-used queries so that you can jump to the analyses that you use most often.
  • Filter by type buttons above each page in Saved Analyses & Dashboards help you find analyses by type for quick lookups.

Manage Data

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Analytics Data Manager is where you can dive into the particulars of your Events, Users, and Annotations data, as well as access the Debug Console.

  • Events and Properties can be managed from Settings.
  • User Properties for unique users can be edited and also toggled on or off.
  • Use User Segments to analyze a particular group of users, broken out by a common characteristic or behavior.
  • Annotations make it easy for Analytics users to mark milestones, describe key events in your data model, capture insights, and collaborate with your teammates.

Support

Analytics users that need assistance can find a wide variety of helpful tools in the Support dropdown.

The Help Center contains support documentation to walk you through getting started with Analytics, as well as the specifics of how to use and optimize its tools and features.

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The customer support team is always a chat or email away.

Settings

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  • Organization owners and project admins can edit and add teammates either in Teammates or have access to a greater amount of project settings within Project Settings.
  • In Data Sources settings, users can track their data integration in real time and edit connection information, event and user modeling, and more.
  • Schedule dashboard results to be sent to other Analytics users, executives, or external partners and stakeholders using Reports.
  • The Data Filters page shows any filters that have been applied to your Analytics projects in order to reduce or eliminate unwanted data.
  • Owners and admins may configure their Organization Settings, as well as view all projects associated with their organization.

Projects

The Projects tab allows users to choose between their testing and production projects.

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Account Management

The account window allows Analytics users to view and edit their account information.

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