Analytics Menu

The Analytics button located within the Icon Bar has an associated dynamic Navigation tree menu where you can quickly access existing reports, graphs/charts, and dashboards.

From an existing report, graph/chart, or dashboard menu, you can perform the following actions:

1. Search item: Type the report, graph/chart, or dashboard name you want to search for in the box. The list updates and displays any report, graph/chart, or dashboard name containing the character(s) typed.
2. Information: Click this icon to display instructions on how to search using keywords.
3. Create a Folder: Click this icon to create a new folder where you can save your report, graph/chart, or dashboard.
4. Click on an existing folder to expand and view its content.
5. Click on a report, graph/chart, or dashboard name to view them.
6. Hover over any of the items in the list to display a tooltip.
7. Click and then click on one of the following:
• Available for reports. graphs/charts, and dashboards:
  • Edit: Opens the report, graph/chart, or dashboard in edit mode where you can modify it.
  • Copy: Creates a copy of the report, graph/chart, or dashboard and will give you the option to save it under another name or folder.
  • Delete: Permanently deletes the report, graph/chart, or dashboard.
  • Set as Homepage: Sets the report, graph/chart, or dashboard as your home page.
Edit and Delete are available only to the Master Administrator or the report creator.
• Available for reports only:
  • Run offline: Creates a PDF file. It will be emailed to you once generated by Upland Analytics.
  • Subscribe: Allows you to subscribe to the report. You will be alerted by email when the report is generated.

  • Run Report: Allows you to generate the report.

• Available for graphs/charts only:
  • Run Chart: Allows you to generate the graph/chart.
• Available for dashboards only:
  • Run Dashboard: Allows you to generate the dashboard.
8. Click to close the Analytics Menu.