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Configure an Analytics Report

Edit the configuration for an Analytics Report.

Package and Permissions Required

The Analytics Reporting package must be installed.
Furthermore, your user account or group membership must have the following permissions to configure an Analytics Report unless your user account has the Make this user a Super Admin setting selected:
  • Analytics Reporting: Edit Analytics
  • Analytics Reporting: View Analytics
See the Analytics Reporting permissions or ask your Administrator for assistance.

Access Analytics Report Configuration Settings

Follow these steps to configure your Analytics Report:
  1. 1.
    View your Analytics. The Analytics page displays.
  2. 2.
    Click the Configure icon
    for your Analytics Report. The Configuration tab displays.
  3. 3.
    Refer to the following sections to configure your Analytics Report. These configuration sections may be configured independently of one another:

Configure Basic Settings

Follow these steps to configure basic settings for your Analytics Report:
  1. 1.
    Access the Analytics Report's settings. The Configuration tab displays. Use the Configuration tab to configure basic settings for your Analytics Report.
    Configuration tab of the Analytics Report
  2. 2.
    In the Name setting, edit the name of the Analytics Report. This name must be unique from all other reports. This is a required setting.
  3. 3.
    In the Description setting, edit the description of the Analytics Report. This is a required setting.
  4. 4.
    In the Link setting, edit the QuickSight URL to embed your Analytics Report. This is a required setting. Follow these guidelines:
    1. 1.
      Ensure that ProcessMaker has granted you access to your AWS QuickSight dashboard.
    2. 2.
      Click the Share icon from your AWS QuickSight dashboard as described in this AWS QuickSight documentation.
    3. 3.
      Copy the embed code.
    4. 4.
      Locate the URL within the src property of the embed code, and then enter it into the Link setting. The URL is structured as follows: https://quicksightdomain/sn/embed/share/accounts/accountid/dashboards/dashboardid?directory_alias=account_directory_alias
  5. 5.
    Click Save.

Configure Permissions for Users

Configure which users have permission to view an Analytics Report.
Follow these steps to configure which users have access to your Analytics Report:
  1. 1.
    Access the Analytics Report's settings. The Configuration tab displays.
  2. 2.
    Click the User Permissions tab.
    User Permissions tab of the Analytics report
  3. 3.
    Enter in the Search field the text to filter user accounts, if necessary.
  4. 4.
    Toggle any of the permission settings for applicable users to allow each user to view an Analytics Report. By default all users do not have any access to any Analytics Report. If necessary, ensure to grant your own user permissions to access an Analytics Report.
  5. 5.
    Click Save.

Configure Permissions for Group

Configure which groups have permission to view an Analytics Report.
Follow these steps to configure how users have access to your Analytics Report:
  1. 1.
    Access the Analytics Report's settings. The Configuration tab displays.
  2. 2.
    Click the Group Permissions tab.
    Group Permissions tab of the Analytics report
  3. 3.
    Enter in the Search field the text to filter groups, if necessary.
  4. 4.
    Toggle any of the permission settings for applicable groups to allow each group view an Analytics Report. By default, all groups do not have any access to any Analytics Report. If necessary, ensure to grant your own group permissions to access an Analytics Report.
  5. 5.
    Click Save.
Last modified 23h ago
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