Edit the configuration for an Analytics Report.
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.
Follow these steps to configure your Analytics Report:
View your Analytics. The Analytics page displays.
Refer to the following sections to configure your Analytics Report. These configuration sections may be configured independently of one another:
Follow these steps to configure basic settings for your Analytics Report:
Access the Analytics Report's settings. The Configuration tab displays. Use the Configuration tab to configure basic settings for your Analytics Report.
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.
In the Description setting, edit the description of the Analytics Report. This is a required setting.
In the Link setting, edit the QuickSight URL to embed your Analytics Report. This is a required setting. Follow these guidelines:
Ensure that ProcessMaker has granted you access to your AWS QuickSight dashboard.
Click the Share icon from your AWS QuickSight dashboard as described in this AWS QuickSight documentation.
Copy the embed code.
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
Click Save.
Configure which users have permission to view an Analytics Report.
Follow these steps to configure which users have access to your Analytics Report:
Access the Analytics Report's settings. The Configuration tab displays.
Click the User Permissions tab.
Enter in the Search field the text to filter user accounts, if necessary.
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.
Click Save.
Configure which groups have permission to view an Analytics Report.
Follow these steps to configure how users have access to your Analytics Report:
Access the Analytics Report's settings. The Configuration tab displays.
Click the Group Permissions tab.
Enter in the Search field the text to filter groups, if necessary.
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.
Click Save.
View the Analytics in your organization that you're allowed to view or revise.
Follow these steps to view all Analytics Reports in your organization:
Click the Admin option from the top menu. The Users page displays.
The Analytics page displays the following information in tabular format about Analytics Reports:
ID: The ID column displays the Analytic Report's ID. ProcessMaker Platform automatically generates the ID value when the Analytics Report is created and represents a sequential number of how many total Analytics Reports have been created to that time.
Name: The Name column displays the Analytic Report's name.
Description: The Description column displays the Analytic Report's description.
Click the Configure iconfor your Analytics Report. The Configuration tab displays.
ProcessMaker Platform displays all in one table. This makes it easy to manage Analytics Reports.
The must be installed.
See the permissions or ask your Administrator for assistance.
to ProcessMaker Platform.
Click the Analytics Management iconin the left sidebar. The Analytics page displays the Analytics Reports that you are allowed to view.
Use the field to filter Analytics Reports that display.
Click the +Add Analytics Reports button. See .
Click the Edit icon. See .
Click the Delete icon. See .
, including how to sort columns or how many items display per page.
Filter all Analytics Reports in your organization to find that one you need.
Use the Search function to filter all Analytic Reports from the Analytics page based on your entered text.
The Analytics Reporting package must be installed.
Your user account or group membership must have the "Analytics Reporting: View Analytics" permission to view the list of Analytics Reports unless your user account has the Make this user a Super Admin setting selected.
See the Analytics Reporting permissions or ask your Administrator for assistance.
Follow these steps to search for an Analytics Report:
View your Analytics. The Analytics page displays.
Enter in the Search field the text to filter by the Analytics Report name that displays in the Name column.
As you enter text into the Search field, Analytics Reports display that match your entered text.
If there are no search results, the following message displays: No Data Available.
Create a new Analytics Report.
The Analytic Reporting package must be installed.
Your user account or group membership must have the following permissions to create an Analytics Report unless your user account has the Make this user a Super Admin setting selected:
Analytics Reporting: Create Analytics
Analytics Reporting: View Analytics
See the Analytic Reporting permissions or ask your Administrator for assistance.
Follow these steps to create an Analytics Report:
View your Analytics Reports. The Analytics page displays.
In the Name setting, enter the name of the Analytics Report. This name must be unique from all other Analytics Reports. This is a required setting.
In the Description setting, enter the description of the Analytics Report. This is a required setting.
In the Link setting, enter the QuickSight URL to embed your Analytics Report. This is a required setting. Follow these guidelines:
Ensure that ProcessMaker has granted you access to your AWS QuickSight dashboard.
Click the Share icon from your AWS QuickSight dashboard as described in this AWS QuickSight documentation.
Copy the embed code.
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
Click Add. The new report displays in the Analytics page.
Delete an Analytics Report.
The Analytics Reposting package must be installed.
Your user account or group membership must have the following permissions to delete an Analytics Report unless your user account has the Make this user a Super Admin setting selected:
Analytics Reporting: Delete Analytics
Analytics Reporting: View Analytics
See the Analytics Reporting permissions or ask your Administrator for assistance.
Follow these steps to delete an Analytics Report:
View your Analytics. The Analytics page displays.
Click Confirm.
Click the +Add Analytics Report button. The Add Analytics Report screen displays.
Click the Delete iconfor your Analytics report to delete. The Caution screen displays to confirm the deletion of the Analytics Report.