Overview

Findhelp’s Dashboards provide both high-level and detailed views of your personal work, as well as analytics relating to program management, or site activity. Depending on your group or organization, you may have access to one of the following Analytics suites:

Personal Analytics - available for all users and shows activities you've taken on the platform
Program Analytics - for users that have claimed and manage their program on the platform
Site Analytics - for customer users with their own branded sites

Table of Contents

Personal Analytics
Program Analytics
Site Analytics
Group-Based Analytics

Personal Analytics

The My Activity Dashboard is available by default for all logged-in users and shows metrics for the activities you've taken on the site. You can access your Personal Analytics by logging into your account, and choosing "Search History" from your Account menu.

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Program Analytics

Tier: Claimer

Program Analytics are available by default to all Claimers who have claimed a program on the platform. You can access your Program Analytics under the Program Tools menu.

NOTE: you will only see the Screener Dashboard or the Data Collection Forms Dashboard if you have those features enabled.

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Site Analytics

Tier: Basic, Professional, Enterprise

Site Analytics are available to Customers who purchase their own Customer Sites. All users who are in the Site Administrator group for your site have the ability to grant analytics access to yourself or other Workers on your site. Some users you may want to consider giving access to:

Team Leads
Community Engagement Leadership
Reporting Analysts

Assigning Site Analytics

To give users access to findhelp's built-in analytics for your sites, you will use the Users and Group Management to assign users one of the following groups:

Aggregate-Only Reporting, which allows the user to view report summaries, without staff or client identifying information
Aggregate and PII Reporting, which allows the user to view reports with full details, including staff and client identifying information (i.e. reports will show staff and client names and contact information)
PII Reporting Access, which allows the user to view the specific reports containing PII.

Reporting Groups

Aggregate and PII Reporting Access

All Aggregate and PII dashboards.

PII-Only Reporting Access

Group and Worker Activity
Site Assessment Detail
Site Referral Details

Aggregate-Only Reporting Access

Assessment Activity Dashboard
Flyout Activity Dashboard
Network Overview Dashboard
Referral Activity Dashboard
Program Summary Dashboard
Site Activity Summary
Search Activity Dashboard

Accessing Analytics

Once assigned the reporting group, users can access their Site Analytics under the Site Tools menu.

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If you are expecting to see additional dashboards, please contact your Site Administrator and ensure you are in one of the following reporting roles:

Aggregate-Only Reporting, which allows the user to view report summaries, without staff or client identifying information
Aggregate and PII Reporting, which allows the user to view reports with full details, including staff and client identifying information (i.e. reports will show staff and client names and contact information)
PII Reporting Access, which allows the user to view the specific reports containing PII.

If you are still unable to access the additional dashboards, please contact your Customer Success Manager.

Group-based Analytics

Group-based analytics are automatically assigned to all Site Workers. Site Workers can access their Site Analytics under the Site Tools menu.