04.19.2022 - Update to Group-Based Analytics for Customers

In late 2021, we introduced Group-Based Analytics. Group-based analytics make it easier for Customers  staff members to have access to these Site Analytics, but only for their designated groups, so as not to overshare information. This is especially relevant when working with Personally Identifiable Information (PII).

Today we are excited to  expand on the group-based Analytics offering to two PII related dashboards:

• Site Assessment Details (My Groups)
• Site Referral Details (My Groups)

What’s New?

Group-based Analytics allow users to see analytics related to the actions taken by themselves and members of their team navigation enabled group(s). Workers will now automatically have access to two additional PII related:

• Site Assessment Details (My Groups) - PII
• Site Referrals Details (My Groups) - PII

These dashboards have the same metrics as the site-wide analytics dashboards with the same name, but the data returned in these dashboards will only reflect the user's activity plus the activities of anyone in their team navigation enabled group(s).

Workers will have a My_Groups filter, so that they can adjust the dashboard should they be in multiple groups.

The new Group-based dashboards will give staff key data and insights to make impactful and strategic decisions regarding how you serve your Seekers!