Analytics Webinars (Full Recordings)

Essentials and Pro Users: For more information about Analytics, click here!

We recommend attending our Webinars if you can, to allow you to ask questions live with one of our Technical Specialists. If you would like to register to attend, please Click here!

Navigating Analytics

Our first Webinar will start off with training you on the basics of Navigating around Analytics and some aesthetic tips and tricks to wow people with your reports!

Chapters

• 00:00.00 Webinar Intro
• 01:02 Accessing Analytics
• 01:36 Important Definitions
• 02:19 Dashboard Section
• 03:10 Creating PDF Copies
• 03:29 Resetting your Dashboards
• 03:44 Downloading Reports
• 04:03 Using Filters in Analytics
• 05:21.Triggering Custom Filters
• 05:58 Breakout Charts
• 06:20 Customizing Colors in Analytics
• 06:51 Colors in the Widget Editor
• 08:28 Widget Types in Analytics
• 09:16 Using the Design Column
• 09:59 Text Blocks in Analytics
• 10:33 Adding your Logo in Analytics
• 11:47 Widget Titles
• 12:13 Presentation Mode
• 12:36 Columns in your Dashboards
• 12:56 Optimizing Filters
• 13:40 Contact SiteDocs Support

Analytics Designer Exploration

Now you have your feet wet from your first training session and feel comfortable with some entry-level Analytics basics, in your second training session, we dive deeper into the complexities of working with Data. Analytics is a powerful tool and this training will give you a great intro before scheduling time for one-on-one training with a Technical Specialist.

Chapters

• 00:00 Webinar Intro
• 00:32 Granting Analytics Access
• 00:59 Optimization Tips
• 04:52 Activating Forms for Analytics
• 06:04 Organizing Analytics
• 06:32 Data Sources in Analytics
• 08:11 Creating the First Widget
• 08:49 Finding the Right Data Point
• 09:41 Changing Widget Types
• 10:05 Using Form Item Data
• 10:46 Using the Design Tab
• 11:18 Using Widget Filters
• 12:13 Creating Additional Widgets
• 12:53 Customization Options
• 13:46 Sharing Options in Analytics
• 14:19 Scheduled Reporting
• 14:48 Exporting Dashboards
• 15:17 Exporting Widgets
• 15:37 Resizing Widgets
• 15:59 Contact SiteDocs Support

Analytics Build-Along Video

Follow along building a basic Incident Report as a way to become familiar navigating around Analytics! 

For assistance, support, and additional training please reach out to [e-mail].