The Analytics module allows you to build, save, and export custom ad hoc reports with your CivicClerk data. You will have access to prebuilt reports in the module to get you started.
In the Analytics module, the main data display is called a "view." Upon first login, you will see a generic preset default view.
There are three different view types:
- Custom Views: Views created by you and saved under "My Saved Views."
- Organization Views: Views created by a user within your organization and shared with other users in your organization.
- Standard Views: Views prebuilt by CivicClerk and loaded into every system.
To access a different view, you will navigate to the Views Dropdown in the upper left of the module and select from either Custom Views, Organization Views, or Standard Views.
Editing a View
If you wish to change the data shown within a currently selected View, you can use the Data Fields and Filters.
The Data Fields pop-up allows you to add or remove data fields from the current view. Note that there will be one default field within each view category that cannot be removed from the view. This is to prevent a view from populating with null data.
Data Fields can be selected from multiple modules (i.e. from Agendas and Events). Checking the box to add a field will add the data to the view. Unchecking the box will remove the field from the view.
You can also use filters to narrow down the information being shown in the view. Filters can be applied to each data field that has been selected.
You will first select the Data Field you want to work with, then add the appropriate condition to the field. When all filters have been added, you will need to click Apply to save the changes. Reset Filters will wipe out all filtering that has been applied.
Saving Changes to a View
If you would like to save the data and filter changes, you can click Save View and access it again through the Views drop-down.
You can rename the view and determine whether the view should be only accessible only to you or whether it should be shared with your organization. This allows you to Create Custom Views (visible only to you) and Organization Views that can be shared with everyone in your organization.
You can also select the checkbox My Default View to have your personalized custom view appear as the default view for the Analytics Module.
Managing a Custom View
You can at any time make changes to a custom view by selecting the view from the Custom Views dropdown and clicking Manage View.
This will allow you to make Data Field and Filter changes as well as rename or delete the View.
Exporting a View
You can export the data from a selected View as an .xlsx or a .csv file by clicking the Export View button.