Who is this article for? | Mission Control (Partners and administrators) |
After you finish this article, you will be able to: |
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Analyse data using standard views
The My Organisation page contains a range of standard views that you can use to analyse your organisation's data. You can use these views as a foundation to create your own custom views.
Open a standard view
To open a standard view:
Select a date range
From the drop-down menu on the right of the date range, select a view (e.g. Lead Indicators)
Adjust the users included in the report
You can adjust which users are included in the report. There are three options:
Organisation
Team
User
For each of these you can choose whether to see individual scores or see an aggregate score.
Each option returns the following results:
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Organisation | See individual scores for all users within the organisation | See a single score which is the average of all individuals within the organisation |
Team | See individual scores for all users within the selected teams | See a single score per team which is the average of all individuals within the team |
User | See individual scores for all individuals you have selected | N/A |
To adjust the users included in the report:
Click the Configure button to the left of the date range
Click the Users button at the top of the screen
Choose from one of the following options:
To select individuals, click the Users item and click on the individuals you wish to add. Their names will appear in the right-hand panel
To select teams, click the Teams item and click on the teams you wish to add. Selected teams will appear in the right-hand panel
To select the entire organisation, click Organisation and click your organisation's name. It will appear in the right-hand panel
Toggle on or off the option "Report on user"
To remove any teams or individuals from the view, click on the name of the team or individual on the right side of the page
Click Apply
Explore data in a standard view
Now that you have configured the standard view, you can explore the data.
Data can be presented in two views:
Table: presents all data and variables contained in the view
Visualiser: presents up to three variables at a time in a column graph or scatterplot
Using the visualiser
The visualiser is a useful tool for focusing on a few key variables.
To use the visualiser:
Choose the variables you wish to analyse (note that you can only select variables that are included in your current view)
Interact with the data
Column graph: hover over a column to see the exact data for that user
Visualiser: double-click a dot to see the exact data for that user
Share your view
Export the view as a report
To export the view as a report (CSV file):
Share your view
You can share a view two ways:
Copy and paste the URL
Note that this method does not share the users that you have configured in your report. The person who receives the URL will need to configure the users themselves.
Save as a custom view
Save the view as a custom view
If you want to view this report regularly, you can save it as a custom view. This will save the variables and the users. The view will not be accessible to other mission control users except for central administrators.
After you save a custom view, you will also be able to access it via the My People page.
To save a custom view:
Click the + icon located on the top menu bar
Name your custom view
Click save