Overview

What is Upsight Analytics Dashboard?


The Upsight Analytics dashboard is our Analytics Platform’s primary user interface. It’s designed to be easy to use and navigate, and provides you with clear, quick access to our entire suite of analytics tools. You’ll be able to jump between our Portfolio and Reports tabs, and Data Mine, as well as adjust your administrative and account settings. The dashboard serves as your portal to the metrics you care about most. It lets you see and understand your application's growth, usage, engagement and retention information.

Dashboard Video Overview

Managing Users and Permissions


What are Roles and Permissions?

Roles determine a user’s editing and access rights within the Upsight dashboard. By default, there are four roles available:

  • Admin: Grants full editing rights to all user settings and features. Admins can add and remove users and apps, edit roles for other users, and have full access to all the tools and features in dashboard.
  • Publisher: Can publish content and make changes to the dashboard, but cannot add users or adjust permissions.
  • Writer: Cannot publish content units or send push notifications, but can view all dashboards. No editing rights to user, account or app settings.
  • Read-only: Can only view the basic dashboards, no ability to add/edit anything.

Accessing the User Management Admin Panel

On Analytics hover over your username at top right corner of the dashboard, then select “Admin” from the drop-down menu. On Marketing hover over your organization name and choose Organization Settings, then click Users.

From here, you will be able to invite users, remove users, change a user's permission class, add/remove/edit custom roles as well as grant individual app access.

Adding a new user

To give a new user access the Upsight dashboard, follow the steps below:

  1. From the Admin page, click the people tab.

  2. Scroll to the bottom to the Pending Invitations section and click the Invite Users button.

  3. An invite box will appear. Set the permission class for your new users using the drop-down menu.

  4. Enter the email addresses for any new users you want to give access to into the text field.

  5. Set which applications the user will have access to by searching in the applications bar and pressing pressing enter. You can also use the All, Android, or iOS to bulk add access.

  6. Finally, click save changes. An email containing an invite will be sent to the email addresses you entered in the invite field. Once your new users set up their accounts, they'll be able to access the Upsight dashboard.

Please note that in order to add or remove users from the dashboard, your account’s permission class must allow you to edit user management settings.

Limiting Application Access

You can limit which apps a user has access to both on the Applications and People tab of the 'Admin' page.

To manage which users can access a given application:

  1. From the Admin page, click Applications

  2. Hover over the application you want to adjust user access to.

  3. Check the boxes next to the users that should have access to the application.

  4. Click Save

To manage which applications a given user can access:

  1. From the Admin page, click People

  2. Hover over the Application Access column for the user you would like to change and click edit

  3. Check the boxes next to the applications that the user should have access to.

  4. Click Save

Editing a user's role

Follow the steps below to adjust roles for your users:

  1. From the Admin page, click People at the top of the Admin page.

  2. You’ll now be presented with a table of all the current dashboard users and their respective roles. You can change any user’s role by accessing the “Role” drop-down menu next to the user’s name.

  3. You can click on Edit under the 'Application Access' column to choose which applications a user has access to.

  4. When you’re done, scroll the top of the page and click Save to save your changes.

Creating Custom Roles

Our dashboard allows you to create your own custom roles that can be applied to any user. To do so, follow the steps below:

  1. From the Admin page, click Roles at the top of the Admin page.

  2. Next, click Add New Role at the top right of the Roles table.

  3. You’ll now be presented with a customizable role page. Enter a name for your new role in the “Role Name” field. Then click the boxes next to the access rights you want to enable.

  4. Once you’ve completed your selections, click Save Changes to save your new role. Your new role can now be applied to any dashboard user.

Email reports


Our platform can automatically email you daily reports of any dashboard metrics of your choice. To set up this feature, follow the steps below:

Dashboard Menu

  1. Hover over your username at top right corner of the dashboard, then select "Email Reports" from the drop-down menu.

  2. From the Email Reports page, click the Add Report button on the top right to create a new custom email report.

  3. You’ll now be presented with an editable email report. Enter a title for your report and select the permission group, applications and metrics you would like to include in it by clicking the relevant checkboxes in each section.

  4. When you completed your selections, click the Create Report button to create your email report. You can also send a test email of the report to yourself by clicking the Send Test Email button.

  5. After you've added your new report, you’ll be taken back to the Email Reports page. Your new report will appear in the Available Email Reports table below. To start receiving email reports, click Subscribe under the “Tools” column. The “Status” column for your new report should now say Subscribed.

Application settings


Adjusting filters

Upsight Analytics allows you to segment your app's user data by a number of demographic, device and app filters. To access these filtering options, click on the Filter button located at the top right of every page in the Reports tab. From there, you'll be able adjust any segmentation options for that page's metrics.

You can also save any filters you've created and apply them later by clicking the Save Filter button after you've made your selections.

Pinning charts and tables

You can pin any chart or table with a Pin icon to any Custom Dashboard within Upsight Analytics. To pin a graph, follow the steps below:

  1. Click the Pin icon located at the top right corner of any pinnable chart or table.
  2. In the "pin chart" window that appears, enter a name for your chart and select the Custom Dashboard you'd like to pin it to, then click the Apply button to finish pinning your chart.

Pin Chart

Accessing chart menus

By hovering over the top right corner of any chart or table in the dashboard, you can bring up a Menu icon. Clicking on this icon will give you additional options specific to that chart or table, including the ability to print, export the data as a CSV file, switch to an advanced view, and compare data trends.