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to configure data collection filtersHow Phase C4

(Live - 2 hours of basic training; 2 hours of advanced training)

analytics reports reports

Phase

Duration 

Training Overview

Phase A

Basic

training for end-users

3 hours

(2:30 hour recorded lecture, 30 minute live Q&A) 

  • Introduction
  • Analytics reports gallery overview
  • How to create and copy reports
  • How to create reports based on templates
  • How to set permissions for reports
  • How to

    End-User Training: Part 1

    *High-level overview of CardioLog Analytics

    1.5 hours

     

    • What is CardioLog Analytics?
    • Introduction to the CardioLog user interface
    • Introduction to the Analysis Centre
    • How to create, generate, edit, and share reports
    • How to add, customise, and remove widgets from the dashboard
    • How to filter the date range and website item
    • Introduction to Visitor Engagement
    • Analytics reports gallery overview - basic

    Phase B

    Basic End-User Training: Part 2

    1.5 hours

     

    • Understanding use roles in CardioLog
    • Filtering by users and groups, and visitor segments
    • How to set permissions and change preferences for reports
    • How to drill down on report data
    • How to export reports to Excel, PDF or Microsoft SharePoint Web Parts
    • How to set an email distribution list for scheduled reports
    • How to drill down report data

    Phase B

    Advanced training
    • create reports based on templates
    • Analytics reports gallery overview - intermediate

    Phase C

    Practical training workshop for end-users

    3 1.5 hours

    (2:30 hour recorded lecture, 30 minute live Q&A)Live - 2 hours of basic training; 2 hours of advanced training)

    • Design custom analytics reports
    • Create reports based on your analytics requirements

    Phase D

    Advanced End-User Training: Part 1
    1.5 hours
    • How to create ad-hoc reports and display real time data
    • How to search Object Explorer
    • How to select templates for an item in Object Explorer
    • How to set view permissions for items in Object Explorer
    • How to display data for deleted SharePoint items in Object Explorer
    • Analytics reports gallery overview - advanced 1

    Phase E

    Advanced End-User Training: Part 2
    1.5 hours
    • How to publish reports using the CardioLog Analytics Reports SharePoint feature
    • How to create report templates
    • How
    • to create and configure surveys and message bars
    • How to display tailored content in SharePoint to different visitor segments
    • Analytics reports gallery overview - advanced 2

    Phase F

    Practical training workshop for end-users

    1.5 hours
    • Design custom
    • templates
    • Create
    • templates based on your analytics requirements
    • Create surveys and message bars to engage your portal audience and collect user feedback
       

    Phase G

    Practical training workshop for end-users

    *To be scheduled at least 1 month after Phase F

    1 hour
    • Review any remaining or new questions

     

    Administrator Roles

    This training is designed for CardioLog Analytics system administrators.

    ...