Page History

Phase

Training Duration 

Training Overview

Phase A

Basic End-User Training: Part 1 (video)

*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

1.5 hours

• Understanding user 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 create reports based on templates
• Tips for creating efficient reports
• Analytics reports gallery overview - intermediate

Phase C

Practical live training workshop for end-users

1 hour

• Re-cap Phases A & B
• Practical report-building exercises

Phase D

• 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
• How to create report templates
• How to publish reports using the CardioLog Analytics Reports SharePoint feature
• Analytics reports gallery overview - advanced 1

Phase E

• How to create and configure surveys and message bars
• SEO Reports
• Including metadata in reports
• Analytics reports gallery overview - advanced 2

Phase F

Practical live training workshop for advanced end-users

• Re-cap Phases D & E
• Create surveys and message bars to engage your portal audience and collect user feedback