Overview
Travel Registry's Analytics tab allows users to create visually appealing charts representing trip data.
This article discusses the following topics:
For more information on analytics, see Travel Registry: Analytics.
Report and Query Lists
The landing page for Analytics includes two sections: the "Query List" and the "Report List".
Query List
The Query List page displays the list of saved queries together with tools for creating and managing queries.
On the left side, a list of Query folders displays, including My Folders, Shared Folders, and Templates (see also: Templates below). Click the name of the folder to open it, or use the three dot menu to rename, add/remove queries, or delete the folder. Use the plus sign icon to create new folders.
For each query, information is displayed for the folder where they are saved, details of what service the data is pulled from and the type of chart, the last run date of the report, any scheduling available, and whether there is any scheduling associated with the report. Clicking on a report opens the saved view of the chart.
The three dot menu on the far right of each line offers these additional options:
Edit: This option opens the Query Builder, allowing for changes to be made to the query.
Clone: Create a duplicate of the selected query. When choosing this option, the Query Builder is opened automatically for editing. Use the "Save" button to finish creating the new query.
Run: Prompt the system to rerun the query with current data.
Create Report: Uses the query as a basis for a new report. Selecting this option opens the Report Builder, prefills step "1 - Query" with the chosen query, and displays step "2 - Visualization".
Create Scheduled Report: Uses the query as the basis for a new scheduled report. Selecting this option opens the Report Builder, prefills step "1 - Query" with the chosen query, and displays step "4 - Scheduling". The following default values are populated when clicking "Create Scheduled Report":
- Start date: the date "Create Scheduled Report" was clicked
- End date: one year from the start date
- Frequency: weekly
- Actions to Do After Run: send in email body
- User will need to add from and to email addresses
Delete: Discard the saved query.
Report List
The Report List displays the list of saved reports together with tools for creating and managing reports.
On the left side, a list of report folders displays, including My Folders and Shared Folders. Click the name of the folder to open it, or use the three dot menu to rename, add/remove reports, or delete the folder. Use the plus sign icon in this modal to create new folders.
For each report, information is displayed about the folder where they are saved, details of what service the data is pulled from and the type of chart, the last run date of the report, any scheduling available, and whether there is any scheduling associated with the report. Clicking on a report opens the saved view of the chart.
The three dot menu on the far right of each line offers these additional options:
Edit: This option opens the Report Builder, allowing for changes to be made to the query.
Clone: Create a duplicate of the selected report. When choosing this option, the Report Builder is opened automatically for editing. Use the "Save" button to finish creating the new report.
Run: Prompt the system to regenerate the report with the most recently run query data.
Exports: See a list of any export files that have been generated for the report, the created and expire dates, and a button to (re)download the report. An option to create a "New Export" is also available.
Delete: Discard the saved report.
Templates
Get started using analytics with templates! A selection of templates are now available to supercharge using Analytics with all Terra Dotta products.
Templates are available to users who have the "Query (Create/Edit)" permission enabled. The templates shown are determined by the Terra Dotta services utilized on the accessing site.
Access templates by visiting the Query List screen, and then clicking on "Templates" from the bottom of the folder list on the left side. Click the "Use Template" button to open the template in the Query Builder, where it can be edited to fit institutional needs and then saved to the user's Query List.