Global analytics and reports

Also called Public or Project Analytics/Reports

Overview

With Global Analytics and Global Reports you can create analyses and reports across projects. These are visible to all members in the project and can be centrally managed. Only the person who created them can change them. Global content is marked by a blue dot .

Create a global analytics or a global report

Make sure that you are in the menu item → Analytics & Reports . [A]

1. Click on [B1] (Add analytics) or [B2] (Add report) ▷ The window Create analytic or Create report opens

2. Select the type Project [C1]

3. Enter a name [C2]

4. Click on Create [C3] ▷ The global analytics or the global report is created

Edit existing analytics/reports

If you want to share an existing analytics or report afterward:

1. Click on the meatball menu [F]

2. Select Edit

3. Change the type to Project ▷ The analytics/report is made global and moved to the corresponding folder

Management of global analytics and reports

Global content is automatically assigned to the following folders: → Project analytics [D] → Project reports [D]

◈ These contents are marked with a blue dot [E] ◈ Global analytics and reports can be moved freely within their area

Permissions

• User analytics and User reports are visible only to the person who created them

• When selecting Project in [C1], automatic sharing takes place with all project participants

• Only the person who created a Project Analytics or a Project Report can edit or delete it