Targeting Dashboards & Targeting Insights

Access the Analytics module

Firstly, log in to the Adopt Self Service Workspace using your customer credentials.

Select Analytics.

The Targeting Overview Section

A. To access the Targeting dashboard, select Targeting from the pane on the left.

Note: Tooltips appear on the page in relation to certain buttons, fields and elements, providing you with further information. For example, hover over a question mark to see explanatory text.

The top half of the page consists of the high-level analytics Overview. Here you will find the following information:

B. System Pages – Shows the System Pages that are configured within Adopt and how many users visited those pages

Note: Right-click within a table or graph to view a list of data controls such as Include/Exclude, Copy and Collapse.

C. User Sessions, % Targeted Sessions and % Adopt Sessions by Date – Shows the trend of user sessions

Note: Click the More Options button to see further actions that you can take, such as exporting the data and showing the data as a table.

Applying Filters

Filters can be applied to create targeted analytics information on the page..

Filters are accessed on the top right side of the page. You can choose to:

A. Filter by System Page – Click the dropdown arrow and choose a system page

B. Filter by System – Click the dropdown arrow and choose a system

C. Filter Period – Click the dropdown and choose a timescale

D. User Profile – Shows the distribution of users for the selected profile

E. Alternatively, on the far right side of the page click the Filters panel to create, amend and clear active filters on the page

Targeting Insights

The bottom half of the page consists of the Targeting Insights. Depending on which tab you click, the information and charts displayed will change. Here are the Targeting Insights options:

A. Profiling View - View Targeting by the user context

Note: Tooltips appear on the page in relation to certain buttons, fields and elements, providing you with further information. For example, hover over a question mark to see explanatory text.

B. Adopt Support View – Measure the Adopt interventions views on a selected page

Note: Right-click within a table or graph to view a list of data controls such as Include/Exclude, Copy and Collapse.

C. Targeting Detail - Measure where Adopt is not currently targeted within your SaaS application(s)

D. Custom Date View - Easily track how recent guidance updates have impacted your end-users

Note: Click the More Options button to see further actions that you can take, such as exporting the data and showing the data as a table.