Overview

OneUp's analytics tools give you powerful ways to view and manage your reporting. Need to look up a specific interview a client has arranged? Want to view the growth of your company's overall output? That's possible!

The Data Insights portion of analytics is currently in beta. Once fully developed and released, Data Insights will become a premium feature.
Accessing analytics

Analytics can be viewed from a couple of places on OneUp. It's easily recognisable - hover over a data point and you'll see a purple Analytics button appear. Click this to dive deeper into your data. Analytics can be found:
On the dashboard, by hovering over any target or metric tile,


In the matrix, by either clicking on an individual data cell, or a column total to view data for all users in that metric.



Using Data Insights

Use the tabs at the top of the Analytics window to switch between Charts and Data Insights.
The Data Insights view allows you to view a breakdown of all the individual activity that makes up a metric.



To use Data Insights:
Select a date range you'd like to view a breakdown of performance for, using the date picker on the dashboard or the matrix.
Click the purple Analytics button on your chosen metric (on the dashboard) or data cell (in the matrix) to open up the analytics window, then use the tabs at the top left of this window to switch to Data Insights.
A list of all performance contributing to that metric over your selected time period is created. From here, you can
Resize the columns to view all of your data at once,
Move the columns around in any order you wish,
Sort the information in the table based on one column, ascending or descending.

The View Event button at the right end of the Data Insights window allows you to view the raw data for your metrics that comes to OneUp from your CRM. It's recommended that you only use this option if you are an advanced user with some knowledge of code.
Data Insights views are created with bespoke columns to fit a client's data. If there's a column you'd like to add to your Data Insights view, reach out to us on the support chat and we'll investigate it for you!
Using Charts

Use the tabs at the top of the Analytics window to switch between Charts and Data Insights.
Charts are a great way to view the performance over time for a given metric.


To generate a chart:
Select a date range you'd like to view the chart for using the date picker on the dashboard or the matrix.
Click the purple Analytics button on your chosen metric (on the dashboard) or data cell (in the matrix) to open up the chart view.
Your chart is generated. Now, you can customise your chart with lots of different options!
Use the Chart Resolution dropdown box at the top right of the window to change the time increments on the x axis.
Use the zoom modifiers (the + and - buttons, found underneath the chart resolution dropdown box) to zoom in and out of your data.

You can also click and drag over any portion of your chart to zoom into that specific section, by selecting the magnify tool, next to the zoom modifiers. The magnify tool is selected by default.
Click the hand icon to drag your chart and scroll through the specified time period.
To return your chart to the view it loaded with, click the house icon.
If you're done customising your chart and you want to share it with colleagues or include it in your own reports, you can do so with the export button, at the far right of the chart controls. You can download the chart as an SVG, PNG or CSV file.

Troubleshooting

Still need help? Reach out to a member of our team via the in-app chat and we'll be happy to help you!
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