Note: This article only applies to Content Publishers, Community Admins, Brand Super Admins, or applicable custom roles. For more details on Studio access, please refer to the Defining Roles and Restrictions article.
Use the Insights page to track the performance of your community. Insights empowers you to be at once an online marketer, content curator and publisher, and strategic communications leader. These data insights and metrics will position you to make bold, smart decisions to enhance your community.
Use Insights to understand your audience. Learn what type of content is in demand and what your users are really sharing, reading, or ignoring. Use these insights to decrease unnecessary noise and increase the effectiveness of content your users want to consume.
Insights reports are organized within collections. A report may contain several graphs, tables, or number highlights.
Refer to the Glossary of Terms for a definition of any field in any report.
How to Access Insights
Access the Insights page by selecting Insights from the left menu in the new Studio.
Note: Content Publishers have access to select Insights reports based on their topic and audience restrictions.
Sort through the available reports using one or more method:
- Search reports by title or description.
- Click on the highlighted collections at the top of the page to see groups of reports (Saved, Newest Reports, The Essentials).
- Scroll down to select a report.
Once you have located your favorite reports, or filtered a report to a view that you prefer, bookmark the report. This will build a bookmark collection. Your bookmarked reports are only visible to you and are located under the Saved tab. Your bookmarked reports remember the filters that were set when you made the bookmark.
Tip: some reports, especially tables, have more data than can be displayed on the screen at one time. Hover over individual reports to reveal the scroll bar.
How to Filter Reports
Once you have a report open, review your data and adjust the filters. The report will load with some filters in place - simply click on the button to change the selection.
Form questions based on anomalies, discrepancies, or surprises. See if the filters or view by selectors can help you drill into the data further.
If your community is passing any custom attributes for audiences, you can talk to your Customer Success Manager about adding those custom attributes to your Insights filters. In the example below, you can see Department, Hire Date, and Work Location are custom attributes available in this community for both the View By filter (controlling how data is displayed in one graph) and as a User Attributes filter (so that you can filter the data of the whole report based on these attributes).
How to Share Insights Data
There are several options to share your Insights data. Choose the best option based on your audience.
Select the link button to copy a URL to your clipboard. You can now share a link to a filtered version of your report with other Studio users. You can also create a browser-bookmark to this specific URL to see your report with all filters in place.
Download a screenshot to share the visuals with non-Studio users. Click on the download a screenshot button to download a PNG file of the full report. Note that tables cannot be scrolled through in the PNG, so make sure the table displays the columns and rows that you want the PNG to include.
Save as a PDF to share the visuals with non-Studio users. You can do this by printing the web page and choosing "save as PDF".
Download the full results of an individual tile by hovering over the top right of any tile. Use this option to create your own visuals and share with anyone.
A Note About Time Delay
Depending on the exact time of an event, it can take up to 1-2 hours for the event to appear in Insights. For example, this can affect metrics for user activity and whether a campaign is available for selection in a filter.
Please allow at least 2 hours before contacting Support regarding any unexpected numbers or missing data.