When publishing dashboards for large audiences or frequent clients, it's often helpful to collect detailed usage data such as first visits, pages viewed, edits to dashboards. This will help you learn about how audiences or users interact with your Displayr document(s). Google Analytics is a powerful platform that can collect and analyze that type of data collected from both View and Edit mode in Displayr.
This article shows you how to enable Google Analytics tracking on individual documents or for your entire Displayr account. It is focused on setting up the connection for tracking between Google Analytics and Displayr only. You should reference Google Analytics support material for all other information regarding permissions and reporting. Our support team cannot help with working with or interpreting the data collected in Google Analytics, as it is well outside of our expertise.
- Using this feature assumes you have an understanding of how to do reporting in Google Analytics.
- If you've never used Google Analytics before, see Structure your Analytics account for an overview. It can be helpful to think of each Property being its own data base and a Data Stream to be a feed of information being written to the data base. Dashboard names and other dashboard specific info can all come through the same Data Stream.
- A Google Analytics account: Go to Get Started with Analytics to learn how to create an account.
- A Google Analytics "G-" ID: A "G-" ID corresponds to an individual Data Stream on a Property in your Google Analytics account, see Set up Analytics for a website and/or app to learn more about how to create a specific Account/Property/Data Stream (if needed) to get the "G-" ID.
- If security permissions need to be different for certain dashboards, you will need to create additional accounts within Google Analytics to set permissions on the data collected in each.
- If wanting to report separately on dashboards, you should either:
- Create a Property with a Data Stream for each group of dashboards you want to be separate within your Google Analytics account. This Data Stream/"G-"ID will be used for all dashboards in that group. Do not add more than 1 Data Stream connection to a Property.
- Or create a filter in Google Analytics to apply to your reports ran on a Property that will filter in the specific Dashboards you are interested in.
- When creating the Data Stream in Google Analytics, the Website URL and Name are for identification purposes only and do not affect anything with the tracking. You can use
https://[app,yourregion,yoursubdomain,etc].displayr.comif you'd like.
- A Displayr account with Administrator access.
- Knowledge of events collected by Google Analytics will be helpful in interpreting the outputs. Click here to learn more about the specific events collected.
You can add your Google Analytics ID in either the Account Settings or the Document Settings or both. If you add a "G-" ID to the Account Settings, that will be the default ID for all documents in the account and you can create reports in Google Analytics across all documents.
Sometimes, though you may want to track an individual document or set of documents separately (i.e. if they belong to an individual client). In that case, if you add a "G-" ID to those Documents through their Document Settings, Google Analytics will separate their data from the others so you can run reports will only contain those select Documents.
Setting the Default "G-" ID in Account Settings
- Click the profile icon in the upper-right corner
- From the menu, select Account Settings > Settings
- Enter your Google Analytics ID
This ID will be used by every document owned in this Displayr account by default. If individual Documents have other G-IDs listed, these will not be overwritten.
Adding the "G-" ID to the Document Settings
- Click the down-arrow to the right of your document name
- Select Properties > Google Analytics ID
- Enter your Google Analytics ID
This will override the default ID set in the Account Settings, but is only used on this particular document(s).
Google Analytics collects similar data to the Dashboard Usage Statistics within Displayr, however Google Analytics can't collect user name, email or company information, though it offers a more powerful interface to analyze the data.
Please note that if a user is viewing a page anonymously (such as when you publish your document with Anyone with the link or Public on the web access), then each device or web browser used to visit any document will be represented as a separate user, and will count as a separate "first_visit" event.
The terminology between Google Analytics and Displayr is slightly different and has been outlined below for clarity:
|Dashboard||Page Title||Employee Engagement Dashboard|
|Page within a Dashboard||Tab||Executive Summary|
|Action||Event||Navigating to different pages, changing controls, exporting|
Event properties in Google Analytics of note:
- View Tab events > tab property is the Displayr Dashboard page name.
- viewMode is whether the event took place in edit or view mode.
How to Track Dashboard Usage Statistics in Displayr