We’re excited to introduce the new Advanced Analytics features - a powerful set of tools designed to give you more control and flexibility over how you analyze your data.
Advanced Analytics leverages Omni, our embedded analytics tool, to provide you with everything you need to shape, automate, and take action on your data.
What Can You Do with Advanced Analytics?
With Advanced Analytics, you can:
Build and save your own visualizations, all within your Uscreen admin area, so you can have full control over your insights
Set default filters to match your business reviews process, so you don’t have to adjust them every time you check your reports.
Automate alerts and actions via email or webhooks, keeping you ahead of key metrics and simplifying processes
Get Started with Advanced Analytics
Navigating & Creating Your Visualizations
Duplicating Dashboards
Open a pre-existing dashboard.
Navigate to the File menu.
Click Duplicate.
Enter a name, select the location and save it.
Your new editable copy will appear under the selected location.
In this copy, you can:
Adjust default filters
Add or remove filters
Add or remove visualizations
Creating a New Visualization
Open the left-side menu and select a category.
Click New Analysis (top right).
Choose a topic—read descriptions to find the one with the data you need.
Group of topics include: Community, Content, Marketing, People, Sales and Subscriptions
Select the fields needed for your analysis.
Build your visualization:
Click Chart > Options
Select a chart type
Adjust axes, colors, and tooltips
Once finalized, add your chart to the dashboard—your report is ready to go!
💡 Tip: You can also create a new visualization from an existing dashboard:
• Click Edit > Workbook and follow steps 3 onward above.
Adding an existing view to your Dashboard
Identify the view you want to add from another dashboard.
Open the original dashboard, locate the view, click the three dots, then select Copy to and copy the Query ID.
Go to the dashboard where you want to add the view.
Click Edit, open the Workbook, then navigate to the Edit menu and click Import tab.
Paste the Query ID and confirm.
The selected view will now be added to your dashboard.
📖 Learn more about visualizations & dashboards here.
Setting Up Alerts & Automated Deliveries
You can automate deliveries and alerts for any visualization and dashboard you’ve created.
Go to File > Deliveries & Alerts.
Choose the type of delivery:
Schedule: Send deliveries on specific dates/times.
Alert: Send deliveries when a condition is met.
Define what should be sent:
Entire dashboard or a specific visualization.
Choose how it should be sent:
Email or webhook.
Give the delivery a name.
Select the details based on your chosen delivery type:
Schedule: Choose the frequency and dates/times for the delivery.
Alert: Choose the visualization to monitor and the condition that will trigger the delivery.
Under Dashboard, select the format of the delivery (PNG, PDF, XLSX, CSV, or JSON)
According to the destination selected, add the details:
Email: add the recipients
Webhook: inset the URL
💡 Please note: Deliveries and alerts can only be set for dashboards you create. At this time, it is not possible to enable them on dashboards created by Uscreen. However, you can duplicate a Uscreen-created dashboard and then set alerts and deliveries on your copy.
📖 Learn more about schedules & alerts here.
Make a Playbook (or start one from ours)!
Make informed decisions with confidence. This new guide from our experts at Uscreen aims to help you:
Understand your analytics and what they are really telling you
Make smarter decisions to help you grow your business
Build sustainable habits for checking and action on key metrics