Introduction
Workspaces allow you to:
- define segments and time ranges to find visits of interest,
- configure and use different analytics reports to analyze visits in those segments,
- schedule when to run the configured reports and send their summaries over email,
- set up triggers to change how your website works in new visits matching segment criteria.
Some Workspaces created during ad-hoc analysis may never be accessed again while others can be viewed frequently and serve as dashboards.
Creating a New Workspace
Once you sign in and select a project, you will see a list of available workspaces.
Click Create New Workspace to get started.
You will be prompted to specify the title of the workspace and a description. If you are going to share the workspace with your colleagues, it is a good practice to describe its purpose and provide instructions how to use it and how to interpret data from the workspace. You can change the title and description at any time.
Working with a Workspace
When you create a new workspace you start without any segment definitions other than “All Visits”.
- (1) The Segments Tree of a newly created workspace will contain just a single branch All Visits.
- (2) You can narrow the time frame for your analysis using “Date since” and “Date to” which refer to dates when visits started.
- (3) You can click Select on the All Visits branch to access analytics reports based on all visits.
- (4) To narrow your analysis to visits with certain characteristics or behaviour you will need to click + (plus icon) to add a new segment to the tree.
Segments
To access any of the analytics reports, or to set up Triggers, you will first need to select the segment you want to analyze or target.
- (1) Created segments will show up in the Segment Tree.
- (2) You can Select a branch to analyze visits in the segment.
- (3) All the analytics reports – Heat Maps, Visits, Forms – will now only use data from visits from that segment. If you assign a trigger to the segment, the trigger will fire when all the segment's criteria are met during a single visit.
- (4) You can add subsegments to the created segment to create more complex reports. Each subsegment inherits segment definition from its parent.
- (5) To use the workspace in the future, you will need to save it - there is no autosave!.
Workspace’s Time Range
You can narrow the time range for your analysis by providing Date Since and/or Date To.
You can pick dates from UI or enter the date in the following format: YYYY-MM-DD HH:MM.
You can also use terms like Today, Yesterday, Last week, Last Month which return dates relative to the date of a query. Using relative dates is very useful for reports that are frequently used or scheduled reports.
If you leave the Date Since field empty, the filter will take either the date of your account set up or the current date minus your maximum data history limit (i.e. 6 months back). If you leave the Date To field empty, it will work as Last Hour.
All new data is available with some delay, which means that new visits are usually accessible in reports a couple of minutes after they ended. The latency may be higher for projects with high volume of traffic or during peak hours.
Editing and Saving a Workspace
Every time you make a change to a workspace, the Save button will turn crimson to notify you that you have unsaved changes. No changes are automatically saved making it secure to play with the workspace without a risk of breaking it. If needed, you can click Revert to reset changes and revert the report to its last saved version.
If you accidentally forget to save the changes, the last unsaved version can be restored.
To change the report’s title, description or sharing settings click Edit.
Pinned Workspaces
If you access a certain report frequently you may want to Pin it to the top of the Recent Workspaces list.