Analytics

Metadata: Created November 2024, Product: PAC Classic

Introduction

PAC Classic Analytics is a robust application designed to analyze and visualize government affairs and PAC activities, providing valuable insights into your organization's performance. This article serves as a comprehensive guide on utilizing PAC Classic Analytics to generate informative reports and dashboards.

Step-by-Step Guide

1. Accessing Analytics:
   1. Go to Admin.
   2. Scroll down to Display Folders and enable Analytics to display on the toolbar.
   3. Alternatively, access Analytics using the dropdown menu on the toolbar.

2. Setting Up Dashboards:
   1. PAC Classic creates a Default Dashboard, which can be modified or supplemented with additional dashboards.

2. Customize dashboards based on modules or functions, such as PAC, Grassroots activities, or website metrics.

3. Configuring Dashboards:
   1. Adjust the Date Range to display data for specific time periods.
   2. Edit existing panels to customize chart types, date ranges, legends, and axis labels.

3. Add new panels from available data sets to create tailored dashboards.

4. Utilizing Analytics:
   1. Drill down into data points within panels to access detailed information or underlying data sets.
   2. Export charts and reports in PDF or RTF formats for presentations and reports.

Caution

Be cautious when modifying Analytics settings and configurations. Incorrect adjustments may impact the accuracy of reports and dashboards. For assistance or concerns, contact your Account Manager or Technical Support.

FAQs

Q1. Can I create multiple Dashboards?

A1. Yes, you can create multiple Dashboards based on your specific needs and preferences.

Q2. Can Dashboards be shared among PAC Classic Administrators?

A2. Yes, you can specify the sharing permissions for each Dashboard according to your requirements.

Q3. Can Analytics track eAdvocacy page views and interactions?

A3. Yes, Analytics provides panels to track site visits and actions on PAC Classic web pages.

Q4. Can Analytics track User Defined Fields (UDFs)?

A4. Yes, Analytics supports Activity UDFs, including text or pick list fields. However, UDFs for Individuals or Transactions modules are not available.

Q5. Can Analytics be customized to include other UDFs?

A5. Some customization options are available for including custom data sets. Contact your Account Manager for further assistance.

Q6. How can I maintain charts for the current year and prior years?

A6. Create separate Dashboards labeled for the current year and prior years, adjusting the date ranges accordingly.

Q7. Does Analytics support social media and news features?

A7. Advanced Analytics features relevant to social media and news tools are available for clients with corresponding subscriptions.

Troubleshooting

• Issue: Inaccurate or incomplete data displayed in Analytics.
  • Solution: Double-check configurations and date ranges to ensure accurate representation of data. Reach out to support for further assistance if needed.