Setting Up Analytics

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Setting Up Analytics

This topic describes the process of setting up Analytics.

Overview

The setup process consists of the following steps:

1.Set up the Analytics engine to upload data to Microsoft Azure by running the Set Up Analytics wizard.

2.Request access to the Analytics Dashboard by completing the onboarding form. Peer Software will email you a link to the Analytics Dashboard.

3.Click the link to log in to the Analytics Dashboard:

If you are logging in through a web browser, the Analytics Dashboard will appear immediately after entering your credentials.

If you are logging in through a mobile device, you will be asked to install the Power BI app on your device.  After the installation is complete, you may be asked to log in again to the Power BI app.  Once logged in, you will be able to see the mobile version of the dashboard.

Starting the Analytics Setup Process

To start the Analytics set-up process:

1.From the Help menu, select Analytics.

You can also initiate the set up process by opening the Analytics page in Preferences and selecting Enabling Analytics.

2.If you have not previously set up Analytics or if you have disabled Analytics, the Set Up Analytics Wizard will open.

Follow the prompts in the wizard.  Once you finish the wizard, Analytics will run until you disable it.

If you have previously set up Analytics and it is enabled, the Analytics Preferences page will appear. Modify the settings as desired.