Coming in 2025
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What is Advarra Analytics?
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Advarra Analytics is an application that allows you to access and navigate reports (also called workbooks) using data sourced from OnCore. Analytics covers and builds on functionality from OnCore reports, providing more opportunity to interact with the data. In Analytics, you can access a number of standard reports/workbooks, provided by Advarra. You can also customize workbooks for your organization.
To access Analytics, you must be assigned one of the Analytics roles in OnCore, which is granted after the completion of the associated Analytics training.
Navigating Advarra Analytics
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From the Analytics landing page, you can navigate to reports, go to Advarra One, or log out.
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To navigate to reports:
Click the Standard Reports image or option in the left pane to select an application and view available standard reports. These are Advarra-provided reports/workbooks.
Click the Custom Reports image or option in the left pane to view available custom reports. These are your organization's customized reports/workbooks.
The standard and custom folders and workbooks you are able to see depend on the access your user is granted in Analytics (the access groups assigned to your user).
To go to Advarra One:
At the top right of the page, click the dot grid icon to go to the Advarra One homepage. From there, you can navigate to OnCore or back to Analytics.
To log out:
Go to the user menu > Log out to log out. When you log out, you're logged out of Advarra SSO and any other applications that you logged in to with Advarra SSO and redirected to the Advarra One login page.
Navigating Workbooks
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When you click to view a workbook, it opens to its Summary page, which is like a table of contents for the workbook. You see the title of the workbook and descriptions of its pages.
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Longer workbook pages have a 
button that you can click to jump to the top of the page.
Working with Workbook Data
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There are a number of ways you can interact with and drill more deeply into workbook data.
Drill Into and Filter Data
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Maximize element
You can hover over the top right of a visualization and click the expand arrows icon to maximize an element. This opens a larger view of the element along with its underlying data, and provides access to more options to sort, filter, or drill into the data using the left panel or by clicking the down arrow for a column or right-clicking an element in the visualization.
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For example, to drill down further and look more closely at a category, you can right-click on an item, such as a bar in a chart you'd like to drill into, click Drill down..., and select from a list of columns to see the data further broken down by what you select. Data refreshes in the table to show your drill down, and any tooltips are updated as well. You can continue to drill down, or up, in the data.
Filter icon
When you hover over the top right of a data element, a filter icon 
appears when filters are applied. The number that appears indicates the number of filters applied. You can click the icon to see what filters are applied or to update them.
Updates you make (filters, drill-downs, etc.) while exploring or drilling into your data are retained until you change them or navigate out of the workbook.
Save Bookmarks
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Bookmarks allow you to save a view of a workbook that you look at often or would like to return to, without having to create a copy of the workbook. You can set filters and make customizations to a published workbook and then click the bookmark icon in the bottom right of the screen to save a new bookmark.
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Note that bookmarks are user-specific and can't currently be shared with other users.
Export Data
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Click the icon in the lower left corner of the workbook. If you have the Analytics Report Viewer role, the icon has three lines 
. Otherwise, it has a folder with an arrow 
. Select Export... to immediately download or email an export or Schedule export... and then Add schedule or New schedule to set up a schedule for an export. To schedule an export, you must have the Analytics Organization Admin or Analytics Report Writer role assigned to your user.
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You also have options to export when viewing a particular data element. Hover over the top right corner and click the three dots. Click Export and select the format you’d like to use to immediately download or click Export or Schedule exports to access the options described above to email the export now or schedule the export.
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Exclude Protocols
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You can opt to exclude particular protocols from workbooks in Analytics. To do so, you can select the Exclude Protocol From Analytics checkbox for a protocol in PC Console > Main > Details.
Create Custom Reports
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For users with the Advarra Report Writer access role only
You can use the Save As button that appears when viewing a workbook to save a copy of the workbook that you can then customize. You can save the customized version for yourself (in My Documents) or in Custom Reports to share with others at your organization.
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