Advarra Analytics - coming in 2025

What is Advarra Analytics?

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

From the Analytics landing page, you can navigate to reports, go to Advarra One, or log out.

Open

• 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

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.

Open

A. To navigate to a workbook page, you can click the corresponding page image or page tab at the bottom of the screen. The page tabs at the bottom of the screen also allow you to navigate between pages. From the other pages of the workbook, you can return to the Summary page using the home button that appears in the top right of every workbook page.

B. The top right of the Summary page displays information about the database and schema the workbook is pulling data from and how recently it was refreshed. A note that data might be filtered out of a workbook depending on your user permissions also appears.

C. The Version History page shows the version of the workbook and tracks any updates.

D. In Edit mode, you can also view the Data page for a workbook, which allows you to see the underlying data and tables for the workbook. To use Edit mode, you must have the Analytics Organization Admin or Analytics Report Writer role assigned to your user.

E. You can use the Save As button to customize a workbook and save it for yourself (in My Documents) or in Custom Reports to share with others at your organization. To see the Save As button, you must have the Analytics Organization Admin or Analytics Report Writer role assigned to your user.

Longer workbook pages have a button that you can click to jump to the top of the page.

Working with Workbook Data

There are a number of ways you can interact with and drill more deeply into workbook data.

Drill Into and Filter Data

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.

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

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.

You can name your bookmark and select the checkbox if you want the bookmark to open by default when you open that workbook.

To open a bookmark you've already saved, click the bookmark icon > Personal bookmarks and select the bookmark you want to open.

When you're viewing a bookmark, the bookmark icon is shaded green. If you want to clear the bookmark and return to the published workbook view, you can click the bookmark icon > Clear bookmark to return to the published workbook view. You can also edit or delete existing bookmarks by clicking the bookmark icon > Manage bookmarks. A panel opens to the right, and you can click the three dots to see your editing options.

Note that bookmarks are user-specific and can't currently be shared with other users.

Export Data

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.

When you select the Export... option, the Export window opens, and you can choose to immediately download by clicking the download icon (selected by default) or to email an export by clicking the email icon .

If you choose to download, in the Attachments section, you must specify what you'd like to export. You can export data from the entire workbook or from a particular page or data element. If you export a table, up to 1000 rows will be exported. Select the format (Excel, PDF, etc.) and orientation (portrait or landscape) you’d like to use and click Export.

If you're exporting via email or scheduling an export, in the Export via email or Schedule Exports window, specify the details for your export. In the Attachments section, select what you’d like to export and the format and orientation you’d like to use.

By default, exports are generated using your permissions (the permissions of the user creating the export) and show what you have permission to view. If you would like the export to show only what the recipient has permission to view, you can select the Run queries as recipient checkbox. Note that if this checkbox is selected and the recipient is not an Advarra Analytics user, the email to that recipient won't send. Also, if you're sending to multiple recipients, the export could take longer, as queries need to be run for each recipient.

If you're scheduling an export, you must specify the frequency. You also have a couple of additional options. You can choose to specify conditions for sending the export, based on whether data is available in a particular data element or another data condition is met, by selecting the Condition toggle at the top of the Schedule Exports window. You can also select the Customize control values checkbox in the More Options section to set filters for the export.

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.

Exclude Protocols

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

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.

You can also use Save As to create a blank workbook that can serve as a starting point any time you want to create a new custom workbook. To do this, use the Save As button to save a copy of any workbook. Delete all the elements in the workbook and save. When you want to create a custom workbook, you can navigate to this blank workbook and use the Save As button to save a copy where you can build your new custom workbook.