Create and manage analytics views

Overview

Front analytics gives admins, team managers, department heads, and other company leaders insight into your team's performance and company impact with Front. Within Analytics, you’ll find 5 built-in dashboards that you can customize through views and filters to measure what you care about most. In this article, you will learn how to create new report views with and without saving them, as well as manage existing views.


Instructions

Create new view

Step 1

Access Analytics by clicking on the Analytics button at the top left corner of Front, the icon of a graph.

Step 2

On the left navigation panel, use the Team selection dropdown menu to choose whether you want to create an individual report or a team report.

Step 3

Choose the report type from the list on the left navigation panel. The report will load the All data tab, or it will load the pinned view that you were previously clicked on.

Step 4

Click the Add view button next to the tabs. A new tab named New view (1) will appear.

Step 5

Adjust the date, inboxes, and teammates filters, which are automatically added for you. Click More filters to add additional filters. As you change filters, the report will refresh with the data matching the filters.

If you only need to view the data one time and do not need to save the view, then you are finished! If you do want to save the view, continue to Step 6.

Step 6

After editing the filters, click the Save View button, then on Save as new. You will see a popup window to enter the view name, choose the team access, pin the view, and make it your default view. Once a view is created, the view and its filters will be available for all report types when you click into other reports.

Edit and create from existing view

Step 1

Access Analytics by clicking on the Analytics button on the top left corner of Front, the icon of a graph.

Step 2

On the left navigation panel, use the Team selection dropdown menu to choose which Team the report lives in.

Step 3

Choose the report type from the list on the left navigation panel. The report will load the All data tab, or it will load the pinned view that you were previously clicked on.

Step 4

Find the view you want to edit. If it was already pinned, you will find it across the top as one of the tabs. If it was not pinned, click on the All views dropdown menu on the right to pin it for editing.

Step 5

After selecting and loading the view, you can adjust its filters. Edit existing filters, click the filter and use the options in the dropdown. To add a new filter, click the More filters option. As you change filters, the report will refresh with new data matching the filters.

If you only need to view the data one time and do not need to save edits to the view, then you are finished! If you do want to save the view, continue to Step 6.

Step 6

After editing the filters, click the Save View button to choose from two options: Save will save over the existing view, and Save as new will create a brand new view.

Duplicate a view

Step 1

Click on the 3 dots on the top right to expand more view options, and click Duplicate view.

Step 2

A new view tab will appear with your existing view's name, and the word (Copy) at the end. Edit the existing filters, or add a new filter by clicking the More filters option. As you change filters, the report will refresh with new data matching the filters.

Click the Save View button to choose from two options: Save will save over the existing view, and Save as new will create a brand new view.

Delete a view

Step 1

Click on the 3 dots on the top right to expand more view options, and select Delete view.

  Step 2

A pop-up window will appear asking you to confirm whether you'd like to delete this view. If so, click the Delete button. Once deleted, a view cannot be recovered.

Pin views

You can view a saved view either one time on your dashboard, or pin it to your dashboard so that it appears every time you open Analytics. When you pin a view, this only pins the view for yourself, and will not impact other teammates.

Step 1

On any report, click the All views dropdown menu on the top right, and select a view.

Step 2

Hover to the right of the view name and click on the pin icon that appears. 

Step 3

You will see the view pinned at the top of your Analytics dashboard. To unpin, click the blue pin icon on the view's tab.

Include an individual inbox

By default, the analytics of an individual inbox will not be included in team analytics reports, but this can be changed. Making an individual inbox visible in analytics will allow admins to track the performance of teammates who primarily work and communicate out of their own inboxes, rather than shared team inboxes.

To make an individual inbox's data visible in team reports, the owner of the inbox or an admin can follow the steps below.

Step 1

If you are the inbox owner, go to your Personal settings tab, and select Inboxes.

If you are an admin adjusting a teammate's settings on their behalf, you can access their individual inbox settings using these steps.

Step 2

Click on the individual inbox and into the Settings section.

Step 3

Toggle on the Make inbox visible in the analytics feature, and click Save changes.

Step 4

The individual inbox will now appear as an option in the Inbox filter dropdown in your Analytics dashboard.


Export view data

To learn about exporting the data of your views, click here.


Pricing

Analytics are available on the Growth plan or above. Some legacy plans with different names may also allow access to this feature.

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