Workspaces are collections of reports which are either logically grouped by the system or can be created by the user. You can use workspaces to group reports for easier access, sharing, and data download.
All workspaces are in the primary navigation menu under the Optimize > Analytics section.
There are five workspace types:
- Standard Workspaces
- Pre-defined workspaces with standard, out-of-the-box reports
- My Workspaces
- Contains workspaces created by you, comprised of ad-hoc or copied standard reports
- Shared Workspaces
- Workspaces that are shared with your specific user group
- Public Workspaces
- Workspaces that are shared with all users of your organization who have access to your Digital Analytics client ID
- Admin Workspaces
- A comprehensive list of workspaces created by all users in that client ID
There are several types of standard workspaces. Analyzing data gathered in the reports will help you understand your user and present them with valuable content that drives conversion.
- Acquisition - dedicated to the way that visitors are brought to and engage with your brand
- Behavior - shows how visitors are interacting with your content
- Device & Technical - based on dimensions such as browsers and devices used, geography, operating systems, time zones, and screen resolution
- E-Commerce - visitors' interactions with products, product views, their purchases, abandonments, etc
- Top Line Metrics
- Ghostery TrackerMap
To create a new workspace in "My workspaces," select the + icon in the workspace title bar and give it a title. If you need to change your workspace's name or add/edit a description, go to Properties within your Menu options on the workspace title bar.
Within the Menu options, you can also email reports within a workspace, close workspace tabs, enable any hidden reports you previously chose to hide, and share or delete workspaces in "My Workspaces" as well.
Emailing a workspace allows you to send up to 12 reports in a workspace as an Excel, PNG, or PDF attachment. You can email the workspace one time or schedule to send them on a daily, weekly, or monthly basis. Scheduling options are based on the availability of the corresponding recurring report in the workspace. For example, the monthly option is available only when the workspace contains monthly periodic reports. Use the email feature to add report charts and data to presentations. Or, share this information with other users in your organization who may need access to Digital Analytics. The Excel format includes the charts of all reports in the workspace, and the table data from each report is included on separate worksheets.
Note: If you email a workspace containing a report with personal data, the report is excluded.
You can also share a report with other users for them to view directly within the interface. Workspaces are private until you share them with other users. The Share option lets you determine who you want to share each workspace with. For example, if you share a workspace with All users, it will be available under Public Workspaces to everyone in your organization. If you share a workspace with a User group, it will be available to users in the specified user group under Shared Workspaces. All reports are available under the Admin workspace if you are an administrator. Be sure to Save your changes.
Workspaces are your area to control. You can always customize the display of a workspace's report widgets. To resize a report, click and drag the lower right corner of a widget. If you want to rearrange the position of a report widget (or multiple), click on the report title header of a widget and drag the widget to its new location.
For another helpful customization, you can change the visualization type of your widget report. In the report widget's title bar, open the Report actions drop-down and select Properties to change the display to Column, Pie, Donut, or Grid.
Manage your reports
You can delete, hide, copy, and share ad hoc reports by navigating to the report widget in the workspace and selecting the corresponding command from the Report actions menu. For example, select Properties from the Report actions menu to rename a report and then replace the title in the Properties window. To open the Report actions, click the three-dot menu for the report.