Search-Driven Analytics: General Navigation

The Search-Driven Analytics (SDA) menu is available and accessible only to a user designated as an SDA Creator who has been granted the Search-Driven Analytics Creator permission.

To access the Search-Driven Analytics Menu

  1. Log in to the RizePoint application.

  2. Navigate to REPORTS > SEARCH-DRIVEN ANALYTICS.

    Select Search-Driven Analytics

    When you select Search-Driven Analytics from the RizePoint menu, the following items will display:  

    SDA menu displays below the RizePoint main menu

     RizePoint Main Menu - collapsed in the "hamburger" icon, this is the same main menu that displays in the RizePoint application

     RizePoint Administration Header - the same RizePoint administrative options that display in the RizePoint application

     Search-Driven Analytics Menu - only available to an SDA Creator, this menu provides access to SDA functionality

     Search-Driven Analytics Help Menu - provides detailed information about SDA's keyword search functionality

     The logged-in SDA Creator's most recently displayed pinboard

  3. From the SDA menu, select the appropriate action from the four (4) menu options:

     SEARCH - allows an SDA Creator to design a custom report

     ANSWERS - a library of saved searches—the research-in-progress, the completed research, and the possible building blocks for future pinboards

     PINBOARDS - a live dashboard containing search-related charts, tables, graphs, maps, and other Creator-designed data visualizations

     DATA - provides functionality to import a spreadsheet

  4. Click the HOME icon in the RizePoint Administration Header to exit Search-Driven Analytics and return to the RizePoint main menu. Alternatively click on the hamburger menu, then select HOME.

    Click the HOME icon

  5. Click the RizePoint spark to return to the last displayed pinboard.

    RizePoint spark

To learn more about how SDA uses keywords for searches, navigate to the SDA Help menu, then select HELP > KEYWORDS. See also SDA: Search.