15 Ways to Personalize Qrvey’s Embedded Analytics

Introduction

When embedding analytics solutions in a SaaS application, personalization is key to maximizing your investment in third-party software. Tailoring the experience to individual users enhances engagement and ensures that the insights delivered are relevant.

Qrvey stands out by offering more methods to personalize experiences than its competitors.

Here are 15 of the most common personalization methods you can leverage with Qrvey’s embedded analytics.

Customization Options

Customization of Data Filters on a Dashboard

One of the first steps in personalization is allowing users to customize data filters on their dashboards. With Qrvey, users can fine-tune the data they see, making it more relevant to their specific needs. Whether it’s filtering by date range, geography, or any other parameter, users have the flexibility to view data that matters most to them.

Tabular Charts

Tabular charts are a staple in data presentation, and Qrvey makes them highly customizable. Users can adjust how data is displayed, whether it’s changing the columns shown or modifying the sorting behavior. This allows each user to view their data in a format that suits their preferences.

Sorting Behavior

Sorting is a simple yet powerful way to personalize data. Qrvey allows users to define how data should be sorted, whether by ascending, descending, or even by custom criteria. This ensures that the most important data points are always front and center for the user.

Columns Available

Not all users need to see every piece of data. With Qrvey, you can personalize which columns are available to each user or user group. This helps declutter dashboards and focus users on the most relevant information.

Arrangement of Widgets on a Dashboard

Every user has their own workflow, and Qrvey’s embedded analytics allows them to arrange widgets on their dashboards to match. Whether they prefer charts on the left and tables on the right, or a different setup entirely, users have full control over how their dashboard looks.

Add or Remove Charts from the Chart Gallery

The chart gallery within Qrvey can be personalized based on user permissions. This means that certain users might see a broader selection of charts, while others see only what’s necessary for their role. This level of customization helps ensure that users aren’t overwhelmed by options that don’t pertain to their needs.

When and How You Receive Dashboards

Qrvey allows users to set up personalized delivery of dashboards, whether through exports or subscriptions. Users can choose when and how they receive their dashboards, ensuring that the information arrives when it’s most useful to them.

Data Threshold Alerts in Workflow Automation

Data threshold alerts are another powerful personalization feature. Users can set their own thresholds for when they want to be alerted about changes in the data. This ensures that users are notified about the data points that matter most to them, without having to sift through unnecessary information.

Themes and Styles

Visual consistency matters and Qrvey allows users to personalize themes and styles across their dashboards. Whether it’s matching the dashboard to a corporate color scheme or simply choosing a layout that’s easy on the eyes, users have the flexibility to make their dashboards visually appealing.

Chart Building

Personal Custom Dashboard Layouts and Interactivity

Qrvey enables users to create personal custom dashboard layouts, allowing them to organize and interact with their data in a way that makes sense to them. This level of personalization ensures that users can tailor their analytics experience to their specific workflow.

Personal Buckets to Group Data Values

Personal buckets allow users to group data values according to their own criteria. Whether it’s categorizing sales data by product type or customer segment, Qrvey provides the flexibility for users to create buckets that align with their analysis needs.

Selectively Showing Data Fields

Not all data fields are relevant to every user. With Qrvey, data fields can be selectively shown based on user roles, ensuring that users only see the data that’s pertinent to their level of access. This helps streamline the analytics experience and reduces the noise in data interpretation.

Most Commonly Based on User Roles

Personalization in Qrvey often leverages user roles to determine what level of access a user has. This means that administrators can control which users see what data, based on their role within the organization. It’s a simple way to ensure that sensitive information is only available to those who need it.

Bring Your Own Data Using CSV Imports

Qrvey allows users to bring their own data into the platform using CSV imports. This personalization feature is particularly useful for users who need to analyze external data sets alongside their existing Qrvey data, providing a more comprehensive view of their analytics.

Selectively Showing Templates as Starting Points

Qrvey’s flexibility extends to templates, which can be selectively shown to users based on their role or needs. These templates can be created at the tenant level by the SaaS parent app or by the tenant admin, providing users with a tailored starting point for building their dashboards.

Workflows

Personal Automation Workflows

Workflow Automation is a game-changer in analytics, and Qrvey allows users to create personal automation workflows. These workflows can be customized to perform specific tasks, such as sending notifications or triggering alerts when certain conditions are met, making the analytics process more efficient and personalized.

Tenant-Specific Write-Back Rules

Write-back automation rules in Qrvey can be customized at the tenant level, allowing for personalized data entry and updates. This is particularly useful in multi-tenant environments, where each tenant might have different requirements for how data is written back to the system.

Customized Slack Notifications

Finally, Qrvey offers the ability to personalize Slack notifications. Users can customize which alerts they receive in Slack, ensuring that they’re only notified about the data points that matter most to them. This helps reduce notification fatigue and keeps users focused on the most critical information.

Conclusion

Personalization is a cornerstone of effective embedded analytics, and Qrvey excels in offering a wide range of options. By tailoring the analytics experience to individual users, Qrvey helps ensure that the insights delivered are relevant, actionable, and aligned with user needs.

Whether it’s customizing dashboards, building personal workflows, or setting up alerts, Qrvey provides the tools needed to create a truly personalized analytics experience.

Check out our Demo Center to see more for yourself.