In Handshake, we provide several core reporting options. This article will highlight each from a high level. Explore the links in each section to learn more!
For raw data, we recommend starting with quick downloads. Most pages on Handshake will have a Download button in the upper-right corner –– this will scope to any of the filters that you've applied on that page and generate a raw CSV download.
To review more information on the quick downloads available, navigate to the Reporting section of the Help Center, then select from the articles that start with "Quick Downloads:".
Click Analytics from the left navigation bar in Handshake, then click the Dashboards tab to access Dashboards. These dashboards surface aggregate data and trends. A summary of the content provided is listed on each dashboard tile, right below the title.
To review more in-depth information on the dashboards available, navigate to the Reporting section of the Help Center, then select from the articles that start with "Dashboard:".
Analytics: Pre-Built & Custom Reports
Note: you will need both Analytics: Access and Manage permissions in order to view and/or create reports. If you do not have these permissions, please reach out to your team's Handshake administrator to request access.
If you'd like to explore a more robust data set, you can click Analytics from the left navigation bar in Handshake, then use the filters on the left of the page to browse pre-saved reports. All Analytics reports (created by our team or yours) will scope to your school's data in Handshake. If you're new to Handshake, new to using Analytics, or would like a refresher, we provide a thorough breakdown of our reporting tool in Analytics: The Art of Reporting.
Click Handshake in the School filter to see a list of saved reports built by our team based on common needs. If you'd like to customize your own report, you can do that via duplicating an existing saved report or by clicking Create Report in the upper-right corner of the page.
We've compiled lists of currently saved reports or commonly used reports and link them out in a series of Help Center articles, segmented by product area. These can be lifesavers - and a great starting point, even if you choose to add additional fields. To review these, navigate to the Reporting section of the Help Center, then select from the articles that start with "Pre-Built Reports:".
Our Edu Product Team has released some updates over the course of 2020 to improve Analytics reporting –– check out Reporting Updates 2020 for more info!
Connect with Support
If you have any questions while building your own reports, connect directly with Support. They are the absolute reporting experts and best equipped to coach you through any questions.
When you submit a reporting question, we also ask that you include the following details:
- URL to the Analytics report or page you’ve already started
- High-level outline of your reporting goal
- Additional context, such as particular fields and filters you are struggling with
- Deadlines and urgency