In Handshake, you have several core reporting options:
- Built-in quick downloads
- Built-in dashboards
- Building a report through the Explore Insights analytics tool
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 top right corner - this will scope to any of the filters that you've applied on that page and will generate a raw CSV download.
For example, is an article that highlights the fields that will pull in this quick download report on the Jobs page.
On the Analytics tab, you'll notice many pre-built dashboards that surface aggregate data and trends. One of the newest (and most exciting!) is the student engagement dashboard that surfaces high-level details about student activations over time.
Common Custom Insights Reports:
As you look to explore a more robust data set, you can start to think about Insights reports. We've compiled a list of the most common Insights reports and link them out a series of Help Center articles, segmented by product area. These can be lifesavers - and a great starting point, even if you add additional fields.
All Insight reports have a unique URL that will scope to your school's data in Handshake. You just need to have the "Insights" role in Handshake and be logged in! So as you're building reports - bookmark them to share with your colleagues. This is an example of common Insights report on Jobs. You might also want to explore some of the others in this Reporting section of the Help Center.
Build Your Own Insights Reports:
If you're looking to learn how to use Insights, we sure have training for you! Here's a few to start with:
- Getting Started with Insights - article
- Building Reports - Example - article
- Analytics - Part 1 - recorded webinar
- Analytics - Part 2 - recorded webinar
- Analytics - Part 3 (advanced) - recorded webinar
Connect with Support
If you hit 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 Insights 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