Giving Users Explore Access and Permissions

Explore is Watershed's report creation tool. It provides a number of report and filter options that enable you to take a closer look at your data so you can find new insights and correlations you might not have discovered before.

Explore is available to all Global Admins and Area Admins. By default, the other user types do not have access to Explore, but an Admin can grant access to explore using the Explore Access page in Settings.

This article consists of 2 main sections:

Giving Users Access to Explore

Please note: You’ll need to be logged into Watershed as an admin to control Explore Access.

To control Explore Access:

  1. Go to the Explore Access section of the Settings page.
    exploreaccesssettings.png
  2. On the Explore Access page, click the Edit Explore Access button:editexploreaccess.png  
  3. In the Explore Access popup search for the groups or individuals you'd like to give access to Explore to and click Save Changes:
    searchandsave.png
     
  4. The Explore Access page will now show the groups you added. All Global Admins always have access to Explore:
    salesisthere.png
  5. To give every user access to Explore, search for "All Parts of Your Organization" on the Edit Explore Access popup:
    allparts.png

Explore Filters

There are two advanced options that can be added to Explore by Global Admins: Related Activities and Extensions. By default, both options are turned off. To enable these options, go to the Explore Access section of the Settings page and look for the Explore Filters section:

Please note:
  • These features are currently in beta testing and might not be turned on in your account yet.
  • You should have a general understanding of xAPI and how your data is stored in Watershed before using these options.
  • When these options are turned on, they are turned on for every user in your account that has access to Explore.

explore_filters.png

Related Activities

Related Activities is based on the xAPI concept of contextActivities. You can give your users the option to include contextActivities in their Activity filter search when using Explore (by default, the Activity filter search in Explore only searches object.id). For example, contextActivities can be used to store information about a quiz. Each question in the quiz would have it's own object.id, but they would be linked to the overall quiz using contextActivities. To enable this option, click the Show Related Activities option in Activities filter option in the Explore Filters section of the Explore Access page:relatedactivities.png

Once the option is on, every user that has access to Explore will see Include Related Activities in the Activities filter in Explore:

includerelatedactivities.png

By default, this option is not checked for your users. You can change that by choosing Include Related Activities by default on the Explore Access page in Settings:

Include_Related_Activities_by_default.png

Using Related Activities

When the Include Related Activities option is turned off, the search bar in the Activities filter in Explore will look for statements that include the selected Activity ID in the each statement's object.id. This is the default for all accounts.

When the Include Related Activities option is turned on, the search bar in the Activities filter in Explore will look for statements that include the selected Activity ID in any of the following parts of each statement:

  • object.id
  • context.contextActivities.parent
  • context.contextActivities.grouping
  • context.contextActivities.category
  • context.contextActivities.other

Extensions

The Extensions filter is based on the xAPI concept of extensions. Some data that doesn't fit into the actor/verb/object pattern is stored in extensions. You can give your users the option to create a report filter in Explore that looks at different extensions within your xAPI statements. Extensions can be found on the following parts of an xAPI statement:

  • context.extensions
  • object.definition.extensions
  • result.extensions
  • context.contextActivities.parent.extensions
  • context.contextActivities.other.extensions
  • context.contextActivities.grouping.extensions
  • context.contextActivities.category.extensions

To enable the Extensions filter option in Explore, click the Show Extensions filter option in the Explore Filters section of the Explore Access page:shoextensionsfilter.png

Once the option is on, every user that has access to Explore will see an Extensions filter in Explore:extensionsfilter.png

Using the Extensions filter

In order to see the Extensions filter in Explore, an admin must first enable it.

To filter extensions data using Explore:

  1. Open the Extensions filter in explore by clicking Extensions and click Add Extension:extensions_add_extension.png
  2. The Add Extension option will open. Search for the extension field name you want to filter by. Note that you can retrieve a sampling of extension fields by entering "*" into the searchbar:seach_for_extension_field.png
  3. Then search for the value for the field you'd like to filter by. Note that you can retrieve a sampling of values by entering "*" into the searchbar:search_for_extension_value.png
  4. Once you select that value, a filter will appear for that value for that field name. You can then search for additional values for that field name by searching for additional values. if you don't want to search for additional ones, click the X at the top right corner of the Edit Extension option.extension_value_filter2.png
  5. The filter you chose will now be shown in the Extensions filter section of Explore.filter_in_explore2.png

Edit existing filters by clicking Edit. Add additional filters by clicking Add Extension. Delete existing filters by clicking Delete.otheroptions.png

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