To learn more about Tracker Portal, visit the Lighthouse Academy!

Filtering

1. Click the Filter icon in the Left menu.
2. Click on a demographic trait, variable, or external data dropdown, and check the boxes to build a filter.
3. Click the Apply filters button to reload the data with the filter in place.
4. Click the X to the left of a given parameter to remove it from the filter, and click Apply filters again to reload the data.

⚠️ Note: If your portal includes surveys from multiple countries, traits will merge where they match exactly, and localized trait dropdowns will appear where there are differences (for example, with Household Income).

Saved Views

After you've made changes to the visualization or filters in a Tracker Portal, you can save that version so when you come back, you'll pick up just where you left off. Similar to Reports on the survey Reporting (Stats) page, create and save multiple views in one portal.

1. Click on the star icon on the Insights Portal sidebar.
2. Click Save as New View to create and save a new view of the portal. The portal's current settings will be saved as a new view.
3. Click and drag the gray handles to rearrange reports under the Other category.
4. Move a report from the Other section to the Default section to replace the default report. The previous default will move under Other.
5. Click the gear icon in the portal views list or the Portal information bar to view the details of a saved report. Here you can:
   • Update the title, share by email or link, and view creation date and applied filters.
   • Click Revert to revert to the last saved version.
   • Click Save as to save a new copy of the portal.
   • Click Save to save over the last saved version.
   • Click into the text box to give the Tracker version a new name.
   • Share by email or link.

Sharing Portal Views

Facilitate access to Portal Views by sharing links or sending emails directly from the platform. This ensures that stakeholders and collaborators who don't have an aytm account can easily view the portals.

1. Click the gear icon in the portal views list or the gear icon by the portal title.
2. To send the portal view via email, enter one or more email addresses separated by commas in the By email field.
3. To send the portal view via link, copy the link under By link.

⚠️ Note: Any invalid emails will remain after you click Send. Edit and try sending again to correct them.

Guest viewers access a portal via a share link:

• They can see only the report they are sent.
• The portal will automatically load with the filters tab open.
• Guest users can apply and remove filters but cannot edit or adjust any features or settings in the report or portal.
• Guest users cannot download any files from the portal.

Exporting

By default, if you click the export buttons for Excel and Presentation, a document will be generated for all data.

1. Click the Export icon in the left menu.
2. Click the XLSX button to download the current view to an Excel document. This download will reflect any applied filters as well as your selections from the dropdown controls on screen.
3. To limit the data in the download, click the Choose wave dropdown and check boxes next to individual wave numbers, or select Select all or Select current view.
4. Click the XLSX button to download an Excel document once wave selections have been made.
5. Click the gear icon in the Presentation dropdown to make selections for a presentation-style download.
6. Click the Presentation export button to download your PowerPoint, Keynote, or PDF.