Why track credential submissions in Analytics?
Track credential submissions in Analytics to get a real-time view of your team's credential status for each credential type. You can see at a glance who has valid credentials and who needs to follow up. Credential gaps are easy to miss when you're tracking multiple credentials across a large team. You can also filter your list to show users in specific contractor companies and drill into any credential for full details. Export your data as CSV to share with managers or follow up on users with expired or expiring credentials.
What you'll need
Track credential submissions
Only the matrix chart type is supported
Select Analytics in the sidebar or select it in More.
Click Add chart on the upper-right of the page, and select Add custom chart.
In the chart builder, configure the data type and metric as follows:
Data type: Select Credentials on the upper-right of the page.
Metric: Click Select metric and select Valid credentials from the dropdown.
Attribute: Drag to reorder the attributes. The first attribute becomes the rows in the matrix, and the count at the top of the chart updates to match.
Configure your chart type accordingly.
Click Save chart on the upper-right of the page to save the changes to the chart.
Click Save on the upper-right of the page to save the changes to your dashboard.
Credential matrix statuses
: The credential has been submitted and is valid.
: The credential hasn't been submitted yet.
: The credential has been submitted and will expire in 90 days.
: The credential has been submitted and is past its expiration date.
: The credential has been submitted and is pending approval.
Limitations
Dashboard-level filters, including Date, don't apply to the credential matrix.
Only credentials from active users in the organization appear in the matrix.
You can only download matrix chart data as CSV. Downloads respect the column and row filter selections you've applied to the matrix.
The search bar filters by rows only. You can't search by column.
