This chapter introduces the AIUNIFY Analytics user interface and explains how to navigate the system before configuring your first tracked Website.
AIUNIFY Analytics is organized around Websites. Most reporting areas—including the Dashboard, Goals, Outbound Clicks, Realtime, Pageviews, Visitors, Heatmaps, and Replays—display information for the Website that is currently selected.
If no Website is available to your account, attempting to open the Dashboard sends you to the Websites area instead.
The basic starting workflow is:
Sign In → Select or Add a Website → Choose Tracking Type → Configure Website → Install Tracking Code → Begin Reviewing Analytics
After signing in, the application interface is divided primarily into:
These areas work together to let you choose which Website you are analyzing and which Analytics function you want to use.
At the top of the Analytics application is the Website Selector.
When Websites have been added to your account, the selector displays the currently selected Website using its domain and favicon.
For example:
example.com
or, when tracking a specific path:
example.com/path
Selecting the Website control opens a list of Websites available to you.
The application remembers the selected Website in the browser so that it can continue using that Website as your current Analytics property.
The Website list also indicates the tracking state of each Website.
A Website can appear as:
This makes it easier to determine whether tracking is currently enabled for a particular Website.
If your account contains more than five Websites, the Website Selector provides a Search field.
To locate a Website:
You can also press Enter to open the first visible search result.
This is especially useful for users managing multiple Websites.
The primary Analytics functions appear in the application's sidebar.
The actual user navigation includes:
Some of these items only appear when the corresponding functionality is available for the selected Website or your account.
The sidebar uses icons, with the menu name available as the navigation label or tooltip.
The Dashboard is the main reporting area for the currently selected Website.
Use Dashboard to review Website activity and move into additional analytical views.
The Dashboard supports reporting areas such as:
The Website must exist before the Dashboard can display Website Analytics. If no Website is available, Analytics redirects you to Websites.
The Goals navigation item opens conversion tracking for the selected Website.
Goals allow you to measure important Website actions, such as:
Goals are covered in detail later in this manual.
Outbound Clicks displays activity generated when visitors click links leading away from your Website.
This section helps you review:
The navigation provides Outbound Clicks as its own reporting view.
Outbound Click tracking must also be enabled for the Website if you want Analytics to collect that information.
Select Realtime when you want to see recent Website activity as it happens.
Realtime Analytics reports approximately the last 60 seconds of activity and refreshes automatically.
It can provide information such as:
Realtime is useful after installing the Tracking Code because it can help you observe whether Website activity is reaching Analytics.
The Pageviews section displays tracked Website page activity.
The interface describes Pageviews as the visitor events tracked on the selected Website.
Pageviews is available under both Analytics tracking modes, although the underlying data and available visitor detail differ between Advanced and Lightweight Tracking.
The system automatically directs the Pageviews area to the appropriate version based on the selected Website's tracking type.
The Visitors section is used to review individual visitor activity and visitor history.
It is available when the currently selected Website uses Advanced Tracking.
You can use Visitors to explore information such as:
The source confirms that the Visitors navigation is displayed for the application's Advanced/normal tracking type and is not displayed for Lightweight-tracked Websites.
The Heatmaps section is available when:
Heatmaps allow you to create visual interaction reports for specific Website pages.
The interface provides a separate Heatmaps navigation area and a Create heatmap function.
The Replays section provides access to recorded visitor Session Replays when the feature is available.
Like Heatmaps, Replays are associated with Advanced Tracking.
The system exposes a dedicated Replays menu when Session Replay functionality is enabled.
If you select Lightweight Tracking for a Website, you should not expect Visitors, Heatmaps, and Replays to function in the same way as they do under Advanced Tracking.
When enabled, Annotations appears in the sidebar.
The system identifies these as Chart annotations.
Annotations let you place business milestones directly on Analytics charts so you can relate changes in Website performance to specific events.
Examples include:
The Annotations area lets you add and manage those milestones.
The Websites area is one of the most important sections of AIUNIFY Analytics.
It is where you:
The system describes this area as:
Websites — View and manage all your added websites.
If your account does not yet contain a Website, start in Websites.
The Websites page displays an Add website button when your account is permitted to add another Website.
The Add Website form begins with:
https://http://
The Add Website screen gives you:
The interface warns that:
The tracking type cannot be changed later on.
For this reason, this manual places a full explanation of the two modes in Chapter 3 — Understanding Advanced vs. Lightweight Tracking before we walk through the complete Website creation process.
The Add Website screen includes a Tracking switch.
This controls whether tracking for that Website is enabled or disabled.
If Tracking is disabled, the Website can remain configured in your Analytics account while activity collection is turned off.
This status is also reflected in the Website Selector, where Websites can be marked active or disabled.
While creating a Website, Analytics may present additional options depending on your tracking mode and account capabilities.
These can include:
You do not need to understand every advanced setting before navigating the system.
Later chapters will explain each option separately.
AIUNIFY Analytics adjusts parts of its interface according to the selected Website.
This means that changing Websites may also change which features you see.
For example, when the selected Website uses Advanced Tracking, the sidebar can display:
When the Website uses Lightweight Tracking, those Advanced Tracking-specific areas are not presented in the same way.
Other functions can also depend on whether the particular feature has been enabled for the Analytics system or your account.
These include:
Therefore, it is normal for two Analytics users—or two Websites within the same account—to have slightly different available functions.
Select Teams to access Analytics collaboration functionality.
The system allows you to:
When working within a Team, the application can display the active Team near the Website Selector.
Team functionality will be explained in detail later in the manual.
If enabled, Domains appears as a separate navigation option.
Domains are used with the system's Custom Domain tracking functionality.
The sidebar only displays Domains when that Analytics capability is enabled.
If you do not see Domains, this does not indicate a problem with your account. The feature may simply not be available for your configuration.
The sidebar includes a Help area.
The application's own help content covers subjects such as:
The AIUNIFY Knowledge Base expands on those system concepts with the complete User Operations Manual you are currently reading.
Your user account appears in the application's top menu with your:
Selecting the user menu provides access to account-related functions.
Depending on the enabled account features, these can include:
Additional optional functions can appear when enabled.
Select Account to manage your personal account information.
Available account settings can include:
The system specifically uses your Timezone as your preferred way of displaying dates.
Because Analytics reports are time-based, setting the correct timezone is recommended.
Select Preferences to configure how you want certain parts of the application to behave.
Available preferences can include:
The interface describes Preferences as the place to set options related to how you use the site.
If API functionality is enabled, the Account menu can contain an API option.
This area is used to access or regenerate the API key associated with your account.
The API is an advanced function and is not required for normal Dashboard or Website tracking operations.
Users who need programmatic access to Analytics data will be guided through this functionality later in the manual.
When user notifications are enabled, a notification/bell control can appear in the Analytics sidebar.
A notification indicator can appear when you have unread or pending system notifications.
Check these notifications when they appear because they may contain account or system information relevant to your use of Analytics.
When using AIUNIFY Analytics for the first time, follow this order:
Access your AIUNIFY Analytics account.
Confirm that your:
are correct.
Security options such as password management and Two-Factor Authentication can also be configured from Account.
Select Websites from the sidebar.
If a Website is already listed, you can select it and begin reviewing its configuration.
If no Website exists, select Add website.
Before choosing between:
read Chapter 3.
This decision affects the functionality available for that Website and cannot be changed later through the normal Website configuration.
Enter the Website information and choose the appropriate tracking options.
Once the Website has been created, obtain its Tracking Code and install it on the Website.
After the Tracking Code has been installed, generate Website activity and review:
to determine whether Analytics is receiving data.
After basic tracking works, configure the capabilities appropriate for your Website, such as:
If you open the Dashboard and see no Analytics activity, the application's own Dashboard guidance says to make sure the Tracking Code has been properly installed.
A new Website will not produce useful Analytics reports until:
Troubleshooting tracking installation will be covered in a later chapter.
Keep these operating principles in mind when working in AIUNIFY Analytics:
Always check the selected Website.
Most reports are Website-specific. Before analyzing data, verify that the correct Website appears in the Website Selector.
Expect features to vary by Tracking Type.
Advanced Tracking exposes additional visitor-behavior capabilities.
Do not assume a missing menu indicates an error.
Some features only display when enabled.
Configure your timezone.
Analytics uses your account timezone when working with time-based Website data.
Start with basic tracking before advanced features.
Confirm that Dashboard, Realtime, or Pageview data is being received before configuring more complex behavioral reporting.
You are now familiar with the main AIUNIFY Analytics interface.
Before creating your first Website, however, there is one decision that requires more explanation:
Which Tracking Type should you choose?
AIUNIFY Analytics offers Lightweight Tracking and Advanced Tracking, and the choice determines whether functionality such as visitor-history association, Heatmaps, Session Replays, Visitor Events, and Custom Parameters is available.
Because the application states that the Tracking Type cannot be changed after Website creation, understand the difference before proceeding.