How to manage your data

1. How to Filter Data

You will be able to filter data in three different ways:

• Use the drop-downs at the top of the page
• Use the ellipsis menu (...) on data tables
• Sort table columns

Option 1: Use the drop-downs at the top of the page.

At the top of a Dashboard, you may see multiple empty drop-downs. Selecting these drop-downs will filter the data by the option selected.

Option 2: Check for applied filters via the ellipsis menu (...)

On any data table, click the ellipsis menu (...) on the right-hand side to see if filters are currently applied to that table.

Option 3: Sort table columns

Click any column header to sort that column. An arrow will appear next to the header indicating the sort direction.

2. How to Download Data

There are two ways to download data in Spekit Analytics:

Option 1: From the bottom of the dashboard

1. Scroll to the bottom of any Dashboard.
2. Click the download icon next to the timestamp.
3. Configure your download options:
   • File Name: Customize the name of your file.
   • File Type: Choose from CSV, Excel, JSON, PDF, or PNG.
   • Row Limit: Select the current limit, all possible rows, or set a custom limit.
4. Click Download.

Option 2: From a specific table

1. Find the table you would like to download.
2. Click the ellipsis menu (...) on the right-hand side of the table.
3. Select Download and configure the same options as above.

3. How to Set Up Alerts and Scheduled Deliveries 

• Scheduled Deliveries — Send a dashboard or table on a recurring basis
• One-Off Alerts — Trigger a notification when a specific data condition is met

Scheduled Deliveries

Set up a recurring delivery of a specific table, a section of a dashboard, or an entire dashboard.

1. Click the ellipsis menu (...) on the table or dashboard you want to send.
2. Select Alert, then choose Schedule.
3. Configure your delivery settings:

4. Optionally configure display settings:
   • Expand tables
   • Arrange dashboard tiles in a single column
   • Hide title
   • Show filter values
   • Use cached results if available
5. Add controls and filters to scope the data (e.g., filter by specific teams or user types).
6. Customize your email subject line and body.
7. Click Send Test to preview the delivery, or click Save to activate it.

One-Off Alerts

Set up a conditional alert that fires when specific data conditions are met — ideal for monitoring content gaps, negative feedback, or Sidekick performance.

1. Click the ellipsis menu (...) on the relevant table.
2. Select Alert, then choose Alert (one-off).
3. Configure your alert settings:

4. Optionally apply display and filter settings (same options as Scheduled Deliveries).
5. Click Send Test to preview, or click Save to activate.

4. How to Manage Your Deliveries and Alerts 

Once you have set up alerts and scheduled deliveries, you can view and manage them all in one place.

1. Click the share icon at the bottom of any dashboard, or click the ellipsis menu (...) on any table.
2. In the modal that appears, click the X in the top right corner to open the Deliveries & Alerts panel.

From here you can:

💡 PRO TIP: Use Subscribe to opt into alerts your colleagues have already set up — no need to recreate them from scratch. Use Duplicate when you want to send a similar alert to a different team or recipient list without starting from zero.

5. High-Impact Alerts to Set Up Across Every Dashboard

Not sure where to start with alerts? Here is a complete reference of high-impact alerts to set up across every Spekit Analytics dashboard. Use the ellipsis menu (...) on any table or the share icon at the bottom of any dashboard to get started.

💡 PRO TIP: Start with one scheduled weekly summary per dashboard and one condition-based alert for your most critical risk area per dashboard. This gives you broad visibility without overwhelming your inbox before you've had a chance to calibrate what matters most to your organization.