Skip to main content

How to manage your data

  • Updated

Unlock the full potential of your Spekit data. The Analytics Tab, accessible to Account Admins, Team Admins, and Experts within the Spekit Web App, provides crucial insights into engagement and usage. This guide will empower you to efficiently manage and leverage your data for informed decision-making.

 

📌 Quick-Jump Topics

 

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.

 

✅ Best Practice (Do This) ❌ Avoid This!
Always check the ellipsis menu (...) to confirm whether filters are active before drawing conclusions from your data. Assuming data is unfiltered — active filters can significantly change what you're seeing.
Use dashboard-level drop-downs to set your baseline view (e.g., by team or date range) before diving into individual tables. Filtering at the table level only — you may miss the bigger picture across the dashboard.
Use column sorting to quickly identify your highest or lowest performing content, users, or teams. Exporting data before sorting — sort first to confirm you're downloading the most relevant view.

 

 

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.

 

✅ Best Practice (Do This) ❌ Avoid This!
Use CSV or Excel when you need to manipulate, analyze, or share data in a spreadsheet. Using PDF or PNG for data you plan to analyze further — these formats aren't editable.
Use PDF or PNG when sharing insights in a presentation, email, or Slack message. Exporting JSON unless you have a specific technical or integration use case.
Set a custom row limit when you need a complete data export — the default limit may not include all rows. Assuming the default export includes all your data — always check your row limit before downloading.
Give your file a descriptive name before downloading so it's easy to find and share later. Leaving the default file name — generic names make it hard to track exports over time.

 

 

3. How to Set Up Alerts and Scheduled Deliveries 

Spekit's analytics now supports powerful alerting and scheduled delivery options so the right data reaches the right people automatically. There are two ways to access these options:

Option 1: From the bottom of the dashboard

  1. Scroll to the bottom of any Dashboard.
  2. Click the share icon next to the timestamp.
  3. Choose between Schedule (recurring delivery) or Alert (condition-based notification) and configure your settings as outlined below.

Option 2: From a specific table

  1. Navigate to the Analytics tab and select a Dashboard.
  2. Find the table you would like to set an alert for.
  3. Click the ellipsis menu (...) on the right-hand side of the table.
  4. Select Alert and configure your settings as outlined below.

💡 PRO TIP: Use the bottom of the dashboard share icon when you want to send or schedule the entire dashboard. Use the ellipsis menu (...) on a specific table when you only want to deliver a focused subset of data.

 

There are two types of deliveries you can set up:

 

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:
Setting Options
What to send A specific table, a dashboard section, or the entire dashboard
Destination Email, Amazon S3, SFTP, or Webhook
Delivery Name Customize the name of your delivery
Format PNG, PDF, Excel, CSV, or JSON
Schedule Now, Daily, Weekly, Monthly, or Custom (choose day, time, and time zone)
Recipients Yourself or multiple people
  1. Optionally configure display settings:
    • Expand tables
    • Arrange dashboard tiles in a single column
    • Hide title
    • Show filter values
    • Use cached results if available
  2. Add controls and filters to scope the data (e.g., filter by specific teams or user types).
  3. Customize your email subject line and body.
  4. 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:
Setting Options
What to monitor A specific table or the entire dashboard
Destination Email, Amazon S3, SFTP, or Webhook
Condition Results have changed / Results have stayed the same / No results returned / Any results returned
Schedule Daily, Weekly, Monthly, or Custom
Format PNG, PDF, Excel, CSV, or JSON
Recipients Yourself or multiple people
  1. Optionally apply display and filter settings (same options as Scheduled Deliveries).
  2. 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:

Action What It Does
New Create a new delivery or alert
Subscribe Subscribe to an existing alert that another user has set up
Edit Modify the settings of an existing delivery or alert
Send Now Trigger an immediate one-off send of a scheduled delivery
Duplicate Copy an existing delivery or alert as a starting point for a new one
Pause Temporarily stop a delivery or alert without deleting it
Delete Permanently remove a delivery or alert

 

💡 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.

 

✅ Best Practice (Do This) ❌ Avoid This!
Always click Send Test before saving to confirm the formatting, filters, and recipients look correct. Saving without testing — you may send a broken or incorrectly scoped email to your entire team.
Start with a weekly scheduled summary for key stakeholders rather than daily alerts. Setting up daily alerts for everything — this leads to alert fatigue and ignored notifications.
Use "No results returned" as your alert condition to catch search queries that have no content coverage. Only using "Results have changed" for all alerts — you'll miss gaps where nothing exists yet.
Scope alerts to specific teams or user types using controls and filters to keep data relevant to each recipient. Sending the entire unfiltered dashboard to everyone — too much data reduces the value of the alert.
Give each delivery a descriptive name so you can easily manage and identify them later. Using default delivery names — these become hard to distinguish when you have multiple alerts set up.

 

💡 PRO TIP: Not sure where to start with alerts? Here are some high-impact ideas to set up right away:

Alert Idea Condition Table
Monthly full activation dashboard summary for leadership Scheduled – Monthly Entire Activation Dashboard
Drop in overall activation rate Results have changed Activation Funnel KPIs
New users added but not yet assigned to a team Any results returned Add These Users to a Team
Users who accepted invite but haven't activated after 7 days Any results returned All User Details
Teams with a slow activation speed Results have changed Activation Insights by Team

Related articles