Artera Analytics Plus Overview

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The #Artera Analytics Plus Folder Artera Analytics Plus: Additional Feature Reporting Definitions and Download Instructions Message Class Definitions Understanding Data Fields

Artera Analytics Plus is Artera's premium Analytics offering. With Artera Analytics Plus, you can access valuable reporting for your organization's utilization of Campaigns, Automations (including Triggers), patients, opt outs, user/patient interactions, appointments, deliverability, messaging, and more.

These valuable insights highlight key metrics that demonstrate the effectiveness of Artera across your Enterprise, while helping you discover opportunities for improvement.

To access Analytics Plus, you must log in to Looker. For information on logging in, review our documentation.

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Learn more about Artera Analytics Plus by completing the Artera Analytics Plus Training Course in Artera Academy.

The #Artera Analytics Plus Folder

The #Artera Analytics Plus folder contains a standard set of key dashboards, look, and reports. These data sets are all refreshed an updated nearly every 12 hours.

This folder is available to all Artera Analytics Plus users within the Shared Folders section of their Artera Analytics Plus environment. Please review our Analytics Plus: Standard Reports Folder documentation for more details on these standard reports.

Artera Analytics Plus: Additional Feature Reporting

Artera Analytics Plus offers additional feature reporting for various Artera features. For more information, please review our documentation below:

Definitions and Download Instructions

Use the definitions and download instructions below to understand the different data views and sets available in Artera Analytics Plus.

Dashboards

Dashboards collect multiple reporting metrics into a central reporting space. These dashboards include overall filters that apply to the whole reporting set (e.g. Practices, Date Ranges, etc.) and filters that can be applied to each tile (individual data component) or set of tiles. Dashboards allow for the most customization and filtering.

When downloading dashboards, you can download results of individual tile(s) or the full dashboard. To download an individual tile, select the tile's three-dot menu and choose Download data. Then, choose the file format for the file download.

To download an entire dashboard, select the dashboard's three-dot menu on the right-hand side of the screen and choose Download. Then, choose the file format to download the dashboard in (PDF or CSV).

Looks

Looks are reports that focus on one specific data-set like Appointments, Campaigns, or Referrals. These looks can be customized using filters to identify specific KPIs or to provide a high-level overview of the data.

Looks can include calculations like:

Conversion or success rates
Percentage of people using specific Artera features
Which Practices or providers are consistently getting Recalls or Referrals
Count of patients receiving a specific type of care
Count of scheduled appointments in a given timeframe

To download a look, select the Look's gear icon on the right-hand side of the screen and choose Download.

Choose which file format to download the look. Note: By default, Looker limits results to 500 rows of data within the platform. If you would like to download the full set of report data, make sure to select All Results for the Limit. Then, select Download.

Message Class Definitions

Message Classes are used to categorize messages sent in Artera, either by sender, content, or delivery method. The following reports are commonly broken down by Message Class:

Manual Messaging - Allows you to view the messages sent to patients by users
Patient Message History - Allows you to view consecutive messages sent to and received by a patient in Artera for a specified date range

Use the table below for descriptions of each Message Class:

Message Class	Definition
Automation	These are messages (including Triggers) that are automated and pre-templated by a customer, usually soliciting a response. This does not include the child messages of a Merged Message.
Campaign	Campaigns are bulk messages sent to patients through an uploaded CSV or patient list. These are usually general announcements or “promotions.”
Broadcast	Broadcasts are similar to Campaigns, but instead of an external upload, you can select which patients to send the message to within Artera. These are typically utilized for same-day events.
Manual	Manual Messages are not automated or pre-generated. They are outbound messages sent by a user to a patient.
Mention	Mentions are internal messages which tag an internal group or user.
Merged Message	Merged Messages are the child messages merged into the one Automation (Trigger) sent to a patient. These are not seen by the patient but are shown in the Patient Channel.
Event	Event is a catch all for anything that has an Artera destination, such as a Channel Status change, patient/appointment change, or other tracking. These appear as white, timestamped boxes within the middle of the Patient Channel.
Other	Other contains messages that fall into Flows* (after the first message), Out-of-Office reminders, Holiday Hours messages, Line not activated for SMS messages, or Automated Line messages. For Flows and Holiday Hours messages, the first message will be classified as an Automation (including Triggers), Broadcast, Campaign or Manual Message.
Livechat	These messages are associated with Artera's Livechat feature. It is important to recognize that there may not be true patient details associated with these messages.
Inbound	These are incoming messages, likely from the patient. This could also include spam messages coming into the Artera.
MessageAPI	MessagingAPI enables third-party applications to use Artera as an SMS gateway to deliver messages, generated and triggered, within said third-party applications. This includes Two-Factor Authentication messages, portal notifications, and family notifications. Note: The content of the message and the recipient are all determined within the third-party application.

Understanding Data Fields

Understanding what each data field represents and the information it pulls into your dashboards, looks, and reports is important to ensure accurate report comprehension. To better understand each field in your report, we recommend hovering over the field in the dashboard or look. This will display a brief description of what that field represents within the report.

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