Intro to Qrvey Composer

Qrvey Composer is a web-based platform that enables data analysts to import and manage datasets from many sources, design analytics dashboards, setup automated workflows, and generate pixel perfect reports so that you copy and embed these assets directly into your own site, platform, or application. The platform is tailored for the specific needs of SaaS companies, enabling your team to share, distribute, or embed Qrvey's features within their own platform UIs for fully customized data experiences.

After you've signed up or logged in, you enter the Applications Page, where you can access and manage Your Profile, platform Activity Logs, the Download Manager, and Applications.

Your Profile

1. Click the arrow by your name in the upper right corner of the top bar, and a context menu will appear.
2. Click Profile/Account to access and manage your profile.
   Your Email and Password are required fields. You may also set the following Personal Details:
   • First Name
   • Last Name
   • Organization
   • Phone Number
   • Address - Your IP Address, for general administrative purposes.
   • User Avatar - Use your profile email to set your avatar at gravatar.com.
3. Changes made to your profile are saved automatically.

Note: Password Recovery is disabled by default and must be enabled your team admin. For details, please see Customizing Qrvey Composer.

The Download Manager

This feature is disabled by default and must be enabled by your team admin. For details, see Customize Qrvey Composer.

The Download Manager provides a central location to access and manage both exported files and scheduled exports. Exported files are created using the Download option available in a variety of features in Qrvey Composer, including Analyze, Dashboards, Automation, Subscriptions, and Pixel-perfect Reports. Types of exported files include images (JPG, PDF), data (CSV, Excel, PDF), and reports (PDF). The exported files are saved in cloud storage, and they are automatically deleted after seven days. For more information, see Exporting Data.

Download Manager displays a list of all exported files and scheduled exports available to the current user, along with information about each file including file type, file name, size, creation date, and expiration date. To view additional details about an export, click its three-dot menu, and click More Info.

You can perform the following tasks in Download Manager:

• To download a file, click its Download link. The file will download to your computer.
• To delete a file, click its X icon.
• To sort the list, click a column header, and then click its UP or DOWN arrow.
• To filter the list, click the Filter by box and select a filter option.
• To search for a file, enter a search string in the Search box.
• To refresh the list of files, click on the Refresh button.
• To schedule an export at a specified time, or to manage an existing scheduled export, see Scheduling Exports.

Download Manager is an embeddable widget. Click the Embedding Options button to obtain the helper code. Note that the Download Manager widget must be embedded separately from other widgets. It is not accessible directly from other widgets. For more information on embedding widgets, see Embedding Overview.

Activity Log

The Activity Log tracks significant actions within your user account across all applications, logging events like creation, deletion, updates, and sendeding or receiving of applications. Each data set also has its own individual Activity Log.

Click the Details link adjacent to an event to view relevant metadata, including the user that initiated the event, record count(s), success and failure rates, and the time spent on individual records and total duration.

Applications

An application is a self-contained analytics project, composed of five modules:

1. Data — Enables configuration and management of the application's data sources.
2. [Dashboards](./06-Dashboards/dashboards.md — A robust data dashboard system to create, browse, configure, customize, and deploy interactive data visualizations.
3. Automation — Set triggers, then define conditions and actions to automate tasks within an application.
4. Pixel-Perfect Reports — Build highly customizable and detailed reports out of your data and data visualizations.
5. Settings — Configure the global settings for an application.

How Data Works in Qrvey

A Connection is a link established between Qrvey and an external data source. This could be a database, a data warehouse, CSV & JSON files, a cloud storage services like AWS, incoming data from REST APIs, or some other system that store data. Connections allow Qrvey to access and retrieve data from these external sources. The main purpose of a connection is to establish a secure and reliable pathway for data retrieval and integration into Qrvey.

Datasets include data from one or more Connections. The transformation process involves cleaning, filtering, aggregating, and joining data to ensure it is ready for analysis. Once the dataset is created, it is stored within Qrvey's infrastructure. The main purpose of a dataset is to provide a structured and optimized collection of data for creating visualizations, reports, and dashboards.

Connections and Datasets work together to create Qrvey's data-driven experience.

1. Create connections to external data sources (databases, cloud storage, etc.).
2. Import the data from a Connection to create and configure your Dataset(s) as desired.
3. Use the Datasets to create Dashboards, Pixel Perfect Reports, and other analytics.
4. Embed these within your own application with Qrvey Widgets.