Quick Answer
Each of the three KnowledgeSmart modes - Test, Survey and Skills - has its own Home page, showing account activity, subscription plan, and access to the Query Builder (Test only) and Power BI export tools for that mode's data.
What This Article Helps With
This article explains what's shown on the Home page in each of the three KnowledgeSmart modes, and how to use the Query Builder and Power BI export tools. It applies to KnowledgeSmart Principal Administrators and Results Administrators.
Tests / Skills Assessments Home Page
When you log in to your KnowledgeSmart account, you're taken to the Home page automatically. Here's a typical view.
Logging Out and Switching Accounts
You're shown logged in with your KnowledgeSmart username. The icon to the right of your username logs you out. The account name shown is the one you're currently viewing, and the icon to its right lets you switch accounts, if you have more than one.
Mode and Menu Options
The top-line buttons switch your mode of operation - the default is Test. All KnowledgeSmart customers can view Test, Survey and Skills mode. The main functions of KnowledgeSmart are accessed from the vertical menu; the active function is highlighted in orange.
Subscription and Account Activity
Your organization's current subscription plan is shown in the darker gray box, titled Plan. The lighter gray box shows the number of Active users within a time frame, defaulting to 90 days. An Active user is someone who has completed one or more Skills assessments, Surveys or Skills audits.
Select the gear wheel, top right, to change the time period used for capturing active user stats.
Summary Emails are available to send you a summary of account activity by month, quarter, or twice a year.
Data Analysis Using the Query Builder
The Query Builder provides a comprehensive tool for analyzing the data within your account, organized with the structure you want. There are several default queries, and you can create your own.
The active query is shown in the box at top left. The columns and rows in the main window are responsive and change with the query selection. Use the dropdown to see the list of available queries - they're ordered alphabetically.
The first icon creates a new query, the pencil icon edits the active query, the third icon copies the active query, and the last icon downloads the query data to .csv or MS Excel.
Select which account the query applies to, if you have more than one - the default is to include all accounts.
When creating a new query, you can choose from the full range of available data fields.
Filters can be applied to the raw data to extract precise values and create sub-groups of your data.
When starting out with the Query Builder, we recommend copying and editing one of the default queries - it's a good way to see how a valid query is constructed.
Power BI Export
Select the green button to export the Power BI Excel file for your account. Select the gray button to access the Power BI template.
Surveys Home Page
The Survey area Home page displays a summary of your general Survey activity. Surveys have a separate master data export and Power BI template for data visualization.
Skills Home Page
The Skills area Home page displays a summary of your Skills audit activity. Skills audits have a separate master data export and Power BI template for data visualization.
Helpful Tips
- See KnowledgeSmart Skills assessment results analysis in Power BI, KnowledgeSmart Survey results analysis in Power BI and KnowledgeSmart Skills audit results analysis in Power BI for the full Power BI template walkthrough for each content type.
Common Questions
What counts as an "Active" user?
Someone who has completed one or more Skills assessments, Surveys or Skills audits within the active-user time frame you've set, which defaults to 90 days.
Is the Query Builder the same across Test, Survey and Skills mode?
No, the Query Builder tool only displays in the Test > HOME page. Tests, Surveys and Skills audits each have their own separate master data export and Power BI template.
How do I get a regular summary of account activity by email?
Use the Summary Emails setting on the Home page, which can be sent monthly, quarterly, or twice a year.
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