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Supported dashboards policy

Dashboards and datasets we support in Lookout Analytics

Tate Johnson avatar
Written by Tate Johnson
Updated today

At a glance

To explain which dashboards and datasets we support in Lookout Analytics, what kind of help you can expect, and what parts are shared responsibility between us and our customers.

Scope

Lookout Analytics essential dashboards and custom dashboards.

Adding, removing, and changing seats

The person with the “Billing and subscription” management permission in your instance of Lookout can add, remove, or change Analytics seats for users. The decision to give access to Analytics depends on your organisational structure, policies, budget, and risk profile.

We will not add, remove, or change seats for you. However, if there is no person with the “Billing and subscription” management permission in your instance of Lookout, we will help you configure this permission for the key contact of your account.

Essential dashboards

We provide full support for all essential dashboards built and maintained by us, including:

  • Budgets

  • Cancellation metrics

  • Helper overview

  • Helper verification renewals

  • Incident management overview

  • Member overview

  • Member service delivery

  • Observation overview

  • Support at Home transition

Support means answering questions about the data powering the dashboards, troubleshooting access issues, troubleshooting data integrity issues, and troubleshooting performance issues.

Custom dashboards

We do not provide support for custom dashboards, but we do provide limited support to Analytics Superusers who can build and maintain custom dashboards.

Please appreciate custom dashboards are essentially an interpretation of your business requirements, the data input by your users into Lookout, the configuration of your instance of Lookout, and how we structure data inside Lookout. Therefore, questions and troubleshooting about accuracy, integrity, and performance are most appropriately directed to the Analytics Superusers who build and maintain your custom dashboards.

We will support Analytics Superusers with questions about our datasets, troubleshooting data integrity issues, and troubleshooting performance issues.

Datasets

We provide two datasets for querying your Lookout data. The gold, curated dataset is called lookout_analytics and powers the essential dashboards. The bronze, edge dataset is called lookout_analytics_edge and is only available to Analytics Superusers. Both datasets can be used in custom dashboards, but it’s important to understand the distinction between them.

lookout_analytics

lookout_analytics_edge

Grade

🥇 Gold

🥉 Bronze

Usage

Reporting, compliance, business decisions

Exploratory analysis, early preview, gold candidate

Processing

Fully transformed, cleansed, and enriched

Minimal. Closely resembles application

Documentation

Well-documented

Limited or no documentation

Deprecation

Yes, schema stability is prioritised

No, can change any time without notice

Dictionary

Relationships between tables follow the Ruby on Rails schema naming conventions. For example, fct_visits.membership_id is the foreign key which referes to dim_memberships.id.

Data freshness

We currently have an internal service level objective to refresh data at 7 AM, 12 PM, 4 PM, and 8 PM AEST (UTC+10). We do not currently make guarantees about this service level, but in practice we achieve this objective. We include a last refresh timestamp at the bottom of our essential dashboards. This is the same refresh timestamp for all our datasets.

Please appreciate regularly refreshing hundreds of gigabytes of data is no small feat, and is common for these kinds of data pipelines to only refresh once a day. We are by care, for care, so we understand the imperative of having access to up-to-date data. We are currently evaluating new methods for refreshing data, but it’s unlikely to ever be real-time.

Personally identifiable information

Analytics is designed for reporting on your dataset in aggregate—or by segment—not for tracking individual clients or workers. Most tables include a link property that connects directly to the corresponding record in your Lookout instance.

In response to our risk assessment, we currently redact or omit personally identifiable information (PII)—such as names, dates of birth, and free-form text—from the dataset to help safeguard sensitive data.

If you require access to PII as part of your aggregate reporting, we recommend using our Data Export tool or the BYOBI Data Pipeline add-on.

BYOBI Data Pipeline

This is an add-on for service proviers who are looking to further customise and integrate Lookout’s datasets into their business using familiar tools such as Microsoft PowerBI and Microsoft OneLake.

BYOBI Data Pipeline is built from the same dataset as Analytics, except PII is available.

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