LogAlto in 10 steps
10 easy steps to get started on LogAlto
Pour la version en français : LogAlto en 10 étapes
You can also download the printable version: LogAlto-in-10-easy-steps.docx
If you have just configured your brand new LogAlto platform and you wonder where to start and how to start achieving your data management goals: this article summarizes everything you need to know to get started!
- Meet your new BFF: LogAlto's knowledge base
- Modify your dropdown lists
- Create your first project
- Create your first activity
- Create your first logframe (result matrix)
- Track indicators
- Create your first form
- Add records or Import data into a form
- Analyze your data
- Customize your dashboard
1. Meet your new BFF: LogAlto's knowledge base
LogAlto's knowledge base contains lots of articles and video tutorials that will help you achieve your data management goals using LogAlto.
You can access the Knowledge base (Help pop-up) by clicking the " ? " icon in the top menu.
This will open a pop-up, allowing you to search for articles or contact our friendly helpdesk support staff.
For more detailed instructions, you can read the "Need help? Just ask!" article.
2. Modify your dropdown lists
When you first completed the subscription form, you were probably excited to launch your LogAlto platform and maybe forgot to add some items in your various dropdown lists. Don't worry, you can still improve those lists once the system is launched!
Most of the dropdown lists are what we call 'System lists' and can be configured (modified). For instance, if you are using the "Free trial", "Starting plan" or "LogAlto out-of-the-box" versions, those lists are: Donors, Sectors, Activity types, Cross-cutting issues, and Implementing partners.
The manage system lists article explains how to edit the content of these lists.
Some lists are also related to the project and their content will change depending on the project. If you are using the "Free trial", "Starting plan" or "LogAlto out-of-the-box" versions, it is the case with the Responsibles list. This list can be edited via the project dashboard. 1) go on a project dashboard, 2) in the project menu, click "Responsibles".
3. Create your first project
Once you know how to use the Help pop-up (knowledge base and helpdesk) and have tweeked your dropdown lists, you are ready to add projects to your project portfolio.
In the main menu (left), click " Project". You will access your project portfolio (which is empty for the moment). Click the "+" button to create your first project.
For more detailed instructions, you can view this video tutorial or read the "Create a new project" article.
4. Create your first activity
Click on the project you have just created to access its dashboard. In the project menu, click "Activities". You will access this project's activities list (which is empty for the moment). Click the "+" button to create your first activity.
For more detailed instructions, you can view this video tutorial or read the "Create an activity" article.
5. Create your first logframe (result matrix)
Click on the project you have just created to access its dashboard. In the project menu, click "Logframe".
You will be redirected to a form allowing you to create your project's logframe. You can either directly click " Save" OR you can first edit the logframe levels by checking the "Customize logframe levels" checkbox (by default, it will be Goals, Outcomes and Outputs).
For more detailed instructions, you can view this video tutorial or read the "Create a project logframe" article.
6. Track indicators
Once you have created the logframe and added goals, outcomes, outputs and indicators, you are ready to enter actual data for your indicators.
On the logframe page, click " Data entry" (top right corner, in the logframe menu)
You will access the Data entry table. You can either enter the progress for that period OR the overall cumulative (current) value.
For more detailed instructions, you can view this video tutorial or read the "Indicators data entry grid" article.
7. Create your first form
The Forms module allows you to create surveys or to manage any data that would be otherwise managed with Excel.
In the main menu (left), click " Custom forms". You will access the list of forms (which is empty for the moment). Click the "+" button to create your first form. If you want to speed up the process, you can simply enter a title and click "Save". (You don't need to worry about the other fields for now.)
You will be redirected to the form design page. At first you will see the panel to rename the first section of your form. But you can ignore this for now and simply directly click " Save".
You can now "drag-and-drop" various fields, like Number, Text, Date fields, etc. from the left to the right in order to create your survey or form. For each field, you can enter the label (name) of the field where it says "Field name".
For more detailed instructions, you can view this video tutorial or read the "Configure fields" article.
8. Add records or Import data into a form
Now that you have created your first form (or survey), it is time to populate it with some data. Access your form (By clicking " Custom forms" in the main menu, then clicking the name of your form).
You can add data by:
- Adding records using the "Record" form,
- Importing data (Excel file),
- Sharing a link to the form,
- Giving access to other LogAlto users.
To add a record using the "Record" form, click "Add record".
A side panel will appear, allowing you to enter the record.
To import data using an Excel file, click "Import".
Then, click " Generate template", and click "Download". Open the generated Excel file and copy-paste data from your source file to the template file.
Be careful with "yes-no", dropdown lists and locations fields: the data that will be imported must match the available options in LogAlto.
When you are finished copy-pasting data in the template file, you can go back in your form and click " Import" + click "Import template".
When the import is successful, LogALto will display "Importation was successful'. Click the "Refresh" icon to display the imported data.
When the import is not successful, LogAlto will display "Error while importing". Click the "Details" link and then click "Download the file" so you can view the imported file with erroneous cells highlighted. Correct the highlighted cells and try to import again.
For more detailed instructions, you can view this video tutorial or read the "Import data from Excel" article.
To share a link to the form, click "Share".
You can create a link that can later by sent by email (the recipients will be able to fill the form without login into LogAlto).
For more detailed instructions, you can read the "Share form with URL" article.
To share the form with other LogAlto users, click "Share". You will be able to select specific users, projects, countries (org. units) or profiles that will have access to the form. You can give different access rights to each one, and also specify wether or not they will see confidential fields.
For more detailed instructions, you can view this video tutorial or read the "Share form with colleagues" article.
9. Analyze your data
To analyze your data, click " Analytics"in the main menu (left). Then click the "+" button.
Enter the name of your report (or chart), select a dataset and an output type (grid, chart, map, etc.). Click " Save".
You will be redirected by a default table or chart containing the selected dataset. Click on the configuration icon (upper right).
A side panel will open, allowing you to configure your report. The configuration options vary depending on the output type (example: a bar chart will have different options than the radar chart or distribution map).
Once you have configured the report to your satisfaction, click " Save".
For more detailed instructions, you can view this video tutorial or read the "Overview: Analytics" article.
10. Customize your dashboard
There are various types of dashboards in LogAlto:
- The global dashboard
- The user dashboard ("My dashboard")
- Project dashboards
Please note that in order to display reports on project dashboards or the global dashboard, you first need to share the reports.
For more detailed instructions, you can read the "Share an Analytics report with colleagues" article.
To display an Analytics report on your personal dashboard, you first need to go to your dashboard by clicking "Dashboard" in the main menu (left) and clicking "My Dashboard".
Then click "Add report" and select the report you want to display.
When multiple reports are displayed on a dashboard, you can reorder them by drag-and-drop and you can resize them using the mouse.
For more detailed instructions, you can read the "Add an Analytics report to a dashboard" article.
Don't hesitate to reach out!
You can send us an email at firstname.lastname@example.org, or ask a question through the chat if we are online. Our friendly staff will be happy to assist you!