We have implemented significant improvements to the Analyze tool, aiming to optimize its performance and enhance the workflow, resulting in improved visibility for your Analyze jobs. Access to Analyze reports can now be found under the "Analyze" tab on the platform, with a retention period of up to 90 days. Leveraging the power of WE Analyze, you can explore comprehensive dashboards that offer great insights into specific groups of individuals. These valuable insights can inform strategic planning, decision making, event management, and various forms of interaction and engagement.


This article will cover: 


  • How to Analyze a list
  • Capability 
  • How to read the results 
  • How credits work 




1. How to Analyze a list


Step: 1 In WE platform navigate to My Profile or Screening tab, select the list of  records to be analyzed 




Step: 2 Click on Analyze and expect a pop-up page, Create Analyze to input your Analyze name and description  




Step: 3 Once the request has been submitted, you will receive a confirmation message and can view the results later in the Analyze section



Step: 4 User will receive an email notification once the request has been processed. In the email, the link will direct the user to the Analyze tab.


2. Capability: Can submit a maximum of 50,000 records list to Analyze and with a retention period of up to 90 days 


3. How to Read the resultsBy leveraging WE Analyze, the results obtained are presented to you through a series of dashboards, enabling you to acquire profound insights and enhance your understanding of a specific group of individuals. These insightful dashboards showcase various charts and graphs that show the distribution of your file across different ranges or categories for specific ratings, scores, or attributes. 


Additionally, certain charts can be sorted to highlight areas where your group significantly diverges from the national average, providing valuable insights into what makes them unique.


Note: For more detail on how to read the Analyze results, check out our KB article Analyze: Reading Results




4. How credits are charged?


  • To Analyze a List: The credits usage for analyzing a list is measured per list rather than on a per-record basis regardless of the number of records it contains. 


  • To Create a Model: The usage for creating a Model is measured per list that is used in the creation process, not per record.


  • To Score Records against a Model: The scoring process of a records against a model incurs credit usage, with the calculation based on the number of records being scored. For example, scoring 10 records will consume 10 credits.