# 4. Data Export & Scheduled Analytics

User Type: **Training Institute**
Source: *Mi Digital Academy - Education CRM Features Document*

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## 4. Data Export & Scheduled Analytics

### 4.1 Analytics Data Export
**What it does:** Lets the Training Institute export analytics data: the Institute selects the dataset, the date range, and the format, and downloads the export. The export includes only the data the Institute is entitled to. This supports the Institute's own analysis tools.

**Sub-features:**
- Analytics data export
- Select the dataset
- Set the date range
- Select the export format
- Export downloaded
- Export includes only entitled data
- Export available on web and mobile
- Export event logging (exported)
- Audit logging of the analytics data export

**Training Institute User Journey:**
1. Training Institute opens the analytics data export.
2. Training Institute selects the dataset.
3. Training Institute sets the date range.
4. Training Institute selects the export format.
5. The export is downloaded.
6. The export includes only the entitled data.
7. Training Institute opens Profile → "Activity" and confirms the export events are recorded.

**Rules & Edge Cases:**
- The export includes only the data the Institute is entitled to.
- The export is limited to the selected date range.
- Export events (exported) are logged with the account and the timestamp.
- The analytics data export is audit-logged with the account and the timestamp.

### 4.2 Scheduled Analytics Delivery
**What it does:** Lets the Training Institute schedule analytics delivery: the Institute selects a report or dashboard, the frequency, and the recipients, and the platform delivers it by email on schedule. The Institute sees the scheduled deliveries and can pause or cancel them. This keeps stakeholders informed automatically.

**Sub-features:**
- Schedule analytics delivery
- Select the report or dashboard
- Set the frequency
- Select the recipients
- Delivered by email on schedule
- Scheduled deliveries list
- Pause or cancel a delivery
- Scheduling available on web and mobile
- Scheduling event logging (scheduled, delivered)
- Audit logging of the scheduled analytics delivery

**Training Institute User Journey:**
1. Training Institute opens the scheduled analytics delivery.
2. Training Institute selects the report or dashboard.
3. Training Institute sets the frequency.
4. Training Institute selects the recipients.
5. The delivery is by email on schedule.
6. The scheduled deliveries list is shown.
7. Training Institute opens Profile → "Activity" and confirms the scheduling events are recorded.

**Rules & Edge Cases:**
- The delivery is by email on schedule.
- A scheduled delivery can be paused or cancelled.
- Scheduling events (scheduled, delivered) are logged with the account and the timestamp.
- The scheduled analytics delivery is audit-logged with the account and the timestamp.

### 4.3 Benchmark & Industry Comparison
**What it does:** Shows the Training Institute benchmark comparisons: the Institute's key metrics compared against anonymized industry averages for similar institutes. The Institute sees where it stands on enrollment, retention, and completion. This provides external context for the Institute's performance.

**Sub-features:**
- Benchmark comparison view
- Metrics vs industry averages
- Enrollment benchmark
- Retention benchmark
- Completion benchmark
- Similar-institute cohort shown
- Benchmark available on web and mobile
- Benchmark event logging (viewed)
- Audit logging of the benchmark and industry comparison

**Training Institute User Journey:**
1. Training Institute opens the benchmark comparison.
2. The benchmark comparison view is shown.
3. The metrics vs industry averages are shown.
4. The enrollment benchmark is shown.
5. The retention benchmark is shown.
6. The similar-institute cohort is shown.
7. Training Institute opens Profile → "Activity" and confirms the benchmark events are recorded.

**Rules & Edge Cases:**
- The industry data is anonymized and aggregated.
- The cohort is of similar institutes.
- Benchmark events (viewed) are logged with the account and the timestamp.
- The benchmark and industry comparison is audit-logged with the account and the timestamp.