Analytics & Reports

What Analytics & Reports gives you, the Reports and Dashboards areas, the report types, and how permissions work.

Create a report from scratch: pick a module, add related data, choose columns, sort, run and save.

When and how to use KPI cards, charts, comparators, funnels and matrix reports.

Group records into rows and columns and total them with Sum, Average, Min, Max or Count.

Narrow any report with date ranges and criteria, and combine conditions with AND/OR.

Apply a date range across the whole dashboard with Add Dashboard Filters and the Filter By bar.

Save reports, control who can see them, favourite, clone, edit, delete, and understand plan limits.

Download reports as CSV or Excel, export from the list, and export drill-down record sets.

Build a dashboard, add KPI/Chart/Comparator/Funnel components, organise with labels, filter globally, drill down and share.

Add full-width section labels to group and organise the tiles on a dashboard.