Analytics

Analytics puts figures from several apps side by side: your sales from issued invoices and delivered orders, and the records of add-on apps such as Services & Maintenance, Customer Support, Forms, Production & Assembly, Rentals, Workflows automations and Trade & Wholesale. You save dashboards with the sources and period you look at often, see activity day by day and download a CSV.

Owners and managers use it; each person only sees the sources they are allowed to see. It reads from the apps you have switched on and never changes their records.

In the menu, Analytics sits in the Studio app, under Forms and reports.

Start with Build an analytics dashboard.

• Build an analytics dashboardChoose data sources and dates, read the cards and daily activity, save the view as a dashboard and download the figures as CSV with their currency.