Accessing reporting
To have access to reporting, a user must have Dashboards enabled in the Roles + Permissions section of the Company Settings page.
Click Dashboard in the top menu bar.
By default, you will arrive to the landing page which displays a snapshot of your company wide metrics. This page displays important information at a glance to provide you with a high-level overview of your company's performance.
How often is the data synced
We transfer all the data created by user actions to our data warehouse every 15 to 20 minutes.
Dashboard report loading times may vary depending on your
internet speed and connection.
Filtering your dashboard
Apply a Date Range Filter or filter by Department Name to narrow down and refine your analysis
Click the 'By Department Metrics' tab to view department-specific reports
Click the folder icon (lower left corner) to open quick actions and saved files
This file feature is similar to your computer, with folder and structures, personal saved folders, and shared folders or reports.
Sending and Scheduling Reports
To send a report in an email, click Send Now. Or you can automate the delivery of a specific report to a designated recipient on a specified date and time.
The exported report can be in various formats, such as Excel or PDF, and you can send it to anyone, even if they are outside your company.
Workspaces
These folders represent shared spaces accessible to other Dashboard users in your organization. Create additional folders within a workspace to further organize your shared reports.
Out-of-the-Box Reports
Click the dropdown list in the upper right corner of the Dashboard to view all standard reports.
By default, if a report is exported, it will resemble what is displayed on this page.
Null represents the absence of a value in a variable or field. It indicates that a variable or database field does not contain any data or has not been assigned a specific value.
For example, if you leave the Sold By data field blank when creating a Quote, this will populate as Null in the Quote dashboard report.
Editing Reports
From this window, you can view and edit the report's structure and sections. The functionality is similar to Excel, which can be manipulated and adjusted.
Use the toolbar at the top of the report to access various tools and functions for working with the data.
Click fx to be redirected to the Sigma Computing functions index. This is a useful resource for finding and utilizing various spreadsheet functions.
Columns can be edited from the side panel, column title, or the column itself.
Use the tabs at the bottom of a report to quickly organize a report by different pre-selected metrics.
Click the arrow next to the tab title to export or copy a report.
Saving Reports
Saving to ‘My Documents’ will only allow the user to see the Report.
Saving to a company workspace will allow all fellow employees to see the report.