Overview
Analytics provides powerful tools to visualize and analyze your data through three main components: Dashboards, Reports, and the Report Builder. This comprehensive system allows you to monitor key metrics, create detailed visualizations, and build custom reports tailored to your organization's needs.
Dashboards
Dashboards display reports and metrics as visual tiles, providing quick "at a glance" status updates and data visualization. They serve as your primary interface for monitoring multiple metrics simultaneously.
Reports Page
The Reports page allows users to view individual reports in detail, complete with visualizations (such as bar charts) and comprehensive data breakdowns below each chart.
Report Builder
The Report Builder is a powerful tool that enables users to modify existing reports and generate entirely new reports according to their specific requirements.
New Analytics Home Page
Your Home dashboard serves as the main landing page for your organization's analytics. Here you will find Scout, to help you answer questions about your organization's data. Read more about working with Scout here.
Dashboards
Navigate to "Dashboards" in the sidebar to view all dashboards you have access to. Select any dashboard to open and explore its contents.
Filtering Dashboard Data
Use the dropdown menus to filter your dashboard by:
Date range
Service
Fleet
Building and Customizing Dashboards
To create or modify a dashboard:
Select "Edit Dashboard" to enter edit mode.
Edit Details: Select "Edit Details" to change the dashboard name and description.
Rearrange Reports: Select and drag reports to reposition them on the dashboard.
Re-size Reports: Select the bottom right corner of any report tile and drag to resize.
Set Default Filters: Select the "+ Add filter" button to configure which filters are available on your dashboard and their default settings. For example, you can add a service filter and select which services should be filtered by default. Users can still modify these filters when viewing dashboards, but the dashboard will reset to defaults when they navigate away.
Add Reports: Select the "+ Add Reports" button to search and add existing reports to your dashboard.
Reports
Accessing Reports
Navigate to "Reports" in the sidebar to see a comprehensive list of all default reports and any custom reports you've created. Select any report to view its detailed visualization and data.
Report Management Options
From the reports list view, select the "..." button next to any report to:
Download the report
Duplicate the report
Add the report to a dashboard
Archive the report
Viewing Individual Reports
When you select a specific report, you can:
Download Data: Export the report as CSV or PDF format
Edit Report: Select "Edit" to modify the report name, description, metrics, or visualization (this opens the Report Builder)
Additional Actions: Use the "Actions" menu to duplicate, add to dashboard, or archive the report
Report Builder
The Report Builder is your go-to tool for creating and customizing reports. You can use it to:
Create entirely new reports from scratch
Modify existing reports to better suit your needs
Make temporary alterations to reports for one-time downloads without saving changes to the original
This flexible tool ensures you can generate exactly the insights and visualizations your organization needs for effective data-driven decision making.
For more detailed information about using the Report Builder, please refer to our dedicated Report Builder guide.