GUIDE 01Choose what to analyze
- Open Analytics within the organization.
- Choose the period and applications available to your account.
- Apply the query filters.
- Read each indicator’s basis to understand what it counts and which dates it uses.
Indicators respect permissions and enabled applications.
GUIDE 02Explore a chart
- Choose an available visualization type.
- Select a category or value to explore context when supported by the chart.
- Review active filters and related records.
- Clear filters to return to the overview.
Not all indicators represent the same period: some describe the current state.
GUIDE 03Save and reuse a query
- Configure filters and the analysis period.
- Use Save query and enter a recognizable name.
- Select the saved query to reuse its conditions.
- Check period and permissions before sharing a report.
Saving a query does not publish data or expand permissions.
GUIDE 04Export a report
- Apply the required filters.
- Review titles, units and period.
- Use Excel in the enabled view.
- Compare the file with the query and handle its data according to your organization’s policy.
The report reflects available records; it does not verify unrecorded events.
Frequently asked questions about Analytics
Why is an indicator zero?
There may be no records for that period, active filters or missing application access. Check the indicator’s basis.
Are charts included?
Yes, available views let you explore indicators and their data.
Can I export to Excel?
Yes, through enabled export actions.
Does it show other clients’ information?
No. Queries are limited to the user’s workspace and permissions.
Current scope
- Automatic predictions and universal access to disabled modules are not included.
Names and actions may vary by your role and the client configuration. If an action is missing, contact your administrator.
