🎓 Exporting analytics reports
In this demo, you'll learn:
Congratulations! You've reached the end of the Invoicing & Payments module.
Each report in the "Analytics Dashboard" can be sorted using different criteria and exported in multiple formats. If a report includes a chart, you also have the option to change the chart type.
Let’s take a look at an example using the "Total Invoices by Site" report in the "Revenue" tab. At the top, you’ll see several filtering options that allow you to customize the report. You can filter by site, invoice status, invoice period, and more. For example, if you want to see only "paid invoices" at the "Central Site" over the past three months, you can set those filters accordingly.
You can also drill down even further. For instance, if you click on the graph bar for December, you can refine the report by selecting additional data points. Once you’ve filtered the data to match what you need, you’re ready to export it.
Click on the "three-dot menu" button, then go to the "Export" tab. Here, you can choose between "CSV" or "Excel" formats if you need a spreadsheet, or you can export the report as a "PDF" for a high-level summary.
Additionally, if you want to analyze the raw data, you can select "View Underlying Data." This opens the data in a separate window in a spreadsheet format, where you can apply further filters, sort the information, and export it as needed. This flexibility makes it easy to generate and customize reports based on your specific business needs.
- How to filter and customize reports in the Storeganise Analytics Dashboard.
- Sorting reports by different criteria and refining data using interactive charts.
- Exporting reports in multiple formats, including CSV, Excel, and PDF.
- Using the "View Underlying Data" option to analyze and manipulate raw report data.
- Understanding that reports sync once per day, making them best suited for historical analysis rather than real-time tracking.
Note: This is an interactive demo. Click the button to get started
Continue your learning journey with the first video in the Email & communication module.
View the transcript
The reports in the "Analytics Dashboard" can be prepared and exported at any time. However, since the dashboard only syncs once per day, it’s best used for reporting on past activity rather than real-time updates.Each report in the "Analytics Dashboard" can be sorted using different criteria and exported in multiple formats. If a report includes a chart, you also have the option to change the chart type.
Let’s take a look at an example using the "Total Invoices by Site" report in the "Revenue" tab. At the top, you’ll see several filtering options that allow you to customize the report. You can filter by site, invoice status, invoice period, and more. For example, if you want to see only "paid invoices" at the "Central Site" over the past three months, you can set those filters accordingly.
You can also drill down even further. For instance, if you click on the graph bar for December, you can refine the report by selecting additional data points. Once you’ve filtered the data to match what you need, you’re ready to export it.
Click on the "three-dot menu" button, then go to the "Export" tab. Here, you can choose between "CSV" or "Excel" formats if you need a spreadsheet, or you can export the report as a "PDF" for a high-level summary.
Additionally, if you want to analyze the raw data, you can select "View Underlying Data." This opens the data in a separate window in a spreadsheet format, where you can apply further filters, sort the information, and export it as needed. This flexibility makes it easy to generate and customize reports based on your specific business needs.
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