1
Click ⚙ Adapt
Open Reports from the sidebar. On the Analytics tab, ⚙ Adapt at the top right lets you choose which cards to show.
Want the full chapter? Solution Guide, chapter 6: Platform and master data (PDF) · All documentation
Read your analytics
Do this to see counts, charts and lists for the modules your workspace uses.
2
Read the counts
The row of tiles at the top counts ACCOUNTS, CONTACTS, ASSETS, OPEN CASES, WORK ORDERS, CONTRACTS, LEADS and TECHNICIANS.
3
Click VIEW ALL →
Each chart card has a VIEW ALL → link that opens the full list behind the chart.
4
Click ▼ Filters
At the bottom, the QUOTATIONS table shows how many rows match, for example 182 OF 182. Click ▼ Filters to narrow the rows.
5
Click ↓ Export CSV
↓ Export CSV downloads the rows you see as a CSV file you can open in a spreadsheet.
Ask a question with Talk to data
Do this when no ready-made chart answers your question.
1
Click the Talk to data tab
On the Reports page, click Talk to data next to Analytics.
2
Type your question
Type a question in plain English in the box, for example Top 5 accounts by open quote value. It can be about quotes, accounts, cases, invoices, products and more.
3
Or click a suggestion
Under the box are ready-made questions, such as Open cases by status. Click one to ask it.
4
Click Ask
If you typed your own question, click Ask.
5
Click View as table
The answer is a chart. A line under the title says exactly what was measured. Click View as table to see the same numbers as rows.
6
Find Save this report
Save this report keeps the question under SAVED REPORTS, where you can ask it again with one click or remove it.
