Find out how the Insights add-on helps you go granular with your Upsales data, reporting and analysis.
This article covers:
This article is a summary of how to build dashboards. For more details and step-by-step guidance, view the tutorial
How to create reports
- Click Analytics → Upsales Insights:
- Click Create:
Create is shown to administrators and to users an administrator has added under Settings → Analytics → Upsales Insights → Users with explore access.
- In the Getting started! window, select the Explore that holds the data you want to use in your report:
- Choose fields by either using the search bar or clicking the dropdown:
- Next to each field you can click icons for pivot, filter, and more info about the field:
- Click Run when you have added your chosen fields:
- Click the cog icon to complete the following actions:
- Save
- Download
- Save and schedule
- Merge results
- Remove fields and filters
- Clear cache and refresh
How to merge results
Among the options is Merge results. This lets you combine data from different reports.
- Click Merge results:
- Search and click the results you want to merge
- Click Explore from Here to analyse the results:
- Click the cog icon → Save for different save options:
- These include save and schedule, as a new or existing dashboard, or as a report (it then appears under the Reports tab)
For more details on building dashboards, view the tutorial