Commusoft Analytics is an enterprise-grade reporting tool that turns your day-to-day data into clear visual dashboards and detailed tabular reports. This helps you monitor real-time business performance, spot trends early, and make proactive decisions regarding jobs, finance, customers, and team performance.
Dashboards vs. Tabular reports
The Analytics suite is split into two distinct areas. A dashboard uses visual widgets (like charts and number counters) to surface the signal that something needs attention, and a tabular report provides the exact detail behind it.
Use a dashboard when you need to:
Monitor live, high-level business metrics at a glance.
Spot visual trends over time (e.g., job volume by month).
Track progress against targets (e.g., SLA compliance rates).
Use a tabular report when you need to:
Perform deep-dive investigations into specific records.
Audit row-by-row financial data (e.g., line-by-line profit margins by technician).
Download raw data to a spreadsheet.
Core Analytics and Analytics+
Core Analytics refers to the standard reporting capabilities built directly into your Commusoft plan. While Core Analytics provides powerful foundational insights, you can upgrade to the Analytics+ add-on* to unlock advanced business intelligence and automation tools.
Feature | Core Analytics | Analytics+ add-on |
Dashboards | 1 personal dashboard | Unlimited shared dashboards |
Dashboard widgets | Pre-built Marketplace widgets** | Advanced charts (Drill-down, comparison, advanced grouping) |
Tabular reports | Custom report builder & Marketplace | Custom report builder & Marketplace |
Report sharing | Private (unshareable) | Granular sharing across your team |
Report delivery | Manual download | Automated email scheduling |
TV View | Not available | Cast live dashboards to office screens |
* The Analytics+ add-on requires the Customer Journey plan.
** Customer Journey plans also include the ability to build custom widgets from scratch.
Where to go next
Because the Analytics suite is so robust, we have broken down the guides by task.
BETA users
Getting started
Building custom reporting
Managing and sharing
Common questions
Why do widget values differ from tabular report values?
Why do widget values differ from tabular report values?
Widgets and tabular reports apply their own filters at runtime. If your tabular report uses different filters or date ranges than your dashboard widget, the totals may not match. Ensure both use the exact same settings to compare results accurately.
Can I report on deleted or archived data?
Can I report on deleted or archived data?
You can report on deleted or archived records if you have the Analytics+ add-on. This allows you to keep historical data visible for accurate reporting without mixing it into your active daily workflows.
What happens to my advanced widgets and reports if my subscription changes?
What happens to my advanced widgets and reports if my subscription changes?
If your account plan changes and no longer includes Analytics+, any widgets or tabular reports built using advanced fields or premium chart types will be temporarily suspended and hidden from view. Your underlying data remains perfectly safe; the advanced views simply remain inactive until the add-on is active again.
Is there a limit on the number of records I can download from Analytics?
Is there a limit on the number of records I can download from Analytics?
There's no limit on the number of records you can download from a tabular report. Reports with up to 5,000 records download straight away. Larger reports are processed in the background, and you'll receive a notification in your account when the file is ready.
This means you can download large datasets, such as your full customer list, without hitting a cap. To download your data, open a tabular report and click Download to excel. The Export option shares a report's setup with another user, not its data.