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Analytics actions

Track performance across your business with dashboards and reports.

9 articles
Managing tabular reportsLearn how to edit, clone, download, export, import, delete, and schedule your tabular reports in Analytics.
How do I enable the Analytics beta feature?A quick start guide to the Analytics beta
Example custom tabular reportsExplore common templates and examples of custom tabular reports you can build to track revenue, manage operations, and monitor your backlog.
Building a tabular reportLearn how to build custom tabular reports to investigate row-by-row data, audit financials, and export detailed lists.
Using advanced dashboard chartsLearn how to build advanced Analytics+ widgets including Drill-down, Dual Axes, and Comparison charts for deeper business insights.
Building custom widgetsLearn how to build custom widgets for your Analytics dashboard from scratch to track key performance indicators tailored to your business.
Business units
What is a data source?Learn the golden rule of Commusoft data objects to ensure you always have access to the right fields when building reports.
Using the Analytics MarketplaceLearn how to browse the Analytics Marketplace to quickly add pre-built widgets and tabular reports to your Analytics dashboard.