Analytics

Dashboards show your figures with the verdict first. Reports turn every module's numbers into something you can read, download as Excel or PDF, compare with last time and send on a schedule.

• Run a report - Open a report from the catalog, choose what it covers and run it.
• Choose a report - Every report, what it covers, what it runs against and its default period.
• Start a report from a recipe - Open a ready report with its period already set, then save it to keep it.
• Read a report - What the headline tiles, colors, charts and tables mean.
• Save a view and open the records behind a chart - Keep a report's choices under a name, open it again in one step, and press a bar or point to see the records it counted.
• Find a number and the records behind it - Pick what to count, then who, when and how much of it. It needs no AI, and every number opens its records.
• Add an AI summary - Have the model write a short summary above a report's numbers.
• Download a report - Save a report as Excel, PDF, Word, CSV or Markdown.
• Filter, print and email a report - Narrow a report with its filters, print it or save it as a PDF, and send it on a schedule with an Excel, Word or PDF file attached.
• Compare a report with last time - Save runs so every later run shows what changed.
• Find, open and delete saved reports - Open a kept run, run it again or remove it.
• Schedule a report - Run a report daily, weekly or monthly, keep each run and email the headline.
• Pause, run or fix a schedule - Read the Schedules list and deal with a run that failed or paused.
• Keep business rules and raise findings - Write down what the system is meant to do, add evidence, mark a rule as checked and raise a finding when it breaks.
• Read the Usage dashboard - Who can view the usage figures and how to set their period, comparison, module and scope.
• Read figures and dashboards - Every figure says in one sentence whether this month is better than the last. Read the dashboards, open the records behind a number, and make dashboards of your own.
• Compare teams - Teams that choose to take part see their figures beside what is typical for the teams here - never ranked, never about a person.
• See your own trends - Your last twelve weeks - cards finished, cycle time, hours tracked, your longest stretch, decisions made - beside your own earlier weeks. Only you can see it.
• Read usage and adoption - Understand the usage section: who can see it, its period and its comparison.
• Understand people, activation and retention - What each people figure counts and how to read the retention table.
• Read organizations, modules, plans and AI - The usage groups beyond people: organizations, teams, module adoption, plan limits and AI.
• Arrange the Overview - Add, hide, rename and reorder widgets and learn what the named widgets show.
• Read the activity report - See how much testing and bug work was done on a project, and by whom.