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Required role: Admin or Manager
The analytics dashboard gives you a summary of key metrics across your organization, updated in real time.

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Steps

1

Go to Reports

In the left sidebar, click Reports.
2

View the dashboard

The dashboard loads automatically with summary cards showing:
  • Open work orders
  • Work orders completed this month
  • Active assets
  • Upcoming bookings
  • Low-stock inventory items
  • Pending purchase requests
3

Explore charts

Scroll down to see charts for:
  • Work order volume over time
  • Work order completion rate
  • Booking utilization by location
  • Asset distribution by category
4

Switch the date range

Use the date picker at the top of the dashboard to view data for the last 7 days, 30 days, 3 months, 12 months, or a custom range.

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Next steps

Filter and Export Reports

Drill into specific data and export it for further analysis.