Analytics menu tree

The Analytics Menu Tree presents links to individual reports, grouped by type. The menu tree also displays the current default report, reports marked as favourites and recently accessed reports. Click the Disclosure triangle to expand a report group.

The Analytics Menu Tree has the following report entries and standard report groups:

Menu
Purpose
Report Search
Text field for searching for report names.
Favourites
Displays reports selected as a favourite.
Recent
Displays the 10 most recently accessed reports.
Revenue
Lists revenue related reports. For example, sales, aged debtors, invoice and payment reports.
Operations
Lists reports related to operational activity. For example, helpdesk, timesheets, features and network activity.
Customers
Lists customer related reports. For example, new and past accounts, plans and service usage and provisioning reports.
Finance
Lists reports related to financial liability. For example, commissions, bonds, credit, debt and other transactions.
Exceptions
Lists reports related to potential exceptions or issues. For example, reports on incomplete, inactive or erroneous activity and accounts.
Sales
Lists reports related to sales activity and history.