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Analytics: Managing Dashboards

Learn how to manage and customize dashboards in the Analytics module to track key metrics and gain insights

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Written by Celayix Support
Updated over 2 weeks ago

This article guides you through using your Analytics dashboards to efficiently track key metrics and uncover valuable insights.

The Analytics module displays interactive charts of scheduling data, helping you visualize trends and optimize scheduling efficiency

In this article, we'll cover the following topics related to the Analytics module in your Celayix platform:

Dashboards

Date range

Filters

Data points

Exporting reports


Navigating between dashboards

After accessing your Analytics, use the dashboard dropdown menu to switch between dashboards, each displaying different types of data.

Note: The dashboards will always be listed alphabetically, and their titles cannot be modified.

Use the dashboard dropdown list to navigate between different dashboards, each containing various data types

Choosing a date range

Selecting a date range is essential to capture the data you wish to review. You can choose from the following options:

  • Yesterday.

  • Today.

  • Previous week.

  • Current week.

  • Previous month.

  • Current month.

  • Previous quarter.

  • Current quarter.

  • Custom range (Select your own start and end dates).

Selecting a date range is essential to capture the data you wish to review

Employee and site filters

Use the employee and site filters to select specific employees and sites, allowing you to view tailored data in the dashboards.

Use the employee and site filters to select specific employees and sites, allowing you to view tailored data in the dashboards

After making your selections, be sure to click Apply to activate your filters.

After making your selections, be sure to click Apply to activate your filters

Click Reset All Filters under either the employee or site filters to clear your selections.

Click Reset All Filters under either the employee or site filters to clear your selections

Data points in Analytics

Hover your cursor over any data point on the dashboard to view more information.

Hover your cursor over any data point on the dashboard to view more information

Click on a data point (such as a bar in a bar chart) to drill down into details like Customer Name, Site Name, Department, or Service Name.

Alternatively, depending on the data you're reviewing, you may have the option to view a more detailed version of the report.

Click on a data point (such as a bar in a bar chart) to drill down into details like Customer Name, Site Name, Department, or Service Name

For example, if you choose to drill down to Customer Name, a new chart will display the customer(s) associated with the previous data.

For example, if you choose to drill down to Customer Name, a new chart will display the customer(s) associated with the previous data

Click the Shift Date option (in this example) to return to the full data set.

Click the Shift Date option (in this example) to return to the full data set

Exporting reports from Analytics

Click the three dots in the top-right corner of any chart to download a report in JPG, PDF, Excel, CSV, or CSV-Summary format.

Click the three dots in the top-right corner of any chart to download a report in JPG, PDF, Excel, CSV, or CSV-Summary format

Contact support

For technical support, please contact Celayix Support.

For any issues related to your account or schedules, please reach out to your company's supervisor or scheduler.

Celayix: Employee Scheduling Software
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