Reporting and Analytics

Reporting Overview and Guides

• Marketing Overview Report
• Most Popular Standard Reports
• Reporting
• Self-Service Reporting: User Activity
• Standard Reports

Analytics

• What Are Analytics?
• How to View Analytics
• How to Navigate Between Different Dashboards
• How to Filter My Analytics
• How to Download Analytics Dashboards
• How to Duplicate Dashboards
• How to Take Actions on Duplicate Dashboards

Analytics Overview and Guides

• Embedded Analytics Feature Overview
• Embedded Analytics Data Dictionary
• Analytics Dashboards User Guide
• Embedded Analytics: Editing Widgets - Course
• CI: Monitored Contacts Dashboard

Analytics Simulations

• Changing High Level Data to a Detailed View - Simulation
• Data Drill to Detail: Cost Center and Loan Officer - Simulation
• Self-Service Reporting: Email