Session 4 - Data & BI

 

Dashboard Overview

From the Data & BI tab, the Dashboard displays metrics related to program and member activity over time. For example,  view how many new members joined in the last 30 days, or your sales today by location.

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Find Members

Search for members according to the fields that you added to the registration form.

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Filter Members

Use the Data & BI tab to search for members based on their actions and attributes, and you can perform actions on the results.

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Dynamic Reports

Create "slice and dice" reports on sales, benefits, app activity, members and more.

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Sales Reports

Using dynamic reports, create reports on sales. For example, view sales last year by month or yearly sales by location.

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App Usage Reports

Using dynamic reports, create reports on app usage. For example, see how often users open the app or how many times it was installed.

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Member Reports

Using dynamic reports, create reports on your members.

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