The Analytics module gives your team a live, at-a-glance view of your operation's performance through customizable dashboards. Instead of running a report every time you need a number, you build a dashboard once and the data refreshes automatically each time you open it.
Note: If you do not see Analytics in your navigation, your user role may not include access to this module. An administrator can grant access under System Settings > Roles.
What You Can Do in Analytics
Build multiple dashboards, each with its own layout and set of widgets
Choose from four widget types: single metrics, charts, data tables, and pivot tables
Filter every widget on a dashboard at once using the date range bar at the top
Assign different dashboards to different areas of Sharper — front desk, POS, accounting — so each team sees the most relevant data
How Analytics and Reports Work Together
Analytics dashboards display data from your saved reports. Before you can add a widget to a dashboard, you need a report in the Reports module that has been enabled for dashboard use. Think of reports as the data queries and widgets as the display windows you place on a dashboard to show that data.
Note: If you are new to reports, read the General Reporting Guide first to understand how to create and save reports before building dashboards.
Getting Started
Select Analytics in the left navigation pane.
If no dashboard has been set up yet, the screen will be empty. Select Analytics > Dashboards to create your first dashboard.
Once a dashboard exists, assign it as the default view by going to Analytics > Settings.
Return to Analytics — your dashboard will load with all its widgets automatically.
Assigning Dashboards to Different Areas
To control which dashboard appears in each part of Sharper, go to Analytics > Settings. You can assign separate default dashboards for the outlet home screen, the Analytics section, POS terminals, and the Accounting section. See Analytics — Settings for details.