Find the numbers you need faster with Reporting Analytics
Reporting Analytics is a new reporting and dashboard experience that brings your metrics, your recent work, and the answers you are looking for onto one screen, so you spend less time hunting for a report and more time acting on it.
Available inCore
Feature type
New Feature
Industry
All business types
Roles
AdministratorsOffice employees
Region
All regions
What's new
Reporting the old way started with a menu. You had to know where a report lived before you could open it, set up access one dataset at a time, and guess at how current the numbers were before acting on them. Reporting Analytics starts with a landing screen instead: the metrics you watch, the dashboards you were last in, your bookmarks, and anything flagged as unusual. You build dashboards from modules, group them with tabs, and filter them from one place. Every dashboard shows when its data was last refreshed. You can set alerts, schedule a dashboard to arrive by email, and ask a question in plain language and get an answer from Atlas. Access is granted by data domain rather than by individual dataset, and that single choice then applies everywhere the data can appear. Your existing reporting and dashboard experience stays available, and you can move between the two at any time.
Workflow comparison — before & after
← Before
✓ After
1.Open the reporting area and work down the menu to find the report you want.
1.Open Reporting Analytics and land on a screen showing the metrics you watch, the dashboards you opened most recently, your bookmarks, and anything flagged as unusual.
2.Open the report and set your filters again from the start.
2.Open a dashboard and read the refresh time shown on it, so you know how current the figures are before you act.
3.Look at a revenue or invoice figure and try to work out how current it is before you act on it.
3.Filter the dashboard from one place, and group what you are looking at into tabs.
4.Ask an administrator for access, who grants it to you one dataset at a time.
4.Set an alert so you are told when a metric moves, or schedule the dashboard to arrive by email on a regular basis.
5.Repeat the whole sequence the next time you need the same view.
5.Ask a business question in plain language and get an answer from Atlas without building a report first.
⚠ Getting to a number takes several steps, and the number arrives without any indication of how recent it is. Granting the right access across a team is slow and hard to keep consistent.
✓ You reach the number in fewer steps, and you can tell how recent it is without asking anyone. Administrators grant access by data domain, and that one choice then governs dashboards, exports, scheduled deliveries, and drill-ins the same way.
How it works for your industry
Residential Service and Replacement
- A service manager opens the landing screen in the morning and sees completed revenue, booked jobs, and average ticket without opening a single report, then clicks into the one dashboard that looks off.
- An owner sets an alert on conversion rate so they are told when it drops, instead of checking a dashboard every day to find out.
- An administrator grants a new dispatcher access to job and scheduling data by choosing one data domain, and that access then applies to the dashboards the dispatcher sees, anything they export, and any scheduled email they receive.
Commercial Service and Replacement
- An operations manager reviews preventive maintenance (PM) completion against contract commitments and reads the refresh time on the dashboard before taking the figures into a client call.
- An account manager schedules a monthly performance dashboard to arrive by email, and each person on the distribution list sees only the data their own access allows.
- A general manager asks in plain language which accounts are behind on their agreements and gets an answer from Atlas, rather than asking someone to build a report.
Residential Construction
- A project manager tracks cost against budget across active builds on one screen, instead of opening a separate report for each project.
- A finance lead sets an alert on outstanding invoices so a slipping balance surfaces on its own.
- An administrator gives the site team visibility into job data without also giving them payroll data, by granting one data domain and leaving the other set to none.
Commercial Construction
- A project executive opens the landing screen and sees the projects they were last in, along with anything flagged as unusual across the portfolio.
- A controller schedules a weekly billing dashboard to the project team and knows each recipient sees only what their access allows.
- An administrator grants a new project accountant access by data domain rather than approving datasets one at a time, so the same person is set up in one step instead of many.
How to prepare
01
Have an administrator reach out to Support or your Customer Success Manager (CSM) to have Reporting Analytics and any prerequisite configurations enabled. This feature is currently in Early Access and not available for all accounts.
02
Review who on your team needs access to which data before the feature is turned on. Access is granted by data domain rather than by individual dataset, so the grouping decisions you make apply across dashboards, exports, and scheduled deliveries at the same time.
03
Note that new permissions control access to this area and to what people can do inside it.
04
Identify the reports and dashboards your team relies on most, and decide who will rebuild or recreate them in the new experience first. Your existing reporting and dashboard experience stays available alongside the new one, and anyone can move between the two at any time.
05
Bookmark any knowledge base articles or Academy videos for team training.