Analytics and Reports
Turn platform data into dashboards, reports, and scheduled output.
This guide covers the difference between dashboards and reports, how to work with report drafts and schedules, and how to present or share results.
Use This Guide To Explain
- Dashboards versus reports
- How users open and interpret analytics views
- How report drafts and schedules work
- How information is shared or presented downstream
Dashboards
Dashboards are best documented as living operational views. They help users see trends, compare tenants, and move from overview into deeper investigation.
Show the high-level analytics page with navigation or tabs visible.
Capture a complete dashboard with charts and filters visible.
Reports
Reports are the output layer for more formal communication. Document how users create, edit, and review report drafts before they become scheduled or shared deliverables.
That distinction is likely important for both operators and customer-facing users.
Schedules, Presentation, and Sharing
Scheduled reports and presentation or render views are where the analytics experience becomes customer-facing. Those flows deserve explicit screenshots and step-by-step instructions.
- Document how to choose a schedule and recipient model.
- Show how users confirm the final output format or viewing mode.
- Explain what happens after a report is saved or published.