Introduction

Getting started with Bilendo Analytics and available reports.

How has the number of payment reminders developed over the past few months? Which business area causes the most clarification cases? How much revenue were you able to generate last year? You can now add these and many other useful reports in just a few clicks under the “Reporting” menu item (left navigation bar), provided the add-on has been activated for your account.

Different problems in companies call for individual solutions when it comes to visualizing key figures. With our Reporting add-on, you can independently configure the reports that are relevant to you. This way, you always maintain transparency over your processes and can initiate necessary optimizations in good time.

All dashboards you create, including their content, are available to every invited user (not service users).

Two types of reports can be added to your dashboards:

1. Preconfigured reports
   A selection of useful reports that you can add to your dashboard in just a few clicks:
   

   

2. Custom reports
   Fully customizable reports that you can configure to meet your needs.

   

   
   

Configuration: Step by Step

Create a dashboard

• Navigate to “Reporting” on the left side of your navigation bar

• Click “Create New Dashboard” in the upper right

• Enter a name for the new dashboard

• Click “Save”

Add a preconfigured report

• Navigate to the desired dashboard

• Click “Create Report” in the upper right, and then click “Preconfigured”

• Select the report type you want

• Optional: Set filters for territory and/or business unit

• Select the size of the report (scale: 1 to 6)

• Click “Save”

Add a custom report

• Navigate to the desired dashboard

• In the upper right, click “Create Report,” then click “Custom”

• You can then begin configuring the report

• Select the desired chart type

  

• Configure the various data points

  

  
  

• You can also narrow down the data to be selected using the familiar filters

• Select the size of the report (scale: 1 to 6)

• Name your report

• Click “Save”

In this example, the data selection would display a line chart of the number (KPI) of dunning notices (main object) from the last 12 months (time period). One data point would be shown per week (frequency). The individual data points would be grouped by dunning level (grouping).

This is just one of many possible combinations with our custom reports.

Sorting Reports

Reports can be sorted within a dashboard with ease. Move your mouse over the report you want to move and simply drag it to the desired position.