How to use Analytics

1. Select the branch, date range and sources you are permitted to view, then run the report.
2. Save a dashboard for reuse or export the allowed results as CSV. Operational counts describe records created in the period and their current state.
3. If a source is unavailable, check its enabled module and your rights. The plan’s history limit still applies. Narrow the date range if the report exceeds the record limit; incomplete totals are not silently shown.

Screens and tasks