Business areaReports & Analytics
Reports & Analytics
Reports & Analytics
Review business activity through available employee, source, application and operational reports.
Designed forDSA owners, Managers, and Operations teams
Available plansStarter, Professional, and Enterprise
What Is Reports & Analytics?
Management views use connected operational records to provide a quicker way to review work across the business.
Reports & Analytics works with Dashboard, Reports, and Applications as part of the wider DSACRM Reports & Analytics workflow.
Why Reports & Analytics Matters
Management reporting takes too long when teams must rebuild information from separate sheets.
A Clear, Practical Workflow
- 01
Capture daily activity in the relevant modules.
- 02
Open the available business or performance view.
- 03
Filter and review the operational result.
What You Configure
- Operational records
- Ownership and hierarchy
- Selected report filters
What Your Team Gets
- Business overview
- Operational and performance reports
Important to Know
- Report availability varies by configured modules and plan.
- Accuracy depends on complete operational data.
Common questions
Reports & Analytics FAQs
Quick answers about usage, setup, outputs and plan availability.
What is Reports & Analytics in DSACRM?
Management views use connected operational records to provide a quicker way to review work across the business. Review business activity through available employee, source, application and operational reports.
Who should use Reports & Analytics?
DSA owners, Managers, and Operations teams can use this capability within the Reports & Analytics workflow.
Which DSACRM plans include Reports & Analytics?
Reports & Analytics is available in Starter, Professional, and Enterprise. Availability details and any applicable limits are shown on the pricing page.
What needs to be configured for Reports & Analytics?
Typical setup includes Operational records, Ownership and hierarchy, and Selected report filters.
What does the team get from Reports & Analytics?
The supported outputs include Business overview and Operational and performance reports.