For Admins | Analytics

Make data-driven decisions using the reports in Optix

24 articles in this collection
Written by Haley Clarke and Alison Parker

Quick Guide to Analytics

As an admin, learn how to navigate the Analytics section of the Optix dashboard

Written by Alison Parker
Updated over a week ago

About Analytics

How do I filter my analytics reports?

As an admin, learn how to filter your analytics reports

Written by Alison Parker
Updated over a week ago

Revenue Reports

What is the gross revenue report?

As an admin, learn more about the gross revenue report

Written by Haley Clarke
Updated over a week ago

What is the invoiced revenue report?

As an admin, learn more about the invoiced revenue report

Written by Haley Clarke
Updated over a week ago

What is the revenue breakdown by plan report?

As an admin, learn more about the revenue breakdown by plan report

Written by Haley Clarke
Updated over a week ago

What is the revenue breakdown by type report?

As an admin, learn more about the revenue breakdown by type report

Written by Haley Clarke
Updated over a week ago

What is the revenue split by location report?

As an admin, learn more about the revenue breakdown by location report

Written by Haley Clarke
Updated over a week ago

What is the forecasted plan revenue report?

As an admin, learn more about the forecasted plan revenue report

Written by Haley Clarke
Updated over a week ago

What is the revenue growth report?

As an admin, learn more about the revenue growth report

Written by Haley Clarke
Updated over a week ago

Accounts Reports

What is the active users report?

As an admin, learn more about the active users report

Written by Haley Clarke
Updated over a week ago

What is the accounts report?

As an admin, learn more about the accounts report

Written by Haley Clarke
Updated over a week ago

What is the accounts on plans report?

As an admin, learn more about the accounts on plans report

Written by Haley Clarke
Updated over a week ago

What is the new plan subscriptions report?

As an admin, learn more about the new plan subscriptions report

Written by Haley Clarke
Updated over a week ago

What is the account growth report?

As an admin, learn more about the account growth report

Written by Haley Clarke
Updated over a week ago

Activity Reports

What is the average booking duration report?

As an admin, learn more about the average booking duration report

Written by Haley Clarke
Updated over a week ago

Will external bookings contribute to my booking analytics?

As an admin, learn how external calendar bookings are accounted for in booking analytics

Written by Alison Parker
Updated over a week ago

What is the check-in heatmap?

As an admin, learn more about the check-in heatmap

Written by Haley Clarke
Updated over a week ago

What is the check-ins report?

As an admin, learn more about the check-ins report

Written by Haley Clarke
Updated over a week ago

Resources Reports

What is the resource utilization report?

As an admin, learn more about the resource utilization report

Written by Haley Clarke
Updated over a week ago

What is the hours booked report?

As an admin, learn more about the hours booked report

Written by Haley Clarke
Updated over a week ago

Exporting Data

How do I export data from my analytics reports?

As an admin, learn how to download your Optix data for invoicing or record keeping

Written by Alison Parker
Updated over a week ago

How does the Data Exporter app work in Optix?

As an admin, learn how to generate booking, pending invoice items and check-in exports using the data exporter app

Written by Alison Parker
Updated over a week ago

How do I install the Data Exporter app?

As an admin, learn how to install the Data Exporter app to get the most from your data

Written by Alison Parker
Updated over a week ago

How do I export my Optix data?

As an admin, learn how you can export data from Optix

Written by Alison Parker
Updated over a week ago