Optix

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

Quick Guide to Analytics

As an admin, learn more about the Plan growth report

What is the Plan growth report?

As an admin , learn how to export a report on your Users' allowance history on bookings

How do I export my Users' booking allowance usage?

Kelly Yoon

Sarah L.

Make data-driven decisions using the reports in Optix

For Admins | Analytics

As an admin, learn how to filter your analytics reports

How do I filter my analytics reports?

About Analytics

As an admin, learn more about the gross revenue report

What is the gross revenue report?

As an admin, learn more about the invoiced revenue report

What is the invoiced revenue report?

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

What is the revenue breakdown by plan report?

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

What is the revenue breakdown by type report?

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

What is the revenue split by location report?

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

What is the forecasted plan revenue report?

As an admin, learn more about the revenue growth report

What is the revenue growth report?

Revenue Reports

As an admin, learn more about the active Users report

What is the active Users report?

As an admin, learn more about the accounts report

What is the accounts report?

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

What is the accounts on plans report?

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

What is the new plan subscriptions report?

As an admin, learn more about the account growth report

What is the account growth report?

Accounts Reports

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

What is the average booking duration report?

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

Will external bookings contribute to my booking analytics?

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

What is the check-in heatmap?

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

What is the check-ins report?

Activity Reports

As an admin, learn more about the resource utilization report

What is the resource utilization report?

As an admin, learn more about the hours booked report

What is the hours booked report?

Resources Reports

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

How do I export data from my analytics reports?

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

How does the Data Exporter app work in Optix?

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