The Advanced Features tab in the Admin Portal offers robust tools designed to optimize the user experience, ensuring more efficient management and organization.
These features enable administrators to optimize workflows, automate report generation, and gain deeper insights into business operations.
Managing Reports
The Reports section, available under Advanced Features in the Admin Portal, allows admins to configure key details in the Reports section in your portal. This feature provides flexibility in defining the fiscal year start, as well as setting parameters for data exports, ensuring accurate tracking and analysis of key performance metrics. Once the fiscal year preferences and export configurations are set in Advanced Features, admins can access reports (Workspaces, Actions, Clients, Internal Users, and Flow Performance) in the Manage tab of your portal, based on the configured settings.
Key Benefits
The Reports section in your portal plays a crucial role in streamlining business processes by offering key insights and data to optimize operations.
- Planning and Compliance: Accurately tracking fiscal periods ensures compliance with financial regulations and supports strategic budgeting.
- Operational Efficiency: Helps businesses monitor and optimize workspace activity, ensuring productivity and performance improvements.
- Data-Drive Decision Making: Exporting detailed workspace and action data allows for in-depth anaylsis, leading to optimization of business processes and better outcomes, as well as more informed decision making.
- Scalability: Large enterprises managing thousands of workspaces can customize their data exports for better visibility and reporting at scale.
To configure Reports:
- Navigate to your Admin portal.
- Go to Advanced Features in the left side menu. You will only see this option if enabled in your portal.
- Select Reports.
- Configure the required parameters and export the data as needed:
- Configuring Fiscal Year Preferences: Set the required fiscal year start ensuring accurate quarterly reporting and strategizing. Set the start of Q1, choose the month in which your fiscal year begins.
- Export Configuration: Admins can define the number of open workspaces and open actions to include in the exported file.
- Maximum number of Workspaces: Set a number between 5,000 and 50,000.
- Maximum number of Actions: Set between 10,000 and 100,000.
- Once these configurations are set, you can either Reset the selections or Save them to apply changes.