Where: web portal, your account menu, then Analytics. Needs: the Org Admin or Workforce Manager role to see everyone; anyone else sees their own activity.
When you finish: you know the five tabs, what Include archived and Refresh Data do, and that the Export Activity panel next to it is a different thing.
Getting there
Open your account menu and choose Analytics.
Five tabs, one screen
Tab | Shows |
Overview | Summary cards for the organization |
User Activity | A table of individual activity |
Jobs | A table of activity by job |
Trends | Poles measured per shift over time |
Field Efficiency | Per-fielder timelines. See Field Efficiency, and what each number means |
Two controls above the tabs
Control | Does | Note |
Include archived | Includes or excludes archived objects | Turns off on the Jobs tab, because an archived object no longer carries the job and measurement fields that tab depends on |
Refresh Data | Recalculates the dashboard | Hidden entirely for read-only users, since it is an action their role cannot take |
The Export Activity panel is not part of Analytics. It sits beside it on the dashboard home and shows recent Katapult import and export trigger counts, not an export of anything on these tabs.
Related