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In addition to the ServiceChannel Standard Dashboards, Premium Analytics gives you the data to tell the story of your facilities operations. Users with Pro access in Service Automation Permissions have access to create custom visualizations and dashboards using hundreds of data points including (but not limited to):
- your data from your work orders, such as tracking numbers, work order details, assets, invoices, proposals, NTEs;
- your configuration, such as priorities, categories, districts/regions, statuses, location information, users;
- your providers, both internal and external, along with check-in data, time onsite, performance, and many other data points.
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You can also take our self-guided learning (video) to walk through concepts and various examples. |
Accessing Premium Analytics
Permissioned users will see Explore in the top menu bar.
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Before going into building custom visualizations, let us walk through the interface to help you become familiar.
Section A: Explore Menu. From anywhere in Analytics, click the Explore menu to navigate to the visualization build area.
Section B: Data Fields. Here, you will choose the data points to help you create your custom visualizations. This is the key to all visualizations. See Selecting Dimensions and Measures from the Data Field Picker for more information.
Section C: Run / Gear. After selecting your data and filters, click Run to see the visualization (Section E). Once you are pleased with the visualization, click the Gear icon to save your visualization to a custom Dashboard or Look.
Section D: Filters and Pivots. While manipulating your data (Section F), select the data from which to filter and pivot (from Section B) to hone into the data points you want to display in your visualization.
- Section E: Visualization Area. When you Run data (Section C), you will see your visualization appear in this area. There are many types of charts and graphs to help you tell your data story.
Section F: Data. As you select data from the Data FIelds Picker area (Section B), it will appear here.
Thinking of the Visualization Build Area as a Workflow
Many sections in the visualization build area, indeed! Another way to think of this is in a step-by-step workflow:
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Once you figure out the story you want to tell in your visualization, use the Explore to help you build that story.
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Let's take a closer look at each section. First up:
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