Administration

Advanced Analytics (TMS)

Content is machine translated from English by Phrase Language AI.

Available for

  • Business and Enterprise plans

Get in touch with Sales for licensing questions.

Available for

  • Ultimate and Enterprise plans (Legacy)

Get in touch with Sales for licensing questions.

Advanced Analytics is an add-on plan of Phrase Analytics, providing a self-service reporting solution with customizable charts and dashboards to create analytics reports according to business needs.

  • Data is shown in UTC timezone.

  • Dashboards are refreshed twice daily:

    • 12:00am and 12:00pm UTC for the EU instance

    • 07:00am and 19:00pm UTC for the US instance

    Each dashboard shows the time of the last data refresh completion. It is important to note that the displayed timestamp may not include data generated up to 3 hours prior. This is because transactions may not be captured in time when the data refresh process is triggered.

Note

Due to continuous improvements, the user interface may not be exactly the same as presented in the video.

Advanced Analytics is accessed from the Phrase Analytics button on the navigation panel. From the analytics page, select the Advanced tab to display the Self-service reporting page.

adv_analytics__2_.jpeg

The Self-service reporting page shows an embedded version of Metabase, an open-source business intelligence platform, with a homepage including:

  • A navigation sidebar with the following sections:

    • COLLECTIONS, where all personal or shared charts and dashboards are stored.

    • DATA, which lists available data sources.

      To learn more about available tables and relevant fields, follow these steps:

      1. Select Browse data/ANALYTICS.

      2. Hover over the desired table.

      3. Click on the book icon book_icon_analytics.jpg.

        The table's details page is displayed.

      4. Select Fields on this table.

        A list of all the fields within the chosen table is displayed, including their description and data type.

  • Bookmarks displayed at the top of the navigation sidebar, if any.

  • New button at the top right, enabling users to create a chart (Question), create a dashboard or a new folder (Collection).

Personal charts and dashboards are visible only to the user who created them, and can be edited and saved without affecting other users. Charts and dashboards saved in the Shared Collection can be accessed and edited by other users within the same organization.

Customize charts and dashboards by selecting filters, sorting and aggregating data upon creation or edit. Different visualization types (e.g. line, pie, funnel, bar, etc.) can be also applied to charts and dashboards.

Note

Metabase application's version and functionalities available in Phrase Analytics may differ from the latest version and features released by Metabase.

Full documentation about how to use Metabase features available in Advanced Analytics can be found here.

User permissions and data access

Access rights for project manager roles to view advanced analytics charts and dashboards can be set by an administrator in user settings.

Enabled users can access only data belonging to projects created by their own organization. In addition to data points already included in Standard Analytics, the following metadata are also available:

  • Cost centers.

  • Business units.

  • Sub-domains.

  • Project and job owner, status, and due dates.

  • Language locales.

Data reports are available for the past 12 full months, allowing users to have a full year at any point in time.

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