Analysis and Reports allows you to view reporting Dashboards directly within the Symend Platform, as well as share them with external users, including yourself. Depending on your agreement with Symend, our Client Data Services team will custom-create Dashboards for you, or with the correct licensing, you can create your own. Analysis and Reports is comprised of collections of Dashboards, where you will view your reports. Dashboards are comprised of Tiles, where you will define your insights.

Table of Contents

Motivation

In order to maximize the potential of the Symend Platform, you want to be able to observe trends, retrieve, and engage with your Customer data. Analysis and Reports allows you to do exactly that by evaluating the success of your configuration, and by gaining insights into potential areas of improvements.

In addition to gaining these insights, you need to be able to share them in a digestible format, therefore Dashboards and Tiles give you the ability to digestibly display insights, which can be shared automatically or manually.

Dashboards

A Dashboard is the area where you will view the insights into your Customer data, effectively it is not much more than the shell for the Tiles, but offers useful features for organizing, filtering, downloading, and sharing information.

When you first navigate to Analysis and Reports, you will find two different collections of Dashboards:

Regardless of who makes the Dashboards, they are equivalent in utility.

Symend relies on Looker for our Dashboards, therefore instead of repeating that information, we will direct you to the source to get the full picture:

• Filters, which can remove unwanted data

• Settings, which allow you to configure things such as when a Dashboard refreshes

• Downloading, for downloading your Dashboard

• Scheduling Delivery, for sending your Dashboard to yourself or others

Tiles

Tiles are the components that make up your Dashboards. Tiles display information, and allow you to interact with the underlying data. There are four types of Tiles at your disposal:

With a Visualization Tile, there are a number of actions you can do, but like Dashboards, we rely on Looker, therefore we will direct you to their documentation for these actions:

• Creating an email alert, this is conditionally triggered by the Tile data

• Explore the data within that Tile, which is a temporary way to gain insights

• Download the data from that Tile

Required Roles

Tutorials