Analytics & BI

Goal

Monitor business health and define KPIs that read only from approved datasets — without writing SQL. Accounting Financial Reports remain the authoritative statements.

Who it is for

Managers with analytics.view. Creating KPIs and capturing snapshots needs analytics.manage. Module: analytics_bi. Dataset listing uses accounting.view under the hood.

Preconditions

• Module analytics_bi enabled.
• Permission analytics.view (else Dashboard redirect).
• At least one approved dataset available from GET /reports/datasets if you want to create KPIs.
• Optional admin: Analytics BI setup (analytics.admin) for templates/settings — separate screen.

Open the screen

Reporting → Analytics & BI (path /analytics). Title: Analytics & BI. Subtitle: Dashboards, KPIs and business health over approved datasets — no SQL.

Steps

1. Read Business health — numeric score and tag Healthy / Watch / At risk (GET /analytics/health).
2. Review Approved datasets — KPIs and cards may query only these; ledger reports stay authoritative.
3. Open the KPIs table: Name · Dataset · Target · Period. Empty: No KPIs defined yet.
4. With analytics.manage, choose New KPI. Fill Key, Name (translatable), Dataset, Aggregation (sum|count|avg|min|max), Target, Direction (higher_better|lower_better), Period (Day / Week / Month / Quarter / Year). Save → toast KPI saved.
5. Use the snapshot camera on a KPI (when manage-capable) → toast Snapshot captured.

Result

Health score and KPI definitions persist for the tenant. Values resolve against approved datasets only.

Hard stops

• Save without a dataset → client toast Select an approved dataset for this KPI.
• Page load failure → common.loadError.
• Missing module / analytics.view → Dashboard redirect.
• This page is not the home Dashboard widget canvas; do not document page-widgets here.
• Export APIs (analytics.export) and dashboard builder endpoints exist but are not the primary controls on this view.

Related

• Financial Reports
• Dashboard
• Manage hub