Analytics Module Overview

The Analytics module gives your team powerful tools to visualize, explore, make informed decisions, and act on your business data. The available dashboards and charts reflect real-time information and are powered by your live Rev.io data. Permissions for the Analytics module are managed in the Report Access permission category. See the Add/Edit Roles article for more information on configuring role-based permissions.

Each section of the  Analytics module is accessed via the left-hand navigation menu inside Rev.io. The options visible to you depend on the permissions assigned to your account. If you need access to a section that is not visible, contact your Rev.io administrator. 

  • Dashboards. Browse and interact with pre-built Dashboards for your data category.
  • Charts. Explore individual charts and visualizations in the Charts library.
  • Datasets. Examine the underlying data tables that power every chart.
  • SQL Lab. Write and run T-SQL queries directly against your data with SQL Lab.
  • Saved Queries. Save, reuse, and share queries you run frequently.

See the articles linked below for more information on the various components of the Analytics module.

Was this article helpful?