What is Analytics?

Use Analytics to report on your Papertrail accounts

Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over a week ago

Analytics is a new reporting tool available to those on our Equipment, Compliance and Risk Management Packages.

Once enabled on your subscription, the Analytics tab will appear within the accounts under that subscription, on the left hand panel on the web application.

Click onto the Analytics tab. If you have access to more than one report, you will be able to select a report using the drop down option in the top left hand corner. Depending on the report, you can change the date range in the right hand corner.

Analytics reports that are currently available:

  • General Account Analytics

  • Inventory Value Analytics

  • Staff Competency Report

Please note - Analytics reports update every hour so there will be a slight delay between updates made in the account versus what is shown on the reports.

General Report Analytics

  • Available to those on Equipment, Compliance and Risk Management Packages

  • Suitable for all accounts templates

  • Displays counts of active records and users

  • Task Manager assessment, showing open tasks and closed tasks

  • Inspection outcomes showing positive and negative sentiments

Inventory Value Report Analytics

  • Available to those on Compliance and Risk Management Packages

  • Suitable for the Tools, Vehicles and Equipment account templates

  • Displays total inventory value

  • Total record count showing records with recorded inventory values and records with missing values

  • Inventory value and record count segmented by state

  • Inventory value by folder

  • Value of inventory with a currency breakdown, applicable for multi-currency clients

Please note - records will only appear on this report if the Purchase price field is filled in on the record

Staff Competency Report Analytics

  • Available to those on Compliance and Risk Management Packages

  • Suitable for the Staff Competency account template

  • View how many staff you have in your account

  • How many staff are valid or invalid

  • State of staff qualifications

Custom Analytics Reports

If you have specific requirements which are not covered by our standard analytics reports we can offer a bespoke solution.

Please note - this is only available to those on Compliance and Risk Management Packages

If you would like to learn more or have Analytics added to your subscription, please contact support.

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Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at support@papertrail.io.

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