Data analytics presents visualized analysis results of business data, offering a rich library of report templates and chart templates. Users can directly leverage these templates to view statistical outcomes or create customized reports and charts tailored to their enterprise needs. Integrated with CRM’s permission framework, it ensures data security while providing subscription capabilities for users requiring periodic data updates.

1. Value Proposition of the Intelligent Analytics Platform

1.1 Flexible, User-Friendly Visual Self-Service Analytics with Powerful Customization

• Diverse chart types to optimally present data.
• Advanced analytical capabilities to uncover deep data insights.
• Customizable complex models to address unique and sophisticated business scenarios.

1.2 Deep Business Integration with Granular Permission Control

• Seamless inheritance of PaaS permission systems (object-level/field-level permissions, functional permissions, data permissions, chart permissions, Dashboard permissions), eliminating integration challenges with traditional BI systems.
• Embedded analytics across business applications, enabling data-driven decision-making anywhere.

1.3 Empowering Scientific Decision-Making and Business Growth

• Data-backed strategies with real-time trend monitoring.
• Insight into execution effectiveness, forming a PDCA management loop to drive growth.

2. Product Architecture of the Intelligent Analytics Platform

picture coming soon:

3. Core Capabilities of the Intelligent Analytics Platform

Accessible via CRM search, this section details key menu functionalities: Dashboards, Reports, Report Permission Management, Subscription Management, Report Logs, and Metric Management.

3.1 Dashboards

• Navigate to Dashboards via CRM to view, create, edit, or manage Dashboards.
• For detailed steps, refer to: Creating a Dashboard

3.2 Reports

• Access Reports to filter, view, create, or manage them.

• Search: Fuzzy search for folders/reports with highlighted matches.
• Global Settings: Admins configure BI-level settings (e.g., filtering inactive employees, leaderboard visibility).
• Filters: All/My Created/My Edited/My Accessed/My Favorites.
• Chart Types: Filter by Reports, Cross-tabs, Charts, Joined Reports, Personal/Enterprise Dashboards.
• Bulk Actions: Delete, export, move, or subscribe to multiple items.
• Folder Actions: Rename, delete, or create subfolders.
• Chart Actions: Edit, export, delete, subscribe, duplicate, rename, share, or add pre/post functions (permission-dependent).

For Metric Management, see: Metric Management

3.3 Report Permission Management

• Manage permissions for charts and reports.
• View Permissions: Search by chart name to check access/operation rights.
• Permission-Based Filtering: Search charts by combined criteria (e.g., view/edit permissions, creator).
• Edit Single Chart Permissions: Modify permissions per chart.
• Bulk Permission Editing: Update permissions for multiple items.

3.4 Subscription Management

• View, cancel, or reconfigure subscriptions.
• Active/Canceled Subscriptions: Track delivery counts, storage usage, and results.
• Edit: Modify subscription details.
• Toggle: Enable/disable subscriptions.
• Export/Delete: Handle individual or batch tasks.
• Purge by Date: Delete files before a selected date.
• Auto-Cleanup: Monthly deletion of expired files.
• Manual Deletion: Remove tasks older than a specified date.

3.5 Report Logs

• Audit employee actions and access.
• Filters: Search by user, time, action type, or resource.
• Visibility: Restricted to Report Admins and CRM Admins.

3.6 Metric Management

• Create Subjects and define metrics.
• For details, see: Metric Management