Analytics and search

Build your own reports, export them and send them by email on a schedule, find any record with the global search, capture receipts automatically and explore the knowledge graph built from them.

In this section · 15 pages

• The Analytics app at a glance

  What the Analytics app contains, which package it belongs to and who can use which part.

• Saved reports

  The list of your own and shared reports, with dataset, sharing and schedule at a glance.

• Building a report

  Choose a dataset, columns, groupings, measures and sorting, then run the report to see a preview.

• Filters in reports

  Every filter operator of the report builder and how to enter values.

• Pivot view

  Turn a dataset into a cross table with row groups, a column field and one value.

• Preview and export

  How many rows the preview shows and how to export a report as CSV, XLSX or PDF.

• Save, share and schedule reports

  Save a report, share it with colleagues and send it automatically by email.

• Report datasets

  Every dataset of the report builder, its fields and the permission it needs.

• Key figures (KPIs)

  The key figures and charts available for dashboards, and which permission each one needs.

• Global search (Cmd+K)

  Find customers, invoices, products, employees, documents and app pages from anywhere.

• Uploading receipts

  Upload photos or PDFs of receipts and let BizCortex read merchant, date, amounts and items.

• Receipt details

  Check the extracted data and line items of a receipt, open the original, read it again or delete it.

• How receipt recognition works

  What happens behind the scenes after you upload a receipt, and what the statuses mean.

• Knowledge graph explorer

  Explore the network of merchants, products, categories and payment methods found in your receipts.

• Knowledge graph insights

  Top merchants, spending by category, items bought together, anomalies and recommendations.