Analytics

Learn what Analytics covers and choose between dashboard analytics and Prism.

You use Analytics to move from built-in dashboard reporting to custom reporting and exports in Prism.

  • Read Key concepts to learn how transaction data, reports, and exports fit together.
  • Read Use cases to see common finance and data workflows.
  • Read Quick start to get to your first insight fast.
  • Read Dashboard analytics if you want built-in views with no SQL.
  • Read Prism if you need custom reporting, SQL queries, or scheduled exports.

This subsection is for finance, leadership, and data teams.