Overview
The Analytics home page gives you an overview of all available reports (depending on your permissions) and lets you open, edit and manage existing views.
Under "Reports", Tacto provides predefined reports that can be used without additional configuration: KPI Analysis, Price Development, Delivery Reports and – for organizations with multiple currencies – Currency Reports. You can also find the same reports in the left-hand navigation.
Under "Custom Views", you will find your own views that were created and saved based on these reports.
Within a report, you switch perspective using the tabs Overview, Categories, Suppliers, Articles and the Other entities menu.
Create and save views
Create a view by setting the desired filters, columns and display.
Click "Save" at the top right.
Give the view a name and choose who has access:
Private: visible only to you
Anyone in {Organization}: visible to the entire organization
Edit existing views
Open the view you want to edit.
Make the desired changes.
Click "Save" at the top right and select "Save changes to current view" or "Save as new view".
You can also use the view's menu to "Edit name and access" or delete the view.
Permissions & access
Access to Analytics is required.
You can edit and delete your own views at any time. Views of other Users can only be edited or deleted with the "manage Analytics views" permission.
Views saved as "Private" are visible only to you.
FAQ
Q: Can standard reports be customized?
A: Yes. Save your adjustments as a new custom view.
Q: Can I bookmark a view?
A: Yes. Make all the desired adjustments (filters, columns, sorting, chart settings, etc.) and then copy the URL from the browser address bar or save the page as a bookmark in your browser. The bookmark takes you back to this exact configured view at any time. Alternatively, you can save the view as a custom view.
Q: Which settings are saved in the URL?
A: Among others: the selected filters and period, the chosen metric and chart type, the breakdown and expanded groups, shown and hidden columns as well as selected rows, sorting, the selected transaction type, the status of data cleaning and the display currency.