Ellibo app data

Report on live data from your other Ellibo apps, see who can use it, and why it never counts toward your rows.

Every Ellibo app your business uses is already a data source. Analytics reads each app where it keeps its records, so a report shows this minute's figures. There is no connector to set up, no sync to schedule and no copy that can drift.

Add an app's data to a workspace

1. Open a workspace and choose Add data, then Ellibo apps.
2. Pick a dataset, such as Sales invoices from Accounting or Bills from POS. Only the apps your business uses are shown.
3. Choose Add. The table appears in the workspace, ready for reports.

You can add the same dataset to several workspaces. Each one reads the same live data.

What you can report on

The datasets follow what each app keeps. For example:

• Accounting - sales invoices and their lines, payments, bills, expenses, credit notes, customers and vendors, accounts and journal lines.
• POS - bills, items sold, payments by tender, outlets and registers.
• Inventory - items, stock on hand by warehouse and its value, stock movements and orders.
• CRM - deals, stages, contacts, companies and activities.
• Projects, Timesheets and Expense - projects, tasks, time logged and expense claims.
• HR - employees, attendance and leave. Pay and salary data is for Admins only.
• Helpdesk, Field Service, Manufacturing, Bookings, Subscriptions, Ecommerce and Sign - tickets, jobs, work orders, bookings, plans and renewals, web orders and documents.

Related datasets are already linked, such as invoice lines to items and invoices to customers, so a report can use fields from both.

Ready-made dashboards

Analytics comes with a ready-made dashboard for each app you use, such as Sales overview or Pipeline. Open one from Home to add it to a workspace, then change it like any other dashboard.

Who can use app data

• Admins and Managers can use every app's data.
• Analysts can use the apps an Admin allows in Settings > Analysts' apps. None are allowed until an Admin chooses.
• Viewers don't add data. They see only reports and dashboards shared with them.
• Pay and salary data from HR is for Admins only.

A report shared with someone shows them the figures in that report, even if they don't use the app it reads. Share with care, and use row-level access to limit what each person sees.

Rows

Data from your Ellibo apps never counts toward your plan's rows, however much there is. Only data you bring in from outside counts. See Bring in your data.