Understanding your funeral home's data is critical to your efficiency and success. Gather Analytics makes it easier than ever to build custom reports so that you have real-time, actionable insights right at your fingertips. Let's show you how easy it is!
How do I get started building?
To get started, simply click the "Analytics" button at the top of the page, then click the "+ Build New Report" button from the left side of the mega menu.
This will initiate the report builder flow which will walk you through each step of building your custom report.
STEP 1: Select Your Data Source
We currently have 11 Data Sources as shown below. When creating your new custom report, the first step is to select the Data Source upon which your custom report will be built.
Click here to learn more about Data Sources and how they work.
STEP 2: Specify Report Details
Once you have selected your Data Source, you can give your report a name, a description, and a default time range.
Cue the confetti! It's that easy, your custom report is now created.
STEP 3: Modify your new report
with your custom report now created, you can easily modify it to fit your exact needs. You can make the following modifications to your new report:
Adjust date logic (click here to learn more)
Show, hide, or move columns (click here to learn more)
Filter data (click here to learn more)
Pin columns (click here to learn more)
Sort columns (click here to learn more)
Aggregate Columns (click here to learn more)
Group Columns (click here to learn more)
How do I get back to my new report?
To view your list of custom reports, simply click on the "Analytics" button at the top of the page and your reports will be listed on the left side.
Do I have to start from scratch?
Nope, you don't have to start from scratch. Sometimes it is easier to start from an existing report, make a few modifications, and then save it as your own. Simply make the changes, then click the orange button on the top-right of the report.
Can I share custom reports with my team?
Yes! We've made it easy and secure to share your reports with different team members so that everyone stays on the same page.
Click here to learn more about sharing
Click here to learn more about data security in Gather Analytics
Can I email my report?
Of course. We've made it easy for you to set up a schedule to deliver your custom reports right to your inbox on whatever cadence you prefer.
Click here to learn more about emailing your reports
Need More Help? π
Chat with our team anytime. Or give us a ring at (208) 908-0488.