Analytics

The Analytics module provides business intelligence and data visualization capabilities for Last Mile Intelligence. Use Analytics to gain insights into operations, track KPIs, and make data-driven decisions through customizable dashboards and reports.

Overview

The Analytics module includes:

• Dashboards - Visual layouts containing multiple charts and data blocks
• Tables - Data grid views with sorting, filtering, and drillthrough capabilities
• Blocks - Reusable visualization components (charts, metrics, text)
• Datasets - SQL-based data sources that power visualizations
• Filters - Dashboard-level and block-level filtering with global lookups
• Saved Views - Named filter combinations for quick access
• Drillthrough - Click on chart elements to view underlying data
• Security Groups - Control access to dashboards and datasets

Note

Datasets and Blocks are configured in Settings. See Datasets and Blocks for configuration details.

Core Concepts

Analytics is built on four interconnected entities:

Dashboards

Visual layouts that organize multiple blocks into a single view with shared filtering and saved views.

View Dashboard Details

Tables

Data grid views that display raw dataset records with sorting, filtering, column configuration, and drillthrough.

View Table Details

Blocks

Reusable visualization components including bar charts, line charts, pie charts, area charts, funnels, and text fields.

Configure Blocks

Datasets

SQL-based data sources that retrieve and transform data from your database to power blocks and tables.

Configure Datasets

How They Work Together

1. Datasets define SQL queries that pull data from your database
2. Blocks consume datasets and render visualizations (bar charts, line charts, etc.)
3. Dashboards arrange multiple blocks into layouts with shared filtering
4. Tables display dataset records directly in a sortable, filterable grid

Accessing Analytics

Click Analytics in the main navigation sidebar to access the dashboards list.

Dashboards configured with “Show in Analytics Module” appear directly in the Analytics section of the sidebar for quick access.

Dashboards List

The main Analytics page displays all dashboards you have access to.

Table Columns

Column	Description
Name	Dashboard name (click to open)
Type	Icon indicating Dashboard or Table type
Description	Dashboard description
Security Groups	Access control groups assigned

Adding a Dashboard

1. Click the Add button in the header
2. Select the analytics type (Dashboard or Table)
3. Enter a name and description
4. Configure security groups if needed
5. Toggle “Show in Analytics Module” to add to the sidebar
6. Click Save

Dashboard View

Clicking a dashboard opens the full visualization view.

Dashboard Header

The header displays:

• Dashboard name with back navigation
• Settings button (gear icon) to edit the dashboard
• Layout toggle for organize mode
• Filter button to open the filter panel

Filter Bar

Click Filter to open the filter panel. Dashboard filters apply to all blocks that have opted in to the selected filter types.

Understanding Filter Levels:

Analytics uses two types of filters that work together:

Filter Type	Scope	User Controlled	Configuration
Dashboard Filters	All opted-in blocks	Yes	Filter bar at top of dashboard
Block Filters	Single block only	No	Configured in block’s Filters tab

Dashboard Filters:

Dashboard filters appear in the filter bar and affect all blocks that have enabled the corresponding global lookup. Available filter options are determined by:

• For Chart Dashboards: The union of global lookups selected across all blocks
• For Table Dashboards: Global lookups configured in the dashboard’s Filters tab

Common filter types include:

• Organization - Filter by organization
• Status - Filter by status values
• Assignee - Filter by assigned user
• Team - Filter by team
• Date Fields - Filter by date ranges

Date Filter Behavior:

Date filters behave differently based on dashboard type:

Dashboard Type	Date Filter Behavior
Table	All date columns are automatically available as filters
Chart	Only date fields explicitly selected in block Customize tabs appear

Tip

For chart dashboards, if you want date filtering, ensure at least one block has the date field selected in its Customize tab under Global Lookup Selection.

Block Filters:

Block filters are configured in each block’s Filters tab and are always applied before visualization. Users cannot change block filters from the dashboard. Use block filters to:

• Pre-filter data to a specific subset
• Exclude categories that shouldn’t appear
• Apply default date ranges

Saved Views

Save filter combinations as named views for quick access.

1. Configure your desired filters
2. Click the views dropdown (bookmark icon)
3. Select “Save current view”
4. Enter a name and optionally set as default

Dashboard Types

Chart Dashboard

The standard dashboard type displays blocks in a flexible grid layout.

Features:

• Drag-and-drop block arrangement in organize mode
• Responsive grid layout
• Shared dashboard-level filters
• Click drillthrough on chart elements

Table Dashboard

The table type displays data in a sortable, filterable grid format.

Table Configuration:

• Dataset selection (required)
• Column visibility and ordering
• Display type per column (text, badge, number, currency, date)
• Default sort column and direction
• Drillthrough configuration for columns

Block Types

Dashboards can contain various block types. See Blocks for detailed configuration.

Block Type	Value	Description
Bar Chart	chart-bar	Vertical bar visualization for comparing values across categories
Line Chart	chart-line	Trend lines for time-series data and continuous metrics
Pie Chart	chart-pie	Proportional segments showing parts of a whole
Area Chart	chart-area	Filled line charts for cumulative or stacked values
Funnel Chart	chart-funnel	Progressive stages showing conversion or drop-off rates
Mini Bar Charts	mini-chart-bar	Compact multi-metric comparison with sparkline-style bars
Text Field	text-field	Static or dynamic text content for labels and annotations

Each block type has specific configuration options in the Data tab. For example:

• Bar/Line/Area Charts support multiple metrics and stacking
• Pie Charts display a single metric with category breakdown
• Funnel Charts show progressive stages with percentages
• Text Fields support static text without data binding

Editing a Dashboard

Click the settings button (gear icon) to open the dashboard editor.

General Tab

Field	Required	Description
Analytics Type	Yes	Dashboard (charts) or Table (data grid)
Name	Yes	Display name for the dashboard
Description	No	Optional description
Security Groups	No	Control which users can access
Show in Analytics Module	No	Display in sidebar navigation

Data Tab (Table Type Only)

For Table type dashboards, configure the data source:

Field	Description
Dataset	Select the dataset to display
Sort By Column	Default sort column
Sort Direction	Ascending or descending
Available Columns	Drag to reorder, click eye icon to show/hide

Column Configuration

Click on any column’s type badge to open the column configuration popover. Each column can be customized with display type and styling options.

Display Types:

Display Type	Description	Best For
Text	Plain text with optional styling	Names, descriptions, IDs
Badge	Colored pill/tag display	Status, categories, labels
Number	Formatted with thousands separators	Counts, quantities
Currency	Formatted as USD currency	Prices, totals, revenue
Date	Formatted as localized date	Created dates, due dates

Text Styling Options:

When Display Type is set to Text, additional styling options appear:

Option	Values	Description
Color	Light, Dark	Text color intensity
Weight	Light, Heavy	Font weight (normal vs medium)
Size	X-Small, Small, Normal, Large	Font size

Badge Styling Options:

When Display Type is set to Badge, choose:

Option	Values	Description
Variant	Default, Outline	Filled background vs outlined border

Column Drillthrough

For text and date columns, you can enable drillthrough to open a detail sheet when clicked:

1. Check Enable Detail Sheet in the column configuration
2. Select the Target Detail Sheet (e.g., Task, Order)
3. Select the ID Column that contains the record identifier

When users click the column value, a detail sheet opens showing the full entity record.

Tip

Enable drillthrough on identifier columns (like Task ID or Order Number) to give users quick access to full record details.

Filters Tab (Table Type Only)

Configure which global filters appear on the table dashboard.

Adding Blocks to Dashboards

With a dashboard open in organize mode:

1. Click the Add Block button
2. Select an existing block or create a new one
3. Position the block in the layout
4. Exit organize mode to save

Tip

Create reusable blocks in Settings > Blocks to share visualizations across multiple dashboards.

Block Configuration

When editing a block, you have access to five configuration tabs that control different aspects of the visualization.

General Tab

The General tab configures basic block information:

Field	Required	Description
Block Type	Yes	The visualization type (see Block Types)
Block Name	Yes	Display name shown in the block header
Description	No	Optional description for documentation

Note

For Text Field blocks, all configuration happens in the General tab. Other block types have additional tabs.

Data Tab

The Data tab configures what data the block displays and how it’s aggregated.

Field	Required	Description
Dataset	Yes	The data source for this block
X-Axis Field	Yes	The field used for chart categories or grouping
Metrics	Yes	One or more numeric fields to visualize

Metrics Configuration:

Each metric can be configured with:

• Field - The numeric column to aggregate
• Aggregation - Sum, Count, Average, Min, Max
• Label - Display name for the metric in legends

You can add multiple metrics to create multi-series charts. Click Add Metric to include additional data series.

Tip

You can create a new dataset directly from the Data tab by clicking the + button next to the Dataset dropdown.

Customize Tab

The Customize tab controls visual appearance and dashboard filter integration.

Global Lookup Selection:

Select which dashboard-level filters should affect this block:

• Organization - Filter by organization
• Status - Filter by status values
• Assignee - Filter by assigned user
• Team - Filter by team
• Date Fields - Filter by date ranges

Only selected lookups will respond to dashboard filter changes. Unselected lookups are ignored.

Custom Colors:

Configure custom colors for chart elements:

• Set specific colors for data series
• Match your organization’s branding
• Improve chart readability with contrasting colors

Filters Tab

The Filters tab configures block-level filters that are always applied to the data before visualization.

Unlike dashboard filters (which users can change), block filters are fixed and always apply. Use them to:

• Limit data to a specific subset (e.g., only “Active” records)
• Pre-filter by date range or status
• Exclude unwanted categories

Adding a Block Filter:

1. Click Add Filter
2. Select the field to filter on
3. Choose an operator (equals, contains, greater than, etc.)
4. Enter the filter value(s)
5. Drag filters to reorder priority

Caution

Block filters reduce the data before dashboard filters are applied. If a block shows unexpected results, check both block and dashboard filter configurations.

Drillthrough Tab

The Drillthrough tab configures what happens when users click on chart elements.

Field	Description
Field for Drillthrough	Which chart dimension triggers drillthrough
Target Drillthrough Table	The entity type to display (e.g., Task, Order)
Table Title	Header text for the drillthrough sheet

Sheet Layout Builder:

Configure which fields appear in the drillthrough detail view:

• Add lines with field mappings
• Set field display types
• Configure field labels
• Arrange field order

Drillthrough

Drillthrough allows users to click on chart elements to view the underlying data.

When configured on a block:

1. Click a bar, pie segment, or data point
2. A detail sheet opens showing the filtered records
3. Click individual records to open entity detail panels

Dashboard Actions

The dashboard menu (accessible via the three-dot icon next to the dashboard name) provides several actions:

Edit Layout (Chart Dashboards Only)

Enter organize mode to rearrange blocks:

1. Click Edit Layout from the menu
2. Drag blocks to new positions
3. Resize blocks by dragging edges
4. Click Save Layout to persist changes
5. Click Cancel to discard changes

Settings

Open the dashboard settings panel to modify:

• Name and description
• Security groups
• Sidebar visibility
• Data source (for Table dashboards)

Duplicate Dashboard (Chart Dashboards Only)

Create a copy of the current dashboard:

1. Click Duplicate Dashboard
2. The new dashboard opens with “(Copy)” appended to the name
3. Modify settings as needed
4. Click Save

Note

Duplicating a dashboard copies all block references but does not duplicate the blocks themselves. Changes to blocks will affect all dashboards using them.

Export Data (Table Dashboards Only)

Export table data to an Excel file:

1. Apply any desired filters
2. Click Export Data from the menu
3. The file downloads automatically

If filters are applied, only filtered data is exported. Otherwise, all data is included.

Refresh Data

Reload all data from the database:

• Click Refresh Data from the menu, or
• Press the R keyboard shortcut

This is useful when underlying data has changed and you want to see the latest values without refreshing the entire page.

Security and Access Control

Dashboard Security Groups

Assign security groups to dashboards to control visibility:

• Users in any assigned group can view the dashboard
• Users with no matching groups cannot see the dashboard
• Empty security groups = visible to all users

Dataset Security Groups

Datasets also have security groups:

• Blocks check both dashboard AND dataset security
• Users must have access to the dataset to see the block
• See Datasets for configuration

Best Practices

Dashboard Design

• Focus on a theme - Group related metrics on a single dashboard
• Use consistent time ranges - Apply dashboard-level date filters
• Limit blocks per dashboard - 4-6 blocks for optimal performance
• Name clearly - Use descriptive names for quick identification

Performance Optimization

• Optimize dataset queries - Use appropriate WHERE clauses and limits
• Aggregate at the database level - Use GROUP BY instead of fetching raw data
• Use date range filters - Limit data to relevant time periods
• Index key columns - Ensure database columns used in filters are indexed

Access Control

• Use security groups - Assign appropriate groups to sensitive dashboards
• Secure datasets - Apply security groups at the dataset level for granular control
• Review access regularly - Audit security group assignments periodically

Troubleshooting

Dashboard Not Loading

Issue	Solution
Blank dashboard	Check that blocks are configured with valid datasets
”No data” message	Verify dataset query returns results
Loading spinner	Check for slow dataset queries
Missing blocks	Verify user has access to block datasets

Filters Not Working

Issue	Solution
Filter has no options	Check that global lookups are configured on blocks
Filter not affecting blocks	Verify blocks have matching filter types selected
Saved view not applying	Ensure filters in saved view are still valid

Chart Display Issues

Issue	Solution
Chart shows no bars/lines	Verify X-axis and metrics are configured
Wrong data displayed	Check dataset query and block configuration
Colors incorrect	Review custom color settings in Customize tab