{"id":21958,"date":"2022-04-11T13:58:30","date_gmt":"2022-04-11T11:58:30","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-analytics\/administrators-guide\/"},"modified":"2026-05-13T09:38:07","modified_gmt":"2026-05-13T07:38:07","slug":"administrators-guide","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-analytics\/administrators-guide\/","title":{"rendered":"Administrator&#8217;s Guide"},"content":{"rendered":"\n<ul class=\"wp-block-list\"><li><a href=\"#Guideadministrateur-Usages\">Uses<\/a><\/li><li><a href=\"#Guideadministrateur-Int%C3%A9gration%C3%A0l'environnementOpenBee%E2%84%A2Portal\">Integration with the Open Bee\u2122 Portal environment<\/a><\/li><li><a href=\"#Guideadministrateur-Acc%C3%A9deraumoduleAnalytics\">Go to the Analytics module<\/a><\/li><li><a href=\"#Guideadministrateur-Listedescomposants\">List of components<\/a><\/li><li><a href=\"#Guideadministrateur-Cr%C3%A9erdesrapportsenutilisantlacat%C3%A9gorie:Documents\">Create reports using the category: Documents<\/a><\/li><li><a href=\"#Guideadministrateur-Ajouterauxfavoris\">Add to Favorites<\/a><\/li><li><a href=\"#Guideadministrateur-Supprimerunfavori\">Remove a favorite<\/a><\/li><li><a href=\"#Guideadministrateur-Editerunfavori\">Edit a favorite<\/a><\/li><li><a href=\"#Guideadministrateur-Classerlesrapportsdansleportal\">File reports in the portal<\/a><\/li><li><a href=\"#Guideadministrateur-T%C3%A9l%C3%A9chargerlesrapportsenformatPDF\">Download the reports in PDF format<\/a><\/li><li><a href=\"#Guideadministrateur-Cr%C3%A9erdesrapportsenutilisantlacat%C3%A9gorie:R%C3%A8glesdeclassement\">Create reports using the category: Ranking Rules<\/a><\/li><li><a href=\"#Guideadministrateur-Cr%C3%A9erdesrapportsenutilisantlacat%C3%A9gorie:Dossiers\">Create reports using the category: Folders<\/a><\/li><li><a href=\"#Guideadministrateur-Cr%C3%A9erdesrapportsenutilisantlacat%C3%A9gorie:Workflow\">Create reports using the category: Workflow<\/a><\/li><li><a href=\"#Guideadministrateur-Cr%C3%A9erdesrapportsenutilisantlacat%C3%A9gorie:T%C3%A2ches\">Create reports using the category: Tasks<\/a><\/li><li><a href=\"#Guideadministrateur-Configurerl'Extranet\">Configure the Extranet<\/a><\/li><\/ul>\n\n<h1 class=\"wp-block-heading\" id=\"Guideadministrateur-Usages\">Uses<\/h1>\n\n<p>The &#8220;Analytics&#8221; add-on allows you to create analysis graphs from the data indexed in the Open Bee\u2122 Portal solution.<\/p>\n\n<p>This new module allows you to:<\/p>\n\n<ul class=\"wp-block-list\"><li>Create custom dashboards by selecting specific ranking rules and metadata filters.<\/li><li>Display diagrams related to actions performed on documents, workflows,..<\/li><li>Dynamically monitor the key indicators of the dematerialization process of customer invoices.<\/li><li>Analyze the data collected via electronic forms.<\/li><\/ul>\n\n<h1 class=\"wp-block-heading\" id=\"Guideadministrateur-Int&#xE9;gration&#xE0;l'environnementOpenBee&#x2122;Portal\">Integration with the Open Bee\u2122 Portal environment<\/h1>\n\n<p>The Analytics module is fully integrated into the Open Bee\u2122 Portal environment.<\/p>\n\n<p>Analytics data is collected from the installation of Analytics. The Analytics module refreshes its usage data once a day.<\/p>\n\n<h1 class=\"wp-block-heading\" id=\"Guideadministrateur-Acc&#xE9;deraumoduleAnalytics\">Go to the Analytics module<\/h1>\n\n<p>To access the Analytics module, click <img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908122.png\"\/> to display the menu.<\/p>\n\n<p>Click <strong>Analytics<\/strong><\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908162.jpg\" alt=\"\"\/><\/figure>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>The first time you open it, you will have to Initialize the database<\/p><\/blockquote>\n\n<h1 class=\"wp-block-heading\" id=\"Guideadministrateur-Listedescomposants\">List of components<\/h1>\n\n<p>The following interface allows you to access the following components:<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908125.jpg\" alt=\"\"\/><\/figure>\n\n<p>The Filters component on the left allows you to set your view. By default, you are invited to configure the dashboard corresponding to an Extranet for the dematerialization of customer invoices. You can also choose other view views (<em>Documents<\/em>, Folders,<em> Tasks<\/em>, <em>Filing Rules, etc.)<\/em> by setting the following<em> filters<\/em>:<\/p>\n\n<p><strong>Date<\/strong> : (the time interval of the actions displayed)<\/p>\n\n<p><strong>Users and Groups <\/strong>: Allows you to filter by groups and users in the portal<\/p>\n\n<p><strong>Categories <\/strong>: these represent all the features taken into account in the Analytics module, e.g. Document, Folders, Extranet, Filing Rule, Workflows, Tasks, etc.<\/p>\n\n<p>Actions: they are represented according to the category<\/p>\n\n<p>E.g. Actions related to the document category (Adding a document, deleting, etc.).<\/p>\n\n<h1 class=\"wp-block-heading\" id=\"Guideadministrateur-Cr&#xE9;erdesrapportsenutilisantlacat&#xE9;gorie:Documents\">Create reports using the category: Documents<\/h1>\n\n<p>You can generate statistics using the <strong>Documents<\/strong> category<\/p>\n\n<p>To view the chart that relates to actions related to the Documents category<\/p>\n\n<ul class=\"wp-block-list\"><li>Select a <strong>date<\/strong><\/li><li>Select the <strong>Documents<\/strong> category<\/li><li>Select an action e.g <em>. (Adding a document)<\/em><\/li><\/ul>\n\n<p>=&gt; All document additions will be displayed on the charts with the predefined time period in the date field.<\/p>\n\n<p>FYI: When the mouse hovers over each element in the chart, the number of documents added is displayed.<\/p>\n\n<p>The filter result is automatically displayed as:<\/p>\n\n<p>A<strong> histogram <\/strong>containing all the information: the date and number of documents added<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908126.jpg\" alt=\"\"\/><\/figure>\n\n<p><strong>A table:<\/strong><\/p>\n\n<p>From the following table you can download the result in CSV format by clicking on this arrow to the right of the table  <strong> <\/strong><\/p>\n\n<p>You can also sort alphabetically by clicking on the arrow  <img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908129.png\" width=\"100\"\/><\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908130.jpg\" alt=\"\"\/><\/figure>\n\n<p><strong>Diagrams:<\/strong><\/p>\n\n<p>By passing over it, the total number will be displayed: the sum of all the data we have in the Histogram above.<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908131.jpg\" alt=\"\"\/><\/figure>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><em>The colors of the graphics change randomly.<\/em><\/p><\/blockquote>\n\n<h1 class=\"wp-block-heading\" id=\"Guideadministrateur-Ajouterauxfavoris\">Add to Favorites<\/h1>\n\n<p>By clicking on this icon <img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908132.png\" width=\"40\"\/> you can add your diagram to your favorites<\/p>\n\n<ul class=\"wp-block-list\"><li>Enter the name of the bookmark (By default the report will be created for the logged-in user)<\/li><li>You can also create the report for groups and users e.g.: <strong>Administators <\/strong>(you must have the Analytics administrator role to do this)<\/li><li>Click <strong>Add<\/strong><\/li><\/ul>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908133.png\" alt=\"\"\/><\/figure>\n\n<p>To view a list of your favorites, click  <img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908134.png\" width=\"100\"\/><\/p>\n\n<h1 class=\"wp-block-heading\" id=\"Guideadministrateur-Supprimerunfavori\">Remove a favorite<\/h1>\n\n<p>You can also <strong>delete<\/strong> your favorite by clicking on:<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908135.png\" alt=\"\"\/><\/figure>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908136.png\" alt=\"\"\/><\/figure>\n\n<p>A window will appear to confirm your deletion<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908137.png\" alt=\"\"\/><\/figure>\n\n<h1 class=\"wp-block-heading\" id=\"Guideadministrateur-Editerunfavori\">Edit a favorite<\/h1>\n\n<p>You will also have the option to <strong>Edit <\/strong>the name of your favorite by clicking on  <img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908138.png\"\/><\/p>\n\n<p>Click the <strong>Edit <\/strong> button <\/p>\n\n<p>A window appears:<\/p>\n\n<p>Enter the new name<\/p>\n\n<p>Click<strong> Edit<\/strong><\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908140.png\" alt=\"\"\/><\/figure>\n\n<p>You can apply a filter by user group by clicking on this icon  <img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908141.png\"\/><\/p>\n\n<p>Choose the desired group:<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908142.png\" alt=\"\"\/><\/figure>\n\n<h1 class=\"wp-block-heading\" id=\"Guideadministrateur-Classerlesrapportsdansleportal\">File reports in the portal<\/h1>\n\n<p>The button <img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908143.png\"\/> allows you to file your report in the portal by selecting an example folder: <strong>Root Folder<\/strong><\/p>\n\n<p>Choose <strong>the Report Items<\/strong><\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908144.png\" alt=\"\"\/><\/figure>\n\n<p>The document will be added to the root folder<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908145.png\" alt=\"\"\/><\/figure>\n\n<h1 class=\"wp-block-heading\" id=\"Guideadministrateur-T&#xE9;l&#xE9;chargerlesrapportsenformatPDF\">Download the reports in PDF format<\/h1>\n\n<p>You can also download the report in PDF format<\/p>\n\n<p><strong>To do this:<\/strong><\/p>\n\n<p>Click the File button<\/p>\n\n<p>Choose <strong>the Report Items<\/strong><\/p>\n\n<p>Click on this icon<strong>    <\/strong> to download the display result<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908147.png\" alt=\"\"\/><\/figure>\n\n<h1 class=\"wp-block-heading\" id=\"Guideadministrateur-Cr&#xE9;erdesrapportsenutilisantlacat&#xE9;gorie:R&#xE8;glesdeclassement\">Create reports using the category: Ranking Rules<\/h1>\n\n<p>You also have the option to select other categories of items<\/p>\n\n<p>For example: You can generate charts using the category: <strong>Ranking Rules<\/strong><\/p>\n\n<ul class=\"wp-block-list\"><li>Select a <strong>date<\/strong><\/li><li>Select the <strong>Ranking Rules<\/strong> category<\/li><li>Select a filing rule e.g.: <em>(<strong>CUSTOMER-Sales Invoices<\/strong>)<\/em><\/li><\/ul>\n\n<p><em>By setting the action, other filters are automatically displayed:<\/em><\/p>\n\n<ul class=\"wp-block-list\"><li>Select a filter in the field: <strong>Show the number of documents based on: <\/strong> e.g.: <em>(Customer name)<\/em><\/li><li>Select a filter in the <strong>Break down by:<\/strong> e.g. <em>(Customer name)<\/em> field<\/li><\/ul>\n\n<p>You can also apply additional filters if you want<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908149.jpg\" alt=\"\"\/><\/figure>\n\n<p>If you wish, you can apply additional filters by clicking on the arrow <img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908160.jpg\" width=\"30\"\/> to refine the display results<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908161.jpg\" alt=\"\"\/><\/figure>\n\n<p>The chart updates with the pre-selected filters:<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908150.jpg\" alt=\"\"\/><\/figure>\n\n<p>You can also similarly classify or export your display as a PDF.<\/p>\n\n<h1 class=\"wp-block-heading\" id=\"Guideadministrateur-Cr&#xE9;erdesrapportsenutilisantlacat&#xE9;gorie:Dossiers\">Create reports using the category: Folders<\/h1>\n\n<p>You can do the same thing for the <strong>Folders<\/strong> category by applying specific filters to the folders (deleted, added, shared&#8230;) by clicking on the Actions filter.<\/p>\n\n<p>Example: The following interface displays the number of <em>deleted folders<\/em><\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908152.jpg\" alt=\"\"\/><\/figure>\n\n<h1 class=\"wp-block-heading\" id=\"Guideadministrateur-Cr&#xE9;erdesrapportsenutilisantlacat&#xE9;gorie:Workflow\">Create reports using the category: Workflow<\/h1>\n\n<p>You can view based on a <strong>workflow <\/strong>where you can view the number of documents (approved, rejected, and documents in progress) that are in the workflow.<\/p>\n\n<p>The following interface displays the actions related to the <em>validation of the workflow<\/em><\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908153.jpg\" alt=\"\"\/><\/figure>\n\n<h1 class=\"wp-block-heading\" id=\"Guideadministrateur-Cr&#xE9;erdesrapportsenutilisantlacat&#xE9;gorie:T&#xE2;ches\">Create reports using the category: Tasks<\/h1>\n\n<p>You can also make a display with the <strong>Tasks<\/strong> category<\/p>\n\n<p>The following interface displays the number of <em>tasks added<\/em><\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908154.jpg\" alt=\"\"\/><\/figure>\n\n<h1 class=\"wp-block-heading\" id=\"Guideadministrateur-Configurerl'Extranet\">Configure the Extranet<\/h1>\n\n<p>You can also generate a dashboard for the <strong>Extranet <\/strong>to view documents for example: documents that have not been opened by customers, see missing revenue and send reminders automatically.<\/p>\n\n<p>On the home page, you will find the settings to be configured for the dashboard for the Extranet<\/p>\n\n<p>To set up the dashboard for the first time, you need to fill out the following form:<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908155.jpg\" alt=\"\"\/><\/figure>\n\n<ul class=\"wp-block-list\"><li>Select your <strong>Extranet<\/strong><\/li><li>Select your <strong>Filing Rule<\/strong> (e.g. Client Files)<\/li><li>Select in the <strong>Inclusive Amount<\/strong> field (the decimal value to display financial values.)<\/li><li>Select your<strong> Currency<\/strong><\/li><li>Click <strong>Submit<\/strong>.<\/li><\/ul>\n\n<p>Once validated, you will find yourself on the following dashboard:<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908156.jpg\" alt=\"\"\/><\/figure>\n\n<p>In this window, you will find all the information related to the dematerialization of invoices:<\/p>\n\n<p>The different cards on the dashboard contain:<\/p>\n\n<ul class=\"wp-block-list\"><li>The number of invoices that have been issued via the Open Bee portal (You can get more details by clicking on the link <strong>See the list<\/strong>)<\/li><li>A new interface is displayed which contains the list of invoices issued with all the data<br\/><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908157.jpg\" width=\"700\"\/><\/li><\/ul>\n\n<ul class=\"wp-block-list\"><li>The financial value of the invoices that have been issued with the Extranet (For how many invoices you have sent via the EDM)<\/li><li>Savings over the period<\/li><\/ul>\n\n<p>It contains in particular the identification of customers at risk:<\/p>\n\n<ul class=\"wp-block-list\"><li>The number of customers who are never connected to the extranet:<\/li><li>The number of customers who have not downloaded one or more documents made available to them<\/li><\/ul>\n\n<p><em>These 2 pieces of information were not refreshed in real time but through daily processing.<\/em><\/p>\n\n<p>To change the Extranet settings, simply click on the pen <img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908159.png\" width=\"30\"\/> icon on the right side of the screen.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Uses Integration with the Open Bee\u2122 Portal environment Go to the Analytics module List of components Create reports using the category: Documents Add to Favorites Remove a favorite Edit a favorite File reports in the portal Download the reports in PDF format Create reports using the category: Ranking Rules Create reports using the category: Folders [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":21952,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-21958","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21958","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=21958"}],"version-history":[{"count":1,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21958\/revisions"}],"predecessor-version":[{"id":21959,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21958\/revisions\/21959"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21952"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=21958"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}