> For the complete documentation index, see [llms.txt](https://docs.elastik.mu/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.elastik.mu/analytics/analytics.md). # Analytics What Elastik Analytics is for, why its figures are a day old, and how a report gets made. Analytics is where you get numbers out of Elastik in the shape *you* asked for. It is a separate product from the main Elastik system, with its own web address and its own sign-in. This page explains what it does, why the figures are always a day old, and what you need to bring to it. It is written for the person who wants the numbers — an owner, a finance manager, an operations manager — not for a technical person. ## Reports here are built for your company The main Elastik system has a **Reports** section with a fixed set of reports that every customer gets. Analytics is not that. Every report in Analytics was built for your company, to answer a question your company asked. So your list of reports will look nothing like another company's list, and there is no standard catalogue to pick from. If the report you want does not exist yet, it gets made — see [Create a report](/analytics/create-a-report.md). ## The figures are as at yesterday Analytics does not read your live Elastik data. It keeps its own copy, and a job called an **ETL** — extract, transform, load — refills that copy once a day: it pulls the data out of Elastik, reshapes it for the reports, and loads it in. {% hint style="warning" %} **What you see in Analytics is your position as at yesterday, not right now.** An invoice you posted this morning will not be in any Analytics report today. That is not a fault — the daily job has not run again yet. If you need this minute's position, use the main Elastik system. {% endhint %} You cannot start that job yourself, and no screen in Analytics tells you when it last ran. ## You bring your own AI Reports in Analytics are built with the help of an AI chatbot, and **the chatbot is yours, not Elastik's**. Elastik does not give you one. You use whichever you already pay for or already like — ChatGPT, Claude, Gemini or another. What Elastik gives you is the material to hand that chatbot: templates, a description of how your data is laid out, and a written set of instructions. You give those to your chatbot, it produces the report, and you load the result back into Analytics. The detail is on [Create a report](/analytics/create-a-report.md). ## Signing in Go to **analytics.elastik.mu**. Your username and password are the same ones you use for the main Elastik system, but signing in there does not sign you in here — Analytics asks for them again. The sign-in screen carries the ordinary Elastik logo, so nothing on it says "Analytics"; check the web address if you are unsure which of the two you have open. Once you are in, a box headed **Switch Company/Branch** appears over the screen. It shows which company's figures you are about to look at. Leave it as it is and click **Close**, or pick a different company and click **Switch**. If your login only covers one company, that is the only one the list will offer. You can open the same box again later from your name at the top right, where it is called **Switch Client**. If Analytics refuses to sign you in, see [When Analytics won't let you sign in](/analytics/sign-in-limit.md). ## What you land on ![The Analytics report list. The report names are hidden here — yours will be your own company's reports.](https://1545464335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyntFN7ptfVYj8hnd9MEn%2Fuploads%2Fgit-blob-baa3f3ef98e506aa2b50a80d832fe712f91bdd9b%2Fanalytics-overview-01-report-list.png?alt=media) Analytics opens on the list of reports built for your company. Each row is one report. Click a report's name to open it; some reports open in a new browser tab. * **Name** — what the report is called. * **Info** — a blue **i** appears on a report that has a note saved with it. Rest the pointer on the **i** to read the note. Only one of the eleven above has one. * **Type** — the kind of report. The choices are `TABLE` and `CHART`; every report above is a `TABLE`. * **Category** and **Tags** — labels, if whoever built the report gave it any. Above the list, the keyword box, the **Categories** dropdown and the **Tags** box narrow the list down; click **Search** to apply them. On the right, two small buttons change how the reports are laid out. ## Making a new report: the round trip **New**, at the top right, starts a report off. It opens a box called **New BI Report**. ![The New BI Report box](https://1545464335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyntFN7ptfVYj8hnd9MEn%2Fuploads%2Fgit-blob-3a45e9f5e74e43eb3cf6c635274e2e8c9aa1d303%2Fanalytics-overview-02-new-dialog.png?alt=media) The trip from here to a finished report has four legs: 1. Download the material from this box — **Download Instructions** first, then **Download DB Schema** (a description of how your data is organised) and one of the two templates. The four download links are small blue text crowded onto one line, and **Download Instructions** is the easiest to miss and the one to read first. 2. Give those files to your own AI chatbot and ask it for the report you want. 3. Drop what the chatbot produces back into the **Drop your ZIP package or files here** area, and fill in the **Title**, **Description** and **Type**. 4. Click **Submit**. [Create a report](/analytics/create-a-report.md) walks all four legs in full. ## Settings The rest of Analytics sits behind the gear icon at the top right. It has no text label next to it; resting the pointer on it shows the word **Settings**. ![The Settings menu](https://1545464335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FyntFN7ptfVYj8hnd9MEn%2Fuploads%2Fgit-blob-edd20c6aeae7bb7dab093b6be26f06e9fa2d13f4%2Fanalytics-overview-03-settings-menu.png?alt=media) * **Report Mgmt.** — change a report after it is made: rename it, put a newer version of its files in place, file it under a category, or delete it. See [Change or remove a report](/analytics/report-mgmt.md). * **Users Mgmt.** — who can get into Analytics at all, and who can manage that list. It does not choose which reports a person sees. See [Control who can use Analytics](/analytics/users-mgmt.md). * **Integration Mgmt** — connects Analytics to QuickBooks Online. Each of these opens as a box on top of the report list rather than as its own page, so the web address never changes and you cannot bookmark them. Close the box and you are back on the list.