Analytics

This page provides all the details related to our analytics section.

General

The analytics section of the application is where you can get a visual representation of all of your connected data in both graph and chart form. These are the main areas to be aware of:

• Accounting Method: This is where you choose the accounting method that you would like to use when analyzing your financial information:

  • Cash-Basis

    • Cash-basis accounting is a simple accounting method where revenues and expenses are recorded only when cash is actually received or paid.

  • Accrual-Basis

    • Accrual-basis accounting is an accounting method where revenues and expenses are recorded when they are earned or incurred, regardless of when cash changes hands.

• Date Range: On the top right of the screen, you will be able to choose the data range and whether the information shows up on a monthly, quarterly, or yearly basis.

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• Display Connected Data From: This is where you choose the data source for the analytical information being shown.

• Showing: This is where you choose the specific data that you would like to see on the graph and chart. For example, if you're attempting to look at your data from QuickBooks Online, you can choose to see your revenue, COGS, expenses, etc.

• Export to CSV: When you click this button, you will be able to export all of the information that is shown in the chart section of this page into a CSV file.