Upland Analytics

Upland Analytics allows you to design a host of pixel-perfect reports, Bar Graphs, Stacked-Bar Graphs, Line Graphs, Pie Graphs, Radial Gauge graphs, Scatter Graphs, Bubble Graphs, Motion Graphs, Heat Maps, Area Graphs and Radar Graphs with drag and drop ease.

The New Upland Analytics Help Center will guide you through designing the various reports and dashboards adapted to your needs.

Note: Depending on your setup, you may not be using the latest Upland Analytics version and should refer to your specific Upland Analytics product help (Upland Analytics > Analytics Help).

For more information please use the links below.

Accessing & Configuring Upland Analytics from PSA

• Accessing Upland Analytics (End User)
• Granting administration access rights to Upland Analytics (Administration)
• Granting Read Only access to Upland Analytics (Administration)
• Granting Read and Write access to Upland Analytics (Administration)
• Menu Option for Upland Analytics (Administration)
• Granting Client Contacts access rights to Upland Analytics (Administration)
• Automatic synching of newly associated or disassociated User Defined Fields to Upland Analytics views
• Synchronizing newly created Functional Groups and Security Profiles with Upland Analytics Roles
• Supported User's Active Site Regional Settings Date format in Upland Analytics
• Embedding Upland Analytics Dashboard(s) in PSA
• Out-of-the-Box Reports
• Access Upland Analytics reports from PSA Report Center
• Create a Report to View Unique Ids
• Custom Fields
  • Working with Custom Fields
  • Data Types
  • Operators
  • Functions
• Filter Types
  • Report Filters
  • On Page Filters
    • Quick Filters
    • All Filters
    • Require Users to Select Filters Prior to Running Report
• Subscriptions
  • Subscribe to a Report or Dashboard