Opmetrix

The responsibilities and tasks of an Opmetrix Administrator

The Role of an Opmetrix Administrator

Opmetrix provides a raft of management reports to help you run your business more effectively and efficiently

Management Reporting Overview

Opmetrix Service Desk

Natasha Sahi

Overview of how to measure and report performance in Opmetrix HQ

Opmetrix HQ - Overview & Introduction

Introduction to new layout and features including Live Agent

Opmetrix HQ7 Introduction Video

The home screen dashboard shows you quick insights into current team performance and activity

The Home Dashboard

A 360 degree view of how a customer is performing and how the field team is servicing them

Outlet Review

A 360 degree view on customer performance

Video Tutorial - The Outlet Dashboard

All about using Opmetrix HQ 7.0 menus, screen layout and navigation.

Navigating Menus and Screen Layout

How to use and navigate your way around using Opmetrix HQ V7.0 reports

Using & Navigating Reports

Quickly apply filters, search for customers, products or set time periods for reporting using Opmetrix Smart Search

Smart Search

Apply report filters by time, categories and other report parameters to customise the data reported

Filtering Reports Manually

Lists the compatible browsers officially supported by Opmetrix. Some others may work but are unsupported.

Supported Browsers

Accessing other help including Live Chat with our Support Team

Opmetrix HQ7 Help

Getting Started with Opmetrix HQ Reporting

You can save any customised report you like for later rapid retrieval and use

Saved Reports

View, edit and reassign saved reports from one user login to another

Saved Reports - Reassign Saved Reports

You can save any report that you create for rapid retrieval and reuse down the line

Saving Reports

Create and schedule groups of multiple reports to send to one or more recipients daily, weekly or monthly

Portfolio Maintenance

Automating Reports - Saved reports and Portfolios

Contact Form

Email Service Desk

Find answers and get help from Intercom Support and Community Experts

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