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Opmetrix HQ - Overview & Introduction
Opmetrix HQ - Overview & Introduction
Overview of how to measure and report performance in Opmetrix HQ
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16 articles in this collection
Written by
Oliver Huggins,
Opmetrix Service Desk,
Natasha Sahi
and 1 other
The Role of an Opmetrix Administrator
The responsibilities and tasks of an Opmetrix Administrator
Written by
Oliver Huggins
Updated over a week ago
Management Reporting Overview
Opmetrix provides a raft of management reports to help you run your business more effectively and efficiently
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Written by
Don Rae
Updated this week
Getting Started with Opmetrix HQ Reporting
Opmetrix HQ7 Introduction Video
Introduction to new layout and features including Live Agent
Written by
Oliver Huggins
Updated over a week ago
The Home Dashboard
The home screen dashboard shows you quick insights into current team performance and activity
Written by
Oliver Huggins
Updated this week
Outlet Review
A 360 degree view of how a customer is performing and how the field team is servicing them
Written by
Oliver Huggins
Updated this week
Video Tutorial - The Outlet Dashboard
A 360 degree view on customer performance
Written by
Oliver Huggins
Updated over a week ago
Navigating Menus and Screen Layout
All about using Opmetrix HQ 7.0 menus, screen layout and navigation.
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Written by
Don Rae
Updated over a week ago
Using & Navigating Reports
How to use and navigate your way around using Opmetrix HQ V7.0 reports
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Written by
Don Rae
Updated over a week ago
Smart Search
Quickly apply filters, search for customers, products or set time periods for reporting using Opmetrix Smart Search
Written by
Oliver Huggins
Updated this week
Filtering Reports Manually
Apply report filters by time, categories and other report parameters to customise the data reported
Written by
Oliver Huggins
Updated this week
Supported Browsers
Lists the compatible browsers officially supported by Opmetrix. Some others may work but are unsupported.
Written by
Opmetrix Service Desk
Updated over a week ago
Opmetrix HQ7 Help
Accessing other help including Live Chat with our Support Team
Written by
Natasha Sahi
Updated over a week ago
Automating Reports - Saved reports and Portfolios
Saved Reports
You can save any customised report you like for later rapid retrieval and use
Written by
Oliver Huggins
Updated this week
Saved Reports - Reassign Saved Reports
View, edit and reassign saved reports from one user login to another
Written by
Oliver Huggins
Updated this week
Saving Reports
You can save any report that you create for rapid retrieval and reuse down the line
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Written by
Don Rae
Updated over a week ago
Portfolio Maintenance
Create and schedule groups of multiple reports to send to one or more recipients daily, weekly or monthly
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Written by
Don Rae
Updated over a week ago