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

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.