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Opmetrix HQ - Overview & Introduction

Opmetrix HQ - Overview & Introduction

Overview of how to measure and report performance in Opmetrix HQ

Oliver Huggins avatar Opmetrix Service Desk avatar Natasha Sahi avatar +1
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
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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 over a week ago
Getting Started with Opmetrix HQ Reporting

Opmetrix HQ7 Introduction Video

Introduction to new layout and features including Live Agent
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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
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Written by Oliver Huggins
Updated over a week ago

Outlet Review

A 360 degree view of how a customer is performing and how the field team is servicing them
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Written by Oliver Huggins
Updated over a week ago

Video Tutorial - The Outlet Dashboard

A 360 degree view on customer performance
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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
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Written by Oliver Huggins
Updated over a week ago

Filtering Reports Manually

Apply report filters by time, categories and other report parameters to customise the data reported
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Written by Oliver Huggins
Updated over a week ago

Supported Browsers

Lists the compatible browsers officially supported by Opmetrix. Some others may work but are unsupported.
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Written by Opmetrix Service Desk
Updated over a week ago

Opmetrix HQ7 Help

Accessing other help including Live Chat with our Support Team
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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
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Written by Oliver Huggins
Updated over a week ago

Saved Reports - Reassign Saved Reports

View, edit and reassign saved reports from one user login to another
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Written by Oliver Huggins
Updated over a week ago

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