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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
16 articles in this collection
Written by Oliver Huggins, Opmetrix Service Desk, and Natasha Sahi

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 Oliver Huggins
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 Oliver Huggins
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 Oliver Huggins
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 Oliver Huggins
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 Oliver Huggins
Updated over a week ago