Navigation Guide

Navigating the Daasity App

In the Daasity app, the main navigation sections related to reporting are Home, Collections, Explore, and Templates:

• Home: A high-level KPI snapshot for your business. The Home page surfaces top-line metrics segmented by channel (e-commerce, retail, marketing) so you can see total company performance at a glance . It’s great for daily check-ins on sales, orders, and marketing spend versus prior periods.

• Collections: Your hub for organizing, accessing, and sharing dashboards and reports. Think of Collections like folders or dashboards lists – you can have a Collection for different teams or topics. Under Collections, you’ll find any dashboards you’ve saved or shared. This is also where you create new dashboards from scratch or from templates. [Insert screenshot: “Collections” page with list of dashboards]

• Explore: The Explore section is where you build custom reports using Daasity’s data models. Each Explore represents a prepared dataset (or schema) optimized for a particular analysis (e.g. an orders explore, a marketing performance explore). In the Explore interface, you can pick dimensions and measures, add filters, and visualize the results to answer specific questions. This is ideal for ad-hoc analysis and drilling deeper into the data beyond the canned dashboards. You don’t need SQL knowledge – the Explore UI lets you drag and drop fields to create charts. (For tips, see our articles on how to Access an Explore and Building Visualizations in Daasity.)

• Templates: Daasity provides a Templates library (sometimes called Report Library) of pre-configured dashboards. Browsing Templates allows you to quickly deploy a dashboard to your own Collections. For example, you might grab the “Flash Dashboard” template, which is a daily flash sales report, and save it to your Collection for tracking daily performance. Templates ensure you’re starting analyses with proven best-practice reports. You can access Templates via the Visualize section of the menu and selecting Dashboards . Some templates correspond to integration-specific dashboards as noted above.

Home Page

Quickly access high-level KPIs for your Total Company, clearly segmented by E-commerce, Retail, and Marketing, to monitor key metrics & track total company performance across sales and marketing channels.

Collections

Organize, access, and share your saved dashboards and visualizations. Create and manage new reports and customize templates directly within your collections.

Explore

Build targeted reports using Daasity’s pre-built data models, each optimized for specific analytical use cases, providing immediate insights tailored to your reporting needs.

Data

Set up and manage your integrations, define and customize your metrics, and input Brand Supplied Data (BSD) to ensure accurate and comprehensive reporting across your business.

• How to connect to a new data source

• How to organize and customize your data attributes

• How to configure your data settings

Audiences

Leverage Daasity to push customer segments directly back into your marketing channels. Enhance targeting and acquisition efforts across advertising platforms and email/SMS campaigns.

Templates

Access a library of pre-configured standard and custom dashboards, enabling quick deployment of powerful analytics tailored to your business

Settings

Manage workflow execution, review audience usage, control user access, and utilize general administrative tools to maintain an optimized analytics environment.