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IT SERVICES & MSPS ERP · MICROERP GUIDE

Analytics & Reports.
Help & documentation.

Review business dashboards, KPIs, reports and management exceptions.

Governance & analyticsDashboardsKPIsReports9 screens
01 · GETTING STARTED

Open Analytics & Reports in four steps.

  1. Sign in to IT Services & MSPs ERP. Use it-services-msps.easymanagex.com/login with the account your organisation’s administrator created for you.
  2. Choose Analytics & Reports. Pick it from your IT Services & MSPs ERP workspace, or go straight to it-services-msps.easymanagex.com/analytics/dashboard. The same sign-in opens every MicroERP you have access to.
  3. Start from Overview. The left sidebar lists every screen, grouped the way this guide groups them below.
  4. Jump with search. Use Search anything (⌘ K) in the top bar to go to a screen or record. Help & docs in the top bar brings you back here.
02 · SCREENS

Every screen, by sidebar section.

9 screens in 5 sections. Each link opens the screen in your IT Services & MSPs ERP workspace; you see only what your role allows.

03 · FOR IT SERVICES & MSPS

Why it suits IT Services & MSPs.

Analytics & Reports is suggested in the IT Services & MSPs ERP workspace because it covers these everyday workflows:

04 · ROLES & ACCESS

What you can see depends on your role.

Analytics & Reports checks your role on every screen and action. If a screen from this guide is missing, or a button is unavailable, ask your organisation’s administrator to review your access to Analytics & Reports. Your data stays inside your own organisation.

05 · GET HELP

Still stuck?