Standard Analytics - Overview

Alto's reporting functionality, Analytics, gives you more valuable insights into your data than ever before.

Our standard Analytics provide a range of pre-built dashboards to help you monitor performance across your business. 

For more advanced functionality, including custom dashboards and AI-powered insights, see Advanced Analytics.

How does it work?

Click play on the video below for a walkthrough of our standard Analytics functionality.

What are the benefits of using standard Analytics?

Standard Analytics offer a range of improvements over Classic reports, helping you access and present your data more effectively.

Some of the key features include:

• The built in Presentation mode, which allows you to display dashboards in a clear, visual format - ideal for team briefings or board meetings.
  1. Click Reports on the main navigation bar
  2. In the dropdown menu, click Analytics
  3. Open the dashboard you want to present
  4. Click the ellipsis (three dots) in the top right hand corner, then click Present
      
• The Report scheduling feature, which enables reports to be sent automatically to your inbox or shared with colleagues within your Alto group. This ensures you stay up to date with key performance insights without needing to manually check dashboards.
  1. Click Reports on the main navigation bar
  2. In the dropdown menu, click Analytics
  3. Open the dashboard you want to schedule
  4. Click the ellipsis (three dots) in the top right hand corner, then click Create schedule

• The Show underlying data feature, which enables you to view the data behind any chart or KPI at a more detailed level. You can also export this data as a .csv file, making it easy to analyse further in Excel or Google Sheets.

  1. Click Reports on the main navigation bar
  2. In the dropdown menu, click Analytics
  3. Open the dashboard you want to view
  4. Hover over a chart, KPI, or table and click the ellipsis (three dots) in the top right hand corner, then click Show underlying data

   

   Note

  Standard Analytics dashboards are read only and cannot be edited.

  If you need to customise dashboards, edit data visualisations, or build your own reports, see Advanced Analytics

  What dashboards are available?

  • Applicants dashboard
  • Lettings pipeline dashboard
  • Lettings performance dashboard
  • Sales pipeline dashboard
  • Sales performance dashboard
  • MoM and YoY performance tracker dashboard
  • OFSI compliance dashboard
  • Property Management: Compliance dashboard
  • Property Management: Maintenance dashboard
  • Property Management: Arrears dashboard
  • Alto service usage dashboard

  FAQs

  • How reliable is this data?

  The data in Analytics refreshes every 2 hours.  Any changes made within the past two hours may not be reflected in the data in your dashboards.

  • The data I want isn't there - what do I do? 

  Alto Analytics is still being enhanced and improved. If there is something specific you want to see, please use the Leave feedback link at the top of the page in Alto to let us know. In the meantime, you can still access the Classic reports via Reports on the main navigation bar.

  • I've made changes I no longer want to see, how can I revert back to the default view? 

  Click the dropdown menu next to your filters and select Reset Dashboard to revert back to the default settings.

  • Some analytics are not showing what I expected - why?

  First, check your filters are all correct for what you want to see. 
  If the data in your analytics still doesn't look right, click the ellipsis (three dots) in the top right of any tile and select Show underlying data to see what the data is based on. Remember, the data refreshes every 2 hours. Any changes made within the past two hours may not be reflected in the data in your dashboards.

  • The filter I want isn't there - why?

  Alto Analytics is still being enhanced and improved. If there is a filter you would particularly like to see, please use the Leave feedback link at the top of the page in Alto to let us know. 

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   Did you know...

  You can learn more about the different features of Alto Analytics on Alto Skills - click here to find out about our standard Analytics features or click here for advanced Analytics

  If you have other questions about Analytics, you can book a 30 minute Q&A session here with one of our Solutions Specialists to find out more

  • Related Help Centre articles that you may find useful.

    Advanced Analytics - Overview

    Alto IQ - Overview

  • Related e-Learning/video training as part of Alto Skills. Alto Skills offers self-paced digital learning in the form of skills.

    Standard Alto Analytics features

    Advanced Alto Analytics features