Limits, troubleshooting & FAQ

Q: What’s the difference between Analytics and the Dashboard? The Dashboard is a live, single-page executive snapshot. Analytics is the full reporting suite — filterable domain reports, a custom builder, CSV export, and scheduled delivery. They share metric definitions so numbers agree.

Q: Do I need SQL to build a custom report? No. Analytics Builder is drag-and-drop — pick a source, drag dimensions and measures, add filters, and choose a chart type.

Q: Can I email a report automatically? Yes. Create a schedule in /reports/scheduled with a daily, weekly, or monthly cadence and recipients who are company members. It is delivered by email as a CSV.

Q: Will other users see the same numbers I do? Reports apply data scope. Someone on “own” or “team” scope sees fewer rows than someone on “all”. Totals and exports reflect each viewer’s scope.

Q: How do I export just the filtered rows, not everything? Apply your filters first, then click Export CSV — the download matches exactly what’s on screen, including the totals footer.

Q: Where do saved custom reports live? Under /analytics/reports. From there you can rerun, edit, or delete them, and base a schedule on them.

Q: Why can’t I see a domain page? The page needs both the source module and a domain permission such as analytics:finance. Ask an administrator to check your access.

Q: Why did a builder source return an error? Only wired-up sources can be queried; others return a 400 error rather than an empty table.