Analytics and Dashboards

Visibility delivered into your financial liabilities that give you the power to make better and faster decisions

If you are looking for the power to make better and faster decisions to manage invoices, processes, and vendors, our Analytics capabilities and dashboards will give your team valuable insights into your financial liabilities.

DataServ created an easy access Analytics tab in our platform for designated users. There, users will find many dashboards that we’ve already created as a start including Aging, AutoVouch Analysis, and Vendor Not Found. Users will have the ability to filter existing dashboards and also create their own. Plus, metrics and charts are simply shared by exporting or printing from our platform. Our Analytics capabilities offer virtually unlimited options for segmenting data to help you drive continuous improvement and make better decisions quickly.

Self Reliance

Resources

Every user with access to the Analytics tab has access to the standard dashboards. The data in these dashboards updates nightly and is intended to give insight into your organization’s historical trends. Each standard dashboard contains data related to the outline topic and you can modify filters to give more insight into data and trends.

Identify Strengths and Weaknesses

Intuitive snapshot of where you are from a health perspective and metric perspective. With instant access to macro level views of your accounts payable health, you can identify gaps and create a roadmap to make process improvements. You can also easily point out areas of growth and success in your AP processing.

Custom Dashboards

While users can use dashboards that we’ve already created as a start including Aging, AutoVouch Analysis, and Vendor Not Found, they also have the ability to filter existing dashboards and also create their own.

Share Easily

You can share any dashboard you create by clicking the share icon in the upper right and typing in the name of the person you want to share with, or you can share with all users at your organization that have access to the Analytics tab. You can also share elements of the dashboard, called widgets...download or print, or pop out individual widgets for a full screen view. You are also able to export the entire dashboard to a PDF or download an image of the dashboard or widget.