# Analytics {% hint style="info" %} Please contact your First Resonance Customer Success partner or email for details on activating ION Analytics. {% endhint %} {% hint style="info" %} If your team already has Analytics enabled, but you see a blank white screen, you are missing the GenerateReadAnalyticsCredential permission. First Resonance is not able to update this on our end. Ask your team to enable it for you! {% endhint %} {% hint style="info" %} In order to create new analytics dashboards or modify existing dashboards, you will also need the GenerateWriteAnalytics Credential permission. First Resonance is not able to update this on our end. Ask your team to enable it for you! {% endhint %} ION Analytics provides users access to their data, custom reporting, and out-of-the-box dashboards from directly within ION, no set-up needed! {% embed url="" %} **ION Analytics Overview Video** {% endembed %} ## Key Features * [Access pre-built Standard Dashboards](#standard-dashboards) * [Build and share Custom Dashboards within your organization](#build-and-share-custom-dashboards) * [Manage read/write permissions to Analytics from within ION](#manage-permissions-within-ion) * [Drill-down to underlying data and Export any element](#explore-and-export-data) * [Scheduled Exports/Notifications](#scheduled-exports-notifications) ## ION Analytics Tool Set #### Data Connector For deep insights and ultimate flexibility, First Resonance offers a [Data Connector](https://manual.firstresonance.io/ion-analytics/data-connector) that can be integrated with any analytics tool of your choice. This unlocks the ability to write custom SQL, combine ION data with external datasets, and conduct advanced analyses with support from your business analysts, software, or manufacturing teams. With direct access to a replica of your data, you can drive the insights needed to accelerate your manufacturing operations. #### In App Analytics ION Analytics within the app provides access to customer data but comes with some limitations. It’s designed for simple dashboards with limited joins and does not support custom SQL queries. As such, it's best suited for answering straightforward questions and consuming curated [data products](https://manual.firstresonance.io/ion-analytics/data-products) from First Resonance. These products offer aggregated, persona-based datasets tailored to common use cases. Keep these intended use cases in mind when working within the in-app analytics platform. ## Quick Start Guide - In App Analytics 1. Navigate to ION Analytics via the "Analytics" side-bar item
2. Once within Analytics you'll be able to use the folder icon in the bottom left of the screen to navigate to other dashboards * **ION Analytics** - where all [Standard Dashboards](#standard-dashboards) are accessed * **First Resonance** - workspace w/ your organization name. This is where you will be able to [build and share dashboards](#build-and-share-custom-dashboards) within your organization
3. Explore any of the existing dashboards to better understand what's going on in your factory. * Utilize filters to get down to the data relevant to you

Filters options are dynamic based on other filter choices

* Export data (CSV, Excel, PNG, etc.)

Click the "..." in the top right of the element

* Export entire dashboard as PDF

Click the down arrow to the right of the name of the tab

* Customize a dashboard to meet your needs * Select the "Save As" button in the bottom right corner

Name the new copy, choose a destination folder and click "Save"

* Now select "Edit" in the bottom right corner and select the element you want to edit

Once you are done editing select "Publish" to share

## Standard Dashboards With ION Analytics you will have access to a set of dashboards already built and ready for use within your organization! Over time these will continue to grow with input and feedback from our users. All standard dashboards are available within the **ION Analytics** workspace.

Use the folder icon in the bottom left of the screen to navigate to other dashboards

Below are the current standard dashboard offerings within the platform: * **Production Reports -** Overview of run, procedure, and team performance to better understand your production floor * **Run Field Data -** Explore data inputs from your execution of procedures across runs, analyze, and understand outliers and trends. * **Issues Overview -** Understand a holistic view of your issue landscape. Identify problem parts/processes to help burn-down issues and improve quality and output of your production. {% embed url="" %} Issues Overview {% endembed %} * **Part Details -** See everything that you care about for a part or specific part inventory to understand current state of that it along with cost data. * **Inventory Level Tracking -** Manage and monitor inventory levels to better understand when to reorder {% embed url="" %} Invenotry Level Tracking {% endembed %} * **Supplier Dashboard -** Check your supplier health and their performance against open orders. * **Costed mBOM -** Input a parent assembly to get multi-level mBOM with material cost for the assembly {% embed url="" %} Costed mBOM {% endembed %} * **Costed aBOM -** Input a parent Part, Rev and SN to get a full multi-level aBOM including Material and Hours worked to give a holistic view of ACTUAL assembly cost ## Build and Share Custom Dashboards In addition to the standard dashboards provided, ION Analytics provides a platform to modify existing dashboards to your unique needs as well as build completely new dashboards to help drive your organization forward. There are a couple different ways to customize and build within ION Analytics. Please reference [this documentation](https://help.sigmacomputing.com/docs/workbooks-overview) on how to build out dashboards and visualizations. Here is an excellent quick start guide for how to work within the ION Analytics environment provided by our embedded partner.\ * **Customize and build on top of a standard dashboard** - if there is a dashboard that you want to customize for your needs you can simply make a copy an edit using the following steps: 1. Select the "Save As" button in the bottom right corner

"My Documents" folder won't be viewable to other users. but you can move to another folder once ready

2. Name the new copy, choose a destination folder and click "Save" 3. Now select "Edit" in the bottom right corner and select the element you want to edit

The panel on the left can be used to make changes/updates to the element

4. Once you are done editing select "Publish" to share * **Build a new dashboard from "scratch"** - to do this you will actually just follow the above steps but copy from the "Blank Template" within the "ION Analytics" folder ## Manage permissions within ION User permissions to ION Analytics can be managed like any other permission within ION. * **GenerateReadEmbeddedAnalytics** - ability to view existing dashboards and interact with filters, exports, etc. * **GenerateWriteEmbeddedAnalytics** - ability to to edit and create new dashboards/visualizations in addition to the read access above

Navigate to: Settings -> Members -> Roles

## Explore and Export data Data exploration and exports are built in and can be done from any element within a dashboard or for an entire dashboard. #### Data/Element Exports

Select the "..." in the top right of any element

Select the format of the data you are wanting to export from the "Download" menu

#### Export of entire Dashboard to PDF

Select the arrow next to the tab that you want to export then choose the orientation

#### Maximize element to see in more detail

Click "Maximize" in the top right of the element

## Scheduled Exports/Notifications Users can set up scheduled exports to be emailed to themselves and/or other members of their organization by following the steps below: 1. **Select "Schedule Export" from the folder menu on the bottom left**

Select "Scheduled Export" from the folder menu

2. **Select "Add Schedule"**

Select "Add Schedule" or Edit an Existing Schedule

3. **Fill out the Schedule details**

Destination: Email is the only option currently available

4. **Add Attachments:** Exports can include attachments in the different formats and you can have multiple attachments per export.
5. **Determine Schedule**

Select the frequency and timing of your schedule

6. **Set Controls (optional)**: filters on the data to be sent in this export
7. **Add Send Condition (optional)**: * **Always** - Send at the scheduled time. * **If there is no data** - Send **IF** a selected element has **NO data**. * **If there is data** - Send **IF** a selected element **HAS data**. * **If a condition is met** - Send **IF** a specific column in a selected element meets a specific condition.
8. **Click "Create Schedule" to save** --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://manual.firstresonance.io/ion-analytics.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.