Analysis Module

Learn to analyse data and obtain results in Aurea CRM.win.

The Analysis module allows you to:

  • Analyze data in info areas using your own using criteria.
  • Display the results of the analysis as a table, bar or pie chart.
  • Export the results to a spreadsheet.

You can also start the analysis module from the command line, see mman.exe Parameters.

Users can access the Analysis module if they have the necessary access rights, see Module Access Rights, System Locks and Process Tracking in the CRM.core Administrator Guide. However, users may still only access the data they have been granted access to (in the Rights module).

Users can define their own analyses in Aurea CRM's main module, see Analyses in the User Manual.

Note: By default, the graphics library from ComponentArt is used. If Aurea CRM is started over the network or .NET Framework 2.0 is not installed, bar and pie charts are displayed using Aurea's graphics. You can define that charts should always be displayed using Aurea's graphics, see Analyses in the CRM.core Administrator Guide.

When using the predefined color schemes in Aurea CRM, the colors used by analyses are selected to match the color scheme (ComponentArt bar charts only use one color per row). If you are using a custom color scheme, you should also configure the analysis colors. To do so, select View > Desktop Properties from the menu and switch to the Analyses tab.