7.x Selecting Analytics | CLEARIFY

Selecting Analytics

QQube uses the Wizard to load the most applicable analytics for your operation, but you can choose to load more - or less - analytics depending upon what you want to use.

Analytics are not dependent upon another, and only those analytics that are needed, should be loaded to minimize synch times, save space, and efficiently use resources.

Load Only What You Need

Each analytic is designed to be wholly complete unto itself.  For instance, the inventory analytic already contains sales, purchasing, and general ledger information - so it would only be necessary to load the inventory analytic - unless you are specifically using sales or purchasing for some other reason.

Other examples:

• if you are a construction company, you wouldn't be loading the inventory analytic - just job costing related analytics.
• If you just need financial summary reports, you wouldn't run general ledger detail
• You wouldn't run 52/53 tax year analytics unless you reported your taxes to the IRS on that basis.
• You wouldn't load Sales Tax USA unless you were under a specific Audit

The main reason for being stingy on what you choose, is because of the realistic limitations in the technology.  The synch includes two parts - extraction of raw data, and a process called transformation which transforms raw data into usable views for use in your application.

The extraction of raw data for analytics like financial summaries is relatively quick - as is the view(s) transformation.

A data "view" can get refreshed even if you don't choose it during a manual or scheduled synch - because of architecture and dependencies.

The only way to get rid of the "view" is to un check the specific analytic in the Available Analytics Area [1]. Otherwise it will continue to take up space, and take time to refresh.

Several things to remember:

• Financial Summary Analytics and QuickBooks Enterprise Only Summary Analytics are reloaded each time, BUT don't take long to extract or refresh.  There are two exceptions to this: 
  • Profit and Loss by Job (and by Class) because of the cross joining of many (e.g. hundreds) of jobs, classes, and accounts.
  • Balance Sheet by Class when there are large numbers of classes (e.g. 50 to 300) because QuickBooks calculates that report on the fly, and we are pulling that same "report" from QuickBooks, one class at a time.
• Detail Analytics take long the first time to extract, but subsequent synchs that extract just the changes and additions, don't take long for the extraction portion, but may take a few minutes for the refresh portion.
  • Sales, Open Sales Orders, Accounts Receivable
  • Job Cost Details
  • Inventory
  • Purchases, Open Purchase Orders, Accounts Payable
  • Payroll (Pro and Premier are slow only)
  • General Ledger Detail, Profit and Loss Detail, Cash Position

Make an Analytic Available for Synchronization

If you choose an analytic in the Available Analytics Area [1], is  automatically loaded as part of the scheduled synch [2], and becomes available as a choice in the manual refresh area  [3].

NOTE: Whatever you choose in the manual refresh area has no effect on what gets loaded in the scheduled synch.

Make an Analytic Available to Use

NOTE: In order to use one of the built-in examples, or see an analytic in the Excel Add-In, you must successfully load the data first.