Data obtained in the reports, can be analyzed in various ways and help you to improve your products and processes. The Analytics function in Operations1 already offers you extensive functions for this.
If individual visualizations and graphs or the connection with data from other systems are important, a data export and the connection of a BI tool such as PowerBI, Qlik or tableau can be useful.
By default, reports can be exported as .csv or .xlsx files. When opening a CSV file in Microsoft Excel, please make sure to use the "Data" tab and the "From Text/CSV" button.
For larger volumes of data, exporting is handled via the Operations1 API.
On the one hand, you could use the export of .csv or .xlsx reports for this purpose.
For a more scalable solution, triggers such as webhooks and our dedicated API endpoint for report exports are recommended.
Implementation Example
The fastest and easiest way to import report data from Operations1 into an external database and display it via a BI tool is a pure cloud-based setup. Using our REST API and a connector (Logic App, Azure function, ...), the data is stored in a database (SQL, NoSQL). This is connected as a standard data source with the corresponding analysis tool, which offers individual display options.
If you are interested in an implementation, feel free to contact our Service & Support Team.
Visit our Developer Portal to get more information on our interfaces and integration capabilities.