Back to Getting Started

Getting Started

Analytics in Easedesk — overview and key features

Learn what the Analytics module in Easedesk ERP does, who it's for, and how to build cross-module reports for your Indian business.

4 min read·Updated 2026-06-30

Quick answer

The Analytics module in Easedesk lets you build cross-module reports. Pre-built report library, custom report builder, and scheduled email delivery — all in one place, designed for Indian SMEs.

What is the Analytics module?

The Analytics module in Easedesk ERP is built for Indian businesses that need to build cross-module reports without juggling spreadsheets or stitching together multiple tools. It is part of Easedesk's 50+ module unified platform.

It is included in every Easedesk subscription (subject to plan availability) and works out-of-the-box with sensible Indian defaults — INR currency, April–March fiscal year, GST-aware pricing, and Indian compliance.

Key features

Analytics ships with the following capabilities:

  • Pre-built report library
  • Custom report builder
  • Scheduled email delivery
  • Export to Excel/PDF

Who should use it?

Teams that build cross-module reports regularly will get the most value. Common users include founders, admins and operations leads.

Why teams choose Easedesk for this

Compared to standalone tools, Easedesk's Analytics module gives you:

  • Decisions backed by data
  • No SQL required
  • Share insights across the org

Permissions required

Access to Analytics is controlled by the Easedesk RBAC system. By default, the predefined roles that include access are typically Admin, Admin and the Viewer role (read-only). Owners can edit role permissions in Settings → Users & Roles.

Frequently asked questions

What does the Analytics module do in Easedesk?
It lets you build cross-module reports from a single place inside Easedesk, with Indian-format defaults (INR, GST, April fiscal year) and audit-grade history.
Is Analytics included in my Easedesk plan?
Analytics is part of Easedesk's 50+ module platform and is available subject to your subscription plan. Most plans include it by default — check Settings → Billing for what your plan covers.
Who can access Analytics?
Access is governed by role-based permissions. By default, Owner and Admin roles have full access; module-specific predefined roles (e.g. HR Manager for HR, Accountant for Finance) grant scoped access. You can customise this in Settings → Users & Roles.
Can Analytics be disabled if my team doesn't need it?
Yes. Owners can disable any non-mandatory module under Settings → Modules. Disabled modules are hidden from the sidebar but their data is preserved if you re-enable later.
Where does Analytics data come from?
Data is created either manually from the in-app forms, imported via CSV, ingested through the Easedesk API, or auto-generated from other modules (for example, journal entries created automatically when an invoice is posted).
analyticsanalyticsoverviewcore

Related articles

Still have questions?

Use the AI Assistant inside Easedesk (it has access to your data), or reach our team.

Contact support

Command Palette

Search for a command to run...