View ESO Analytics reports

When your agency or department purchased the ESO Insights module, your access to the ESO Analytics module moved from your ESO Suite home page to inside the ESO Insights module.

Note: You can manage information from the ESO Analytics module through reports. You manage information from the ESOInsights module through dashboards. This is an important terminology difference to bear in mind as you work with ESO Insights.

You can still access and run your reports in the folder and report structure you were familiar with in the ESO Analytics module.

    1. Do one of the following.

      • (If you are already working in the ESO Suite) Click the Home icon in the upper left corner of the screen.

        1. In a web browser, go to https://www.esosuite.net/EsoSuite.

          The ESO Suite login screen appears.

        2. Enter your user name, password, and agency name, then click Let's Go.

          If MFA is enabled, the Multi-factor authentication dialog box appears, displaying one or more methods you can use to verify your login credentials. The number of methods that appear in the dialog box depends on what MFA methods your ESO Suite administrators enabled in the Admin module.

          Click graphics
          to open them.

          Information on enabling MFA and specific MFA methods is available in the Admin module online help, in Configure multiple-factor authentication.

          Note: If your ESO Suite administrators have disabled MFA ("opted-out"), this dialog does not appear.

        3. (If the Multi-factor authentication dialog box appears) Depending on which buttons appear in the dialog box, verify your login in one of the following ways.

          1. Click MFA verification via authenticator app.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the authenticator application installed on your device.

          2. Open your authenticator application and note the authentication code currently displayed.

          3. Enter the authentication code displayed in the authenticator application.

          4. Click Log In.

          SMS

          1. Click MFA verification via SMS.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the phone number recorded in your PM records and identified with MFA codes.

          2. Enter the authentication code sent to your MFA-registered phone number.

          3. Click Log In.

          1. Click MFA verification via email.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to your agency or department email address, recorded in your PM records.

          2. Enter the authentication code sent to your agency or department email address.

          3. Click Log In.

      The ESO Suite landing screen appears.

      Click graphics
      to open them.

      Note: If MFA is enabled, you can access and manage your MFA options through the PM module, on the Settings > Account page, as described in Manage a user account. If your agency or department has enabled MFA but has not purchased the full-featured version of the PM module, you can access your own MFA settings by clicking Change my Multi-Factor Authentication settings on the landing screen, then using the Settings > Account page that appears. If your agency has not enabled MFA, the Change my Multi-Factor Authentication settings link does not appear on the landing screen.

    2. On the top side of the home screen, click Insights.

      Tip: If your screen or browser window is too narrow to display all your agency's ESO Suite module icons, an options icon appears on the right side of the icon bar. If you click the options icon, a menu appears containing additional module icons.

    3. A list of all the dashboards in the ESO Insights module appears.

      The capabilities you have in the ESO Insights module depends on what roles and permissions your ESO Suite administrator assigned to your user account. It also depends on what roles your ESO Insights manager assigned to your user account within the ESO Insights module.

      Information on user accounts, roles, and permissions is available in Manage a user account. Information on roles assigned with the ESO Insights module is available in Assign user roles in the ESO Insights module.

  2. In the left pane, near the top, click the ESO Analytics icon.

    The Analytics screen appears, displaying the folder hierarchy in the left pane, and the contents of the folders in the right pane.

    Click graphics

    to open them.

     

     

  3. In the left pane, expand the folders as necessary to the folder containing the report you want to run.

  4. Find the report you want to work with in any of these ways.

    • In the right pane, in the upper right corner, in Filter by Name, begin typing characters in the name of the report you want to find.

      Note: This search applies only to the folder you are currently in.

      As you type, the list of reduces to only those reports whose names still match the characters you are entering.

      Tip: If you are not sure which folder the report you want is in, you can still search by report name through all the folders, as described in Find and open an existing dashboard or report.

    1. At the top of the Name column, click the column sort () icon.

      The ascending values () icon appears and the column sorts from A–Z, or from 1 to the highest numerical value.

    2. Click the ascending values icon to sort the list into descending order.

      The descending values () icon appears and the column sorts from Z–A, or from the highest numerical value to 1.

  5. In the right pane, click the name of the report you want to run.

    The right pane updates to display the results of the report, when it finishes running.