Completed
It would be extremely helpful to have a reporting section per app, or maybe a general area with a combination of apps (customizable), with graphs, charts, etc.
I am currently looking for a third party app to connect with Canvas via Zapier to graphically showcase data from the field (inventory, services performed, etc.), but it would be AWESOME to have it directly within Canvas. Possibly even sharable to outside parties who do not have a Canvas account.
In the meantime, does anyone have a suggestion on a platform that can do this somewhat easy?
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I'm going to go ahead and close this request given that we now have GoCanvas Analytics (in addition to the options available through Zapier).
Hi Danielle,
This is a great question and hope others will chime in. I do know that around here we integrate to Google Sheets a lot, because it's highly visible (don't need the GoCanvas account, can share to pretty much anyone) and can do a lot. There's also a lot you can do with additional external platforms once the data is in a sheet. Here's just an example of something one of our Customer Success Managers did with some workflow data:
Hey Sara, thank you! I actually use Google Sheets quite a lot as well. I created several graphs that pull data from a few different workbooks, the only downside is that the formatting doesn't look the same when you share the link or embed the sheet in an iframe.
To explain it a bit more...
A LOT of our submissions feed various Google Spreadsheet with some pretty crazy calculations (formulas). I'm looking to report all of the data visually and have the ability to easily share the graphs without having to update them every time. One platform I recently found that seems to do this well is ClicData... that also integrates with Zapier! I just need to figure out how to bring in the data submitted from Canvas either via Google Sheets or also Zapier. If you happen to take a look at their website... something similar would be AWESOME to have directly within Canvas.
Hi Danielle,
That makes total sense, thank you for the additional info :)
One thing that we've been rolling out here is what we're calling Power BI. It's a tool that does all sorts of data manipulation (charts and graphs and math and all sorts of good stuff). It's integrated with GoCanvas, but dependent on external services. It's pretty neat (and also pretty pretty). There are costs associated with it, but it may be an option as well. Let me know if you'd like to see it in action, I can pull in someone on the team who knows a lot more than I do for a demo.
Yes please! That would be awesome!
Excellent! I'll have Julia get in touch tomorrow - she's our go-to expert on Power BI. Thanks, Danielle!
Sara - are you talking about support for integration with Microsoft Power BI or another Power BI unique to GoCanvas?
Hi Dave,
It is Microsoft's Power BI with our API information going into it.
Hi Sara. I just read this request. Is it possible to also see a demo on how to use Power BI working with GoCanvas? Thanks!
Hi Ricardo,
Definitely! I'll let your account manager know that you're interested and he can reach out to schedule something.
hello i am also interested in how to see the data in chart form beyond just submissions in a chart view
has this been completed yet?
Hi Christopher! We have launched our own reporting/analytics offering. We have several customers using GoCanvas Analytics to report on business trends, project status, safety, and a lot more. There's a quick video and more info here that gives a good overview of what you can do.