Analytics Settings

Analytics Settings

Configure how analytics and reporting work across your organisation. Navigate to Settings > Analytics to access these options. Only users with the CoreAdmin role can modify analytics settings.

General Tab

The General tab controls default display preferences for all analytics pages.

Setting	Options	Description
Default Date Range	This Week, This Month, This Quarter, This Year, Last 30 Days, Last 90 Days	The date range pre-selected when opening any report or dashboard
Fiscal Year Start Month	January through December (1–12)	Defines when your financial year begins; affects quarterly and yearly calculations
Currency Display	Symbol (£), Code (GBP), Both (£ GBP)	How currency values are displayed throughout reports and dashboards

Reports Tab

The Reports tab manages report generation and delivery settings.

Setting	Options	Description
Enable Scheduled Reports	On / Off	Master toggle for the report scheduling feature; when off, no scheduled reports are sent
Default Export Format	PDF, CSV, Excel	The format pre-selected when exporting reports or used for scheduled report attachments
Maximum Report Rows	100 – 100,000	Upper limit on rows included in any single report; reports exceeding this are truncated

Alerts Tab

The Alerts tab configures KPI alert behaviour. When enabled, NexusRMS monitors key performance indicators and notifies you when thresholds are breached.

Setting	Options	Description
Enable KPI Alerts	On / Off	Master toggle for KPI alert monitoring
Alert Check Frequency	Hourly, Daily, Weekly	How often the system checks KPI values against your configured thresholds
Alert Threshold Percentage	1% – 100%	The percentage deviation from target that triggers an alert notification

Permissions Tab

The Permissions tab controls which user roles can access specific analytics features. Each setting accepts a multi-select list of roles.

• Roles Can View Reports — which roles can access the Analytics section and view reports
• Roles Can Export — which roles can export report data (PDF, Excel, CSV)
• Roles Can Create Custom — which roles can build and save custom reports
• Roles Can View Financial — which roles can see financial data (revenue, costs, margins) in reports

CoreAdmin users always have full access regardless of these settings.

Web Analytics Configuration

NexusRMS includes built-in web analytics for tracking user behaviour across your tenant application. Configuration is available under Settings > Analytics > Web Analytics.

In-House Analytics

• Event Batching — events are collected in batches of 50 and flushed every 5,000 milliseconds (5 seconds)
• Page View Tracking — automatic page view capture with UTM parameter extraction
• Click Tracking — records click events with element selector data
• Rage Click Detection — identifies 3 or more clicks within a 50-pixel area in under 2 seconds
• Scroll Depth — tracks how far users scroll as a percentage of page height
• Form Interactions — monitors form field focus, input, and submission events
• JavaScript Error Tracking — captures client-side errors for debugging

Third-Party Integrations

• Google Analytics 4 (GA4) — enter your GA4 Measurement ID to send events to Google Analytics
• Microsoft Clarity — enter your Clarity Project ID to enable session recordings and heatmaps

Privacy Settings

• Hash IP Addresses — when enabled, IP addresses are hashed before storage for GDPR compliance
• Exclude Admin Users — prevents admin activity from skewing analytics data
• Exclude Bot Traffic — filters out known bot user agents
• Visitor Cookie — configures the tracking cookie used to identify returning visitors

Data Retention Periods

• Raw event data — 90 days
• Daily aggregate data — 730 days (2 years)
• Heatmap data — 180 days (6 months)

After the retention period, data is automatically purged. Aggregate data is preserved longer to support year-over-year trend analysis.