> For the complete documentation index, see [llms.txt](https://www.boxhero.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.boxhero.io/docs/faq/reporting/custom-analytics.md).

# Custom analytics

Find answers to common questions about querying your data, saving reports, and managing access to custom analytics in BoxHero.

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#### **How current is the data in Custom Analytics?**

Data syncs automatically once a day. To pull the latest data on demand, click the sync icon (🔄) at the bottom of the sidebar.

<figure><img src="https://590960902-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmkYNU2xLl20GSI6NQQ6q%2Fuploads%2FUa9PCx54LbGDSk1AKZMm%2Fcustom%20analytics-sync-once%20a%20day.jpg?alt=media&amp;token=93674c12-8285-4415-9459-a2f7e07a15bf" alt=""><figcaption></figcaption></figure>

#### **Can I combine data from multiple teams in Custom Analytics?**

No, data is limited to a single team. You can only analyze data from the team you're currently logged into.

#### **What does the AI Assistant do with my question? Is my data sent anywhere?**

The <mark style="color:$primary;">`AI Assistant`</mark> uses your question, along with the structure of your data (like item names, categories, and quantities), to build your report. Your actual inventory records aren't sent to the AI — reports are generated from your synced data within BoxHero.

#### **Can I undo a change or go back to an earlier version of a report?**

Yes. Each time you edit a report, BoxHero saves a version. Open the report, click the <mark style="color:$primary;">`...`</mark> button in the top-right corner, and choose <mark style="color:$primary;">`Version history`</mark>. Select the version you want and click <mark style="color:$primary;">`Restore this version`</mark>. If you haven't edited the report yet, there won't be any versions to restore.

<figure><img src="https://590960902-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmkYNU2xLl20GSI6NQQ6q%2Fuploads%2FBog1LjOk1tLRoPmeDJAL%2Fcustom-analytics-restore%20version.jpg?alt=media&amp;token=b0f347e6-d9a4-4e27-ab49-20f8f787ea07" alt=""><figcaption></figcaption></figure>

#### **Who can see the reports I save?**

Saved reports are visible to all **Admins** and standard **Members** on your team. Anyone with access can open and edit them with the AI Assistant. Use clear names so teammates can find the right report.

<figure><img src="https://590960902-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmkYNU2xLl20GSI6NQQ6q%2Fuploads%2FBZ1O4LfLKkyU17NAKrhM%2Fcustom%20analytics-my%20reports.jpg?alt=media&amp;token=cb02454a-a2f8-477d-b0f1-06bace3042cb" alt=""><figcaption></figcaption></figure>

#### **Can I restrict access to custom analytics?**

By default, Admins and Members can create and view queries in [Custom Analytics](https://www.boxhero.io/docs/other-features/custom-analytics). To restrict a member's access, assign them a custom role — **Custom Analytics** is *not* included in custom role permissions, so members on a custom role won't have access to this feature even if all other permissions are selected.

{% content-ref url="/spaces/lRf1QqJGoevCQqGbfI80/pages/IX9cXICL0ZvUEaxCOer7" %}
[Members](/docs/concepts/members.md)
{% endcontent-ref %}

<figure><img src="https://590960902-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmkYNU2xLl20GSI6NQQ6q%2Fuploads%2FJRjMG0QZR6MfUFxiVNfs%2Fmember-custom%20role-no%20custom%20analytics.jpg?alt=media&amp;token=096bfced-f0ed-44d7-8487-7279d46b03eb" alt=""><figcaption></figcaption></figure>
