Custom analytics

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

---

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.

Can I combine data from multiple teams in Custom Analytics?

No, data is scoped 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 AI Assistant uses your question and your data's schema to generate SQL. Your actual inventory records aren't sent to the model; queries run against your synced data within BoxHero.

Who can see queries I save?

Saved queries are visible to all Admins and standard Members on your team. Anyone with access can open, run, and edit them. Use clear names so teammates can find the right query.

Can I restrict access to custom analytics?

By default, Admins and Members can create and view queries in 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.

Members