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?
Section titled “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?
Section titled “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?
Section titled “What does the AI Assistant do with my question? Is my data sent anywhere?”The AI Assistant 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?
Section titled “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 ... button in the top-right corner, and choose Version history. Select the version you want and click Restore this version. If you haven't edited the report yet, there won't be any versions to restore.
Who can see the reports I save?
Section titled “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.
Can I restrict access to custom analytics?
Section titled “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.
