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Configuring Lightspeed Analytics

No two businesses are exactly alike, and for this reason, you can configure settings in Analytics to ensure the data in your account is being handled in a way that best suits your needs. To configure Analytics, select what industries you work with, how long an item sits on a shelf before it's considered "dusty," what customer information you want to capture, and more.

To begin:

  1. Click Admin in the main menu.
  2. Click Configuration
  3. Click Begin Configuration.
  4. Select your Industry from the drop-down menu. If your industry does not appear in the list, select Other - Retail.
  5. Click Next Step.
  6. For each of your inventory categories, specify how long an item can go without a sale before being considered dusty in the Mark Dusty After column. This affects which items appear on the Dusty Inventory report.
  7. Check Show Alerts to include any category of items on Inventory reports. Unchecking Show Alerts will hide this category from Inventory reports, but these items will still be included in Sales reports.

    mark_dusty.png

  8. Click Next Step.
  9. Indicate which customer fields are required for a customer profile to be considered properly captured by checking the appropriate boxes.

    finish_config.png

  10. Click Finish Configuration.

Return to this section to change these settings at any time. Changes take effect after the next sync, which occurs every 2-3 hours

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