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How to set the overview report

The Analytics module opens to an overview page when you navigate to it. By default, the plugin seeds an "Overview" report and sets it as the overview automatically. This guide explains how to change which report is shown as the overview, and what happens if no report is configured.

Set a report as the overview

  1. Go to Settings > Extensions > Advanced Analytics Dashboard.
  2. In the General settings card, find the Overview report field.
  3. Click the field and search for the report you want to use as the Analytics overview. Only existing ssd_analytic records appear in the list.
  4. Select the report and click Save.

Plugin settings — overview report selector

The selected report is now shown when an admin user navigates to the Analytics module. It is also excluded from the report list so it does not appear twice in the Reports section.

Clear the overview report

To remove the overview report selection (leaving the Analytics landing page empty), clear the Overview report field in the plugin settings and save.

Create a new report for use as the overview

Any report can serve as the overview. See Build a report to create one tailored for your daily monitoring needs — for example, a report combining a revenue trend line, a customer count KPI, and an order-state pie chart.

Notes

  • The overview report is stored as the SsdAdvancedAnalytics.config.overviewReportId system config value.
  • The plugin's migration seeds a default "Overview" report and sets overviewReportId automatically on first install, provided no value already exists.
  • System-seeded records (is_system = true) are excluded from the deletable list; if you want to replace the default overview report, set your new report as the overview first, then delete the old one if needed.

Next steps

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