R365 Intelligence FAQ

  • Updated on Apr 4, 2025
  • Published on Jul 3, 2024
  • 5 minute(s) read

This article covers all Frequently Asked Questions regarding R365 Intelligence. For additional R365 Intelligence training videos and materials, visit our R365 Intelligence Training Hub.

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Users can elect to share Dashboards with individual Users or a specific group of Users. Users can also set a Dashboard to 'Public,' which gives Dashboard access to all Intelligence Users within an organization. To read more about sharing Dashboards, click here.

In R365 Intelligence, Users can see all Locations (both polling and nonpolling) that they have access to. 


Intelligence Users can view their created Intelligence Dashboards anytime, anywhere using their mobile device from the R365 App. Read about mobile intelligence, here.

At this time, only element/value selectors are available in the mobile view view of R365 Intelligence. 

Users should set up a new chapter for each unique time frame that they want their dashboard to reflect. 

Assuming all is well with your device's internet connection, this may be an issue with your lack of dashboard date filters.

It is an R365 best practice for all dashboards to have date filters set at the chapter level. Without date filters, the reports attempt to run for all data, which goes up to 3 years, and this can result in slow dashboards.

Chapter-level date filters will help optimize dashboard performance. 

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When selecting a data access mode, R365 recommends using In-Memory for large data sets such as a Product Mix spanning multiple locations and multiple months. 

R365 provides Intraday Polling for a number of POS systems, a list of which can be found here.

When Users have both Intraday Polling and R365 Intelligence, data will be polled in 15, 30, or 60-minute intervals, depending on the POS. As Data polls, the Data will populate into the Dashboards, so that Users can see their data in real-time at the intervals that their POS polls. To read more about Intraday Polling, click here.

Yes, Users can upload external data to R365 Intelligence using a .csv or other supported files. To learn more about adding Data to R365 Intelligence, click here.

The Fiscal Week follows the Fiscal Year Calendar while the Calendar Week follows the standard 12-month Calendar. Users can read the Intelligence Glossary, here.

The Fiscal Year and Calendar Year may be the same if the Fiscal Year is set to the 'Calendar Months' setting.

As a standard setting, organizations will receive 3 years of historical data. This may be less, depending on when Users migrated to R365.

Users may receive an error when attempting to combine attributes and metrics that are not from the same datasets or data table.

R365 recommends adding data by dataset. When data is added by dataset, it will be grouped by dataset in the datasets panel. This will ensure that attributes and metrics that work well together are grouped together.

When creating a visualization, users should use attributes that are part of the same dataset. As an example, Financial Attributes should only be joined with Financial Attributes.

The exception to this rule is the use of Global attributes, which can be paired across datasets. This exception excludes the following Global attributes:

  • 15 Minute Interval

  • 30 Minute Interval

  • Hour Interval

To improve build speed, users can pause data retrieval by clicking the pause data retrieval iconin dashboard edit mode. This will pause data updates momentarily while dashboards are being built.

Once the dashboard editing is completed, users can resume the data retrieval by clicking the resume data collection icon.

While it’s technically possible, it’s not recommended for new users as it may reintroduce errors or complicate the dashboard-building process.

To select the appropriate dataset, the domain (e.g., Sales, Labor) and data granularity should be considered. The 'Labor by Day' dataset is suitable for reports aggregated by date, week, or month, while the 'Labor by Interval' dataset is designed for more detailed timeframes, such as 30 or 60 minutes.

When combining data points from multiple domains into a single dashboard, it can be done safely without join errors. However, it is recommended to combine 'by Day' datasets together and 'by Interval' datasets separately to maintain consistency in data granularity and timeframe. Generally, 'by Day' datasets cover a month, whereas 'by Interval' datasets cover a week.

If delays occur, especially during the initial load, the dashboard can be simplified by using fewer live objects instead of a full dataset. If a dataset approach is preferred and multiple datasets are being used, reducing the number of datasets included in the dashboard can help improve performance.

To prevent join errors when working with individual objects, refer to the datasets as a guide to understand which objects are compatible with one another. Objects grouped within the same dataset folder are designed to work seamlessly together.

For example, all the objects from the six Daily Summary datasets within the “Daily Summary” folder are fully compatible and can be used together without causing join issues. Use this structure as a reference to ensure smooth dashboard creation.

Adding data by datasets is recommended for complex, large, or cross domain dashboards, while adding data by individual objects is recommended for simpler, smaller dashboards. Learn more about datasets vs objects.

R365 Best Practice

R365 recommends using canned datasets because the objects grouped in datasets are guaranteed to work together when added to the same visualization.  

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The Excel Plugin allows Users to access their Intelligence data pulls and Visualizations in Excel. When a dynamic filter is created in Intelligence, the data will automatically refresh in Excel.

Each of R365's Reporting features offers Users different tools, and this selection should be based on the needs of an organization. Below are the highlights of each Reporting tool.

R365 Intelligence

  • Customizable Reporting

  • Connects with Intraday Polling

  • Operational Leaning Data

  • Key Performance Indicator (KPI) Focused

  • Full Visualization Suite

  • Cross-Domain Analyses


Ad Hoc Reporting

  • Advanced Pivot Table builder

  • Limited by bucket/data sets per each Visualization


Custom Financial Reports

  • Financial Reporting tool

  • Does not produce graphs or other data visualization

  • Used for creating:

    • Profit and Loss Reports

    • Trial Balance Reports

    • Balance Sheet Reports

    • Cash Flow Reports

    • GL Based Reports (minimal exception for Stat Accts)