Refer to the following scenarios to troubleshoot any issues with Advanced Analytics.
Staff can't access Advanced Analytics
• Make sure that each user has the "Advanced Analytics" Special Permission enabled in either Permission Groups or Staff Permissions.
How do I create Advanced Analytics?
• Refer to Create Advanced Analytics Dashboards & Tiles
What do each of the nine visualization options offer?
• Refer to Advanced Analytics Report Tiles
Visualizations are not showing any data
• Not all visualizations will be relevant to your firm, depending on the Neos features you use.
• Reset your filters – they may be too narrow to show data.
How do I return to my original data view?
• Clear filters
• Click the highlighted row/information to undo the correlated data visualizations.
Data is not updating
• Advanced Analytics extracts data from your data lake nightly outside of business hours and refreshes visualizations at that time. Any changes that were made in Neos the prior day should be visible the next day.
Individual visualization issue
• If a visualization shows the following screen, simply refresh your browser.
• If the issue persists, click the See Details button to Copy important information you will need if contacting Support.
