Features Overview
AutoROICalc features overview.
Outline
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Records
Explore the foundation for powerful, near real-time reporting.
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Reports
Craft custom analytics & reporting — built around your business.
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Dashboards
Organize your reports. Set automated e-mail reporting.
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Settings
Let's see the adjustments to match your needs.
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Integrations
Explore the API, capture web events, check out 3rd party integrations.
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Users
Create & manage organizations, roles, or permissions.
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Account Info
See how to utilize the Account Info section.
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CLI
Learn about CLI interface for self-hosted deployments.
Records
Records represent the core data used for reporting and analysis. They store events, conversions, costs, and other measurable inputs.
Operations
Create
- Add
- Bulk add
- Clone
Modify
- Update
- Bulk update
Delete
- Delete
- Bulk delete
Storage
Base data
- Record ID
- Date
- Time
- Type
- Description
- Source (up to 6 sources per record)
- Value
Custom data
- Schema-based for additional drill-downs
- Raw as convenient user storage
Listing and filtering
- Filter by date range
- Filter by record type
- Filter by record source
- Filter by description
- Filter by value range
- Filter by any custom data match
Import and export
- CSV
- XML
- Native ARC format
- JSON
Validation
- Record structure and inputs validation
- Check to avoid duplicates
Records documentation
See full Records documentation
Reports
Operations
Create
- Add
- Clone
Modify
- Update
Delete
- Delete
- Bulk delete
Listing and filtering
- Filter by report name
Import and export
- Native ARC format
Report builder
Reporting period type
- Specific date range
- Last N days
- All time
Reporting period time base
- Hour
- Day
- Week
- Month
- Year
Report items
- Custom naming
- Custom appearance
Data operations
- Add
- Subtract
- Cost per conversion
- ROI
Automation
E-mail notification:
Send e-mail notification triggered by:
- Report period value percentage change
- Report item trend line slope change
Report update:
The report end-date period has been reached event:
- Extend the date range period
- Shift the date range period
Report Widgets
Section
- Title / Heading
- Description text
- Custom font size, color & alignment
Image
- Custom image title
- Custom alignment
- Custom responsive options
Chart
- Line
- Bar
- Pie
- Doughnut
Conversion Paths
- Target specific record types
- Option to filter record sources
Data Table
- Option to filter specific data sets / report items
Data Value
- Per specific data set / report item
- Custom description
- Custom font size
Sources Distribution
- Target specific record types
- Option to filter record sources
Target
- Per specific data set / report item
- Custom title
- Description
- Custom font sizes
- Target value
- 4 charts to visualize: Bar, Bar (Horizontal), Pie, Doughnut
Report Layout
Default responsive layout including widgets:
- Line chart
- Data values
- Sources distribution
- Conversion paths
- Data table
Custom layout with random combination of available widgets:
- Custom responsive layout
- Custom fixed layout
Templates
Predefined templates:
- Light Minimal
- Dark Pro
- Corporate Blue
- Earthy Neutral
- High Contrast
- Neo Tech
Custom templates:
- Custom templates usage & management
General adjustments
- Default text color
- Default background color
- Default chart grid color
- Default chart legend font color
- Default chart scales font color
- Default chart grid border dash size
- Default chart grid line thickness
- Default chart legend font size
- Default chart scales font size
- Default chart line thickness
General settings
- Report name
- Report description
Report View
- Auto refresh
- Manual refresh
- Change date range on the fly
- Quick go to previous period
- Quick go to next period
- Toggle compact view (switch between fixed vs. responsive view)
Sharing
Share with public URL
- Option to set expiration date
Share with another user
- By user name or e-mail
- Organization-scoped, user-role based
Reports documentation
See full Reports documentation
Dashboards
Operations
Create
- Add
- Clone
Modify
- Update
Delete
- Delete
- Bulk delete
Listing and filtering
- Filter by dashboard name
Dashboard builder
Pick reports
- Reports selector to include in the Dashboard
- Custom order
Schedule e-mail reporting
E-mail settings
- Option to add e-mail CCs
Reporting frequency
- Daily
- Weekly
- Monthly
General settings
- Dashboard name
- Dashboard description
Dashboard View
- Auto refresh
- Manual refresh
- Change date range on the fly
- Quick go to previous period
- Quick go to next period
- Toggle compact view (switch between fixed vs. responsive view)
Dashboards documentation
See full Dashboards documentation
Settings
Report settings
Custom record source appearance
- Custom icon
- Custom color
- Import and export options
E-mail settings
- Set custom SMTP to be used for e-mail reporting
PDF Template
- Deprecated. Will be removed in next versions
Integrations
API
Authorization methods
- OAuth 2.0
- Long-lived Service token
Available operations
- Auth
- Manage Records
- Collect Web Event
Capture Web Events
- Dedicated URL to capture the web events to create a Record
API documentation
3rd party integrations
Google Search Console
Import type
- Manual
- Scheduled
Scope
- Clicks
- CTR
- Impressions
- Position
- Search query
- Page
- Country
- Device
Google Analytics
Import type
- Manual
- Scheduled
Scope
- Available GA4 metrics
- Available GA4 dimensions
Facebook Ads Manager
Import type
- Manual
- Scheduled
Scope
- Available Ads Manager fields
Users
Organization options
- Create & manage organizations
- Manage roles & permissions
- Event logs
Single users
- Act as "single user"
- Can be added under organization
Users documentation
Account Info
- Basic account information & Consumption
- Option to delete all the account data
- Option to close account
- Custom backup options
Users documentation
See full Account Info documentation
CLI
On-Premise / Self-Hosted
- Command line interface for self-hosted deployments