Prerequisites
Before getting started, ensure you have:
Required Permissions:
Data Analytics can be accessed by users with the following permissions:
Analyst
Marketing
Marketing + Analyst
Operator
Owner
Getting Started with AIQ Analytics
AIQ Analytics allows you to:
Analyze customer performance, loyalty member behavior, and lifecycle trends across audience segments
Evaluate product, category, and brand trends
Compare data trends over time periods
Before Using AIQ Data Analytics
Keep the following in mind:
Analytics improves as more data is collected and processed
New implementations may need time to generate
Use analytics to inform audience segmentation and campaign targeting
Data Analytics Tabs
Orders: transactional insights (order, revenue, SKU-level performance)
Lifecycle: understand how you're acquiring and retaining customers over time
Loyalty: understand how loyalty members are purchasing and interacting with your stores overtime
Demographics: analyze your customer base by age, gender, and region
How to Run an AIQ Data Analytics Report
In the left-hand navigation, click Analytics
Select a date range in the Report filter
This defaults to analyzing the "Month to date"
You can select a past date range in the Compare filter to generate a comparison view
Select an audience in the Audiences filter
By default, this will analyze all audiences. Leave this as is for a high-level analysis of all audiences
Or select any saved audience
Click Apply
⚠️ If you change the audience or date range, click Apply again to refresh the report.
How to Share a Data Analytics Report
Navigate to Analytics
Set your desired report using the filters and Apply any changes
Click the Share button in the top right corner
In the side drawer, select which tabs to include (all tabs are selected by default)
Click Generate Link and copy the link to share with others
How to Download Analytics CSVs
Navigate to Analytics and select a tab (e.g. Orders, Demographics, etc.)
Scroll to the table you want to download (e.g. Report Period Breakdown)
Click on the (•••) menu in the top right of the section
Click Download CSV
The downloaded CSV reflects your current filter selections (date range, comparisons, products, etc.).
How to Compare Time Periods
To compare performance trends:
Select your current time period in the Report filter
Select a comparison period in the Compare filter (these should be past dates)
Click Apply
Review updated charts and tables
Visual Indicators:
Past period data appears shaded in charts
(Past) appears in table labels
A % Change column shows performance differences
Filters
Saved Filters: Access and apply previously saved filter configurations. See below for instructions on saving a filter.
Report: Select the date range for your data analysis
Compare: Compare performance across different time periods to identify trends and changes. Select a comparison period to view metrics with your primary reporting period (e.g. this month vs last month)
Audiences: Select which audiences you'd like to use to analyze the data
How to Save a Filter
Save frequently used filter combinations to quickly access them later. Saved filters carry across all tabs where applicable.
Navigate to Analytics and select a specific tab
Apply the filters you want to save (report period, audiences, comparison, etc.)
Click the Save Filters link to the right of the filter row
In the modal, enter a name for your filter
Click Save
To access the filters again in the future, click on the filter labeled Saved Filters and select your saved filter.
Best Practices
Start broad (all audiences), then narrow into specific audiences
Use date comparisons to identify growth trends
Regularly revisit reports as new data accumulates
FAQs
Why can't I sort all rows in some tables?
For performance reasons, column sorting in large analytics tables is limited to a specific number of rows rather than the full dataset. Tables with hundreds of thousands of rows would load too slowly if sorted in their entirety. To access and sort the complete data, download the associated CSV file.
Where is the Predictive Analytics and Staff Insights tab?
These have been deprecated as of March 2026.
Where is the Actions & Conversions tab?
All conversion data has moved to reporting. The tab itself has been deprecated as of March 2026.
Continue Learning
🎓 Learn at your own pace and stay ahead with every release.
Visit AIQ Academy to deepen your knowledge and master the platform.
Explore the AIQ Academy Catalog for available courses and resources.
Need Help?
If you need assistance interpreting analytics reports or building strategic audiences, reach out to AIQ Support via the chat widget in your AIQ Dashboard.