OneCrew's Advanced Analytics

Last updated: August 25, 2026

Overview

Advanced Analytics gives your team the flexibility to answer virtually any business question using your OneCrew data, making it easier to monitor performance, uncover trends, and make informed decisions.

Advanced Analytics lets you explore data through an intuitive visual interface or by writing SQL queries for more advanced reporting. You can create reports, organize them into dashboards, and share those dashboards with your team directly from OneCrew.

During this walkthrough, you'll learn how to create your first report, build a dashboard, customize existing reports, and share your analytics with other users.

Step-by-Step Guide

1. Enable Advanced Analytics

Before creating reports, you'll need to connect your OneCrew account to Metabase.

  1. Navigate to Settings.

  2. Select Integrations.

  3. Scroll down to Metabase.

  4. Click Connect to Metabase.

Once connected:

  • Open Analytics.

  • Administrators will see a new Configure button in the upper-right corner.

Selecting Configure launches the Advanced Analytics workspace.

2. Explore the Analytics Workspace

The Analytics workspace contains:

  • Example dashboards

  • Sample reports (Questions)

  • Shared report collections

  • Personal collections

  • Dashboard management tools

Dashboards are identified by a teal icon, while individual reports (called Questions) use a gray icon.

You can either:

  • Explore the provided reports

  • Create reports from scratch

  • Write SQL queries

  • Build dashboards to share with your organization

3. Create Your First Report

This example answers the question:

Which state sells the most Asphalt Full Depth Repair services?

Select Your Data

  1. Click New Question.

  2. Select the Projects table.

  3. Click Visualize to preview the available data.

The Projects table includes information such as:

  • Project ID

  • Project Name

  • Salesperson

  • Created Date

  • Updated Date

  • Project Location

Join Additional Tables

Service information is stored separately from project information.

To include service details:

  1. Return to the editor.

  2. Create a Join.

  3. Join the Projects table with the Services table using:

  • Project ID

  • Service Project ID

After visualizing the data, you'll see project information alongside each related service.

Filter the Data

Add a filter so the report to include areas that the reports are intended to cover :

Ie: Template Name = Asphalt Full Depth Repair

This limits the report to only those services.

Summarize the Results

Example:

  • Summarize the data.

  • Sum Total Price Cents.

  • Group by State.

The report now displays total Asphalt Full Depth Repair sales by state.

Choose a Visualization for the report

Once summarized, switch between visualization types including:

  • Table

  • Bar Chart

  • Waterfall Chart

  • Other supported visualizations

For this example, a bar chart clearly shows sales totals by state.

4. Save Your Report

Once you're satisfied with the report:

  1. Click Save.

  2. Name the report.

  3. Choose a collection.

You can save reports to:

  • Your Personal Collection

  • A Shared Reports collection for your organization

Saving to a shared collection allows other users to access the report if appropriate permissions are granted.

5. Build a Dashboard

To organize multiple reports together:

  1. Create a new dashboard.

  2. Add your saved report.

  3. Add headings or additional charts.

  4. Rearrange and resize dashboard components.

  5. Save the dashboard.

Dashboards provide a single location for monitoring multiple business metrics.

6. Share Dashboards

After creating a dashboard:

  1. Return to the Analytics dashboard list.

  2. Locate your dashboard.

  3. Enable sharing by checking the dashboard.

  4. Save your changes.

Once shared, the dashboard becomes available within the standard OneCrew Analytics section, users without Advanced Analytics will have view only access.

7. Customize Existing Reports

OneCrew includes several example dashboards, including:

  • Missing Actuals

  • Estimates vs Actuals

Although these reports cannot be edited directly, they can be duplicated.

To customize a report:

  1. Open an example dashboard.

  2. Duplicate it.

  3. Save the copy to your personal collection.

  4. Modify the report as needed.

This provides a safe way to experiment without affecting the original reports.

8. Use SQL for Advanced Reporting

In addition to the visual query builder, Advanced Analytics supports custom SQL.

SQL allows you to:

  • Create complex joins

  • Build advanced calculations

  • Customize aggregations

  • Generate specialized reports

For example, an Estimates vs Actuals report originally grouped projects by value.

By editing the SQL query, the report was modified to group results by State, revealing differences in estimating performance across regions.

Learning Resources

Advanced Analytics is a full-featured business intelligence platform, and there is a learning curve for more advanced reporting.

Helpful resources include: