Reports analytics and exports

What Reports Managers Should Check Daily or Weekly

Recommended for: Managers, admins, and owners Time to complete: 5 minutes to reviewManagers should use reporting as part of a routine, not only when something has already gone wron ...

How to Review Product Performance

Recommended for: Owners, admins, and managers Time to complete: 5 to 10 minutesProduct performance review helps you understand which items drive sales and which ones may need prici ...

How to Export Sales or Customer Data

Recommended for: Owners and admins Time to complete: 5 to 10 minutesExports help you review data outside the dashboard, share information with finance or operations, or keep workin ...

How to Use Sales Reports

Recommended for: Owners, admins, and managers Time to complete: 5 to 10 minutes to learnSales reports help you understand how the business is performing beyond the live dashboard s ...

Analytics Checklist for Business Owners

Recommended for: Owners Time to complete: 5 to 10 minutesUse this checklist to keep reporting useful and actionable.Checklistreview the dashboard regularlycheck sales reports on a ...

How to Understand Trends Across Branches

Recommended for: Owners and admins Time to complete: 5 to 10 minutesMulti-branch reporting is most useful when you compare like with like and avoid jumping to conclusions too quick ...

How to Read Your Dashboard Overview

Recommended for: Owners, admins, and managers Time to complete: 5 minutes to learnYour dashboard overview gives a quick summary of business activity so you can spot issues early an ...