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Reporting Dashboard
Reporting Dashboard

Use our reporting tools on screen and via csv download to see key business data live.

Updated over a month ago

The reporting dashboard contains pre-set reports that we think you may find useful to your business. While you also have the ability to customize and build your own reports, these should get you started.

Our reporting dashboard is a powerful tool that can help you track and analyze your business data. It contains a variety of pre-set reports that are designed to provide you with valuable insights into your business performance. These reports are ready to use and can be accessed with just a few clicks.

However, we understand that every business is unique and may have specific reporting needs. That's why we also give you the ability to customize and build your own reports. This allows you to tailor the reports to your specific business goals and objectives.

Accessing Pre-set Reports

To access the pre-set reports, simply navigate to the reporting dashboard and click on the "Reports" tab. Here, you will see a list of all the available reports. You can browse through the reports or use the search bar to find a specific report.

Once you have found a report that you are interested in, click on it to open it. The report will be displayed on the dashboard, and you can interact with it to view different data sets and filter the results.

Customizing and Building Your Own Reports

If you can't find a pre-set report that meets your needs, you can create your own custom report. To do this, click on the "Create Report" button on the reporting dashboard. This will open a new window where you can select the data sets and metrics you want to include in your report.

You can also customize the layout and design of your report to make it visually appealing and easy to understand. Once you are satisfied with your report, you can save it and access it anytime from the reporting dashboard.

Frequently Used Reports

Your admin portal has many built-in reports, which you can find by clicking the links below. If you are :

  1. Here are your subscription reports)

  2. Here are your transaction reports)

  3. Here are your transaction pivot reports (very useful))

  4. Here are open invoices)

  5. Here are accounts receivable)

  6. Here are customer-spend report)

  7. Here are customer order history)


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