Getting Started

Building Custom Reports with Dashboard Analytics

Use dashboard analytics to create custom business reports.

intermediate 8 min read workflow dashboard reporting analytics
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Quick Answer: Use dashboard filters and date ranges to view specific metrics, export data for further analysis, and set up regular review cadences for business insights.

Available Reports

  • Revenue tracking - Total, paid, pending by period
  • Call analytics - Volume, duration, outcomes
  • Appointment metrics - Bookings, cancellations, no-shows
  • Conversion rates - Estimates to jobs
  • Customer metrics - New vs returning

Creating Custom Views

  1. Navigate to Dashboard
  2. Set date range for your report period
  3. Apply filters for specific services or sources
  4. Review metric cards for key numbers
  5. Export data if needed for deeper analysis

Reporting Tips

  • Review weekly for operational insights
  • Monthly for business trends
  • Compare periods to track growth
  • Focus on actionable metrics