Understanding Dashboard Reports and Features
Updated
Learn about understanding dashboard reports, including key features, how to read data, and exporting options for effective analysis.
The dashboard
The Dashboard is the initial screen you encounter after signing in. The cards at the top display totals for the chosen period, including revenue, orders, new customers, and open tickets. The charts below illustrate these figures over time, enabling you to identify trends rather than focusing on individual numbers.
The figures are tailored to your role, ensuring you only see what you are permitted to access. Therefore, two users can open the same dashboard and observe different totals based on their respective permissions.
Choosing a period
When a screen features a date selector, use it to refine the figures to the specific period you are interested in, such as this month or the last 30 days.
Reports
- Open Reports.
- Select the report, then specify the time period and any filters.
- Utilise the export or print option for that report to share it externally.
Invoices are accessible through their dedicated screens under Billing & Invoicing, categorised into Paid, Pending, and Overdue. This is typically the information an accountant requires at the end of the month.
Understanding Dashboard Features and Reporting Options
The dashboard offers a clear overview of key performance indicators tailored to your role within the organisation. It is designed to support quick decision-making by presenting relevant data at a glance. Learning to use this tool effectively can improve your ability to monitor business performance.
When choosing a date range, consider the context of your analysis. For example, comparing monthly data can help you identify seasonal trends, while weekly comparisons may be more beneficial for tracking short-term performance. Use the available filters to refine your data further, focusing on metrics that align with your current objectives.
In the Reports section, you will find various report types, each serving a different purpose. For instance, sales reports provide insights into revenue trends, while customer reports help assess engagement levels. Familiarise yourself with the filters available to ensure you extract the most relevant information.
Exporting reports is simple. After setting your desired parameters, just select the export option. This feature is particularly useful for sharing insights with stakeholders who may not have direct access to the system. Remember that the format you choose for exporting can affect how the data is presented, so select one that best meets your needs, whether for internal review or external presentation.