Dashboard Reports

Access quick reports and export data for analysis and record-keeping.

Quick Reports

Generate reports directly from dashboard:

One-Click Reports

Available Reports:

  • Daily summary (PDF)
  • Weekly performance (Excel)
  • Monthly overview (PDF)
  • Custom date range

Screenshot Placeholder: Quick reports

Report Contents

Daily Summary Includes:

  • Total reservations
  • Revenue estimate
  • Capacity utilization
  • Customer satisfaction
  • Staff hours
  • Special notes

Weekly Performance Includes:

  • Day-by-day breakdown
  • Trend comparisons
  • Top performing days
  • Recommendations
  • Week-over-week analysis

Monthly Overview Includes:

  • Month summary
  • Revenue totals
  • Customer metrics
  • Operational highlights
  • Growth trends

Scheduled Reports

Automatic Delivery

Set up reports to be sent automatically:

Schedule Options:

  • Email daily at 6am
  • Weekly on Monday
  • Monthly on 1st
  • Custom schedule

Configure Scheduled Reports:

  1. Go to Dashboard > Reports
  2. Click "Schedule Report"
  3. Select report type
  4. Choose frequency
  5. Enter email recipients
  6. Save schedule

Report Recipients

Recipient Options:

  • Your email
  • Team members
  • External stakeholders
  • Multiple addresses

Data Export

Export Options

Export dashboard data for external analysis:

Export Formats:

  • CSV (spreadsheets)
  • Excel (.xlsx)
  • PDF (printable)
  • JSON (API integration)

Exportable Data:

  • Current metrics
  • Chart data
  • Activity log
  • Custom selection
  • Time-series data

Export Process

  1. Select data to export
  2. Choose date range
  3. Select format
  4. Click "Export"
  5. Download file

Export Templates

Pre-configured Exports:

  • Monthly business summary
  • Reservation details
  • Staff performance
  • Customer data (GDPR compliant)
  • Financial overview

Custom Reports

Report Builder

Create custom reports:

Steps:

  1. Go to Dashboard > Custom Reports
  2. Select metrics to include
  3. Choose date range
  4. Add filters
  5. Select format
  6. Generate report

Available Metrics:

  • All dashboard metrics
  • Reservation details
  • Revenue breakdowns
  • Customer demographics
  • Operational data

Save Report Templates

Template Options:

  • Save custom reports as templates
  • Reuse for different date ranges
  • Share with team members
  • Schedule recurring generation

Report Sharing

Sharing Options

Share reports with stakeholders:

Share Methods:

  • Email directly
  • Generate shareable link
  • Download and forward
  • Print PDF

Access Control:

  • Password protected links
  • Expiring links
  • View-only access
  • Track who viewed

Analytics Integration

Export for Analysis

Integrate with analytics tools:

Supported Integrations:

  • Google Analytics
  • Microsoft Power BI
  • Tableau
  • Custom BI tools
  • Excel/Google Sheets

Export Formats:

  • Structured CSV
  • JSON API
  • SQL database dumps
  • Real-time data feeds

Historical Reports

Archive Access

Access previously generated reports:

Report Archive:

  • Last 90 days available
  • Search by date
  • Filter by type
  • Download previous reports
  • Compare to current

Compliance Reports

Regulatory Requirements

Generate reports for compliance:

Available Compliance Reports:

  • Financial summary
  • Customer data (anonymized)
  • Staff records
  • Incident reports
  • Audit trails
Compliance reports follow GDPR and data protection regulations. Personal data is anonymized where appropriate.

Report Troubleshooting

Common Issues

Report Won't Generate:

  • Check date range validity
  • Ensure data exists for period
  • Verify file size isn't too large
  • Check browser allows downloads

Missing Data:

  • Confirm filters aren't too restrictive
  • Check venue selection
  • Verify time zone settings
  • Ensure data was recorded

Formatting Issues:

  • Try different export format
  • Check template configuration
  • Verify software compatibility
  • Contact support if persists

Best Practices

Reporting Workflow

Recommended Schedule:

  • Daily: Quick glance at summary
  • Weekly: Review performance trends
  • Monthly: Generate comprehensive report
  • Quarterly: Strategic analysis

Data Analysis Tips

Make the Most of Reports:

  • Compare period-over-period
  • Identify patterns and trends
  • Set performance benchmarks
  • Share insights with team
  • Take action on findings

Need Help?

Contact support:

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