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

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:
- Go to Dashboard > Reports
- Click "Schedule Report"
- Select report type
- Choose frequency
- Enter email recipients
- 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
- Select data to export
- Choose date range
- Select format
- Click "Export"
- 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:
- Go to Dashboard > Custom Reports
- Select metrics to include
- Choose date range
- Add filters
- Select format
- 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
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
Related Documentation
- Dashboard Overview - Return to main dashboard guide
- Dashboard Metrics - Understanding metrics
- Analytics - Detailed performance analysis
- Account Settings - Configure report preferences
Need Help?
Contact support:
- Email:
[email protected] - WhatsApp: https://wa.me/message/GPBDMIVKYIELE1