Data & Reporting
Make sense of the Dashboard, look back at previous months, read the ranking cards, and download reports to use elsewhere.
Articles in this category
How to Read the Numbers on Your Dashboard
Opening the Dashboard for the first time means meeting a screen full of cards with no obvious place to start. This article walks through how the board is grouped, what the 3 lines on each card mean, and which group answers which business question.
How to View a Previous Month's Dashboard
You want last month's numbers, but the Dashboard always opens on the current month. This article covers how to switch to an earlier month, what changes once you do, and the shortcut most people miss — because if all you want is a comparison with last month, you never need to switch at all.
Top Customers, Branches, Items and Rewards Explained
You want to know which customer spends most, which branch sells most, or which reward is redeemed most. The answer is in the 4 ranking cards at the foot of the Dashboard. This article covers the columns in each one, what the blue shading means, and the gap between a reward redeemed and a reward actually used.
Downloading Reports from the Report Center
You need the data as a file to work on, and you do not have to wait for anyone to send it — reports are generated by you, from the Report menu. This article covers choosing a report, setting the period, and downloading the CSV, plus the 15-day file lifetime worth knowing about first.
Granting and Removing Report Access
Someone on the team asks for access to a report — but reports carry sales figures and customer data, so not everyone should see every one of them. This article covers granting access person by person and report by report, removing it again, and the step people most often forget.