Transcript of the video:
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This video will show you how to view the reports
available from the Dashboard on Web.
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There are many reports available from the Dashboard on Web
to help you gain insights into your business.
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Here's how to access and use them.
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Select Reports.
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At the top is a Reporting Dashboard that provides key metrics,
giving you a quick overview of the health of your business.
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Then, there are a series of pre-filtered reports
categorized under four main topics:
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Operations and Finance,
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Payments,
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Sales Trends,
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and Products and Services.
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There are a mix of dynamic and classic reports.
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Reports with the Classic tag are legacy reports
with limited features.
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The rest of the reports are dynamic with enhanced features
that allow you to filter various data points and time periods.
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Select a report to open it.
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There are two main sections:
a bar or line chart.
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You'll also see a data table.
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Select the calendar to change
the date range of the report's data.
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Choose from a pre-set timeframe,
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or click two dates on the calendar
to customize your own date range.
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Select the Grouped by field to change how
the data points are grouped on the line chart.
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Select the Metrics dropdown to change
what data is presented on the chart.
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In the Data Table section,
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use the Columns button to add or remove
the columns displayed,
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to compare different pieces of data
about your business.
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Select the Columns button again
to close the menu.
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To view additional rows not displayed,
use the navigation toolbar at the bottom of the table.
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Some reports have an additional filter in the Data Table
for you to refine the data even further.
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Select All Reports to return to the main Reports page
to view another report.
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Now you know how to use the reports to monitor
and gain key insights about your business.