There is no builder to open and no wizard to step through. You change the controls on the Reports Workbench and the chart follows. Building a report means arranging four things — a source, some numbers, a grouping and a chart type — and then saving the arrangement.
Start from a template
The fastest start is not a blank one. The sidebar lists templates for whichever source you are on; click one and every control is set for you. Twenty-one ship with the product, including:
- Lead Pipeline Analysis and Lead Conversion Funnel
- Marketing Source ROI and Why You Lose
- Pipeline Value by Stage and Proposal Win Rate
- Financial Summary, Cash Collected and Year-over-Year Comparison
- Revenue by Package and Wedding Operations Dashboard
- Vendor Performance Scorecard and Vendor Directory Overview
- Maintenance Spend by Category, Ticket Load by Priority and Equipment Health
You only ever see the ones belonging to your current source, which is why the list changes as you move between them.
Pick the source first
The source decides what the rest of the controls can offer, so change it before anything else — switching source resets your metrics to the first one on the list and clears your grouping.
Choose your numbers
Metrics are toggles, not a dropdown, and you can have several at once. Each source brings its own:
| Source | Metrics |
|---|---|
| Leads | Total Leads, Booked, Avg Budget, Pipeline Value, Avg Response (min) |
| Proposals | Proposals, Accepted, Win Rate, Value, Avg Proposal |
| Contracts | Contracts, Signed, Signed %, Value, Deposits |
| Invoiced | Invoiced, Collected, Invoices, Avg Invoice |
| Collected | Collected, Payments, Avg Payment |
| Weddings | Weddings, Avg Guests |
| Vendors | Vendors, Avg Score |
| Tickets | Tickets, Open, Critical, Actual Cost, Estimated Cost, Avg Cost |
| Equipment | Equipment, Needs Repair, Purchase Cost, Avg Cost |
| Contractor Jobs | Jobs, Actual Cost, Quoted Cost, Avg Rating |
Two pairs are worth putting on the same chart. Estimated Cost against Actual Cost shows how good your maintenance quotes are; Quoted Cost against Actual Cost does the same for contractors.
Group the data
A grouping turns one total into a set of bars. Every source can be grouped by Month, Quarter or Year, and most add their own:
| Source | Also groups by |
|---|---|
| Leads | Source, Status, Loss reason |
| Proposals, Contracts | Status |
| Invoiced | Invoice status |
| Collected | Method |
| Weddings | Status, Package |
| Vendors | Category, Status |
| Tickets | Category |
Without a grouping you get a single bar — the total for the whole period. That is the right answer for a headline number and the wrong one for almost everything else, so if a chart looks oddly empty, check whether anything is grouping it.
Pick a chart
Bar compares things side by side. Line and Area suit anything grouped by month or quarter. Pie wants a small number of slices — a dozen lead sources is unreadable as a pie. Table gives the numbers themselves, which is what you want before exporting.
Compare with an earlier period
Turn on Compare, then choose Prev for the preceding period of equal length or YoY for the same dates last year. Comparison works with any chart type and is the quickest honest answer to "are we up on last year".
Filter by clicking
Filtering is not a separate panel. Left-click a bar or slice and that value becomes a filter chip under Filters:; click it again to remove it, or use Clear all. Filters stack, so clicking a source and then a status narrows to both.
Save it
The save control only appears once you have changed something. Click it, type a name in the Name... box, and confirm with the green tick — or press Enter. The cross cancels.
What gets remembered is the arrangement: source, metrics, grouping, chart type, dates, comparison and filters. Saved reports appear under Saved for everyone at your venue.
There is no description field, no rename, no delete and no duplicate — so give it a name you will still understand in three months. Changing a saved report means loading it, adjusting it and saving it again under a new name.
Tip: Build a report around a question you actually argue about. "Which sources produced booked weddings this year" is a report; "everything about leads" is a screen nobody reads twice.
Frequently Asked Questions
Can one report use two data sources? No. If you want invoiced against collected, note that both live on the Invoiced source and can go on one chart.
Can I edit a saved report? Load it, change what you want and save it again. The original stays as it was, so you end up with two — there is no overwrite and no way to remove the old one from the workbench.
Can I mark a report as a favorite? A star shows against favorites, but nothing in the app sets one yet.
How far back can a report go? As far as your records do. The longest preset is 1Y, so older periods are reachable only through a template saved that way.
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