Getting Started

Overview

This guide walks you through your first visit to Reporting and Intelligence, from navigating there to reading your first insight card and discovering the intelligence features built into your data.

Step 1: Open Reporting and Intelligence

Navigate to Reporting and Intelligence from the main sidebar. You'll land on the Business Intelligence page with the Overview tab selected by default.

Step 2: Understand the Header

At the top of the page, you'll see a compact header card with your business logo, the title "Business Intelligence", and a row of controls:

Date range picker: Shows the currently selected period (defaults to the last 30 days). A blue badge shows how many days are selected
Compare: Opens the comparison and forecast dialog. A red dot appears when comparison or forecast periods are active
Filter: Filter data by team member or service. A red dot appears when filters are active, with a count of active filters
Recalculate: Refresh pre-computed data for specific dates (shows "Updated X ago")
Email Summary: Generate an analytics summary and open it in your email client to send
Export: Download CSV data for the current tab

You can tap Expand to see the header in an expanded layout.

Step 3: Choose a Date Range

Tap the date range picker to open a calendar. You can either select custom dates or use one of the quick presets:

Today: Just today's data
Yesterday: Yesterday only
This Week: From the start of this week to today
Last 7 Days: The past 7 days including today
Last 28 Days: The past 28 days including today
This Month: From the 1st of the current month to today
Last Month: The entire previous calendar month
This Year: From 1 January to today

The maximum date range is 365 days. Changing the date range refreshes all tabs.

Step 4: Read the Overview Tab

The Overview tab shows four key metric cards:

Revenue: Total revenue for the period, with average per day
Appointments: Total appointment count, with average per day
Completion: The percentage of appointments completed
Top Performer: Your busiest team member by appointment count, with their photo

Below the metric cards, you may see insight cards: coloured cards with observations about your data. Swipe horizontally to see more.

Further down, you'll find:

Revenue Trend: A chart showing daily revenue over the selected period
Revenue by Service: A donut chart breaking down which services generated the most revenue
Top Services: A ranked list of your highest-revenue services

Step 5: Explore Insight Cards

Insight cards appear between the metric cards and the charts on every tab. Each card has:

A headline message describing an observation, with key values (currencies, percentages, numbers) automatically highlighted
Optionally, a detail section with more context and a suggested action
Optionally, action buttons that take you somewhere relevant (e.g., "View [Service]", "Create Special Service", "Manage Payments")

Cards are colour-coded by tone: green for positive news, amber for warnings, blue for suggestions, red for issues needing attention, and grey for neutral observations.

Look for the help icon: Some cards show a small question mark badge in the top-right corner. Tap it to see exactly how the insight was calculated, step by step, using your real data. This is one of the most powerful features of the intelligence suite.

For a full explanation, see Understanding Insight Cards.

Step 6: Switch Between Tabs

On desktop: Tabs appear as pills across the top of the content area. Click any tab to switch.

On mobile and tablet: Tabs appear as a sticky ribbon at the bottom of the screen. Tap any tab icon to switch.

The 7 tabs are: Overview, Appointments, Customers, Team, Services, Financial, and Map.

Step 7: Try a Deep Dive

Some tabs contain deep dive cards: gradient-coloured cards near the bottom of the tab that invite you to run a deeper analysis. These are the richest analyses available and are worth exploring early.

A good first deep dive to try is the Pet Demographics Deep Dive on the Customers tab:

Switch to the Customers tab
Scroll to the bottom to find the "Pet Demographics Deep Dive" card
Tap Deep Dive
The analysis will open in a fullscreen view, fetching your pet data and computing breed distributions, age analysis, multi-pet household stats, and more
Look through the insight cards generated: each one includes actionable suggestions and many have mail icons that open pre-written email templates in your email client for you to review and send

Once loaded, the results persist even if you switch tabs and come back.

Step 8: Try Compare and Forecast

Once you're comfortable with the base analytics, try comparing against a previous period:

Tap the Compare button in the toolbar
Under Look Back, set the quantity to 1
Close the dialog and return to the Overview tab
You'll see a dashed grey line on the Revenue Trend chart showing last period's revenue, and "vs. prev. avg" comparisons on the metric cards
To try forecasting, open Compare again, and under Look Ahead, set the quantity to 1. A dashed violet line will project your revenue forward

For full details, see Compare and Forecast.