Getting Started

Overview

This guide walks you through your first visit to Reporting and Intelligence, from navigating there to reading your first insight card.

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 28 days). A blue badge shows how many days are selected
Compare: Opens the comparison and forecast dialog
Filter: Filter data by team member or service
Recalculate: Refresh pre-computed data for specific dates
Email: Send an analytics summary via email
Export: Download CSV data for the current tab

You can tap Expand to see the header in an expanded layout with placeholder panels for future dashboard features.

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 (default)
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. Each card has:

A headline message describing an observation
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")

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.

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. You can also swipe the tab content area.

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.

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

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