Central reporting

Custom Report

Create different report emails for different rhythms: a short daily check, a deeper weekly summary or a monthly overview.

Branch reports Scheduled reports

SetupCreate a custom report

Report name Send to email Schedule Report scope Group Branch

DataChoose what to include

Tap a card to include or remove that section from this report.

✓OverviewBranch count, active/inactive status and the broad operational picture.✓Location healthLowest scoring locations, operational alerts and reasons they need attention.✓Inbox and responseUnread conversations, inbound messages and outbound responses.✓TasksOpen tasks, overdue tasks and completed work.✓Social activityScheduled posts, Central post sets and branches with quiet social activity.✓Leads and formsForm submissions and lead activity across the selected locations.✓Website enquiriesWebsite enquiry volume and branches with older website activity.✓User activityLogins today and branches with no recent user activity.

ExistingCustom reports

No custom reports yet.