Your dashboard shows the numbers you check every day at a glance, and reports give you the detail behind them. Both only show what each person has permission to see, so everyone can have a dashboard that suits their job.
Set up your dashboard
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Add a view
Open the Dashboard and select Add View. Give it a name such as Sales or This week, and pick an icon. Each view appears as a tab, so you can keep different sets of numbers apart.
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Add widgets
Open the Widget Library and drag widgets onto the view. There are statistics such as invoices and revenue this month, charts such as bookings and your sales pipeline, forecasts, and everyday widgets such as your tasks and who is on holiday.
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Arrange them
Drag widgets into the order you want. The most important numbers belong at the top.
Run a report
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Open Reports
Choose Reports in the sidebar. Reports are grouped by area, such as Sales & Finance, Recruitment, Team and Time Tracking, and you only see the ones for features you use and have access to.
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Pick the dates
Choose a report, set the from and to dates and select Generate.
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Export it
Export the results as a CSV for a spreadsheet or as a PDF to share.
Get a report emailed on a schedule
On Professional and Enterprise you can have any report emailed automatically. Choose to schedule the report, then set:
- the period it covers, such as the last 7 days or the previous month,
- how often it runs, daily, weekly or monthly, with the day and time,
- who gets it, up to 10 email addresses.
Each run emails the report as a CSV and keeps a copy you can download. Your plan includes a number of scheduled runs each month, and after that each run is a small charge from your wallet. If the wallet runs out, the schedule pauses and you are told, rather than failing quietly. Pause or delete a schedule at any time.
For more, see Reports and the dashboard.