Reports Settings puts managers and owners in full control of how business intelligence is presented and shared across the organisation. Configure the default date range displayed when any report opens, restrict financial and commission data to appropriate role levels, choose your default export format, set up scheduled report emails that land in your inbox automatically, and customise which KPIs appear on your main dashboard. Every change takes effect immediately.
Kuidas See Töötab
01
Navigate to Settings then Reports and review each section of the current configuration.
02
Set the default date range displayed when any report opens — common choices are this month or last 30 days.
03
Configure role-based access so financial and commission reports are only visible to owners and managers.
04
Set up at least one scheduled report delivery by selecting the recipient, frequency, and report type.
05
Choose your preferred default export format — PDF for presentations or CSV for spreadsheet analysis — and save.
Põhifunktsioonid
Configurable default date ranges
Role-based report access control
Scheduled automatic email delivery
PDF and CSV export defaults
Dashboard KPI customisation
Multi-branch reporting configuration
Fiscal year and currency settings
Instant application of changes
Pro-nõuanded
Restricting financial reports to owner and manager roles is the single most important access control setting.
A scheduled Monday morning summary report keeps you informed about the previous week without logging in.
Set up individual commission report emails to each therapist at month-end — it is a powerful motivator.
Align custom date ranges with your marketing calendar so campaign ROI data is immediately comparable.
Feature Illustration
Reports Settings
Feature illustration