The Insights dashboard provides quick and reliable insights into your business, with consistent data across all reports in the dashboard.
You'll see data-rich visuals and tables, period over period comparisons and can create alerts that deliver actionable insights, allowing you to use data proactively to help manage your business.
To get started, go to Manager > Reports, then choose which dashboard or report you'd like to view under the Insights tab.
In this Article
- Viewing in Full Screen
- Using the Dashboard Filters
- Period-on-Period Comparisons
- Explanations for Each Report (Tooltips)
- Getting a More Detailed View on Data (Drill-Down)
- Downloading/Exporting Reports & Dashboards
- Scheduling a Report or Dashboard Delivery by Email
- Creating Alert Notifications by Email for Specific Targets
Viewing in Full Screen
When viewing a dashboard or report, you can use the Full Screen button to switch to a full-screen view.
To exit full-screen click the Close Full Screen button in the same area.
Using the Dashboard Filters
Use the Date option to filter your report. If you have multiple locations in Phorest, you can also use the Branch Name option to filter to one or multiple locations.
Once you've set your filters, click the Update button to refresh the dashboard and apply your filters.
Unchecking all branches will also result in a full business-level report.
Some reports include comparison metrics.
These comparisons are based on the Date filter you have set and are compared to the equivalent date range immediately prior to that date.
For example, if you set the Date filter to This Month, then the comparisons will be made against last month.
If you set the Date filter to the Last 90 Days, then the comparisons will be made against the 90 days immediately before those last 90 days.
If you set the Date filter to a specific custom date range, then the comparisons will be made against the same number of days immediately previous (e.g. a Custom date range of Sep 10th - 13th (4 days) would be compared against Sep 6th - 9th).
Explanations for Each Report (Tooltips)
Each report on each dashboard will include a tooltip icon. Hove your mouse cursor over it to get a breakdown of how the report is calculated.
Getting a More Detailed View on Data (Drill-Down)
You can click on most data points to explore a more extensive breakdown of the data.
Some data can be broken down into an extensive table view:
Whereas other data points will bring you to a dashboard focused on that point:
Archived Staff Members
The financial totals for staff members who have been archived will still be calculated in each report, however, they will not appear on any staff breakdown reports, and will appear as a symbol on the Sales Transactions report.
Unarchiving the staff member will make them appear on these reports.
Downloading/Exporting Reports & Dashboards
You can download individual reports or download a snapshot of an entire dashboard by clicking the 3 dots in the top-right, and then clicking Download.
Or by clicking the Download button on a drill-down.
Scheduling a Report or Dashboard Delivery by Email
You can schedule reports and dashboards to be sent to you or your staff repeatedly by email.
To do this, click the 3 dots in the top-right corner, then select Schedule delivery.
Start by giving your report a Name. This will be the subject of the email and the name of the attached file.
Next, choose how often you would like to receive this email under the Recurrence settings, enter the email addresses you wish to send the report to, and choose the Format you wish to receive the report in.
Next, under the Filters tab, verify that your filters are set the way you want them.
As an example, if you wanted to receive an email on the 1st of every month with data on the previous month's performance; Schedule the Recurrence to Monthly on the 1st, and set the Date filter to Previous Month.
Next, under Advanced options, set a Custom Message. This message will be included in the body of the email that is sent. If you're scheduling this email for your team, feel free to add information about what is attached.
Finally, use the Test now button to send yourself a preview of the email. The sender of the email will be listed as firstname.lastname@example.org
Creating Alert Notifications by Email for Specific Targets
With each report on the dashboard, you can schedule email notifications to be sent once a certain target is met.
To do this, hover over a report and click on the bell icon
Next, give your Alert a name, set the Condition that needs to be met in order to trigger the Alert, enter the email addresses to send it to, then choose how often the system should check to see if your condition has been met under Frequency.
Once the condition is met, you'll receive an email like the one below. The email will come from email@example.com
Viewing and Editing/Deleting Existing Alerts
You can see which reports have Alerts set up by hovering over a particular report. If the bell has a number notification over it, this is how many Alerts are currently set up for that report.
To edit, duplicate, or delete an Alert, click the bell > click the 3 dots beside an alert, then choose what you want to do.