Use list, graph, pivot, and kanban views to answer real questions fast.
Overview
Analytics & Reporting turns everyday records into insight. Switch between List, Graph, Pivot, and Kanban views to answer questions like “Which services drive revenue?”, “Which reminders fail?”, or “Where are we overbooked?”. Saved filters (Today, This Month, Overdue) and Group By (Service, Month, Staff, Status) make recurring reviews fast.
Because grooming, training, notifications, and weight all expose measures, you can benchmark service lines, monitor quality metrics (ratings, completion), and spot trends early.
How It Works
- Open any list and switch view (List/Graph/Pivot/Kanban).
- Apply filters (e.g., Completed, Paid, High Rating).
- Group by fields (Service, Groomer, Month, Status).
- Save favorite searches for quick reuse.
Step-by-Step Guide
- Go to the target area (e.g., Grooming › Sessions).
- Click Graph view to see totals by revenue or count.
- Use Group By “Month” and “Service” to compare trends.
- Save as favorite for your weekly review.
Common Reports
| Report | What it shows | Example |
|---|---|---|
Grooming Revenue (Monthly) |
Total cost by month and service. |
Bar chart by month |
Training Completion Rate |
Sessions completed vs scheduled. |
Pivot by status |
Notifications Delivery |
Delivered vs Failed by type. |
Pie by delivery status |
Weight Changes |
Pets with significant change %. |
List filter “Significant Change” |
Tips
- Combine filters (e.g., Completed + This Month) for cleaner KPIs.
- Export pivot tables to share with management.
- Pin your top 3 saved searches.