Skip to content
English
Go to poolofficemanager.com
  • There are no suggestions because the search field is empty.

Reports Page

The Reports page allows users to analyze system data through built-in dashboards and customizable reports. It provides insights into appointment performance, worker productivity, customer trends, and service efficiency.

Accessing the Reports Page

Reporting 1

Reporting 2

  1. From the main navigation menu, click on Reports.

  2. The system redirects you to the Reports Page.

Reports Page Overview

The Reports page contains two main tabs:

  • Dashboard

  • Custom Reports

Each tab serves a different reporting purpose.

Dashboard Tab

The Dashboard tab provides a visual summary of key performance metrics using filters and charts.

Dashboard Filters

Two filters are available at the top of the Dashboard:

Date Filter

  • Filters statistics based on a selected date or date range.

  • Displays:

    • Number of appointments completed

    • Number of appointments assigned

    • Average service time during the selected period

Workers Filter

  • Filters dashboard statistics based on selected worker(s).

  • Displays:

    • Appointments completed by selected workers

    • Appointments assigned to selected workers

    • Average service time for selected workers

Dashboard Visuals

The Dashboard includes:

  • New Customers List
    Displays newly added customers within the selected date range.

  • Type of Appointments Breakdown
    A pie chart showing the distribution of appointment types.

These visuals help quickly assess operational performance and trends.

Custom Reports Tab

The Custom Reports tab allows users to create, manage, and export customized reports in CSV format.

Creating a Custom Report

  1. Click the + Create a Custom Report button.

  2. The Create Custom Report modal opens.

  3. Enter a name for the custom report.

  4. Click Create Custom Report.

The newly created report appears in the Custom Reports list.

Managing Custom Reports

Each custom report in the list includes:

  • Pencil Icon
    Allows you to edit the name of the report.

  • Trash Icon
    Allows you to delete the report.

Customizing a Report

  1. Click on a custom report name.

  2. The system redirects you to the Customize Report page.

Customize Report Page

This page allows you to define how the report data is structured using separate configuration sections:

  • Rows

  • Columns

  • Values

  • Filters

Each section includes a dropdown where you can select the relevant fields for your report.

Exporting Custom Reports

At the top-right corner of the Customize Report page, two actions are available:

Download Data

  • Downloads the custom report as a CSV file.

Open in Google Sheets

  • Opens the CSV data directly in Google Sheets for further analysis or sharing.