LAST UPDATED
21/01/2026
Reports Page Flow
Visualises key performance metrics and transaction data, enabling users to generate comprehensive reports and gain actionable insights into business health and operational efficiency.
Dashboard
Platform Dashboard
Comprehensive Reporting - Insights at Your Fingertips
Previously, obtaining business insights required manual data compilation. With this feature, users can generate comprehensive reports on transactions, performance, and team activity directly within the platform, with flexible filtering options.
Export and Permissions
All report data can be exported to CSV for deeper analysis. The system respects user permissions, aggregating data only from transactions the user is authorised to see. This enables data-driven decision-making at both the individual and company levels.
Multi-Dimensional Analysis
Reports can be filtered by date, status, team member, or branch. Users can view transaction counts, completion rates, and client satisfaction metrics. Visualisations show trends over time to help identify bottlenecks or growth areas.