Reporting Tour

⏱️ 4-6 min

Search for Reports, name what each report shows, and use the date range and compare controls.

Where it lives

The reports you will use

Click Search at the top of your screen and type Reports, then open it. Each report has its own job. You can also find it in your menu, but menus can be renamed, so search is the sure way.

Google Ads and Facebook Ads

These two show how your paid ads turn into leads and sales, with the money you spent right beside them.

  • One tab for each ad platform
  • Needs your ad account connected

Where a lead first came from

This report tracks the first place a lead found you, so you can see which source starts the most conversations.

  • Look for it on the Reports page
  • It may depend on your plan

Call Reporting and Appointment Report

Call Reporting tracks phone activity by phone number. The Appointment Report shows what gets booked and what gets cancelled.

  • Call Reporting may need a higher plan
  • Both have their own video later

How each teammate is doing

One page shows results for every user on your team, so you can see who is busy and who is closing.

  • What a user sees can depend on permissions

Build your own branded reports

Search for Custom Reports to see the reports you have built. Click + New Report to start one and save it as a polished PDF or send it by email.

  • Great for sharing results without giving someone a login
Same controls everywhere

Three things that work on most reports

Learn these once and you can use them on report after report.

📅

Date range picker

Near the top of most reports. Pick a time frame like last week or last month and the numbers refresh.

↔️

Compare option

Shows the report next to an earlier time frame, so you see if a number went up or down.

🧩

Dashboards feed reports

Widgets you build on your Dashboard (search for Dashboard) can be packaged into a Custom Report.

Key terms

Definitions

Tap any term to expand it.

The area that holds your built-in reports for ads, calls, appointments, and teammates. Search for Reports to open it.
The control near the top of a report that sets which dates the numbers cover.
An option that shows the current numbers next to an earlier time frame.
A small box on a dashboard that shows one number or chart.
Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

⚡ Tips

  • If a report is missing, your plan or your user permissions are usually the reason.
  • Do not try to memorize the reports. Each one gets its own video.
  • Compare shows direction, so you see more than a single number.
  • Report names can differ a little in your account, so search for the closest match.
Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

Which report tells you where a lead first came from?

What does the compare option do?

Small boxes on a dashboard that show one number or chart are called ____.

The button you click in Custom Reports to start a report is + New ____.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

🧭 Plan my reporting tour

You are a friendly software trainer helping me get comfortable with the Reporting area of my software. My context: - [my business and what I sell] - [which reports I see when I search for Reports] - [how many people use my account] Give me: - A short checklist for clicking through each report once - One question each report can answer for me - A note on what to write down if a report is missing Use plain words and keep it under 250 words. Finish by asking me: "Which report am I most curious about?"

📝 Build my report cheat sheet

You are an organized note-taker helping me make a one-page map of my reports. My context: - [my business] - [the ads, calls, and bookings I want to track] - [the people who will look at these numbers] Give me: - A table of each report and what it shows - Where the date range picker and compare option live - A short list of questions to answer first Keep it simple and only describe what is on screen. Finish by asking me: "Which report do I need to open first?"

You now have the map. Spend two minutes opening each report, then turn on compare once. Next, you will make the numbers you see the numbers you meant to see.