HelpInsights & reportsReports & exports

Reports & exports

Reports are the detailed, row-by-row view.

Owner, Manager & Location-manager Where: Reports 5 min read
Pick a report, a branch and a date range, read it on screen, and download it as CSV, Excel or PDF when you need it elsewhere.
Reports and Analytics count differently on some of these reports, and both are right. Four reports below — Wait & service time, Staff performance, Station performance and Staff hours & how busy — count services, one for each stop somebody completed. Analytics counts people, each once however many stops they went through.
For example In a clinic where a patient sees reception and then a doctor, those four reports say 2 and Analytics says 1 for the same visit.

The other five reports (Visits & served, No-shows & walkouts, Peak times, Forecast, Station occupancy & handovers) count people, arrivals or stations instead, and mostly agree with Analytics.

Both pages measure the average wait the same way now — neither counts the hours you were closed.

The nine reports

All nine sit in one Report picker — there are no extra menu items to hunt for.

ReportWhat it shows
Wait & service time How long people wait and how long service takes. This is the one that opens by default.
Visits & served How many visits were walk-ins versus appointments, and the total. It doesn't break down what was served — for that, see Staff or Station performance.
No-shows & walkouts Who didn't turn up, and who left the line before being called.
Peak times When you're busiest.
Forecast Projected demand for the days ahead.
Staff performance How many each person served, and how long they took.
Station performance The same question per counter.
Staff hours & how busy How long each person was signed in at a counter, and how much of that time they were actually with somebody. A different question from "how many did they serve".
Station occupancy & handovers How long each counter was manned, how busy it was, and how many times somebody was bumped off it rather than signing out.

Branch, staff & range

Four controls sit above every report — Report, Location, Staff and Range.

ControlHow it works
Location One branch at a time — a report always covers a single location. It opens on your first branch.
Range 7, 30 or 90 days, ending today. There is no way to ask for a longer window here, so you can't accidentally pull a ten-year file. The dates are worked out in that branch's own time zone, so "the last 7 days" means the shop's last seven days, not yours.
Staff Narrows any report to one person. "All staff" is the default.

The whole choice lives in the web address, so a report you're looking at can be bookmarked or pasted to a colleague and it opens exactly as you left it.

Two reports the staff filter doesn't change

ReportWhy
No-shows & walkouts Pick a person and the page tells you outright — nobody is ever served on a no-show, so it can't be attributed to a person, and the figures cover the whole branch.
Station occupancy & handovers Ignores the staff filter too, but without saying so on screen — each row there is a station, not a person, so a person picked in the filter simply has no effect.
On both, the filter isn't broken — it genuinely cannot apply. The numbers still cover the whole branch; nothing is missing, it's just not split by person.

Forecast shows its projection in a band above the table — "Expected demand — projected ~40 joins next day." It is learned from your own arrival history, a simple average of how many joined per day over the range you picked.

There's no minimum history before it shows one — even a branch a couple of days old gets a projection, and it sharpens as more history builds.

Reading the table

Every report is tidied on its way to the screen, so the same rules apply whichever one you're reading.

RuleWhy
A dash (—) means genuinely unknown, not zero. A counter nobody ever occupied has no busy-ness to report, and printing 0% there would be a lie.
Times are in minutes, and the column heading says so — "Median wait (min)". They stay as plain numbers rather than "38h" on purpose — these rows go straight into a spreadsheet, and a column of "38h" is a column nobody can add up.
Yes and No, never "true" and "false". —
Dates and times are written out in a readable form. Rather than the machine format.
Internal reference numbers are hidden. Where one existed there is a name column instead — you never see a long string of letters and digits.

Above the table, a line counts what you've got — "128 rows" next to "Ready to pull." — two separate notes side by side, not one sentence.

Downloading

CSV, Excel and PDF download exactly what's on screen — same report, same branch, same dates, same staff filter. CSV and Excel are for your own spreadsheet; PDF is the tidy one to file or send.

  • All three grey out when there are no rows, so you can't download an empty file by accident.
  • If a download fails you get "Couldn't download that report — please try again." and nothing is saved.
Why the download's times can differ from the screen. A downloaded file always writes times in the shop's own clock. The table on screen uses your device's clock instead.
For example Sitting in the shop, they're identical. Reading your Singapore branch's report from London, they won't be — trust the file.

When there's nothing to show

Four different screens, and telling them apart saves a support message.

What you seeWhat it means
"No rows" with "No data for this range" The report ran fine and there genuinely was nothing. Widen the dates, change branch, or clear the staff filter.
"Couldn't load this report — see below." Something went wrong; this is not a quiet zero. A Try again button sits under it. Reading "0 rows" here would have you believe you had a terrible week.
"That branch is no longer here" You followed an old bookmark to a branch that has since been removed. Pick another branch and carry on. This one matters — a deleted branch used to look like an ordinary bad month.
"No locations yet" Reports cover one branch at a time, so set your first one up and they appear.

Related: Analytics · The dashboard