- Reports Module – Complete Overview
The Reports Module is a centralized analytics and data management system designed to help organizations track, analyze, visualize, import, export, and automate business data across customers, orders, appointments, rooms, and product categories.
It transforms raw data into actionable insights through visual report cards, advanced filters, scheduled reports, and flexible export/import tools — all within a single dashboard.
- What the Reports Module Does
The Reports module allows users to:
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Create custom reports based on different data sources
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Apply advanced filters and conditions
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View data visually through report cards
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Analyze Today, Monthly, Overall, and Date-Range metrics
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Import and export large datasets
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Schedule recurring (accruing) reports via email
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Display selected reports directly on the Dashboard
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Manage internal statuses, sub-statuses, and custom fields
- Supported Report Types
The system supports multiple report types, each connected to a specific data source:
- Customer Reports
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Based on customer records
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Filter by folders, tags, sources, statuses, team members
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Supports custom customer fields
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Tracks customer growth and activity
- Order Reports
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Based on order data
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Supports custom order fields
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Filter by order date, customer, or product data
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Ideal for sales and revenue tracking
- Room Reports
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Based on room booking records
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Tracks usage, availability, and booking trends
- Appointment Reports
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Based on appointment schedules
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Useful for clinics, consultants, and service-based businesses
- Category Reports
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Based on sold product categories
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Helps analyze product performance and customer behavior
Report Creation — Configuration Modal (Heart of the Module)
When a user creates or edits a report, a configuration modal opens.
This modal defines what the report is, how it filters data, and how results are calculated.
Report Identity & Scope
At the very top of the modal:
Report Name
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A free-text name chosen by the user
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Appears on report cards, exports, scheduled emails, and dashboard widgets
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Language-neutral (can be written in any language)
Report Of (Data Source)
This defines which type of data the report analyzes:
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Customer
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Order
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Room
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Appointment
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Category
Once selected, all filters, fields, and conditions adapt to that data type.
Added Condition — Advanced Filter Builder (Core Logic Engine)
The added condition section is the most powerful part of the Reports Module.
It allows users to describe business rules in logical form, without writing code.
Visual structure
Each condition row contains:
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A remove (−) icon
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A field selector (CUSTOMAR FIELD LIST / Custom Fields List)
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A value input
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An AND / OR connector
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A + button to add more conditions
Each row represents one logical statement.
Field Selection (CUSTOMAR FIELD LIST)
This dropdown dynamically loads:
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Standard system fields (e.g. date created, email, status)
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Folder-specific fields
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Custom fields created by the organization
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Special calculated fields (e.g. date formula days)
The field names are always shown in the current language, but internally mapped to the correct database fields.
Value Input
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Accepts text, numbers, or dates depending on the selected field
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Can be empty when the logic is “exists / not exists”
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Respects date formats and locale rules
AND / OR Logic (Human-Readable Logic)
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AND means: this condition must also be true
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OR means: this condition is an alternative
Conditions are evaluated in order, forming a readable logical chain.
This allows expressions like:
Customers in Folder A AND Status = Active
OR Customers created in the last 30 days
All without technical syntax.
Adding and Removing Conditions
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+ adds a new condition row
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− removes a specific row
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There is no hard limit — users can model complex business rules
This is why the Reports Module is suitable for real-world business logic, not just simple filters.
Additional Filters & Scoping Controls
Below the added condition builder, the user can further narrow the dataset using structured selectors:
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Folders
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Internal Status
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Internal Sub Status
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Sources
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Tags
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Main Status
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Team Members
These filters:
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Are language-aware
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Load dynamically based on folder and module
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Work together with the added conditions (not instead of them)
Ordering & Sorting
The Report Ordering option defines how results are sorted:
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Date created
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Last updated
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Other relevant timestamps
This affects:
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Table view
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Export order
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Scheduled report output
Optional Data Inclusion
Checkboxes allow the report to pull in related data, such as:
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Forms
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Products
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Payments
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Meetings
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Last customer message
These options enrich the report without changing its core logic.
Saving & Managing Reports
When saved:
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The report becomes a reusable object
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It appears as a report card
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It can be edited, deleted, exported, or scheduled
- Report Cards – Visual Analytics
Each report is displayed as a visual report card containing:
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Overall count – total matching records
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Today count – records created or updated today
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Current month count – month-to-date data
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Date range count – based on applied filters
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Circular progress visualization (SVG-based)
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Folder name indicators
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Quick action buttons
These cards provide instant insights without opening detailed tables.
- Filtering & Search Capabilities
The Reports page includes powerful filtering tools:
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Search reports by name
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Filter reports by date range
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Filter report data by:
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Customer
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Order
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Status
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Folder
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Internal status
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Sub-status
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Real-time updates without page reload
Filters dynamically recalculate report metrics and visuals.
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- Step-by-Step Import Workflow
- Step 1: Upload File
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Supported formats: .csv, .xls, .xlsx
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Drag & drop or browse to upload
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File validation ensures correct format and size
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- Step 2: Select Unique Identifier
Used to detect duplicates during import:
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Email
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Phone number
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Company ID
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CSV ID
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This ensures accurate matching with existing records.
- Step 3: Column Mapping
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Map Excel columns to system fields
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Supports:
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Standard fields
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Custom fields
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Date fields
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Visual mapping interface for clarity
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- Step 4: Apply Bulk Values
Apply values to all imported records, such as:
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Folders (multiple)
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Tags
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Source
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Team member
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Customer manager
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Lists
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Automation trigger
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- Step 5: Duplicate Handling
Choose how duplicates are processed:
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➕ Create New – Add duplicate as new record
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⏭️ Skip – Ignore duplicate rows
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Update Existing – Update matched records
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⚙️ Advanced Features
- Saved Import Structures
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Save column mappings
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Reuse structure for future imports
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Reduces repetitive setup time
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- Automation Support
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Trigger automations during import
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Useful for:
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Welcome messages
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Follow-ups
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Task creation
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Status updates
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- Date Format Flexibility
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Supports:
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DD-MM-YYYY -
MM-DD-YYYY
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Prevents incorrect date parsing
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Date format selection
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Save mapping structure for reuse
- Report View (Tabular Data)
Each report can be opened in a detailed table view, allowing users to:
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See exact records behind the report
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Apply additional filters
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Paginate large datasets
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View custom fields
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Analyze data row-by-row
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Send report data via email
This view bridges high-level analytics with detailed data inspection.
- Import Functionality
The Reports module also acts as a data ingestion system, supporting bulk imports.
- Customer Import
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5-step guided wizard
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Excel / CSV upload
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Column mapping
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Duplicate handling
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Bulk assignment (folders, tags, team members)
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Automation trigger
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Save import structure for reuse
- Order Import
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2-step streamlined import
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Maps order fields
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Connects orders with customers
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Supports automation
This ensures fast onboarding and data migration.
- Export Functionality
Reports can be exported in multiple formats:
- Excel Export
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Includes only selected fields
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Supports custom fields
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Applies all filters and conditions
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Suitable for accounting, analysis, and sharing
- CSV Export
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Lightweight format
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Ideal for integrations and external systems
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Maintains data integrity and encoding
Exports respect:
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Date filters
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Customer/order filters
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Language settings
- Accruing (Scheduled) Reports
Users can configure automatic recurring reports:
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Daily, weekly, or monthly schedules
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Select specific days
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Choose date ranges (last week, last 3 months, last 6 months)
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Send reports to:
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Specific email addresses
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Customers in selected folders
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Uses predefined email templates
This feature enables hands-free reporting and monitoring.
- Dashboard Integration
Reports can be marked as “Show on Dashboard”, allowing:
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Key reports to appear on the main dashboard
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Quick access to critical metrics
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Organization-wide visibility
Dashboard reports update automatically.
- Internal Status & Custom Fields Support
The Reports module fully supports:
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Folder-specific internal statuses
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Hierarchical sub-statuses
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Dynamic loading based on folder selection
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Custom customer fields
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Custom order fields
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Conditional filtering logic
This allows deep segmentation and advanced analysis.
- Security & Permissions
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Module-based access control
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Organization-level data isolation
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Secure file uploads
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Role-based visibility
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SQL and XSS protection
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Validated inputs and exports
- Language & UI Support
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Multi-language (English / Hebrew)
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RTL and LTR layouts
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Responsive design
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User-friendly modals and wizards
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Accessible and clean interface
✅ Business Benefits
✔ Centralized analytics
✔ Flexible reporting
✔ Visual insights
✔ Bulk data management
✔ Automation-ready
✔ Scalable for large datasets
✔ Reduces manual reporting effort
- Final Summary
The Reports & Import Module is not just a reporting tool — it is a complete data intelligence system.
By combining custom reports, visual dashboards, advanced filtering, imports, exports, and scheduled automation, it empowers organizations to make data-driven decisions with confidence.
