- 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
When creating a report, users can fully customize it using:
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Report name and type
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Field selection (standard + custom fields)
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Folder selection (single or multiple)
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Source and tag filtering
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Status, internal status, and sub-status filtering
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Team member assignment filters
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Conditional logic (AND / OR rules)
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Ordering logic (date created / last updated)
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Optional data inclusion:
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Payments
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Meetings
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Products
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Forms
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Last customer message
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This ensures every report matches exact business requirements.
- 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.
