Generating and Scheduling Reports
The Reports feature allows you to export your data into clean, professional PDF documents. This is the ideal tool for sharing performance updates with owners, executive boards, or team members who may not have direct access or the time to log into the platform. It ensures all stakeholders remain aligned on your properties' reputation and guest satisfaction metrics.
1. Using Report Templates
To save time, the platform provides a selection of built-in, industry-standard templates tailored to common business use cases.
- You can Preview any template before generating it to see exactly how the data, charts, and layout will look in the final PDF.
2. Building a Custom Report
If our standard templates don't fit your exact needs, you can build a tailored report from scratch:
- Click the Create Report button in the top right-hand corner.
- Select the specific data modules, charts, and analytics you want to include (e.g., Sentiment Breakdown, Platform Distribution, or Trend Lines).
- Click Generate Report to instantly compile your custom PDF for download or sharing.
3. Automating Your Workflow
You don't need to manually pull reports every week or month. Use the Schedule tab to automate your internal reporting pipelines:
- View, edit, or delete your existing recurring reports in one centralized list.
- Set up new automated schedules to deliver specific reports directly to stakeholder email inboxes at regular intervals (e.g., every Monday morning or the first day of the month).
4. Tracking Delivered Insights
To maintain a clear paper trail of your shared data, navigate to the History tab. This section acts as an audit log where you can:
- Review a complete historical list of every report generated and sent by the platform's email system.
- See exactly when a report was sent and who received it, making it easy to track past performance reviews and internal compliance.