new

Centralizing Business Reporting

We are happy to note the recent update to the business reporting capabilities built into Spectora!

Note:

Users without financial data access will still not have access to these and will not see the Reporting option noted below.

For a more thorough walk through of the new reporting features see:

Get Started!

To turn this new feature on go to Settings / Beta Features and click on the checkbox for

Enable Reporting Feature

With Advanced Not Enabled:

New
Reporting
option for your Nav Bar menu (can be added in Settings)
New
Reporting
option in your User menu
New
Reporting
page with sections for
Revenue Reports
and
Inspection Reports
These hold the
Payments Report
and the
Unpaid/Unpublished Inspections Report
respectively
You will still be able to access these reports by going through the
Data Exports
page but will be redirected to the new location when you open them.

With Advanced Enabled:

Same new placement of
Payments Report
and
Unpaid/Unpublished Inspections Report
and access to
Reporting
as noted above
Agent Reports, Pay Reports and Equipment Reports
now show up here under the centralized
Reporting
page in their respective sections for easy access
New
Team Reports
section with currently just one report labeled
Close Rate
for reporting around your schedulers (including the Online Scheduler)
New
Revenue Reports
section (where Payments Report also now lives) with 5 new
Gross Revenue Reports
:
By Month, By Quarter, By Year, By Inspector
and
By Service
You will still be able to access these reports by going through the
Data Exports
page but will be redirected to the new location when you open them.

Coming Soon to Advanced Reporting...

A Custom Data Export option with the ability to save commonly performed exports!