Read your reports
See leads, sources, bookings, sales and team numbers for any period — and build your own dashboards.
The steps at a glance
1In the menu on the left, tap Reports. On a phone, tap the ☰ menu button at the top first.
2Choose the Period, Team member and Source. Tick Compare to see the previous period.
3Tap Customise, then Add a chart. Pick a chart and Save dashboard.
4Tick Share with the team when saving. Tap Print / PDF for a copy.
✅ How do I know it worked?
- Your dashboard appears in the Dashboards list.
⚠️ Common mistakes
Problem“Reports are switched off for your role”.FixAn owner can change Who sees what in Settings → Reports.
