Reports

The report is a one-page summary of what your receptionist recovered over a period, laid out as a clean printable sheet rather than a dashboard. It’s designed to be saved as a PDF and sent to someone who doesn’t have a login.

Your dashboard is for you; this is for everyone else#

Your dashboard is for you. The report is for everyone else — a business partner, an accountant, a franchise office, a lender asking what your marketing actually returns.

It carries the same numbers as the dashboard, with no interactive parts and nothing that needs explaining.

How to create one#

1. 1

   Open the report

   Go to Report from the left menu. It builds from whatever date range you pick.

2. 2

   Choose the period

   A calendar month is the most useful unit — it lines up with how you’re billed and gives appointments time to hold.

3. 3

   Press Print

   The controls disappear and the sheet fills the page. In the print dialog choose Save as PDF as the destination.

4. 4

   Send it on

   The PDF is a standalone file — no login, no link, nothing to expire.

What’s on the sheet#

• Recovered revenue for the period, as the headline.
• The funnel — conversations, qualified, booked and held.
• Hold rate, and how it compares with the 60% target.
• What you paid, against what was booked and held.
• The list of held appointments making up the total.

Nothing on it is a projection. Every figure traces to an appointment that happened.

Who to send it to#

• A partner or co-owner who wants to know whether the spend is working.
• Your accountant, as context for a marketing line in the books.
• A lender or franchisor asking for evidence of lead flow.
• Yourself — a monthly PDF is a record that survives any change of system later.

What happens next#

Nothing is locked when you generate a report — it’s a view, not a submission. Run it as often as you like, and re-run the same period later if more appointments have since held.