At A Glance Report

Overview

The At a Glance report is a tool designed for business owners to quickly review daily activities and summaries within their organization. It provides a daily review of what is happening, including summaries and a quick overview of the day's activities. The report highlights the current day and offers the option to view the last 7 days of actions within the organization. This makes it a useful tool for owners to stay updated on the organization's status and recent activities.

The At a Glance report can be found in the Snapshots section of the navigation menu. To view the At a Glance report, you must have the Reports permission to be granted on your user profile.

The report is broken down into two sections: Summary and Glances.

Summary

The summary section gives you a quick count of various activities that have happened in the system today.

Contacts: All contacts added today.
Contact Notes: All notes created on the contact level today.
Invoices: All invoices created today.
Booked: Appointments created in the system today.
Scheduled: Appointments scheduled on the calendar for today.
First Available: Appointments scheduled for today that have the "First Available" box checked on them, indicating the customer's. preference for the soonest appointment possible.
Appointment Notes: Notes created today on any appointments.
Proposals: All proposals created today.
Unassigned Tasks: All tasks in the system that are not assigned to a user.
Recent Pictures: Pictures that were added to your organization in the past 7 days.

Each of these metrics includes a view link that leads to a detailed grid for that category, except for recent pictures, which opens the Lightbox photo storage.

Glances

The glances show detailed grids of each of the Summaries above, giving you further insights into each topic.

You can jump directly to them by clicking the hyperlinked number or the View link next to each total.

At the top of each grid, you will see the option to switch between Today and Recent. The grids default to show items from today's date, but can be toggled to display items from the past 7 days instead.

The Recent Pictures summary functions in a slightly different way. Instead of taking you to the Glances section, clicking on the number of pictures or clicking View will take you Lightbox.

FAQs

How can I access the At a Glance report?

You can access the At a Glance report from the Snapshots menu on the left side of the screen. Simply select "At a Glance" to view the report.

Who can view the At a Glance report?

Viewing permissions for the At a Glance report depend on your role and permissions within the organization. Check with your organization admin to ensure you have the necessary permissions to view this report.

Can I see historical data in the At a Glance report?

The Glances section of the At a Glance report allows you to view recent activities, including a summary of the last 7 days.

How often is the data in the At a Glance report updated?

The data in the At a Glance report is updated in real-time, providing the most current information available about your organization's activities.