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July 24, 2024

Core Reporting Updates

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Updates 

We have consolidated several reports to make it easier for you to find specific data. This change also enables our Data and Engineering teams to focus on faster improvements to the available reports.

You will notice that the following reports have been removed from the Reports menu. Each report's new destination is listed next to it. Please note that no data is disappearing; we are simply consolidating reports.

  • Pro Metrics -> Financial 
  • Insights -> Financial + Birthdays
  • Metrics -> Financial + Engagement 
  • Plan Metrics -> Financial 
  • Check-in Metrics -> Engagement 
  • Annual Revenue Report -> Financial > Overview
  • Sales Tax Liability -> Financial > Overview
  • Product Sales Report -> Financial > Retail Sales
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