Reporting
Master your business analytics and data insights
The reporting system in Critter provides powerful analytics and insights into your business performance. This web-based dashboard gives you comprehensive views of your invoicing patterns, booking activities, and customer behavior. You'll learn to generate detailed reports, filter data by various criteria, and export information for further analysis. These reports are essential for understanding your revenue trends, tracking employee performance, identifying your most valuable services, and making data-driven decisions to grow your business.
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Setup Checklist
Navigate to the Reports tab in the Critter web app
Understand the invoicing report snapshot and key metrics
Practice changing time periods (year to date, custom ranges)
Learn to filter invoicing data by specific customers
Use the export button to download invoicing data
Navigate to and understand the bookings report dashboard
Analyze booking activities, values, services, and top customers
Practice filtering to see services provided by specific employees
Learn to filter bookings by specific service types
Export booking data to Excel for financial calculations and metrics
Complete Reporting Guide
Complete walkthrough showing every step with real examples and best practices.