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Business Onboarding

Get your Critter profile set up and start serving clients

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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Business Analytics & Reporting
Master your business analytics and data insights

Setup Checklist

Access Reports Dashboard0:22-0:36

Navigate to the Reports tab in the Critter web app

Review Invoicing Report Overview0:36-0:51

Understand the invoicing report snapshot and key metrics

Toggle Time Periods0:51-1:08

Practice changing time periods (year to date, custom ranges)

Filter by Customer1:08-1:21

Learn to filter invoicing data by specific customers

Export Invoicing Data to CSV1:21

Use the export button to download invoicing data

Access Bookings Report1:35-1:44

Navigate to and understand the bookings report dashboard

Review Bookings Summary1:44-1:57

Analyze booking activities, values, services, and top customers

Filter by Employee Services2:05-2:13

Practice filtering to see services provided by specific employees

Filter by Service Type2:13-2:28

Learn to filter bookings by specific service types

Export Bookings Data2:28-2:46

Export booking data to Excel for financial calculations and metrics

Complete Reporting Guide

Duration: 2:46✓ Available Now

Complete walkthrough showing every step with real examples and best practices.