Reports
The dashboard is a snapshot; Reports is where you analyse trends and dig into performance.
Who can access
Admins and Managers see the Reports page. Mechanics and Receptionists do not — see Roles & permissions.
The two tabs
Metrics
Totals, comparisons, and trend analytics.
Schedule
What’s scheduled and in-flight across your pipeline.
At a glance
- Total clients (lifetime).
- Recurring clients (clients with 2+ services this year).
- Total services, with in-progress count highlighted.
- Total vehicles with in-progress vs completed breakdown.
- Workshop count (for multi-shop accounts — usually
1).