Two predefined reports over live data: Sales for enquiries and conversion, Financial for revenue and what is owed. There is no formula builder and no cube to configure. The numbers are the ones the console already keeps, cut by a period, a date basis and four filters.
Open reports
The Reports page itself is the two covers and your saved reports. Its Period sets both covers, which read the whole book by booked date with no filters. Open sales report and Open financial report carry that period across, and the report pages are where it gets cut finer.
Period, basis and filters
Every report page carries the same row of controls.
Period takes a preset (this month, this quarter, this calendar year, this financial year, rolling 12 months) or Custom dates, up to three years wide. Presets run to today rather than to the end of the period, so a part-finished month is compared against the same number of days just before it, never against a whole one.
Attribute by is the one people miss. Booked date counts a booking on the day the sale landed. Event date counts it on the day of the job itself. A March wedding sold in August is one row, in two different months, depending on which question you are asking. It only moves the metrics it can move: enquiry counts do not have two dates.
Compare with offers Previous period, Previous year or No comparison, and drives the up and down chips beside each figure. Point-in-time figures like outstanding invoices and open pipeline value never compare, because there is nothing to compare them with; they read Right now instead.
The four filters are Workflow, Lead source, Package and Stage, and they apply across the whole page at once. Each opens on All. With two or more workflows, Stages and sources from picks the one workflow whose stages and lead sources the page reads; it lists only the workflows the Workflow filter allows, and it is hidden when that filter already names a single one. Changing workflow clears the stage and lead source filters.
Stages and lead sources belong to one workflow, so Enquiries by stage, Time in stage and every by-source breakdown read one workflow at a time: the default workflow, unless you pick another. Everything else reads across every workflow the Workflow filter allows.
Sales
The summary covers new enquiries, bookings won, conversion rate, time to convert, speed to lead and open pipeline value. Conversion is cohort based: of the enquiries created in the period, the share that have converted since. Speed to lead is the median time from a new enquiry to your first reply or logged call, which is the number most worth watching.
Below it: Enquiries over time by week, Enquiries by stage (where work is sitting right now), Time in stage, then Enquiries by source, Bookings by source and Bookings by package.
Financial
Booked revenue, payments received, refunds, average booking value, outstanding invoices and overdue invoices. Revenue over time and Payments over time plot by month, then Revenue by package and Revenue by source break it down.
Two of those are current state rather than period totals. Outstanding is the unpaid remainder across issued invoices right now; overdue is the part of that already past its due date. Refunds use the date each refund occurred, so a refund in September appears in September even if the payment arrived earlier. Historical refunds with unknown dates are excluded from period totals.
Saving and exporting
Save report stores the period, attribution, comparison and filters under a Report name. Saved reports are yours alone and appear under Your saved reports on the reports page, each with a one-line summary of what it holds. Open reopens one; the menu beside it has Rename and Delete. Opening one prefills the controls, and pressing Save report again offers Update saved report or Save as new.
Export CSV on each card downloads that table exactly as configured, comparison included. Enquiries over time is the one card without it.
Who can see them
Reports need View analytics and reports. Because a report totals every enquiry and every payment, that permission cannot be held alone: a role holding it must also be able to view pipeline items, view all of them, and view invoices and payments. The role editor enforces that in both directions. Without it the pages load and say Reports need the analytics permission instead of showing figures. A read-only account can read reports but not save them. See Team and roles.
The widgets in the Reports part of the Overview run on the same metrics. Edit layout there lets you add, arrange and configure them per person.