Customize Executive Reports
complete
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Erica Byrum
It would be helpful to be able to organize and hide/display sections on Executive Reports and incorporate 3rd party data as needed so I can produce automated monthly reports tailored to each of my clients, demonstrating proof of performance on the services I provide to them.
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Rylan Morris - Vendasta
complete
Great news! I'm happy to report that you can now hide or show sections in single-location Executive Report. 📈
We understand that Vendasta partners want their reporting to focus on that value they bring, and not draw attention to areas they are not focussing on.
Now released to all partners, you can choose to deliberately show or hide each section of the single-location Exec Report, market-by-market, with a new configuration setting in Partner Center > Customize Business App. Partners can also reorder the sections with this setting.
NOTE: A setting for multi-location report is underway now, and will be available in a different spot, under Group feature options.
Take a look, and let us know what you think!
Jehan Zouak
Merged in a post:
Can you please shut off the "Leads" section in the executive report? None of my clients are using the chat feature to capture leads. I'm worried that they will see this report and assume I'm driving them 0 leads (which isn't the case).
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Zack Flannick
Vendasta Team
planned
We'll be soon adding the ability for a partner to decide which sections are shown or hidden in Exec Report.
Here's a mock of the planned config improvement, to give a little more control over the content of the Exec Report at the market level. Welcome your feedback.
Jehan Zouak
Merged in a post:
Customize Executive Report
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Scott Park
Ability to customize the menu in each Executive Report to show only what we want each client to have access to.
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Thomas Mueller
Yes, we also need to be able to add third-party data that will shown in the unified dashboard of the executive report and aggregates into the multi location dashboard as well.
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George Leith
Erica Byrum I agree 1000%.
We also want the ability to easily make this data work with slides, for monthly, quarterly and annual business reviews.
Sean Schroeder 👆🏼
Jehan Zouak
Merged in a post:
Customize Executive Reports
Jehan Zouak
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Blake Schumacher
100% yes!!! Super helpful for white labeled clients. The open tasks pull the curtain back too far.
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Mark Veloria
Upvote from me. Would love to see and try this.
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Rickus Jansen
Upvote from me.
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