Get insights into how to access advanced reporting and analytics in Keystone, helping admins track performance metrics and trends.
Leveraging these tools helps you gain valuable insights and make data-driven decisions for your business.
We'll explore viewing reports in Keystone, exclusive to admins. Access reports through the top blue ribbon. Types include:
Orders Report: Displays all orders within a selected date range. Filter by order status and can be based on date of service or order creation date.
Payments Report: Displays payment methods used for each order within a selected date range. Filter by order status and can be based on date of service or order creation date.
Stripe Report: Displays transactions using Stripe, especially the payout reconciliation itemized report within a selected date range.
Advanced Report: A robust report option allowing reports within a selected date range based on:
- Contacts - As an example this could be used for Top Agent Reporting
- Leads - As an example this could be used to track orders originating from the online scheduler
- Orders - As an example this could be used to pull a report on anything that was entered into the order form i.e Reporting on bundles, services,inspectors, zip codes and more
All reports can be downloaded in CSV format for easy filtering and storage. That's how you access and utilize reports in Keystone.