A report is a structured view of data chosen to answer a question.
A report can filter, group, count, compare, or total records so a user can understand what happened. It may appear as rows and columns, totals, or a chart.
What Questions Can a Report Answer?
- How many bookings did we receive this month?
- Which locations had the highest revenue?
- How many invoices are still unpaid?
- Which work orders are overdue?
- How much capacity was used?
- Which members are due for renewal?
A useful report starts with a clear question. Adding more columns does not automatically make the report better.
How Is a Report Different From a Dashboard?
A report organizes a chosen set of data. A dashboard gives a visual summary of important results, often using one or more reports.
See Dashboard for the related term.
How Does Booking Ninjas Use Reports?
Booking Ninjas uses Salesforce-based reporting across bookings, customers, operations, billing, facilities, and other connected records.
Its Performance Reporting tools can track financial and operational measures, compare teams or locations, and show progress over time.
Sources and Further Reading
- Salesforce Trailhead: Reports and Dashboards — defines a report as data that meets chosen criteria and can be filtered, grouped, calculated, and charted.
- Booking Ninjas: Performance Reporting — covers KPI tracking, comparisons, and performance measurement across connected operational data.