Reports · Overview
Reports: dashboards, saved reports and scheduled emails
See your key numbers on dashboards, build and save your own charts, and have them emailed every day, week or month.
Three tabs
Reports opens on “Dashboards”. “Saved reports” holds the charts you built and saved, and “Scheduled” is where you set up emails that send a dashboard or a report on their own.
Dashboards
A dashboard is a page of widgets, each one a number or a chart: booking revenue, no-show rate, outstanding invoices, won deals and more. Each module you switch on adds its own metrics, and you are only offered the ones your role can see.
Saved reports
A saved report counts or adds up your deals, tickets, invoices or contacts and groups them, for example by stage or by month. It runs on the latest data every time you open it, and you can download it as a CSV file.
What you see is what your role sees
Dashboards and reports count only the records your role lets you see. With “Own team” for deals, a deals report adds up your team’s deals; a colleague with “All records” sees everyone’s. Data from a module your role cannot view, such as invoices without Invoicing, is not shown to you at all.
Scheduled emails
Any dashboard or saved report can be emailed every day, every Monday or on the 1st of each month, to the addresses you choose. The numbers are the ones the person who set it up is allowed to see.
What to do first
Build one dashboard with the three or four numbers you want to see every morning. When it is right, schedule it to your inbox.
Read next
Build a dashboard
Put the numbers you check every day on one page, choose how each is shown, and look at any period in one click.
Build and save a report
Count or add up your deals, tickets, invoices or contacts, group them, and save the chart to open again or email on a schedule.
Open, change or export a saved report
Run a saved report on today’s data, change its settings, download it as a CSV file, or delete it.
Email a dashboard or report on a schedule
Have a dashboard or saved report arrive by email every day, every Monday or on the 1st of the month, without anyone opening Setvos.
Reports: common questions
Missing metrics, who sees your dashboards and why their numbers differ, periods and comparisons, and exporting numbers.
Set up roles and permissions
Use the four ready-made roles or build your own: choose what each role may do in every module and whose records it sees.
Open in Setvos
Signed in? This article is also in the Help menu of the app.
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