Help & GuidesAnalytics & search

Number Rollups (KPI) and Search

KPI Rollups (Managers and Admins)

  • Open "Stats" in the navigation to see the "KPI rollups" screen, where numeric fields from reports (crew counts, sales, visit counts, and other numeric template fields) are aggregated automatically. No setup required.
  • You can switch the period between the last 7 or 30 days. You'll see totals, daily averages, a daily chart, and a per-member breakdown.
  • "Download CSV" gives you a file that opens cleanly in Excel (UTF-8 with BOM, so there's no garbled text). Columns are date, member, field, value, and unit.

Search and Review

  • Open "Search" in the navigation and enter a keyword to search past reports in full text. Multiple space-separated words are combined with AND.
  • Search covers not only the report body but also the content of comments on it. When a match comes from a comment, a "Matched in comments" badge appears, so you can tell whether the hit was in the body or in a comment.
  • Members can search only their own reports; managers and admins can search across their teams.
  • You can narrow results by period (7 / 30 / 90 days) or by member. Use "Show full text" to expand results in place.

Saving Search Conditions

  • Frequently used searches can be saved with "☆ Save this search" (up to 10). Saved searches appear as chips you can re-run in one tap.
  • Relative periods like "last 30 days" are saved as-is, so running them later always covers the most recent period at that time.