Topic
Reports & growth
Read and export your reports, and grow with campaigns, automations, reviews, loyalty and Oryx.
Contents
Articles
14Find and read a reportFind the report you need, choose the dates, compare with an earlier period, filter it, and export or copy it.Which report answers my question?A guide to Owneli's reports, grouped by the question you're asking about sales, money, the team, clients, appointments and stock.Export a report to CSV, Excel, or PDFDownload any report as a CSV, Excel file or PDF from its Options menu, and choose the right format for your accountant or your own spreadsheet.Understand the finance reportsWhy sales, payments, revenue and liabilities are four different numbers, which report shows each, and how to match Owneli to your bank.Build a custom reportGroup your sales by month, team member, service, payment method and more in the Report builder, then save and share the view.Collecting and managing reviewsAsk clients for a review after each visit, read and reply to reviews, choose which show on your booking pages, and invite happy clients to post publicly.AutomationsSwitch on the messages Owneli sends for you, such as reminders, confirmations and review requests, choose how they're sent, make your own rules, and see how they perform.CampaignsSend a newsletter, offer or win-back message by email, text or app notification, choose who gets it, follow up automatically, and stay within consent rules.Loyalty and referralsUse a client's points at checkout, check or correct their balance, approve held referrals, and see how your loyalty programme is doing.SMS credits and your messaging balanceTop up the prepaid balance your text messages use, switch on automatic top-ups, and see what each text cost.Which currency your messaging balance is inWhy your messaging balance shows CA$ or US$, how Owneli picks the currency, why it can't change later, and the sales tax on a Canadian top-up.Meet Oryx, your AI assistantAsk Oryx about your business, have it explain the app or take you to a screen, and get drafts to review, plus what it will never do.Talk to Oryx instead of typingSpeak your question to Oryx, check the words it heard, and send them, with what happens to the recording and what to do when it doesn't work.Boost your Google ratingInvite clients who rate you well to post their review on Google in one tap, with one reminder if they skip, and see how many went to Google.
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