Topic
Reports & growth
Read the numbers, export them, and find the report you actually need.
Contents
Articles
12Find and read a reportHow the reporting hub is organised, how ranges and comparisons work, and how to get the numbers out.Which report answers my question?A directory of Owneli's 60+ reports grouped by the question you're asking — sales, money, team, clients, appointments, and stock.Export a report to CSV, Excel, or PDFUse the Options menu on any report to download CSV instantly, or a formatted Excel or PDF file — exactly the rows and filters you see.Understand the finance reportsSales, payments, revenue, and liabilities are four different numbers — here's the deferred-revenue model behind Owneli's finance reports.Build a custom reportGroup your sales data by month, staff, service, location and more in the report builder, then save and share the view with your team.Collecting and managing reviewsHow review requests go out automatically, what clients see, and how the Google rating boost works.AutomationsThe messages Owneli sends on your behalf — what's in the catalogue, which are on by default, and how quiet hours protect your clients.CampaignsBuild an audience, choose a channel, schedule the send, add follow-ups — and stay on the right side of consent rules.Loyalty and referralsSet the earn and redeem rates, build a tier ladder, define rewards, and run a referral programme with fraud controls.SMS credits and your messaging balanceTop up your messaging balance, set auto-top-up so campaigns never stall, and understand what each text message costs.Meet Sage, your AI assistantWhat Sage can look up, draft, and explain, and the hard limits it works within. It never sends, charges, deletes, or changes a setting on its own.Boost your Google ratingAutomatically invite happy clients to leave a Google review after a high in-app rating — with a threshold you pick and a built-in frequency cap.
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