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How to use Reports

There are two primary ways to view user activity via the reporting tool: at an organization/salons level and by specific user(s).

Both views allow for owners to filter for specific dates, videos, and categories, as well as access a Video Details page where owners can use actions to manage users.

See Managing users with Owner actions for more info about managing your users

Organization/Salons view

  1. When selecting the Organization/Salons option from the Reports page, the following filters will display: Start/End Date, Salon Search, Video Completion, and Category Completion.
Results will display all data in a brand until a filter is applied

2. The report will group by video name and show three statuses: Completed, In Progress, and Not Started, as well as the number of users for each status.

3. Results can be filtered further by: Salon, Video, and Category. Multiple items within each filter can be selected (i.e. a group of salons and/or several videos.) If no Salon filter is applied, results will be for all salons in the brand.

4. Selecting the Video Title or Status (i.e. Completed, In Progress, or Not Started) under any video in the report will bring you to the Video Details page – displaying the following user details: Full name (and username/phone), View Status, and Actions (see explanation of Owner actions.)

Videos Report page

Video Details page

User View

The features for the Users view are the same as the Organization/Salons view. The difference is, when selecting the Users option from the Reports page, the following filters will display: Date Range, User Search, Video Completion, and Category Completion.

Instead of filtering by salon, here you can search for specific users by selecting the User Search filter. If no User filter is applied results will be for all stylists in the brand.

Video Details page

The Video Details page can be navigated to from either of the reporting views (Organizations / Salons or Users) and provides details on individual videos such as when stylists completed a video as well as options for Owners and Report Viewers to apply actions to Block Access, Change Salon (within the same brand), Make Report Viewer, and Delete users.

See Managing users with Owner actions for more info about managing your users in reporting

All reports can be exported to view as a table in spreadsheet software like Excel or Google Sheets. See How to Export Reports.

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