Dashboard and metrics

What this covers

Metrics separate invitations, visits, drafts, copy events, outbound opens, self reports, and evidence confirmations. Selected chips appear in aspect analytics.

Steps

1. Open Overview to review recent activity for the selected business.

2. Compare invitations, visits, drafts, copies, exits, and confirmations. Selected chips appear grouped in analytics.

3. Switch businesses from the selector to see separate data; metrics are never mixed across workspaces.

Limits

The product records actions it can observe. External platform publication requires separate evidence.

Read the overview

Counters share a grid for comparison. Read each title and description: invitations are manual records, self-reported publications come from customers, and confirmed publications require evidence. Refresh data shows a refreshing state while requesting data.

On your phone, open Menu → Overview. The menu closes when you choose the section.

Reports

In Reports, choose a dataset and the columns available to your account. The table shows up to 50 rows per page. It displays the selected records and does not calculate new metrics or add date filters. Access to each dataset follows your role and business modules.

Choose Export CSV to download up to 5,000 rows. If the export is larger, the screen says that the file was truncated. A saved preset is private to your account and stores only its name, dataset, and selected columns; it does not save a copy of the report data.