June 2024 Product Update: Enhanced Reporting
Introduction
Reporting is at the core of data-driven decision making. This June, we've significantly enhanced our reporting capabilities with new templates, improved exports, and automated delivery options.
New Custom Report Templates
We've added a library of pre-built report templates to help you get started quickly:
- Sales Performance Reports: Track revenue, orders, and average order value across channels
- Customer Cohort Reports: Analyze customer retention and lifetime value by acquisition period
- Product Performance Reports: Identify your best and worst performing products with detailed metrics
- Marketing ROI Reports: Measure the return on investment for each marketing channel
Enhanced Export Options
Getting your data out of PayHelm is now easier than ever:
- PDF Export: Generate professional PDF reports ready for stakeholder presentations
- Excel Export: Export data to Excel with formatting, charts, and pivot tables preserved
- Google Sheets Integration: Push report data directly to Google Sheets for collaborative analysis
- Scheduled Exports: Set up recurring exports to be delivered via email automatically
Automated Report Scheduling
Never miss a critical report with our new scheduling feature:
- Daily, Weekly, Monthly Schedules: Set reports to run on the cadence that makes sense for your business
- Email Delivery: Reports are delivered directly to your inbox or your team's shared email
- Custom Recipients: Send different reports to different team members automatically
Cross-Channel Comparison
Our new comparison reports make multi-channel analysis simple:
- Side-by-side Channel Metrics: Compare performance across all your sales channels in one view
- Trend Overlays: Layer channel trends on top of each other to spot correlations
- Contribution Analysis: See how each channel contributes to your overall business performance
Getting Started
Access the new report templates from your Reports section and set up automated scheduling from the Report Settings page.