Using JRNI
Appointments
Calendar overview
Creating appointment bookings
Locating bookings and customers
Blocking out time on the calendar
Rescheduling and canceling bookings
Adding attendees to existing and upcoming bookings
Changing the staff member or resource on an upcoming booking
Creating pre and post appointment questions
Using Check In for appointments
Creating and managing bookings via Call Center
Parent and Child level overview
Locations overview
Resolving conflicting shift patterns
Staff
Creating staff members
Editing and removing staff members
Creating availability for multi-location staff
Creating and managing staff availability
Services
Resources
Analytics
Analytics overview
Using the Basic Dashboard
Using the HQ Dashboard
Using the Appointment Dashboard
Using the Event Dashboard
Using the Conversion Dashboard
Using the Capacity Dashboard
Exploring the library of Dashboards and Reports
Sending, scheduling, and downloading Reports/Dashboards
Creating and modifying a Dashboard
Creating your own Reports
Setting up KPI targets and alerts
Filtering Dashboard and Report data
Using Table Calculations
Drilling down into your data
Virtual Queuing
Overview of JRNI Virtual Queuing
Setting up a virtual queue
Overview of the Concierge page
Setting up and managing a display board
Managing live queues via the Concierge page
How customers can join a live queue
Booking journeys
How to translate your content
Connectors & API
Calendar
Video
CRM
Salesforce
Guide to Salesforce Integration with JRNI
Set up the data sync
Map customers, appointments and events
Link JRNI staff to Salesforce users
Standard and Custom object mapping
Use Studio inside Salesforce
Manage user permissions and profiles
Set up a booking journey in Salesforce
Add BookingBug updates to Chatter
Integrating with Yext for JRNI Appointments
Account Settings & Administration
Table of Contents
- All Categories
- Using JRNI
- Analytics
- Using the Basic Dashboard
Using the Basic Dashboard
Updated
by Tara
JRNI Analytics Basic gives you a snapshot of key metrics for your business. Explore real-time data through a dashboard overview, reports, visualizations, and access to predefined CSV extracts.
Locating Analytics Basic
- Login to your JRNI account.
- Click Analytics on the left-hand menu and select Basic from the dropdown.
- Browse each of the Bookings tabs to view available visualizations, or;
- Click the CSV Reports tab to generate and download from a selection of reports.
Booking Visualizations
The JRNI Basic Dashboard gives you a visual overview of bookings, broken down by the following:
- Bookings by Day
- Bookings by Location
- Bookings by Service
- Bookings by Status
- Bookings by Channel
- Cancellation Rates
Generating and downloading CSV Reports
Generate a new report:
- Click the CSV Reports tab.
- Click View under Reports.
- Click one of the available report types you wish to generate.
- Click Create next to a specific report.
- Enter a date range for the report and click the CSV button.
- Your report will now generate and appear in the Saved Reports section.
Download a report:
- Click the CSV Reports tab.
- Click View under Saved Reports.
- You’ll see any previously generated reports listed here.
- Click Actions > Download next to the report you wish to download.
CSV Report Types
The Basic Dashboard has several preconfigured visualizations and downloadable reports, based on date ranges you select. These include:
Bookings reports:
- Bookings by Service
- Bookings by Resource
- Bookings by Staff
- Single Appointments
- Events
Customer reports:
- Basic Reports
User reports:
- User Access Report
Still have questions?
If you still have questions about using JRNI Analytics Basic, please contact JRNI Customer Support, who will be happy to help.