Table of Contents

Using the Basic Dashboard

Tara 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. 

JRNI Analytics Basic Dashboard

Locating Analytics Basic

  1. Login to your JRNI account.
  2. Click Analytics on the left-hand menu and select Basic from the dropdown.
    1. Browse each of the Bookings tabs to view available visualizations, or;
    2. 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:
  1. Click the CSV Reports tab.
  2. Click View under Reports.
  3. Click one of the available report types you wish to generate.
  4. Click Create next to a specific report.
  5. Enter a date range for the report and click the CSV button.
  6. Your report will now generate and appear in the Saved Reports section.
Download a report:
  1. Click the CSV Reports tab.
  2. Click View under Saved Reports.
  3. You’ll see any previously generated reports listed here.
  4. 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.

How did we do?

Analytics overview

Using the HQ Dashboard

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