Custom Reports

Custom Reports

Go beyond the default dashboard with custom reports that combine any metrics, filters, and visualizations you need.

Creating a Report

1. Go to Analytics → Reports → New Report
2. Choose a report type: Table, Chart, or Summary
3. Select your metrics and dimensions

Available Metrics

• Revenue (gross, net, projected)
• Attach rate (by product, channel, time period)
• Claim count, approval rate, denial rate
• Average resolution time
• Customer lifetime value (warranty)
• Refund and cancellation rates

Dimensions

Group metrics by:

• Time period (day, week, month, quarter)
• Sales channel
• Product category or individual SKU
• Warranty plan type
• Geographic region
• Sales associate (for in-store)

Report Builder Example

Report: Monthly Channel Performance
Type:   Table
Metrics:
  - Gross Revenue
  - Attach Rate
  - Claims Rate
  - Net Margin
Dimensions:
  - Month
  - Channel
Filters:
  - Date Range: Last 12 months
  - Plans: All active plans
Sort: Gross Revenue (descending)

Scheduling Reports

Automate report delivery:

• Frequency: daily, weekly, monthly, or quarterly
• Recipients: email addresses or Slack channels
• Format: PDF summary, CSV data, or both
• Timing: choose day of week and time of day

Sharing & Permissions

• View-only links: share a read-only report URL with stakeholders
• Team dashboards: pin reports to shared team views
• Role-based access: restrict sensitive financial data to admin users