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Using the Web-App
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Using the Web-App
  • 📊Reports
    • 🙌Drivepoint Reports
    • 📺Video Training
    • 🎮Controls
    • 📶Cohort Analysis
      • 💲Cohorted Financials
      • 👥Customer Retention
      • 💸LTV/Retention by Dimension
      • 📈N-Day LTV
      • 📈Segment Crossover
      • 👥Order Retention
      • 🔢Retention by Nth Order
    • 💲Sales Reports
    • 📅Monthly Review
      • 💰Cash Conversion Cycle
    • 🏎️Performance vs. Plan
      • ✖️Performance vs. Plan
      • 💚DTC Performance vs. Plan
    • 📦Amazon Reports
    • 🛒Wholesale + Retail Reports
    • ⏰Scheduling Reports
    • 👀Benchmarks
  • 🖥️Dashboards
    • ⏰Scheduling & Exporting Dashboards
    • ⚡Generate Insights
  • ✏️Quick Edit
    • Adding custom Key Drivers + Results to Quick Edit
  • 🔌Data Sources
  • 📜Plans
    • 🥇Best Practices
    • 📂Changing Names and Plan/Folder Associations
    • Permissions
    • 🗃️Creating Plans from the Web-App
  • 😎Team
    • 👋Adding Users
    • 👀Managing Users
  • 💳Credits
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Reports

Learn how to access reports and how you can easily customize and generate reports

Last updated 10 months ago

Whether it is to pull screenshots for your next board meeting or send monthly graphs to investors, you can set all of that up in the new Reports tab in Drivepoint:

  1. Navigate to

  2. Click on "Reports" in the sidebar

  3. Click within any bundle to access reports

  4. Once you are within a report, you can use the field toggles to customize each individual reports.

Check out the video on the next page to see how to navigate and customize reports.

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