What is the Difference Between Summary Reports, Detailed Reports and Report Builders?

A great place for recording and forecasting the data surrounding Sales, Leads and Bookings, the Reports area of Gather is a very useful tool for you and your team!

There are three main types of Reports available: Summary Reports, Detailed Reports, and Report Builders!

Your Summary Reports serve as more of an at-a-glance, visual representation of your data, featuring charts and graphs. These Summary Reports are separated into two individual areas: the Sales Summary Report and the  Lead Summary Report. Like all Reports, you will have the option here to apply filters as you see fit for customization: location, date, location, status, source, etc. In addition, you'll be able to export the data into an Excel Document. Feel free to open up these individual reports in Gather to take a look at their specific functionality! 

Sales Report:

Leads Summary Report:

Your Detailed Reports, on the other hand, are about analyzing that data on a more granular level. The Detailed Reports offered here are: Bookings Detailed Report and 'Bookings Group By' reports. These Reports offer a detailed break-down of all elements related to individual bookings and the payments associated with bookings. You will be able to apply those filters and easily transfer this data into an Excel Document here, as well!

Bookings Detailed Report:

Bookings Group By (Location, Owner, Channel, Event Type, Status, Campaign):

The Report Builder section features the Leads Export Report and Payments Export Report, and Bookings Export Report. These reports allow you to choose which columns are included in your report before downloading to Excel. These reports will give you all of the information you need, and none that you don't!