Insights 101

Occasion has pre-formatted Reports and Analytics that can make it easier for you to run your business. 

• View a Report
• View Analytics

View a Report

1. Login to your Occasion Workspace.
2. Click on the "Reports" tab from the sidebar menu and select the appropriate report tab.
   1. Monthly Sales
   2. Monthly Taxes
   3. Venue sales
3. Select the duration you wish to see the report in by clicking on "Group By Month" on the top right.
4. If you wish to export the report, click on "Export Report" on the top right.

View Analytics

1. Login to your Occasion Workspace.
2. Click on the "Reports" tab from the sidebar menu and select "Trends"
3. You will be able to view
   1. Popular Times for Orders
   2. Popular Days for Orders
   3. Monthly Order Averages
   4. Top 10 Listings