Insights 101
Occasion has pre-formatted Reports and Analytics that can make it easier for you to run your business.
View a Report
- Login to your Occasion account.
- Click on the "Reports" tab from the top navigation and select the appropriate report from the drop-down.
- Select the duration you wish to see the report in by clicking on "Group By Month" on the top right.
- If you wish to export the report, click on "Export Report" on the top right.
View Analytics
- Login to your Occasion account.
- Click on the "Reports" tab from the top navigation and select the appropriate Analytics option from the drop-down.
- The page will update with the appropriate analytics information.