Reports & Insights
Review payroll, attendance, bookings, customers, payments, proposals, messages, inventory, and operational activity.
What this service does
DeskGo reports turn workflow records into a review surface for authorized users. Use reports to find exceptions, understand performance, reconcile activity, and make decisions from the same operational data the team uses every day.
Who it is for
Owners, administrators, managers, accountants, and operations leads who need consistent review across teams and services.
Recommended setup
- Define review questions
Start with the decisions the company needs to make, such as attendance exceptions, payroll readiness, booking demand, or payment follow-up.
- Confirm data ownership
Ensure employees, customers, bookings, transactions, and commercial records have consistent owners and statuses.
- Set reporting periods
Use the correct company timezone, date range, branch, team, service, and status filters for each review.
- Create a review rhythm
Decide which reports are checked daily, weekly, monthly, and before important approvals or payroll actions.
Main workflows
Exception review
Find missing punches, pending approvals, failed notifications, unpaid invoices, and unresolved operational items.
Period review
Compare activity and outcomes across a consistent reporting period, team, branch, or service.
Decision support
Use the report as evidence while keeping final payroll, financial, employment, and customer decisions with authorized people.
Important controls
Role and company scope
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Timezone-aware date filters
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Branch, team, service, and status filters
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Human review before consequential decisions
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Frequently asked questions
Can every user see every report?
No. Report access should follow the user's company role, service permissions, and the scope configured by authorized administrators.
What should be the source of truth?
Use the underlying DeskGo workflow record as the source of truth and treat summaries as a review aid, not an automatic decision.