Dashboard & reporting
Analytics, reporting tools, and dashboard configuration.
Dashboard overview and widget setupLearn how to use and customize the CRM Dashboard.
Access service status dashboardThe purpose of this article is to explain how to access the status dashboard and what the dashboard indicates.
Campaign reports overviewIn this article we will cover the campaign reports available in SHR CRM, including how to run each report, available filters and how to schedule reports for automated delivery.
Understand and run guest activity reportsProfile reports help you analyze guest behavior, track reservations, monitor consent status, and identify high-value customers.
Guest behavior segmentation using RFMAC scoringThis article explains how recency, frequency, monetary, ancillary and cancellation or RFMAC scoring works in the SHR CRM and how you can use it to segment guest profiles for targeted…
Run and schedule loyalty program reportsThis article provides step-by-step instructions for running and scheduling all loyalty program reports in the SHR CRM.