Open Reports and pick a period
See how your whole business did in one place and switch between this month, last month, the last 30 days or a past month.
- 1
Open Reports
Tap Reports in the menu. You land on Overview: four big numbers (Sales, Paid orders, New leads, Closed by Nuha) and one card for each feature.
Open this in Nuha ChatReportsOverview · Sales · Conversations · Pipeline · Finance · …This month so far · compared with same days last monthSales · Paid orders · New leads · Closed by NuhaSketch of the Reports screen - 2
Pick the period
Use the switch on the right: This month, Last month or Last 30 days. For an older month, open Past months… and choose one.
ReportsPast months…This month · Last month · Last 30 daysSketch of the Reports screen - 3
Read the change arrows
Each number is compared with the period before. ▲ means it went up and ▼ means it went down; green is good and red needs a look. "This month" is compared with the same days last month, so it is fair even early in the month.
- 4
Go deeper
Tap See report → on any card, or pick a tab at the top: Sales, Conversations, Pipeline, Bookings, Finance, Campaigns, Automations, Forms, Ads, AI team and Team. The period you picked stays the same when you switch tabs.
Tips
- How far back you can look depends on your plan. The line under the tabs tells you how many months your plan keeps.
- The Bookings tab only shows if you sell appointments. The Team tab only shows for owners and admins when more than one person is on the team.
- Your data is never deleted when a month is locked. Upgrade and you can see it again.
Something not working?
A tab has a 🔒 lock
That report is not in your plan. Lite shows the Overview only; AI team and Ads need Pro or Max. Tap the lock screen to see plans.
A past month says it is beyond your report history
Your plan keeps a set number of months of reports. Tap Upgrade plan, or tap This month to go back.
Last month has a 🔒
On Lite, only this month is kept. Upgrade to Basic or higher to see last month.