Reporting

Ask for any number your network has, and get it back the way the question needs it.

Plain language in, a ranked list or a trend or a filtered exception out. Read live from the systems your locations already run on, not from a dashboard someone built three years ago.

Speak to an expertSee what it can answer
EZEE ASSIST · REPORTING LIVE FROM MINDBODY
Which locations are behind plan this week?
Store #331−18%
Store #087−12%
Store #219−8%
3 of 12 locations behind plan. Bookings drive all three.1.4s
Bumble Bee Blinds
Wisdom Senior Care
The DRIPBaR
New Creations
Athletic Republic
The UPS Store
Sport Clips
Fastest Labs
Aqua-Tots Swim School
DivaDance
HorsePower Brands
Oasis Senior Advisors
EverLine Coatings and Services
CEFA Early Learning
QC Kinetix
WSI
Real Property Management
Spray-Net
Modern PurAir
Zoom Drain
Heights Wellness Retreat
Home Helpers Home Care
Art of Drawers
Blingle
Cabinet IQ
Corporate Cleaning Group
Egg Bred
Fresh Burger
Gatsby Glass
GoPainting
Gotcha Covered
GradePower Learning
Groovy Hues
Heroes Lawn Care
Home Clean Heroes
Home Run Franchises
iFOAM
MAX Strength Fitness
Mighty Dog Roofing
Nani's Gelato
NEXTAFF
Oxford Learning
PMI
Stand Strong Fencing
STOR-X
Up Closets
Fuzz Wax Bar
Bumble Bee Blinds
Wisdom Senior Care
The DRIPBaR
New Creations
Athletic Republic
The UPS Store
Sport Clips
Fastest Labs
Aqua-Tots Swim School
DivaDance
HorsePower Brands
Oasis Senior Advisors
EverLine Coatings and Services
CEFA Early Learning
QC Kinetix
WSI
Real Property Management
Spray-Net
Modern PurAir
Zoom Drain
Heights Wellness Retreat
Home Helpers Home Care
Art of Drawers
Blingle
Cabinet IQ
Corporate Cleaning Group
Egg Bred
Fresh Burger
Gatsby Glass
GoPainting
Gotcha Covered
GradePower Learning
Groovy Hues
Heroes Lawn Care
Home Clean Heroes
Home Run Franchises
iFOAM
MAX Strength Fitness
Mighty Dog Roofing
Nani's Gelato
NEXTAFF
Oxford Learning
PMI
Stand Strong Fencing
STOR-X
Up Closets
Fuzz Wax Bar

Reporting is somebody’s Monday morning.

At HQ, twelve versions of the same spreadsheet are circulating and nobody is certain which one is current. In the field, a coach spends the two hours before a call assembling numbers by hand, so the call opens as a recap of a week that already happened.

At HQ, this week’s numbers
week-42-v7RE: RE: numbersrollup-FINALattach-by-storeP&L-chartdeck-v2-finalFW: which version?labour-hours-v4
the-real-one.xlsxEDITED BY 4 PEOPLE
One coach, the morning of one call
7:40amPull six weeks of bookings
7:55amPull labour against target
8:10amAttach rate versus territory
8:25amCheck open compliance items
8:40amBuild the deck
9:00amCall starts

Eighty minutes of preparing lagging KPIs, thirty locations, for one meeting. None of it was coaching. Still not the complete picture.

It reads what your systems already hold, at the source.

There is no warehouse to load and no model to build first. When a question needs a number, it goes and gets the current one from the system of record.

Sales and transactionsTickets, services, discounts, refunds
Bookings and capacityAppointments, utilization, open slots
LabourHours, cost against revenue, variance
CustomersRetention, lapse, frequency, lifetime value
FinancialsP&L lines, invoices, payments, royalties
Compliance and trainingCertification, completion, open items
OnboardingRamp progress against cohort
SupportQuestions asked, tickets, content gaps
Reads live from250+ integrations. See what connects

One dataset, rendered however the question needs it.

Four questions about the same twelve locations and the same six weeks. Nobody specified a chart type, and nobody built a dashboard first.

“Rank my territory by attach rate”
#11834%
#05231%
#20428%
#33119%
#08714%
“Show me that as a trend instead”
Six weeks, territory averagemedian 23%
“Just the ones behind plan”
Store #331bookings−18%
Store #087rebook rate−12%
Store #219attach rate−8%

Nine locations at or above plan are left out.

“Send me this every Monday at 7”
TEAMS · MON 7:00AMWest territory, week 433 of 12 behind plan. #331 needs the reactivation play. Full cut attached.
SCHEDULEDAny cadence, any channel, no report to maintain.

The opportunity sits across your whole stack. EZee Assist pulls it together.

Your POS knows what sold. Your scheduler knows what is empty. The CRM holds who has not been back. EZee Assist reads all of it together and returns the insight, the report, and the dashboard, with nobody assembling anything.

MindbodyToastQuickBooksSalesforceSharePointSlackDropboxMailchimp
EZee Assist

Insights

Opportunities surfaced, ranked by value

Reports

Any cut, on any cadence, written for the reader

Dashboards

Live views, scoped to every role
250+ CONNECTIONS · READ AND WRITTEN AT THE SOURCE · NOTHING MIGRATES

Each system answers its own slice. The insight lives in the join, and in a BI tool that join is a modeling request that takes a quarter. Here it is a sentence.

The connections this rests on

The numbers come to you before you think to ask.

A dashboard waits to be opened, and most weeks nobody opens it. Set the thresholds that matter and the report arrives on your clock, in the channel you already have open.

Monday’s brief is written before you start

Twelve locations ranked by need, at four in the morning. Nobody requested it and nobody assembled it.

EZee AssistTEAMS · 4:00AM
West territory, week 43. Ranked by need.
#33162% booked−18%
#087rebook drift−12%
#219attach rate−8%
Nine locations at or above plan. Full cut attached.

A threshold breaks and you hear about it that morning

Set the line that matters and the message finds you the morning something crosses it, rather than at month end in a dashboard nobody opened.

6:12TUE
EZEE ASSIST · SMSStore #331 dropped below 70% booked overnight. 340 lapsed clients match the reactivation profile.Show me the list

It flags the drift nobody set an alert for

Store #087’s rebook rate has slid three weeks running. No threshold existed for it, which is exactly why it went unnoticed.

How a workflow turns that into an action
#west-territoryTHU 9:04AM
Store #087’s rebook rate has drifted down for three consecutive weeks.Nobody set an alert for this one.

Now, franchisees can generate reports too, and see only what’s relevant to their locations.

Every level gets the same capability, bounded by what they are entitled to see. Nobody sees another owner’s numbers, enforced by the permissions your systems already hold.

HQThe whole network. Every location, every cut, every period.
Field coachTheir territory. Twelve locations, compared against each other.
FranchiseeTheir locations. P&L, bookings, labour, their own team.
Store managerTheir store. Today, this week, measured against target.

Send us the report your team rebuilds every week.

We’ll show you the same numbers with nobody assembling them, and three questions you were never able to ask.

Speak to an expert