Navigating and Using Your Reporting Dashboard: A 101 Guide

Overview

The Reporting Dashboard in The Pediatric Experience is your central hub for pulling reports, reviewing data, and visualizing metrics across your business operations. Whether you’re monitoring ad performance, tracking agent activity, or reviewing appointment outcomes, the dashboard delivers data-driven insights in one place to guide better decisions.

What You Can Report On

The dashboard provides several pre-configured reporting areas:

• Google Ads – Campaigns, ad groups, ads, keywords, and conversions

• Facebook Ads – Campaigns, AdSets, ads, and audience demographics

• Attribution Report – Sources of leads, conversions, revenue closed, and opportunities closed

• Call Reporting – Call source, duration, answered vs. missed calls, and call recordings

• Agent Report – Call, SMS, and email activity by agent

• Appointment Report – Appointment outcomes, booking channels, and source breakdown

⚠️ Note: Google and Facebook Ads reporting require account integration first.

Report Sections

1. Google Ads Report

• Requires Google Ads integration

• Provides performance data by campaign, ad group, ad, keyword, and conversion

2. Facebook Ads Report

• Requires Facebook integration

• Breaks down performance by campaign, AdSet, individual ads, and audience demographics

3. Attribution Report

• Displays where leads and conversions originated

• Key metrics include:

  • Opportunities closed

  • Revenue closed

  • Conversion sources

4. Call Reporting

• Metrics include:

  • Call source

  • Duration

  • Answered vs. missed calls

  • Call recordings

• Data can be exported to spreadsheets for further analysis

5. Agent Reporting

• Provides an overview of team and individual agent performance

• Tracks call volume, SMS usage, and email activity

6. Appointment Reporting

• Breaks down appointment outcomes by status, source, and booking channel

• Includes filtering and export features

• Use Columns to customize which data fields are displayed

Tips for Using the Reporting Dashboard

• Single-Day Reporting: To see results for one day, set both the start and end date to that date (e.g., Jan 1 – Jan 1).

• Export Options: Most reports can be exported as spreadsheets for offline analysis.

• Custom Widgets: Add key metrics to your personal dashboard by clicking the widget icon within any report.

Frequently Asked Questions

1. What types of reports are available?
Google Ads, Facebook Ads, Attribution, Call Reporting, Agent Reporting, and Appointment Reporting.

2. Do I need integrations for Ads reports?
Yes. Google and Facebook must be connected before reports populate.

3. What’s included in Google Ads reports?
Campaigns, ad groups, ads, keywords, and conversion data.

4. What’s included in Facebook Ads reports?
Campaigns, AdSets, ads, and audience demographics.

5. What’s in the Attribution Report?
Lead sources, conversion tracking, opportunities closed, and revenue closed.

6. Can I export call data?
Yes, call reporting supports spreadsheet exports.

7. What does the Agent Report show?
Performance by agent, including calls, SMS, and email activity.

8. What’s included in Appointment Reporting?
Appointment status, source, booking channel, and outcomes.

9. Can I view call recordings?
Yes. Enable via:
Settings > Phone Numbers > 3 dots next to number > Edit Configurations > Enable Call Recordings