Reports

Get a weekly summary of your business by email

Every Monday morning OrcaFlo can email you a one-page summary of last week, so you know how things are going without opening the panel.

Updated

Choose what you get

1

Open Reports

At the top of the page you see Email me a summary at … with your email address.

2

Turn on what you want

Every Monday sends last week’s summary. Every morning sends yesterday’s. Days with no conversations are skipped, so you don’t get empty emails.

3

Check your inbox

Emails arrive after 9:00 in your business’s time zone. Each person on your team chooses for themselves.

Example weekly summary email with conversations, reply speed, bookings, paid orders, satisfaction, chats from ads and conversation insights
An example weekly summary (sample numbers).

What’s in it

  • Conversations, and how many were new contacts
  • How fast customers got their first reply
  • Bookings, paid orders and revenue
  • Satisfaction ratings, if you use surveys
  • Which ads brought chats, leads and sales
  • Highlights from conversation insights, if you use them

Good to know

Who gets it

Admins and managers get the Monday summary automatically once report emails are on for your business. The morning email is off until you tick it.

Stopping it

Turn off Every Monday and Every morning in Reports, or click Stop these emails at the bottom of any summary and confirm.

Privacy

The emails never include customers’ phone numbers or messages.

Not seeing it?

If you don’t see this in your panel yet, email support@orcaflo-panel.com and we’ll switch it on for your business.

Questions

Yes. Tick every morning in Reports. You get yesterday’s numbers, except on days with no conversations.