Analytics & Reporting Frequently Asked Questions

Common questions about viewing analytics, generating reports, and understanding business performance in Zipper. Find answers to questions about dashboard data, visitor analytics, report generation, and data export.

Product Capabilities and What It Can Do

Q: What analytics can I view?

A: You can view:

• Dashboard Data: Consolidated view of key business metrics
• Visitor Analytics: Site visitor tracking and behavior
• Payment Reports: Transactions, refunds, and revenue
• Event Reports: Registrations, attendance, and waitlists
• Scheduling Reports: Appointment volume and provider utilization
• CRM Reports: Roster growth, activations, and retention
• Marketing Reports: Email and SMS campaign performance
• SEO Reports: Keyword tracking and rankings

Q: Can I generate custom reports?

A: Yes! You can generate configurable reports:

• Choose report type (payments, events, scheduling, CRM, marketing, SEO)
• Filter by date ranges
• Select specific metrics
• Export data for external use

Reports are tailored to your specific needs and can be generated on demand.

Q: What visitor data can I track?

A: You can track:

• Unique Visitors: How many unique visitors your site receives
• Total Visits: Total number of visits
• Page Views: Which pages are viewed most
• Visitor Profiles: Detailed individual visitor behavior
• Referrals: Where visitors come from
• Devices: What devices visitors use

This helps you understand your site's performance and visitor behavior.

Q: Can I export analytics data?

A: Yes! You can:

• Export report data in various formats
• Export visitor analytics
• Export dashboard data
• Use exported data in other tools

Exports help you analyze data externally or create custom reports.

Q: What metrics are shown on the dashboard?

A: The dashboard shows:

• Total Visits: Site visitor count
• Total Leads: Form submissions and leads
• Total Revenue: Revenue from payments
• Total Subscribers: Active subscription count

These metrics provide a quick overview of business performance.

How to Use the Product

Getting Started

Q: What do I need before I can view analytics?

A: Before viewing analytics, you should have:

• An active organization account at https://app.joinzipper.com
• Appropriate permissions (some reports require specific permissions)
• A site created (for visitor analytics)
• Data to analyze (events, payments, etc.)

You can view dashboard data immediately, but specific reports require relevant data.

Q: How do I access analytics?

A: To access analytics:

1. Log in to https://app.joinzipper.com
2. Go to Dashboard for overview metrics
3. Or go to Reports for detailed reports
4. Or go to Sites → select site → Analytics for visitor data

Different analytics are available in different sections.

Common Tasks

Q: How do I view the dashboard?

A: To view the dashboard:

1. Log in to https://app.joinzipper.com
2. Click Dashboard in the left sidebar (or go to the home page)
3. View consolidated metrics:
   • Total visits
   • Total leads
   • Total revenue
   • Total subscribers

The dashboard provides a quick overview of your business performance.

Q: How do I generate a report?

A: To generate a report:

1. Go to Organization Management → Reports (or Analytics → Reports)
2. Select report type:
   • Payments
   • Events/Classes
   • Scheduling
   • CRM
   • Marketing
   • SEO
3. Configure report settings:
   • Date range
   • Filters
   • Metrics to include
4. Click Generate Report
5. View or export results

Reports provide detailed insights into specific areas of your business.

Q: How do I view visitor analytics?

A: To view visitor analytics:

1. Go to Sites → select site
2. Click Analytics (or find analytics section)
3. View visitor data:
   • Unique visitors
   • Total visits
   • Page views
   • Referrals
   • Device usage
4. View individual visitor profiles if needed

Visitor analytics help you understand site performance.

Q: How do I export report data?

A: To export data:

1. Generate a report
2. View report results
3. Click Export (or find export option)
4. Choose export format
5. Download exported data

Exported data can be used in other tools for further analysis.

Configuration and Settings

Q: How do I filter reports by date range?

A: To filter by date:

1. Go to Reports
2. Select report type
3. Find Date Range selector
4. Choose date range:
   • Custom range
   • Preset ranges (last week, month, year)
5. Generate report

Date filtering helps you analyze specific time periods.

Q: How do I customize dashboard metrics?

A: Dashboard metrics are automatically calculated from your data:

• Total Visits: From site visitor tracking
• Total Leads: From form submissions
• Total Revenue: From payment transactions
• Total Subscribers: From active subscriptions

Metrics update automatically as data changes.

Troubleshooting

Q: Why don't I see analytics data?

A: You might not see data if:

• No data exists yet (no visitors, payments, etc.)
• You don't have permission to view analytics
• You're viewing the wrong date range
• Analytics aren't set up (for visitor tracking)

Solution: Ensure you have data to analyze, check your permissions, verify date ranges, and set up visitor tracking if needed.

Q: Why can't I generate reports?

A: You might not be able to generate reports if:

• You don't have "manage-org-reports" permission
• No data exists for the report type
• Date range has no data

Solution: Check your permissions with your organization admin, ensure relevant data exists, and verify date ranges.

Q: Why don't I see visitor analytics?

A: Visitor analytics might not appear if:

• Visitor tracking isn't set up
• No visitors have visited your site
• You're viewing the wrong site
• Analytics service isn't configured

Solution: Set up visitor tracking, verify your site is receiving visitors, check you're viewing the correct site, and ensure analytics service is configured.

Q: Why can't I export report data?

A: Export might not be available if:

• Report hasn't been generated yet
• Export feature isn't available for that report type
• You don't have permission to export

Solution: Generate the report first, check if export is available for that report type, and verify your permissions.

Edge Cases and Advanced Usage

Q: Can I compare metrics over time?

A: Yes! You can:

• Filter reports by different date ranges
• View trends in dashboard metrics
• Export data to compare periods
• View historical data

Comparing periods helps you understand trends and measure growth.

Q: What report types are available?

A: Available report types include:

• Payments: Transactions, refunds, net revenue
• Events/Classes: Registrations, attendance, waitlist conversion
• Scheduling: Appointment volume, provider utilization
• CRM: Roster growth, package activations, retention
• Marketing: Email and SMS campaign performance
• SEO: Keyword tracking snapshots

Each report type provides insights into specific areas of your business.

Q: Can I schedule reports?

A: Reports are generated on demand:

• Generate reports when needed
• Export data for regular analysis
• View dashboard for real-time metrics

On-demand generation ensures you always have current data.

Q: How do I understand visitor behavior?

A: To understand behavior:

1. View visitor analytics
2. Check page views to see popular content
3. Review referrals to understand traffic sources
4. View visitor profiles for individual behavior
5. Analyze device usage patterns

This helps you optimize your site and content.

Q: Can I track conversions?

A: Yes! You can track:

• Form submissions (leads)
• Event registrations
• Product purchases
• Appointment bookings

Conversion tracking helps you measure marketing effectiveness.

Q: How do I measure marketing performance?

A: To measure performance:

1. Generate marketing reports
2. View email campaign metrics (opens, clicks, unsubscribes)
3. View SMS campaign metrics
4. Compare campaign performance
5. Track conversion rates

Marketing reports help you understand which campaigns are most effective.