Now that you've set up Thryv Reporting Center, it's time to dig into your data and gain valuable insights. This guide will cover how to use the reporting tools available.

Access Your Reports

To access Thryv Reporting Center, click on the Navigation Icon and then select Reporting Center. (Note: Thryv Business Center users who purchased before August 1st, 2023 can access Thryv Reporting Center by clicking on Reports in your left-hand navigation)

Your available reports will be divided into Thryv Business Center™ and Thryv Marketing Center™

Click on each one to view its reports.

To view an individual report, click on its tile.

Detailed Data

When viewing your data, hover your mouse over a data point on a chart for more information about it. The exact numbers for each data point will display for the date over which your cursor is hovering.
 

Changing the Date Range

Master Date Range – This drop-down will change the date range for all reports in this dashboard at once. If you have selected a different date range on one of the reports on this screen, changing the master date range will overwrite it.

Alternatively, you can change the date range for a single metric by clicking the date range across the top of the tile. This will not change the date for any other metrics. Note that when viewing a week or month, the data will always start on the first day of that month/week. To set a Custom Date Range, select it from the drop-down. Then, click on the start date first, then the end date. Click on Apply to change the metric on the tile to your selected date range.

Detailed View of a Report

Within each report, each metric has a detailed view option, where you can see the data included in this metric. To get this data, click the detailed view button in the lower left corner of the tile.

In the detailed view, you will see additional metrics below the chart including changes over time, average per week, and the highest week for this metric. From here, you are able to use the drop-downs across the top to apply filters, change the date range, or the chart type as on the main tile. To apply these changes to the report view, click on Update.

Changing the Chart Type

If you want to see your data presented differently, you can change the chart type. To do this, first click on the tri-dots on the tile of the selected metric, then click on Change chart

In the window that appears, select one new chart type to display the data. Then, click on Continue

Your metric will now display in the selected chart type

Drill In to a Metric

Scroll to the bottom of each metric tile on a report to drill in to the data. In this context, "Drill in" means to break down a number or metric to navigate from the high-level summary to the detailed records that comprise it. Click on the drill-in drop down to see each of the individual records contained in the metric. In addition, click on View client record to be taken to the individual client, invoice, appointment, etc in your Thryv CRM.