Reports Landing Page¶
Menu Location: Reports (top navigation) Access Level: All admin users Last Updated: 2026-03-03
Overview¶
The Reports Landing Page is a centralized dashboard that organizes all available reports into logical categories for quick access. Instead of navigating through multiple menu levels, users can view all available reports on one page, grouped by topic area.
Primary Functions: - Browse all available reports in one location - Navigate to specific reports by category - Identify frequently used reports (marked with star) - Quick access to reporting tools across all business areas
Page Layout¶
Header Section¶
- Page Title: "Reports" with chart icon
- Clean, simple header with no filters or search (navigation-focused page)
Main Content Area¶
The page displays a responsive grid of category cards. Each card represents a different business area and contains links to related reports.
Card Structure: - Header: Category name with icon and count of reports - Body: Scrollable list of report links - Star Icon: Indicates frequently used/important reports
Report Categories¶
The page organizes reports into 11 major categories:
1. General¶
Icon: Line Chart (fa-line-chart) Purpose: Core business reports and high-level overviews
Key Reports: - Weekly Report ⭐ (most frequently used report) - Weekly Open to Closed Comparison - Future Demand - Sidebar Stats
2. Customers¶
Icon: Users (fa-users) Purpose: Customer behavior and lifecycle analysis
Key Reports: - Customer Engagement - Customer Longevity - Paused Subscriptions
3. Orders¶
Icon: Tags (fa-tags) Purpose: Order tracking and customer feedback
Key Reports: - Menu Feedback / Order Survey - Order Count Tracker - Order Report
4. Products¶
Icon: Tags (fa-tags) Purpose: Product performance, inventory, and history
Key Reports: - Addons History & Report - Product Quantities Over Time - Produce Reports - Love/Hate Report - Recurring Items & Subscriptions - Shop Filter Report
5. Finance¶
Icon: Money (fa-money) Purpose: Revenue, billing, and financial analysis
Key Reports: - Weekly Report (dollar totals) - Delivery Fees Total Report - MRR (Monthly Recurring Revenue) Reports - Tax Reports - Transaction Reports - Revenue by Tag - Payment Transactions
6. Credits¶
Icon: Ticket (fa-ticket) Purpose: Customer credit tracking and management
Key Reports: - Credits Batches - Credits Leftover - Credits Reports
7. Acquisition¶
Icon: Bar Chart (fa-bar-chart) Purpose: Customer acquisition and referral tracking
Key Reports: - Tell A Friend - Referrals & Referral Leaders - Referral Leaderboard - How Did You Hear (by customer and summary)
8. Email/SMS¶
Icon: Envelope (fa-envelope) Purpose: Communication tracking and analytics
Key Reports: - Emails Sent History - Email Stats - SMS Pending Queue - Email Pending Queue - Un-opened Emails
9. Shipping/Delivery¶
Icon: Truck (fa-truck) Purpose: Logistics and delivery operations
Key Reports: - Driver Report (tips/mileage) - Shipping Report - UPS Claims & API Log
10. Exports¶
Icon: Download (fa-download) Purpose: Data export tools
Key Reports: - Weekly CSV Export - Monthly Spreadsheet Export (XLSX) - Product Image Archives - Monthly Transaction Export (XLSX)
11. System¶
Icon: Server (fa-server) Purpose: System logs, integrations, and administrative tools
Key Reports: - System Log - Admin Action History - EasyPost Log - Helpscout Log - Cohort Data - Bookkeeping
Common Use Cases¶
Use Case 1: Finding a Specific Report Type¶
Goal: Quickly locate a report you need without searching through menus
Steps: 1. Navigate to the Reports page from the top navigation 2. Scan the category cards to identify the relevant business area 3. Click the report name to access it directly
Example: If you need to check customer engagement metrics, look in the "Customers" card and click "Customer Engagement."
Tips: - Category icons help identify the right section at a glance - The count in the upper-right of each card shows how many reports are available - Star icons (⭐) indicate frequently used reports
Use Case 2: Exploring Available Financial Reports¶
Goal: Review all financial reporting options in one place
Steps: 1. Navigate to the Reports page 2. Locate the "Finance" category card (money icon) 3. Review the 15 available finance reports 4. Click any report to access detailed financial data
Tips: - Finance category is typically one of the largest with 15+ reports - Includes revenue, tax, billing, and transaction reports - MRR reports are critical for subscription businesses
Use Case 3: Running Regular Weekly Reports¶
Goal: Access the most commonly used report efficiently
Steps: 1. Navigate to the Reports page 2. Look for reports marked with a star (⭐) 3. Click "Weekly Report" in the General category
Example: The Weekly Report is starred because it's the primary operational report used by most businesses to track weekly performance.
Tips: - Starred reports are recommended starting points for new users - You can bookmark specific report URLs for even faster access - Consider adding frequently used reports to your browser favorites
Navigation & Interaction¶
Accessing Reports¶
- Click any report name to navigate directly to that report
- Hover over links for visual feedback (light blue background)
- Reports open in the same window (use browser tabs if you need multiple reports open)
Visual Organization¶
Responsive Grid Layout: - Desktop: 3-4 cards per row - Tablet: 2 cards per row - Mobile: 1 card per row (stacked)
Card Sizing: - Minimum width: 320px - Maximum width: 420px - Automatically adjusts to screen size
Conditional Features¶
Site-Specific Visibility¶
Some reports only appear based on site configuration:
Launch List & Screenshots: - Only visible if site is not live OR user is Kiva Admin - Used for pre-launch testing and monitoring
Seasons Reports: - Only visible if the site uses the Seasons feature - Includes "Seasons" editor and "Seasons Report"
Troubleshooting¶
Report Link Doesn't Work¶
Symptoms: Clicking a report name results in 404 error or blank page
Solutions: 1. Verify your admin account has permission to access that report 2. Check if the report requires specific site features to be enabled 3. Try refreshing the Reports landing page 4. Clear your browser cache
Common Causes: - Report requires higher permission level than your account has - Site configuration doesn't include that feature - Temporary server issue
Missing Expected Report¶
Symptoms: A report you've used before isn't showing in the category
Check: 1. Verify you're looking in the correct category (some reports could fit multiple categories) 2. Check if site configuration changed (e.g., Seasons disabled) 3. Confirm your admin access level wasn't changed 4. Look in the System category for administrative reports
If Problem Persists: Contact Kiva Logic support — the report may have been moved or renamed.
Category Card Shows Zero Reports¶
Symptoms: A category card appears but shows "0" reports in the count
Solutions: 1. This usually indicates all reports in that category require features your site doesn't have enabled 2. Check with your account manager about enabling additional features 3. Verify your admin access level
Related Pages¶
- Weekly Report (
kiv/reports/weekly-report.php) - The most commonly used operational report - Admin Menu (
kiv/helpers/helper.admin-menu-functions.php) - Source of report categorization - Individual Report Pages - Each report link navigates to its respective detailed page
Typical Workflow: 1. Reports Landing Page → Click report name → View detailed report 2. Reports Landing Page → Bookmark frequently used reports → Direct access from bookmarks 3. Top Navigation → Reports → Select category → Access specific report
Permissions & Access¶
Required Access Level: Any admin user (Customer Service or higher)
Access Level Capabilities: - Customer Service: Access to most operational reports (orders, customers, products) - Manager: All Customer Service reports + finance and system reports - Administrator: All Manager reports + administrative tools - Kiva Admin: All features + development/testing reports (Launch List, Screenshots)
Restricted Features: - Launch List & Screenshots: Requires Kiva Admin OR site not yet live - Seasons Reports: Requires SEASONS feature enabled on the site
Best Practices¶
Report Discovery¶
- Use this page as your primary navigation instead of searching through menus
- Bookmark frequently used reports after finding them here the first time
- Learn the category structure to find reports faster in the future
- Check starred reports first when exploring a new category
Workflow Efficiency¶
- Open the Reports page in a dedicated browser tab and keep it open during your work session
- Use browser "Open in New Tab" (right-click or Cmd/Ctrl+click) to keep the Reports page accessible
- Organize your favorites/bookmarks by category to mirror this page's structure
- Note the count badges to know which categories have the most options
Things to Avoid¶
- ❌ Don't rely solely on the top navigation menu — use this centralized page instead
- ❌ Don't assume a report is in the "obvious" category — some reports serve multiple purposes
- ❌ Don't ignore starred reports — they're marked for a reason (frequently used/important)
Quick Reference Card¶
| Task | Action/Location |
|---|---|
| Access all reports in one view | Navigate to Reports from top menu |
| Find customer-related reports | Look in "Customers" category card |
| Access financial reports | Look in "Finance" category (largest collection, 15+ reports) |
| Find most important reports | Look for star (⭐) icons |
| See how many reports in a category | Check number in top-right of category header |
| Navigate to specific report | Click the report name in any category card |
| Find export/download tools | Look in "Exports" category |
| Access system logs | Look in "System" category |
FAQs¶
Why are some reports in multiple categories?¶
Some reports serve multiple business purposes. For example, the Weekly Report appears in "General" because it's a high-level overview, but it could also fit in "Finance." The categorization reflects the primary use case.
What does the star icon mean?¶
Stars (⭐) indicate the most frequently used or important reports in that category. New users should start with starred reports to learn the system.
Can I suggest moving a report to a different category?¶
Yes! If you find a report is consistently hard to locate in its current category, contact Kiva Logic with your feedback. The categorization is designed to improve over time based on user experience.
Why don't I see all the categories mentioned in this documentation?¶
Some categories only appear if your site has specific features enabled (like Seasons) or if you have the required admin access level. Contact your account manager to enable additional features.
How do I know which reports are new?¶
Compare the count badges in each category header. If the number increases, new reports were added. Check the "Recent Updates" section in individual report documentation for details about new features.
Recent Updates¶
2026-03-03: - Initial creation of Reports Landing Page - Organized all existing reports into 11 logical categories - Added star indicators for frequently used reports - Implemented responsive grid layout for better mobile experience - Added report count badges to category headers
End of Documentation
For additional help, contact your system administrator or Kiva Logic support.