Turn platform data into custom reporting and growth visibility.
The features roadmap already points to custom reports, segmentation, and marketing-oriented automation. That extends Genaya from operations software into a wider decision and growth platform.
One platform. A different report for every team.
Not every business wants the same dashboard. Reports gives teams a path to custom insight, better segmentation, and more deliberate growth workflows without exporting everything into a separate stack.
The clinic manager watches rebook rates. The firm's partner watches billed versus collected. The GC watches cost against estimate. Reports lets each of them define the view they answer to - on the same live data, without exporting a thing.
- checkReports shaped per team, not per tool
- checkThe same live platform data underneath every view
- checkNo exports, no separate BI stack to maintain
Segments you can actually act on
Group customers by what they really did - booked, paid, went quiet - instead of what a spreadsheet remembers. Segments stay live as records change, ready for retention pushes, outreach, and lifecycle analysis.
- checkRules built from real history - bookings, payments, activity
- checkCounts update as your data changes
- checkPush any segment straight into a campaign
Insight that shows up on schedule
Build the view once and let it deliver itself - the Monday ops report, the month-end margin view, the quarterly cohort read. Leadership stops chasing numbers because the numbers arrive first.
- checkScheduled delivery to the people who need it
- checkSame report, always-current data
- checkOne click from a finding to a campaign or workflow
Custom reporting, built into the platform
Custom insight layers
Move beyond fixed dashboards with reporting that adapts to how the business wants to measure itself.
Audience segmentation
Use data-driven grouping to support retention, outreach, and lifecycle analysis.
Growth workflow support
Prepare the platform for automation and marketing motions without rebuilding the data model elsewhere.
Executive clarity
Give leadership cleaner access to performance narratives across revenue, operations, and customer activity.
Define it once, use it forever
Define the question
Choose the segment, cohort, or metric set that matters most to the business.
Build the view
Create reporting outputs that combine customer, work, and financial context.
Act on the insight
Use the result to inform campaigns, priorities, staffing, or operational change.
Every leader gets their own lens
Executives
Get custom visibility into the indicators that actually drive strategy and investment.
Growth teams
Use segmentation and reporting to guide retention, upsell, and lifecycle campaigns.
Operations leaders
Make reporting more useful for day-to-day decisions, not just month-end review.
The numbers leadership asks for, ready before they ask.
Custom views on live platform data - revenue, operations, and customers in one place.
One data model, every report
Reports draws on the same live records as the rest of Genaya, so custom views combine customers, work, and money without a single export.
Analytics
The live operational views Reports builds on - promote any recurring analysis into a custom report.
Clients
Segmentation starts from real client records: history, tags, bookings, and payments - never a stale list.
Expenses
Bring cost data into the same view as revenue, so margins stop living in a side spreadsheet.
Genaya AI
Ask questions about any report in plain language and get answers grounded in the same data.
Questions teams ask about Reports
No. The product direction combines custom reporting with segmentation and future growth workflows so the output can drive action, not just observation.
Because growth decisions depend on understanding customer segments, lifecycle behavior, and financial outcomes across the full platform.
Yes. Build the view once and set a delivery schedule - the Monday ops summary, the month-end margin view, the quarterly cohort read - and it arrives for the teammates you choose, always on current data.
Anything the platform holds: clients, calls, appointments, projects, invoices, payments, and expenses - combined in one view. A clinic can report rebook rates next to revenue; a GC can report cost against estimate per project.
Analytics is the built-in set of live operational views - call logs, calls by agent, filters. Reports is where you define your own: custom metrics, segments, and layouts that you can share and schedule.
Ready for reporting that matches your business?
Custom views, live segments, and scheduled delivery - on the data you already own.