Reports & AI
The report library, AI Insights and the AI Assistant.
- The report library and Recommended for youEighty-seven reports grouped by area, a search box, and a Recommended tab that changes with your role.OwnerManagerFront deskStaffApp
- Run, filter and drill into a reportPick a date range and branch, page through the rows, and open a status or group to see the records behind it.OwnerManagerFront deskStaffApp
- Export a reportDownload a report as CSV for Excel, Google Sheets or your accountant, using the filters you have set.OwnerManagerApp
- Report catalogueEvery report in the library, grouped the way the Reports page groups them, with one line on what each answers.OwnerManagerFront deskStaff
- AI InsightsA generated reading of the last thirty days of revenue and of customer retention, with the at-risk customers to call.OwnerManagerApp
- AI AssistantAsk questions about your business in plain language and get answers built only from your own Shapzo data through read-only lookups.OwnerManagerFront deskApp
- Receipt scanning and menu import: what AI does and does not doWhere the portal uses AI to read documents and write text, what it checks, and what stays in your hands.OwnerManagerFront desk