Reports

Turn the week’s activity into a useful picture.

Bring the figures for your next business review together before the meeting starts. Cedros reports turn available customer, website, and operational data into repeatable results, with definitions and saved runs your team can return to.

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A repeatable path from question to report

Start with a useful business question

Choose reports for customer growth, content performance, journey friction, acquisition and retention, revenue health, support volume, or site health. Each gives the team a focused view of the available data, so a weekly review can start with the work that needs attention.

Define the report your team needs

Create a report definition with its purpose, sources, columns, processing instructions, and expected output. AI can help prepare a setup draft for you to refine. Keeping the definition alongside the report makes it easier to understand what a result is intended to answer.

Connect the result to its sources

Reports draw on the Cedros data available to the site, such as CRM profiles, content, analytics, and support conversations. Revenue reporting uses attributed Cedros Pay activity when configured. Source coverage determines what a report can explain, so the definition stays important to interpreting the result.

Return to the record of each run

Open saved runs to review their status, summary, and result details. Filter run history to find the period or execution you need. A retained result gives your team a reference for follow-up without requiring a new report every time someone asks what changed.

Put regular reporting on the calendar

Configure a schedule for reports your team uses repeatedly, or run one when you need a current view. Review the run history to see completed work and failures. Choose a frequency that fits the decision, whether it is a daily support review or a monthly customer-growth check.

Use the findings to choose the next piece of work

Ask the assistant to help explain a result or prepare a report definition around a new question. Keep the underlying figures and sources available as you review the explanation, then use the findings to focus a page improvement, customer follow-up, or operational review.

Useful to know

Are there reports I can start with?

Yes. Built-in definitions cover customer growth, content performance, journeys, acquisition and retention, revenue health, support volume, and site health.

Can I customize a report and schedule it?

Yes. Save a definition using supported sources and processing, then configure its schedule. Saved runs let you inspect what completed and review the results.

Will a report include all of my external business data?

It uses supported Cedros records and configured integrations. For example, revenue coverage depends on the Cedros Pay activity available to the site.

Make the next review easier to prepare.

Keep the sources, result, and explanation together in Cedros.

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