Reports
Key numbers, no manual tallying
The Summary shows five key numbers and a "Perlu tindakan" (Needs action) list, plus today's chats by channel. Order reports compare against the previous period and break down daily sales, best-selling products, payment and delivery methods, cancellation reasons, processing speed, and top customers.
- Plan
- Free
- In the dashboard
- Ringkasan (Overview) · Pesanan & Booking › Laporan (Orders & Bookings › Reports)
- Group
- Team & Operations
- Awaiting confirmation10.02
- Accepted10.05
- Being prepared10.20
- Shipped · courier Budi10.41
- Completed
Illustration with sample data
What it is
Reports & summaries
The Summary is the first page of the dashboard and shows what needs doing today. Order reports sum up sales by period so you can review them.
Who it's for
- Owners who want to check on the business in a few minutes every morning
- Operations managers reviewing processing speed
- Admins preparing recaps for bookkeeping
- Owners overseeing several branches
What you get
Reports & summary in Conex Bisnis
Five key numbers
New requests, unreplied chats, quotes this month, acceptance rate, transactions this month.
Needs action
A list of what needs to get done today.
Chats by channel
Today's chat count from each channel.
Order reports
Daily sales and a comparison with the previous period.
Top products & customers
Best-selling products and top customers.
Download CSV
Export reports for further processing.
How it works
Step by step in the dashboard
Menu names match business.conex.chat (in Indonesian).
- 1
Open the Summary
See five key numbers: new requests, unreplied chats, quotes sent this month, 90-day quote acceptance rate, and transactions this month.
- 2
Clear the Needs action list
This list includes pending orders and bookings, new requests, price offers, chats awaiting a reply, and follow-ups that are due.
- 3
Check chats by channel
The "Chat hari ini per kanal" (Today's chats by channel) card shows the number of chats, how many are unreplied, and the percentage answered by the bot.
- 4
Open Order reports
In Pesanan & Booking › Laporan (Orders & Bookings › Reports), choose 7, 14, or 30 days, 90 days, this month, or a custom range.
- 5
Download CSV
Export that period's data to work with in a spreadsheet or your bookkeeping.
Key settings
- Report periods
- 7, 14, 30, or 90 days, this month, or a custom date range.
- Comparison
- Key numbers are compared with the previous period of the same length.
- Breakdown
- Daily sales, best-selling products, payment and delivery methods, cancellation reasons, processing speed, and top customers.
- Time zone
- Reports use your business's time zone: WIB, WITA, or WIT.
Limits & rules
- Permissions
- Order reports and rupiah amounts on the Summary are only shown to roles with the "Laporan & ekspor pesanan" (Order reports & export) permission.
- Per-person performance
- Order reports don't score individual staff. Bot and staff scoring lives in Bos AI (Pro).
- Branch scope
- When branch access is turned on, staff only see data from the branch they're assigned to.
Use cases
Used across many businesses
Restaurants & cafés
A 7-day report shows the best-selling menu items and the most common cancellation reasons, helping you fine-tune the menu and delivery times.
Restaurant & café solutionWorkshops
The owner opens the Summary every morning to see bookings awaiting confirmation and new service requests.
Auto repair & automotive solutionDistributors
Top customers and payment methods for the month are exported to CSV for a billing recap.
Distributor & wholesale (B2B) solutionIntegration with other features
Works together with other features
Problems it solves
This feature helps when…
No visibility into team performance
The owner can't tell who is slow to reply or which deals are stuck.
See how to fix itOrders get lost in chats
Orders are copied from chat onto paper or a spreadsheet, then get missed or mixed up.
See how to fix itToo many branches to keep under control
Hours, stock, delivery fees, and staff differ at each branch and are hard to monitor.
See how to fix itDelivery fees & shipping are a hassle
Delivery fees are calculated by hand and customers keep asking where the courier is.
See how to fix itBusy chats, unclear sales
Lots of chats come in, but it's unclear which turn into sales and which go nowhere.
See how to fix itCopying data into the POS by hand
Orders and products are retyped between chat, the POS, and spreadsheets.
See how to fix itFAQ
Questions about reports & summary
Are reports available on the Free plan?
Yes. The Summary and Order reports are available on every plan.
Who can see sales figures?
Roles with the "Laporan & ekspor pesanan" (Order reports & export) permission. Other roles still see the Summary without rupiah amounts.
Which periods are available?
7, 14, 30, and 90 days, this month, or a custom date range.
Can reports be downloaded?
Yes, as a CSV for the selected period.
What's in the Perlu tindakan (Needs action) list?
Pending orders and bookings, new requests, price offers from customers, chats awaiting a reply, and follow-ups that are due.
Are there staff performance reports?
Bos AI (Pro) scores the reply speed of staff and bots, then reports it daily as a notification in the dashboard.
Do chat numbers cover all channels?
Yes. The per-channel chat card counts Conex Chat, WhatsApp, and any other connected channels.
Related
Related features & solutions
Bos AI
AI manager: reviews the bot & staff, daily targets, escalations, Ask the Boss.
Learn more FreeMulti-branch
Hours, products, delivery fees, and staff per branch within one business.
Learn more FreeOrders & couriers
Orders and bookings in one list, plus your own trackable couriers.
Learn more TeamsBusiness owners
Daily summaries, order reports, Bos AI, roles & permissions.
See solutionTry Conex Bisnis for free
Register with your WhatsApp number, fill in your profile, and start receiving chats today.
