How to create automated Performance Reports?

1. Sign in as Admin or Root and open Group Metrics.
2. Open the Performance Reports tab.
3. Choose Create report (or Add report from the table).

4. Complete the six-step wizard:

1. Metric types — Select Inbound, Outbound, or both. At least one type is required.
2. Report title — Shown in the UI and used as the human-readable name for the report. Required.
3. View — Group level (all rooftops in the organization; Admin/Root only) or Store level (single rooftop). For store level, pick the rooftop from the dropdown.
4. Cadence and recipients — Pick Weekly, Monthly, or Annually, then add one or more recipients (first name, last name, email). Recipients do not need Mia accounts. The UI can suggest emails you have used on other reports.
5. Included metrics — Toggle individual KPIs. At least one metric is required. Options are filtered by the metric types you chose in step 1.
6. Review and confirm — Verify title, types, view, cadence, recipients, and metric badges, then Create report (or Save changes when editing).