Spiro’s reporting suite gives you visibility into every part of your business — from client activity and referral performance to revenue tracking, operational efficiency, and product trends. This guide provides an overview of each available report, what it’s typically used for, and the key columns you’ll find in each export so you can confidently interpret your data.
Sales & CRM Reports
Identify your top clients, track referral success, and monitor engagement trends.
1. X Days Since Order (Agent Activity)
Purpose:
A high-level CRM tool to identify active vs. dormant agents. It highlights VIP status and helps you spot clients who haven’t placed an order recently so you can follow up and re-engage.
Key Columns:
LastOrderDate, AgentFirstName, AgentLastName, IsVIP, RevenueAllTime, OrderCountAllTime, AverageSalePrice, CompanyName
2. Client Performance Report
Purpose:
Ranks your agents by order volume and total revenue generated within a selected date range.
Key Columns:
AgentFirstName, AgentLastName, AgentCompanyName, VIPStatus, NumberOfCompletedOrders, TotalProductValue
3. Products Bought Report
Purpose:
A detailed list of completed orders showing which services were purchased, listing details, and financial breakdowns.
Key Columns:
AgentFirstName, AgentLastName, ListingAddress, ServicesPurchased, ListingSize, ListingPrice, ProductSubtotal, AgentProductTotal, CompanyProductTotal, OrderCountAllTime
4. Referred Agent Performance Report
Purpose:
Tracks the activity and revenue of agents who were referred into your system. Use this to measure the impact of your referral program.
Key Columns:
AgentFirstName, AgentLastName, DateReferred, LastOrderDate, TotalCompletedOrders, TotalProductValue, ReferralFee, ReferredByAgentName
5. Agent Referral Performance Report
Purpose:
Focuses on agents who are making referrals. It tracks how many agents they’ve referred and the value generated from those referrals.
Key Columns:
AgentFirstName, AgentLastName, FirstReferralCompletionDate, TotalReferralCount, IncomingReferralValue, OutgoingReferralAmount
Financial Reports
Monitor accounts receivable, contractor payouts, and discount usage.
6. Client Invoice Report
Purpose:
Tracks invoice payment status, overdue balances, and reminder activity.
Key Columns:
InvoiceReference, PaymentStatus, TotalAmount, AmountPaid, Tips, DueDate, DatePaid, PaymentPlan, ReminderCount
7. Photographer Invoice Report
Purpose:
Summarizes amounts owed to photographers, including service and travel reimbursements.
Key Columns:
InvoiceReference, PhotographerName, PaymentStatus, TotalAmount, AppointmentAmount, MileageAmount, DateCreated
8. Coupon Codes Report
Purpose:
Audits promotional code usage to measure campaign performance and total discount impact.
Key Columns:
OrderDate, CouponCode, ListingAddress, AgentFirstName, AgentLastName, DiscountAmount, CouponUsageCount
Operations & Logistics Reports
Monitor field efficiency, travel costs, and detailed order data.
9. Full Order Report
Purpose:
The most comprehensive export available. Includes detailed order data, operational timestamps, financial totals, and internal notes.
Key Columns:
DateSubmitted, DateCompleted, ListingAddress, ServicesPurchased, CheckInTime, CheckOutTime, PhotographerName, OrderTotalGross, OrderTaxTotal, OrderPageName
10. Work Duration Report
Purpose:
Compares scheduled time versus actual onsite time to help identify operational inefficiencies.
Key Columns:
PhotographerName, NumberOfAppointments, ExpectedOnsiteDuration, ActualOnsiteDuration, PercentageDifference
11. Mileage Report
Purpose:
Calculates travel reimbursements by tracking total and billable miles.
Key Columns:
PhotographerName, TotalMilesDriven, BillableMiles, TravelReimbursementAmount
Product & Bundle Analysis
Analyze what services and packages sell best across order pages.
12. Service Performance Report
Purpose:
Analyzes individual service popularity and shows whether services are purchased directly or included within bundles.
Key Columns:
ServiceName, IncludedInBundles, NumberOfTimesOrderedInBundle, NumberOfTimesOrderedDirectly, UniqueOrderPages
13. Bundle Performance Report
Purpose:
Tracks bundle popularity by order page, helping you evaluate pricing strategy and product performance.
Key Columns:
BundleName, OrderPageName, NumberOfTimesOrdered, BundleBasePriceAtTimeOfOrder
14. Order Page Report
Purpose:
Evaluates performance across different order pages to determine which configurations or audiences generate the most revenue.
Key Columns:
OrderPageName, BundleName, NumberOfOrdersPlaced, TotalProductValue