Overview
gaiia ships with a library of pre-built dashboards and reports so you can monitor your operation from day one. This article catalogs the built-in dashboards and reports available in the Analytics experience, with a short description of what each one covers.
In this article, we'll be covering:
- The built-in dashboards and what each one tracks
- The built-in reports, organized by category
This article describes the new Analytics experience, currently in Research Preview. For an introduction to the new experience and the move away from the legacy version, see Getting started with the new Analytics experience. To build your own dashboards and reports beyond the built-in ones, see Creating custom reports and dashboards.
Dashboards
Dashboards give you an at-a-glance, visual overview of a specific area of your business, combining key metrics and trend charts on a single screen. Open them from the main navigation under Analytics. The dashboards available to you depend on your organization's setup. For how to open, navigate, and filter dashboards, see Viewing dashboards in Analytics.
| Dashboard | Description |
|---|---|
| Accounts | High-level overview of the account base — accounts broken down by type, status, and geography, including an interactive map of account locations — together with data-quality surfacing of accounts in problematic or inconsistent states: no payment method, no autopay enabled, expiring credit cards, no active subscription, missing lat/long coordinates, out-of-sync billing/subscription states, and duplicate names, emails, or mobile numbers. Combines the previous Accounts, Account Issues, and Account Map dashboards. |
| Finance | Comprehensive financial overview across three sections: Subscription Metrics (account and subscription counts, MRR, ARPU, recurring discounts, subscription activations, shared subscriptions, accounts with available funds), Revenue (open and overdue invoice counts and values, invoice paid/remaining ratio, invoiced revenue over time), and Delinquency (delinquent and suspended accounts, delinquency by step). |
| Checkout | Tracks checkout and order performance: total, abandoned, and recovered orders, abandoned-order and order-recovery rates, and average order service value, plus total orders over time and orders by state. |
| Workforce | Field-operations overview tracking work-order volume and technician productivity: work orders today, this week, and completed, scheduled duration for the next four weeks, work orders created over time and by account type, breakdowns by status, date, and technician, plus technician operation data (completed orders, in-progress/en-route/shift time, appointments, and on-time ratios). |
| Inventory | Overview of inventory holdings: overall count and quantities assigned to accounts, trucks, and locations; breakdowns by location and by model; inventory count over time; total inventory value and value by location; and inventory movement over time. |
Reports
Reports give you detailed, row-level data you can filter, sort, and export. Open them from the main navigation under Reports, where they're grouped into the categories below. You'll only see the categories your organization has access to. For how to browse categories and open a report, see Finding and viewing reports.
Accounting
Financial statements, revenue recognition, and accounting exports.
| Report | Description |
|---|---|
| Debits | Comprehensive debit/invoice revenue report broken down by GL code and FCC code. Supports revenue recognition analysis across product categories, account types, and invoice statuses. |
| Credits | Tracks credits, discounts, and pro-rated adjustments applied to accounts. Provides breakdowns by GL code and FCC code for reconciliation and discount analysis. |
| Account Receivables | Tracks outstanding receivable balances at both the invoice level and aggregated per account. Supports aging analysis and collections monitoring. |
| Overdue Receivables | Focuses on past-due invoices and outstanding balances. Provides both detail and aggregate views to support collections and delinquency management. |
| Invoiced Transaction Audit | Comprehensive audit of all invoiced transactions with GL code, product, payment, and discount breakdowns. Includes A/R per account and revenue summaries for accounting reconciliation. |
| Taxes | Detailed tax reporting across all invoiced transactions. Provides a tax summary view with breakdown by tax name, type, county, region, and locality. |
| Deferred Revenue Summary | Summarizes deferred revenue balances, providing GL-level and per-invoice breakdowns. Useful for month-end accounting close and revenue recognition tracking. |
| Discounts Carry Forward | Tracks discount balances carried forward across billing periods, with overall and type-specific summaries plus full detail records. |
| Payments Roll Forward | Provides a roll-forward view of payment balances, summarizing payment activity over time by type. Useful for cash reconciliation and financial reporting. |
| Deferred Revenue Carry Forward | Tracks the movement of deferred revenue balances from one period to the next, including opening balances, new deferrals, releases, recognized revenue, and ending balances. |
Accounts
Customer accounts, growth, churn, and lifecycle metrics.
| Report | Description |
|---|---|
| Account Details | Overview of all accounts in the system. Tracks account statuses, types, providers, and key lifecycle events such as activations, creations, and deactivations. Useful for monitoring growth trends. |
| Out-of-Sync Accounts | Identifies accounts that might be in a problematic state, such as active accounts with no active subscription. |
| Client Portal | Analyzes customer portal adoption and usage across accounts. Tracks which accounts have set up portal access, and includes status analysis and shared subscription data. |
| Activations and Cancellations | Provides a side-by-side view of account activations and disconnections. Includes trend analysis, disconnection reasons, customer lifespan data, and net growth metrics over time. |
| Account Communication | Tracks all communications sent to accounts, including emails and SMS. Offers analysis by communication type, status, and notification counts per account. |
| Accounts Creations | Tracks the volume and details of newly created accounts over time. Includes a running growth chart to visualize account creation trends. |
| Account Activations | Monitors account activations with a running total view to track cumulative growth. Sorted by day for time-series analysis. |
| Contract Details | Displays contract information for accounts, including status, effective dates, expiration dates, and signature timestamps. |
| Workflows (Operations) | Provides a flat view of operation executions associated with accounts. Useful for reviewing operations execution history and statuses. |
| Account Status Updates | Tracks changes to account statuses, showing transitions from old to new status values. Useful for auditing account lifecycle changes. |
| Workflow Issues | Surfaces workflow execution issues, enabling teams to identify and resolve problems with automated account workflows by type, status, and provider. |
| Duplicate Emails | Identifies accounts sharing the same email address, with separate views for accounts with and without shared subscriptions. Useful for data quality audits. |
| Workflow Executions | Provides an audit trail of system workflow executions, including timestamps, workflow types, and the user or system that triggered them. |
| Business Account Contracts | Reports on contracts specifically tied to business accounts. Tracks contract terms, effective dates, expiration dates, and current account status. |
| Workflows | Overview of all workflow executions, including their current status, trigger types, and associated account statuses. Supports monitoring of automated workflow health. |
| Reactivations (Operations) | Lists all reactivation operations with account info, status at operation start, reactivation date, type (seasonal/delinquent), and linked suspension start and duration. |
| Accounts Without Upstream Device | Lists accounts that either have no equipment assigned or have a device assigned but no active upstream device link. Useful for identifying provisioning gaps. |
| Speed Modification Operations | Lists all speed modification executions (operations) on accounts. For each operation, shows the account and primary contact, the workflow name and status, when it started and ended, and the product being switched from and to. |
| Business Account Details | Reports on all business accounts along with their address, account manager, and account relationship (parent, child, standalone). |
Billing
Invoices, payments, and billing performance.
| Report | Description |
|---|---|
| Payments Applied | Tracks all payments applied to invoices, providing a record of payment activity across accounts. |
| Invoices | Provides a full list of invoices across all accounts with details on amounts, statuses, and due dates. |
| Account Services | Lists services currently billed to accounts, supporting subscription and service inventory analysis. |
| Invoiced Revenue | Summarizes revenue recognized from invoiced transactions across billing periods and product types. |
| Account Billing Settings | Displays billing configuration settings per account, such as billing cycle, payment terms, and invoice preferences. |
| Account Payment Methods | Details payment methods on file for all accounts, including credit card types, auto-pay setup, and ACH payment status. |
| Delinquency | Identifies accounts with overdue balances to support delinquency tracking and collections workflows. |
| Payment Details | Provides detailed information on all individual transactions, even those not yet linked to an invoice. |
| Discounts | Lists all discounts applied to accounts with details on discount type, amount, and associated products. |
| Uninvoiced Debits | Surfaces pending charges that have not yet been included in an invoice. |
| FCC Report Inputs | Aggregates data required for FCC regulatory reporting submissions. |
| Accounts with Available Funds | Identifies accounts that have a credit balance or available funds on file. |
| Accounts with Shared Subscriptions | Lists accounts that share subscription services across linked accounts. |
| Accounts Paying for Other Account Subscriptions | Shows accounts that are financially responsible for subscriptions belonging to other accounts. |
| Accounts with Expiring Subscriptions | Flags accounts whose subscriptions are approaching their expiration date. |
| Account Receivables | Tracks receivable balances at the account level for billing-specific aging and collections analysis. |
| Overdue Receivables | Lists accounts with overdue invoices and outstanding balances past their due date. |
| Tax Details | Provides line-level tax detail for invoiced transactions across accounts. |
| 30-Day Recurring Revenue Projection | Projects expected recurring revenue over the next 30 days based on active subscriptions. |
| Account Balances and Payment Methods | Combines current account balance information with payment method details for a unified billing view. |
| Usage Remaining | Shows remaining usage or data allowances for accounts on usage-based service plans. |
| Open Invoices without Pending Payments | Identifies open invoices that do not have a pending or scheduled payment associated with them. |
| Invoiced Transaction Audit | Full audit of invoiced billing transactions with revenue breakdowns by GL code, product, and A/R per customer. |
| Invoices to be Mailed | Lists invoices flagged for physical mailing delivery to customers. |
| Deposits | Tracks security deposits collected from accounts, including amounts and current deposit status. |
| General Ledger Details | Provides general ledger detail for all billing transactions, supporting accounting reconciliation. |
| Product/Tax Breakdown | Breaks down invoiced amounts by product and associated tax charges for reporting. |
| Account Grace Periods | Identifies accounts currently within a billing grace period before suspension or action. |
| Open A/R | Displays open accounts receivable balances across all accounts to track outstanding amounts due. |
| Writeoffs | Lists accounts and amounts that have been written off as uncollectible debt. |
| Call Record Logs | Logs of telephone call records associated with accounts for telephony billing verification. |
| Telephone | Call Logs | Detailed call log data for telephone service accounts, including call duration and destination. |
| Telephone | FCC Fixed Voice Subscriptions | FCC-required report on fixed voice service subscriptions for regulatory compliance. |
| Telephone | Reassigned Numbers Database | Tracks reassigned telephone numbers to support compliance with FCC number reassignment rules. |
| Telephone | FCC Form 502 | Report providing data needed to complete FCC Form 502 for telephone service providers. |
| Telephone | E911 | Tracks E911 service data for telephone accounts to support emergency service compliance. |
| Telephone | CIC Register | Reports on Carrier Identification Code (CIC) registrations for telephone services. |
| Telephone | LIDB Listing | Manages Line Information Database (LIDB) listing data for telephone account compliance. |
| Telephone | Directory Listing | Reports on telephone directory listing information for accounts with voice services. |
| Telephone | Line Count | Provides a count of active telephone lines per account for capacity and billing analysis. |
| Telephone | Usage | Summarizes telephone usage data for accounts on voice service plans. |
| Telephone | Taxes & USF | Details telephone-specific taxes and Universal Service Fund (USF) charges for telephone service accounts. |
| Delinquent Customers with Services | Lists delinquent accounts that still have active services, supporting prioritized collections. |
| Account Autopay Analysis | Analyzes autopay enrollment and payment success rates across the account base. |
| Delinquency - Parent Accounts | Tracks delinquency specifically for parent accounts in multi-account hierarchies. |
| Product List | Displays all products available in the billing catalog with key attributes. |
| Product Versions | Shows version history for billing products, tracking changes to product configurations over time. |
| Discounts Applied | Reports on all discounts actively applied to accounts, including type, amount, and effective period. |
| NRR Breakdown | Tracks the dollar impact of subscription changes month over month. Use this report to compute Net Revenue Retention (NRR) and understand which accounts are driving MRR up or down. |
Checkout
Online checkout funnels, conversions, and orders.
| Report | Description |
|---|---|
| Order Details | Provides a comprehensive view of all orders placed through the checkout process with key order attributes. |
| Order Service Details | Details the specific services included in each customer order for service fulfillment analysis. |
| Order Appointment Details | Tracks installation or service appointment details associated with customer orders. Timezone is UTC. |
| Unserviceable Addresses | Lists addresses that attempted checkout but could not be served due to lack of coverage. |
| Planned Unserviceable Addresses | Identifies addresses flagged as unserviceable in planned future service areas. |
| Order Details with Metadata | Extended order detail report including additional metadata fields for deeper order analysis. |
| Referrals | Tracks customer referrals generated through the checkout or account portal referral program. |
| Orders | Lists all orders, without their custom fields, so there's only one row per order. |
Inventory
Equipment, stock levels, and asset tracking.
| Report | Description |
|---|---|
| Inventory | General overview of all inventory items in the system, including quantities, types, and current status. |
| Inventory List | Flat list of all inventory records with key attributes for stock management and auditing. |
| Inventory Assigned to Accounts | Shows inventory items currently assigned to customer accounts. |
| Inventory Count | Summarizes inventory quantities by category or location for stock count reconciliation. |
| Inventory by Location | Breaks down inventory holdings by physical storage location or warehouse. |
| Inventory Writeoffs | Tracks inventory items that have been written off due to loss, damage, or retirement. |
| Inventory Assignation History | Historical log of inventory assignment and reassignment events across accounts and locations. |
| Inventory Assigned to Accounts (w/ Model Fields) | Extended version of the Assigned to Accounts report that includes device model and manufacturer details. |
Network
Network sites, devices, and connectivity health.
Properties
Properties, units, and serviceability coverage.
| Report | Description |
|---|---|
| Property Service Details | Provides service-level detail for multi-unit properties, including active and pending services per unit. |
| Property Penetration | Measures the percentage of units within a property that have active services, tracking market penetration. |
| Units with Pending and Active Accounts | Lists property units that have accounts in a pending or active state. |
| Units with Accounts | Shows all property units that have at least one associated customer account. |
| Property Product Assignments | Lists all products assigned to each property, including property group, product type, category, price, GL code, and specs. |
Tickets
Support tickets, resolution times, and trends.
| Report | Description |
|---|---|
| Tickets | Provides a full overview of every ticket in the system, including details on creation, status, assignees, type, categories, and closure. Useful for day-to-day ticket monitoring and high-level trend analysis. |
| Closed Tickets | Tracks resolution details including who closed each ticket, closure type, and time-to-resolution metrics (minutes, hours, days). Offers multiple grouping views to analyze closed ticket volume and performance by user, ticket type, or category. |
Workforce
Field operations, work orders, and technician activity.
| Report | Description |
|---|---|
| Workforce | General workforce report summarizing technician activity, work order volume, and field operations performance. |
| Work Orders with Services | Lists work orders that include associated service activations or changes, linking field work to service delivery. |
| Work Order Completion Time | Tracks time-to-completion for work orders to measure field team efficiency and performance. |
Build your own
Beyond these built-in dashboards and reports, you can create your own using the workbook builder and the Workbook Agent, then export, schedule, or share what you build. The Custom reports category on the Reports page is where your own reports live. For step-by-step guidance, see Creating custom reports and dashboards.