Dashboard & Reports Overview
Review conversations, contacts, campaigns, automation, teams, channels, usage, and operational trends.
Overview
Always confirm date range, PKT timezone, workspace, channel, provider definition, and user permission. A message read, click, comment, or call is not automatically a sale or conversion.
Who should use it
Workspace owners, managers, agents and authorized mobile or reporting users.
Where to find it in Wemblo
Wemblo -> Dashboard -> Statistics / Usage
Before you begin
- Use a unique user account.
- Confirm the active workspace and role.
- Use test users or fictional customer data.
- Protect mobile devices and sensitive reports.
Main concepts and fields
| Concept / Field | Meaning or Use |
|---|---|
| Date Range | Period being reviewed. |
| Timezone | PKT for Pakistan operations. |
| Provider Metric | Event reported by an external channel. |
| Wemblo Usage | Plan activity and capacity. |
| Export | Authorized download where available. |
Step-by-step instructions
- Open Wemblo -> Dashboard -> Statistics / Usage.
- Confirm the active workspace and your role.
- Create or select the user, team, task, device or report.
- Configure only the required access or filters.
- Save.
- Test with a non-owner account or fictional record.
- Review notifications, assignments or report values.
- Document the responsible owner.
Test and verification
- Complete one successful path with fictional data.
- Complete one invalid, failure or permission path.
- Confirm the result appears in the correct workspace and module.
- Confirm the correct person or team can review and continue the work.
Common issues and solutions
| Issue | What to Check |
|---|---|
| User cannot see the module | Team, role, active workspace and account status. |
| Assignment or notification is missing | Owner, device/browser permission and routing rule. |
| Report is empty or different | Date range, PKT, workspace, provider definition and sync delay. |
| Former user still has access | Disable account, revoke sessions and rotate shared credentials. |
Security, privacy, consent, cost and provider notes
- Use only data the business is authorized to process.
- External provider charges, policies, approvals, limits and availability remain separate.
- Do not expose passwords, API keys, tokens, webhook secrets, payment credentials or private customer data.
- Use human review for sensitive, regulated, urgent, financial or final decisions.
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