This section walks you through configuring and customizing your reports in Fran Metrics. Reports are the core output of the platform — they bring together all your connected data into scorecards, dashboards, and summaries.

Report Structure Overview

Reports in Fran Metrics are built from these components:

1. Data Points — Raw values pulled from integrations (revenue, transaction counts, review scores, etc.)
2. Report Fields — The configured fields that appear as rows/columns in your scorecards
3. KPI Groups — Categories that organize report fields (e.g., Financial, Operational, Customer)
4. Mapping — Rules that connect source data to report fields
5. Segmentation — Groupings that allow filtered and comparative views

Setting Up Reports: Step by Step

Step 1: Connect Your Data

Before reports can show anything, you need data flowing in. Make sure your integrations are connected and syncing (see Data Connections & Import).

Step 2: Map Your Data

Once data is coming in, map source fields to your report fields. Use Smart Mapping for automated suggestions or map manually (see Mapping section).

Step 3: Configure Report Fields

In Organization Settings → Report Settings:

• Define which fields appear in reports
• Set display order and grouping
• Configure formatting (currency, percentage, number)