In today’s competitive wellness and herbal health business landscape, success depends on more than just selling quality products or delivering effective consultations. Data plays a major role in understanding your customers, evaluating business performance, and making smart decisions.
Whether you’re tracking the performance of an Ayurvedic product launch, analyzing client consultation follow-ups, or reviewing student progress in your wellness education program — custom reporting becomes essential.
This is where Ali Flex becomes a powerful tool for your business. Designed for entrepreneurs, coaches, and wellness brands like Dirghaanshi, Ali Flex allows you to create tailored reports that offer deep, actionable insights. From customer engagement and campaign success to order tracking and satisfaction ratings, custom reports help you stay informed, efficient, and profitable.
In this guide, we’ll explore how to create custom reports with Ali Flex, why they matter, and how you can use them to drive growth in your natural health business.
Long Description: How to Create Custom Reports with Ali Flex
- What Are Custom Reports in Ali Flex?
Custom reports in Ali Flex are tailored, filter-based summaries of your business data. These reports can track key metrics across different areas of your operation, including:
Sales and orders
Customer engagement
Consultation performance
Campaign effectiveness
Student or client progress
Feedback and sentiment analysis
Unlike basic dashboards, custom reports let you choose what to analyze, how to view it, and how often to generate it — making them ideal for brands with specific reporting needs.
- Why Custom Reports Matter for Wellness and Herbal Brands
Businesses like Dirghaanshi need insights that go beyond general data. You may need to know:
Which product category (e.g., skin care, joint support) is performing best
Which customers have not reordered within 30 days
How your team is performing in Ayurvedic consultation response times
Which seasonal campaigns led to the most new leads
What students in your herbal wellness program are falling behind
With Ali Flex’s reporting features, you can generate this data instantly.
- Getting Started: Accessing the Reports Section in Ali Flex
To start building reports:
Login to your Ali Flex dashboard
Navigate to Analytics → Custom Reports
Click “Create New Report”
Select a report type (sales, consultation, communication, user engagement, etc.)
You will now enter the report builder interface, where you can define filters, date ranges, columns, and visual formats.
- Defining Your Report Objective
Before you build the report, define its purpose. Ask yourself:
What do I want to measure?
Who will use this report (e.g., marketing, product team, education team)?
How frequently do I need this report (daily, weekly, monthly)?
What filters or conditions should apply?
Examples of report objectives:
“Track clients who haven’t reordered herbal oil in 45 days”
“List of students who didn’t complete Module 2 in the last 2 weeks”
“Compare revenue across product categories in the last quarter”
- Choosing Data Fields and Filters
Ali Flex allows you to select from dozens of fields such as:
Client name, tag, status
Order amount, product category, date range
Campaign ID, message opened, clicked
Consultation date, notes, follow-up status
Student ID, module completed, assignment score
You can apply filters like:
“Order date between April 1 – June 30”
“Product = ‘Babchi Cream’”
“Feedback rating < 3 stars”
“Student tag = ‘Batch 3’ AND Module Completed = ‘No’”
Use Case for Dirghaanshi:
Generate a report of all users who bought Lajwanti Oil but didn’t leave feedback — then send an automated follow-up.
- Selecting the Report Format
Depending on your goal, you can choose different display types:
Table Report – best for downloadable lists (CSV, Excel)
Chart Report – visualize trends (bar, pie, line graphs)
Summary Report – key figures like total sales, top customers
Timeline Report – useful for tracking actions over time (e.g., campaign clicks)
Example:
To see how your “Herbal Immunity Kit” performed across 3 months, use a line chart with monthly sales totals.
- Grouping and Sorting Your Data
Ali Flex lets you group results for easier insights. Common options include:
Group by Product Type – for category-level trends
Group by Client Tag – e.g., “Frequent Buyer”, “First Time”
Group by Team Member – to evaluate staff performance
Sort by Date – to observe recency trends
Example:
Create a consultation report grouped by Ayurvedic consultant to evaluate who handled the most clients in the last month.
- Adding Calculations and Custom Metrics
Ali Flex enables custom formulas and calculated fields to enhance reports.
You can calculate:
Average Order Value (AOV)
Repeat Purchase Rate
Module Completion % (for students)
Response Time (consultation follow-ups)
Click-Through Rate (CTR) for campaigns
Use Case:
Measure how many users who purchased the “Joint Pain Pack” returned within 30 days and their total spend — valuable for customer retention planning.
- Automating Report Delivery
Once created, your reports can be scheduled and delivered automatically.
Schedule options:
Daily, Weekly, or Monthly
Send to internal team members or partners
Choose format: CSV, PDF, or link-based dashboard
Set triggers (e.g., only send if value crosses a threshold)
Benefit:
Keep your team informed without manually pulling data every time.
- Exporting and Sharing Reports
Ali Flex allows easy exporting and secure sharing of your reports.
You can:
Download as PDF or Excel
Share via secure dashboard link
Restrict access by role (admin, manager, support staff)
Embed in presentations or reports for stakeholders
Use Case for Dirghaanshi:
Export a quarterly performance summary across all products and share with your herbal sourcing or packaging partners.
- Using Report Insights to Make Better Decisions
Custom reports are only powerful when used effectively. Here are a few ways to act on the data:
High Drop-Off Rate in Student Module? → Adjust teaching material
Low Feedback for a Product? → Investigate and improve formulation
High Reorder Rate on One Kit? → Promote it in your next campaign
Consultation Delay Patterns? → Reallocate team support or schedule slots
Ali Flex empowers you to build a feedback loop into your strategy — improving continuously.
- Ali Flex Reporting Best Practices
To maximize reporting efficiency:
Keep reports purpose-specific – avoid overloading one report
Use naming conventions (e.g., “Weekly Order Summary – Joint Care”)
Archive or delete outdated reports to stay organized
Create role-based dashboards for teams (marketing, product, education)
Combine reports with campaign automation for intelligent workflows
Conclusion
Creating and analyzing custom reports in Ali Flex is a vital skill for modern wellness business owners. For brands like Dirghaanshi, where managing Ayurvedic products, educational programs, and client consultations intersect, custom reports give you the clarity needed to grow efficiently.
With Ali Flex’s intuitive report builder, you can track progress, evaluate performance, identify patterns, and respond proactively — all from a single platform. Whether you’re a solo entrepreneur or running a multi-department wellness brand, learning to create the right reports will save you time, reduce guesswork, and drive smarter decisions.
