Use Reports First
Reports are built for operational review, so use them before creating large exports.
- Performance shows enquiry and follow-up trends.
- Listings Health highlights draft, publishing, and profile-quality issues.
- Inbox Response shows message workload and response pressure.
- Review reports weekly so small issues do not become support problems.
Export Clean Data
Exports are best for audits, backups, monthly reviews, and analysis outside Local Brew.
- Choose a specific dataset and date range before exporting.
- Use CSV for spreadsheet workflows and JSON when preserving structured workspace data.
- Store exports in an internal drive with month and operator names in the file name.
- Avoid sharing exports outside your business unless customer and venue data has been handled appropriately.
Before You Continue
A quick check before you move from reading to doing.
Pick a date range
Choose CSV or JSON
Store exports securely
Compare results before changing campaigns