(NEW 2026) - How to Create Client Reports - GLAM DASHBOARD
We were formerly creating reports in Looker/Data Studio. We are now creating them locally on the new Glam Adelaide Dashboard, created by Eli.
Creating reports is a two-phase process:
- Start by opening the dashboard
http://glam.local:3000/reporting/ - "Go to Client Search"

3. Search for the client - we will use "Shades" as an example. Select their membership.
NOTE: Sometimes, if applicable, the ticket is split. If an MREC for them or another ticket
appears - select it. Just make sure it's from the correct year you wish to report on.
Then, Confirm Selection. 
4. Now, select the following from the dropdown menus / textboxes:
Client Name, Package Start Date & End Date, Package type.
Then, Generate Report.

You'll be looking at something like the below - usually suggested photos appear, but you can also upload your own. Pretty simple step! 
5. Next, edit the summary page. The most important step is to ensure all assets are accounted
for and that the listed prices are indicative.
If you notice an asset is missing, such as a Reel, it can be added later.
Each package should generally be pre-filled in the top-left section, but always double-check
this. Update anything that needs changing, including any bonus inclusions completed for
the client.
