Business Reports

Business reports give you deep, actionable insights into revenue, bookings, customers, and staff performance. Use these reports to identify trends, optimize your services, and grow your business with confidence.

Revenue Reports

Revenue reports provide a comprehensive view of your income over any time period. Navigate to Analytics > Reports > Revenue to access them.

Revenue Overview

The overview report displays total revenue, average revenue per booking, and revenue growth rate. A line chart plots daily revenue with the ability to toggle between daily, weekly, and monthly aggregation. The comparison bar shows how your current period stacks up against the previous equivalent period.

Revenue by Service

See which services generate the most income. This breakdown shows each service's total revenue, number of bookings, average price, and percentage of total revenue. A bar chart visualizes the ranking. Use this report to decide which services to promote or expand.

Revenue by Payment Method

Understand how your customers prefer to pay. This report splits revenue across payment methods including online card payments, cash, bank transfers, and any custom payment methods you've configured. Tracking payment method trends helps you optimize your checkout experience.

Refunds and Adjustments

A dedicated section tracks all refunds issued, discount codes applied, and manual price adjustments. You'll see the total refund amount, refund rate as a percentage, and the reasons behind refunds if your team records them.

Booking Reports

Booking reports help you understand your scheduling patterns, demand trends, and operational efficiency.

Booking Volume

Track the total number of bookings over time with a clear trend line. You can filter by booking source (online, manual, API), status, or service type. The report highlights your busiest and quietest periods so you can plan staffing accordingly.

Booking Status Breakdown

A detailed view of how bookings move through their lifecycle: created, confirmed, completed, cancelled, and no-show. Each status shows its count, percentage of total, and trend direction. High cancellation or no-show rates warrant immediate attention.

Lead Time Analysis

Understand how far in advance customers book their appointments. This report shows the average lead time (days between booking creation and appointment date), with a distribution chart. Short lead times may indicate last-minute demand, while long lead times suggest strong forward planning by your customers.

Peak Hours and Days

A heatmap showing booking density by day of the week and hour of the day. This visualization instantly reveals your peak demand windows and helps you identify opportunities to fill slower periods with promotions or adjusted pricing.

Customer Reports

Customer reports reveal who your customers are, how they interact with your business, and where your growth is coming from.

Customer Acquisition

Track new customer sign-ups over time and identify which channels bring in the most customers. The report shows first-time bookings by source: your booking page, manual entry, referrals, or third-party integrations.

Customer Retention

The retention report shows what percentage of customers return for additional bookings within 30, 60, and 90 days. A cohort analysis chart groups customers by their first booking month and tracks their return behavior over time. High retention indicates strong service quality and customer satisfaction.

Customer Lifetime Value

Calculate the average total revenue generated per customer over their entire relationship with your business. This metric factors in booking frequency, average order value, and customer lifespan. Understanding lifetime value helps you make informed decisions about how much to invest in customer acquisition.

Top Customers

A ranked list of your highest-value customers by total spending, booking frequency, or both. Use this to identify VIP customers who deserve special attention, loyalty perks, or personalized outreach.

Service Performance

Evaluate how each of your services is performing relative to others and over time:

• Popularity Ranking – Services ranked by number of bookings, with trend arrows showing growth or decline
• Revenue per Service – Total and average revenue generated by each service
• Utilization Rate – Percentage of available time slots that were booked for each service
• Customer Satisfaction – If you collect post-service feedback, average ratings are shown per service
• Cancellation Rate – The percentage of bookings for each service that were cancelled, helping identify services with friction

Click on any service to drill down into its individual performance dashboard with full historical data.

Staff Performance

If you have multiple team members, staff performance reports help you understand individual contributions and workload distribution:

• Bookings per Staff Member – How many appointments each team member handled in the selected period
• Revenue per Staff Member – Total revenue attributed to each staff member's completed bookings
• Utilization Rate – Percentage of each staff member's available hours that were filled with bookings
• No-Show Rate – Whether certain staff members experience higher no-show rates, which could indicate scheduling or communication issues
• Average Rating – Customer feedback scores per staff member, if ratings are enabled

Comparison Periods

Every report supports period-over-period comparison so you can see whether your business is improving:

• Previous Period – Compare to the immediately preceding equivalent period (e.g., this week vs. last week)
• Same Period Last Year – Account for seasonality by comparing to the same dates one year ago
• Custom Comparison – Choose any two date ranges to compare side by side

Comparison data appears as overlay lines on charts and as delta percentages (green for improvement, red for decline) next to each metric. This makes it easy to spot trends at a glance.

Scheduled Reports

Save time by automating your reporting workflow. Scheduled reports are delivered directly to your email inbox on a regular cadence:

1. Open any report and click Schedule in the top-right corner
2. Choose a frequency: Daily, Weekly (pick a day), or Monthly (pick a date)
3. Select the report format: PDF summary or full data as CSV
4. Add recipient email addresses (you can include multiple team members)
5. Optionally add a custom note that appears in the email body
6. Click Save Schedule

Scheduled reports run automatically and cover the appropriate period based on your chosen frequency. For example, a weekly report sent on Monday will include data from the previous Monday through Sunday.

Filtering and Customizing Reports

All business reports support advanced filtering to let you focus on exactly the data you need:

• Date Range – Select any period using presets or a custom range
• Service – Filter to one or more specific services
• Staff Member – Narrow results to a specific team member
• Booking Source – Online, manual, API, or Zapier bookings
• Customer Segment – New customers, returning customers, or VIP customers
• Payment Status – Paid, unpaid, partially paid, or refunded

You can save frequently used filter combinations as Saved Views. Click the bookmark icon next to the filters to save the current configuration and give it a name. Saved views appear in a dropdown for quick access.

Next Steps

Now that you understand business reports:

• Dive into performance metrics and KPIs
• Learn how to export your data
• Return to the dashboard overview