Reports
Business Reports & Analytics
Last updated 2 June 2026
Business Reports & Analytics
Track revenue, bookings, staff productivity, and service performance with built-in reports, available from Reports.
Where to find it. Web: Sidebar -> Reports for the report centre. Open Operating Briefing for the dashboard, or open Sales Summary, Sales List, Service Sales, Product Sales, Appointment Schedule, Day Sheet, Cancelled Appointments, No-shows, Incomplete Appointments, Revenue Trend, Booking Volume, and Staff Performance as source reports. Mobile: Intelligence tab in the bottom navigation bar.
TL;DR
- Reports opens with the report library so you can open Operating Briefing or a named report
- The web Reports page provides categories, pinned reports, recent reports, and links to named report pages available on your plan
- PRO users can export CSV files from the Sales Summary, Sales List, Service Sales, Product Sales, Appointment Schedule, Day Sheet, Cancelled Appointments, No-shows, Incomplete Appointments, Revenue Trend, Booking Volume, and Staff Performance report pages
- FREE users can open Operating Briefing; PRO unlocks source reports, diagnostic checks, charts, detail tables, and up to 365 days of history
- Cancelled and no-show bookings are excluded from all revenue calculations, only confirmed, completed, and arrived bookings count
- If your numbers look low, check your venue timezone in Settings → Venue Details and confirm your bookings are not all cancelled
Overview
Business Reports lets you:
- Find reporting surfaces from the Report library by category
- Pin regular reporting jobs so they stay at the top of the Reports hub
- Open named source reports for recurring reporting jobs on PRO
- Open Operating Briefing for the full dashboard, forecasts, smart alerts, funnel, goals, and recommended actions
- Open dedicated PRO source reports for Sales Summary, Sales List, Service Sales, Product Sales, Appointment Schedule, Day Sheet, Cancelled Appointments, No-shows, Incomplete Appointments, Revenue Trend, Booking Volume, and Staff Performance
- Compare current performance against the prior period with trend arrows and percentage changes
- Analyse revenue by service and compare staff productivity in sortable tables
- Track revenue and booking volume over time with report charts
- Export core dashboard datasets to CSV on PRO
- Open metric definitions in-product to confirm formulas, inclusions, exclusions, and caveats
- Set revenue goals and track progress weekly or monthly
- Receive smart alerts when the system detects anomalies
Note
KPI summary cards, the booking funnel, smart alerts, and goal setting are available in Operating Briefing. Dedicated source reports, staff performance, service sales, product sales, CSV export, and AI narratives require a PRO subscription. FREE users are limited to a 7-day lookback; PRO users can view up to 365 days.
KPI Summary Cards
Four cards appear at the top of the dashboard for all plan tiers:
| Card | What it measures | Calculation |
|---|---|---|
| Revenue | Total billable revenue for the period | Sum of booking.price for bookings with status confirmed, completed, or arrived |
| Bookings | Total non-cancelled bookings | Count of all bookings excluding those with cancelled status |
| Avg Ticket | Average revenue per billable booking | Revenue ÷ count of confirmed + completed + arrived bookings |
| Occupancy | Schedule utilisation | Booked minutes ÷ (active staff × 8 hours/day × days in range) |
Each card displays:
- The metric value for the current period
- A trend arrow (up or down) with the percentage change vs the comparison period
- The comparison value (e.g., "vs $1,240")
Trend calculation: ((current − previous) / previous) × 100, rounded to the nearest whole number. If the previous period had zero activity, the trend shows +100% when there is any current activity.
Comparison period: The same-length period immediately before the selected range. For example, if you're viewing 8 to 14 February, the comparison period is 1 to 7 February.
Source Reports (PRO)
Dedicated source reports are available to PRO subscribers from the Reports library. Each source report includes summary metrics, diagnostic checks, a visual trend or ranking, and a detail table.
Revenue Trend
Trend-first report showing revenue over time with a selected-period line, previous-period comparison line, summary metrics, and a detailed table.
- Daily granularity for date ranges of 31 days or fewer
- Weekly granularity for medium ranges
- Monthly granularity for longer ranges
- You can switch between daily, weekly, and monthly views from the report header
- Summary cards show total revenue, movement vs previous period, average revenue per period, strongest period, and booking count
- The detail table includes revenue, previous-period revenue, revenue change, bookings, and average ticket
- Revenue includes only confirmed, completed, and arrived bookings
- Empty state: "No revenue data for this period"
Booking Volume
A stacked bar chart showing booking counts per day or week, grouped by status:
| Status | Includes |
|---|---|
| Active (blue) | Confirmed, completed, arrived, and pending bookings |
| Cancelled (pink) | Cancelled bookings |
| No-Show (muted) | Bookings marked as no-show |
Use the Booking Volume chart to spot trends in cancellations or no-shows, for example, higher no-shows on Mondays.
Empty state: "No booking data for this period"
Appointment Schedule
Appointment source rows for the selected period.
- Each row shows: time, client, service, staff, status, source, payment status, duration, and appointment value
- The time cell links back to the calendar booking
- Use this as the general appointment list for operational review and CSV export
Day Sheet
Operational appointment rows for running the day.
- Excludes cancelled, declined, and expired appointments
- Keeps pending, confirmed, arrived, ready-to-start, completed, and no-show rows visible for manager review
- Use this for daily run sheets and print/PDF handoff
Cancelled Appointments
Cancelled appointment rows with lost appointment value.
- Shows client, service, staff, appointment time, cancellation reason where captured, and appointment value
- Use this before changing cancellation policies, deposits, or reminder settings
No-shows
Appointments marked no-show in the selected period.
- Shows missed appointment value, client, service, staff, status, and source
- Use this before changing no-show follow-up, deposits, or reconfirmation settings
Incomplete Appointments
Past appointments still left in active statuses.
- Includes past pending, confirmed, arrived, and ready-to-start rows
- Excludes completed, cancelled, no-show, declined, and expired rows
- Use this to clean up appointments that should be completed, cancelled, or marked no-show
Sales Summary
Period sales totals for billable booking revenue, with average sale, service count, payment-status context, service mix, and status breakdown.
- Uses appointment-date reporting for Phase 2 sales foundation
- Cancelled and no-show bookings without captured value are excluded
- Empty state: "No sales in this period"
Sales List
Source rows behind selected-period billable booking revenue.
- Each row shows date, client, service, staff, status, booking payment status, and revenue
- Use this report to audit the bookings behind Sales Summary totals
- Empty state: "No sales rows"
Service Sales
Services ranked by revenue, sales count, average sale, and share of selected-period service revenue.
- Each row shows: service name, revenue amount, sales count, revenue share, sales share, and average ticket
- Diagnostic checks call out concentration, volume-versus-value gaps, long-tail services, and premium-service signals
- All services with billable bookings in the period are shown
- Empty state: "No service revenue in this period"
Product Sales
Retail products ranked by paid checkout revenue.
- Uses payment-date reporting from paid orders and product order items
- Each row shows product, SKU, revenue, units sold, average unit price, current stock, and revenue share
- Diagnostic checks call out top product concentration and low-stock pressure
- Empty state: "No product sales in this period"
Staff Performance Report (PRO)
A sortable data table comparing team members over the selected period, displayed under the heading "Your Team" in the Revenue Anatomy section.
| Column | Description | Sortable? |
|---|---|---|
| Staff | Team member name and avatar | No |
| Revenue | Total revenue from their bookings (currency) | Yes (default: descending) |
| Bookings | Number of bookings they handled | Yes |
| Avg Spend | Revenue ÷ booking count | Yes |
| Utilisation | Percentage of their available hours that were booked (0 to 100%) | Yes |
- Click any sortable column header to toggle ascending/descending sort
- Default sort: Revenue (highest first)
- On mobile, the table transforms into a ranked card list (1, 2, 3…)
- Staff avatars fall back to two-letter initials when no image is set
- Only staff with bookings in the selected period appear
- Deleted staff still appear under a "Former Staff" label for historical data
- Empty state: "No team data for this period"
Tip
Revenue attribution respects checkout-level overrides. If a booking's payment was reassigned to a different staff member at checkout, the revenue appears under the checkout staff, not the booking's original assignee.
Date Range Selection
A date range picker at the top of the page controls the period for all metrics, charts, and tables.
Preset Chips
| Preset | Days | Available on FREE? |
|---|---|---|
| 7d | 7 | Yes |
| 14d | 14 | No (PRO only) |
| 30d | 30 | No (PRO only) |
| 90d | 90 | No (PRO only) |
Locked presets show a lock icon. The default range is last 30 days for PRO users or last 7 days for FREE users.
Custom Date Range
- Click the calendar button beside the presets.
- Select a start date (the picker prompts "Select a start date").
- Select an end date (the picker prompts "Now select an end date").
- Click Apply to update the dashboard, or Cancel to discard.
- Desktop shows a two-month side-by-side calendar; mobile shows one month at a time
- Maximum range: 365 days (PRO) or 7 days (FREE, enforced server-side)
Persistence
Your date selection is saved per venue and restored on return visits. If URL parameters (?from=YYYY-MM-DD&to=YYYY-MM-DD) are present, they take priority, this means you can bookmark or share specific date range views.
Smart Alerts
The system automatically detects anomalies and surfaces them as alert cards at the top of the Headlines section. Smart alerts are available on all plan tiers.
| Alert type | Severity | What it detects |
|---|---|---|
| Traffic surge | Opportunity (green) | Above-baseline visitor or click volume on your storefront |
| Revenue pace warning | Warning (amber) | Below pace to meet your revenue goal |
| Staff gap | Warning (amber) | Insufficient staffing for forecasted demand |
| Cancellation spike | Warning (amber) | Elevated cancellation rate compared to baseline |
- Each alert includes a description and an optional action link
- Dismissing an alert hides it for the current day only; it reappears the next day if the condition persists
- After dismissing all alerts, a brief "All caught up" confirmation appears
Revenue Goals
Set a revenue target and track progress directly on the dashboard. Available on all plan tiers.
- Click the Goals button (target icon) in the Reports header.
- Enter your revenue target.
- Choose a period: weekly (Monday-Sunday) or monthly (1st-last day of month).
Goal progress appears as a contextual label alongside the Revenue KPI card:
| Status | Colour | Example label |
|---|---|---|
| Goal reached or exceeded | Green | "Goal reached · 105%" |
| On track (≥ 80% of pace) | Amber | "On track · 72%" |
| Behind pace (< 80%) | Red | "Behind pace · 45% · 5d left" |
The AI briefing (PRO) also references your goal when generating narratives and suggested questions.
How Metrics Are Calculated
Revenue
Sum of booking.price for bookings with status confirmed, completed, or arrived. Cancelled and no-show bookings are excluded from revenue calculations.
Avg Ticket
Revenue divided by the count of billable bookings (confirmed + completed + arrived). This ensures the average is not diluted by no-shows or pending bookings that do not generate revenue.
Occupancy
Booked minutes divided by available minutes. Available minutes are estimated as 8 hours per active staff member per day. The result is rounded and capped at 100%. If a venue has zero active staff, occupancy shows 0%.
Trend Percentage
((current − previous) / previous) × 100, rounded to the nearest whole number. When the previous period had zero activity, any current activity shows as +100%.
Currency & Locale
All monetary values are displayed in the venue's local currency:
| Country | Currency |
|---|---|
| Australia (default) | AUD ($) |
| New Zealand | NZD ($) |
| Great Britain | GBP (£) |
Calculations use the venue's configured timezone for date bucketing.
FREE vs PRO
| Feature | FREE | PRO |
|---|---|---|
| KPI summary cards | 7 days only | Up to 365 days |
| Revenue Trend report | Hidden | Included |
| Booking Volume report | Hidden | Included |
| Service Sales report | Hidden | Included |
| Product Sales report | Hidden | Included |
| Appointment operations reports | Hidden | Included |
| Staff Performance report | Hidden | Included |
| Smart Alerts | Included | Included |
| Revenue Goals | Included | Included |
| Custom date range | Locked | Up to 365 days |
| AI Narrative | Locked | Included |
| Forecast | Locked | 7 to 14 day outlook |
| Business Health | Locked | 6 analysis panels |
FREE users see Operating Briefing in the Reports hub. Direct links to PRO source reports show an upgrade state linking to billing.
Troubleshooting
| Issue | Solution |
|---|---|
| No data showing on any card | You need at least one booking in the selected date range. Check that your bookings are not all cancelled. |
| Source reports are missing | Sales Summary, Sales List, Service Sales, Product Sales, Appointment Schedule, Day Sheet, Cancelled Appointments, No-shows, Incomplete Appointments, Revenue Trend, Booking Volume, Staff Performance, and exports require PRO. Go to Settings -> Billing to upgrade. |
| Numbers seem wrong | Check your venue timezone in Settings → Venue Details. Revenue only counts confirmed, completed, and arrived bookings, cancelled and no-show bookings are excluded. |
| Occupancy seems low | Occupancy uses an 8-hour workday estimate per staff member. If your team works shorter shifts, occupancy will appear lower than actual utilisation. |
| Staff member missing from table | Only staff with bookings in the selected date range appear. Adjust the date range to include the period they were active. |
| Date range is stuck on 7 days | You are on the FREE plan. Longer date ranges (14d, 30d, 90d, custom) require PRO. |
| "Former Staff" appears in the table | Deleted team members still show in historical reports under this label. Their past booking data is preserved. |
FAQ
Why is there no data showing on Reports?
You need at least one booking in the selected date range. Revenue only counts confirmed, completed, and arrived bookings, cancelled bookings are excluded from all calculations.
Why can I not see source reports?
Sales Summary, Sales List, Service Sales, Product Sales, Appointment Schedule, Day Sheet, Cancelled Appointments, No-shows, Incomplete Appointments, Revenue Trend, Booking Volume, Staff Performance, and exports require PRO. FREE venues see Operating Briefing only in the Reports hub.
Why does occupancy seem low?
Occupancy uses an 8-hour workday estimate per staff member. If your team works shorter shifts, occupancy will appear lower than actual utilisation.
Why is my date range stuck on 7 days?
The FREE plan limits you to a 7-day lookback. Date ranges of 14d, 30d, 90d, and custom (up to 365 days) require a PRO subscription.