Customising your reports overview
Arrange blocks, add blocks from other reports, add section titles, pin saved reports and use business-type reports. · Updated 26/09/2026
Customise the overview
Go to Reports and click Customise overview. You can move blocks earlier or later, set them to Small, Medium, Half or Full width, hide them, or reset to the default layout. The layout is saved for your whole business.
Add blocks and section titles
Click Add blocks from your reports to pick blocks from Bookings, Revenue, Team, Services, Customers, No-shows and Marketing. Click Add a section title to add a heading and type its name.
Saved custom reports
Saved custom reports appear under Custom reports in the Reports menu. Use the pin button to add one to your overview or remove it.
Reports for your business type
Pet groomers and vets see a Pets report with pets seen, breeds and vaccinations due. Salons, nail bars, beauty and aesthetics businesses see a Client records report with patch tests and consent forms. Money and tips figures only appear for businesses that use them.
Downloads
Every table downloads as CSV or Excel. PDF report lets you download a branded PDF or open it to print.
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