Using Reports

Open Reports in the left-hand menu.

Pick a report

• Overview and Bookings are on every plan.
• Revenue, Team, Services, Customers, No-shows, Marketing and Custom reports are on Pro and Business.
• Property businesses see viewings instead of money figures.

Dates, comparison and filters

• Choose a date range at the top, or Custom for your own dates.
• Compare with shows arrows against the previous period or the same period last year.
• Filter by team member, service, location or booking source. Your choice stays as you move between reports.

Export

• Click CSV or Excel on any table.
• Click Print / PDF to print or save the page as a PDF.

Custom reports

• Open Custom reports and pick a template, or Start from scratch.
• Choose dates, how to group, which figures to show and which bookings to include.
• Click Save report. Use Pin to overview to show it on your Overview.

Email a report (Business)

• Open a saved report and scroll to Email this report.
• Choose weekly or monthly, the day and up to 10 email addresses, then Add schedule.
• Reports arrive early in the morning, with the figures in the email.