Reports
Access
Section titled “Access”Open Reports from the business sidebar (chart icon). The path looks like /businesses/{id}/reports.
Reports require a plan that includes the reports feature. If you do not see the menu item, compare plans under Subscription or ask the business owner.
Who sees what
Section titled “Who sees what”- Owners and admins (and roles your product grants “business-wide” report access) can filter by any staff member and see organisation-wide numbers.
- Other team members may see only their own bookings in reports — the Staff filter is fixed to their user and cannot be changed.
If you expect to see everyone but cannot, your role is limited to personal scope.
Filters (top of the page)
Section titled “Filters (top of the page)”Use the Filters card to narrow the dataset:
| Control | What it does |
|---|---|
| Period | Last 7 / 30 / 90 days, or Custom range with From / To dates. |
| Staff | Limit to one person or All (when allowed). |
| Service | All services or a single service name. |
A small note under the filters shows that metrics are based on appointment start time in the business timezone — important when comparing to bank statements or Stripe.
Summary cards
Section titled “Summary cards”The first row shows high-level KPIs for the selected range:
- Total bookings — count in the period (with the date span printed under the number).
- Confirmed / Cancelled — counts for those statuses.
- Online payments (paid) — sum of money collected through Stripe for bookings in range, with vs previous period for the same length.
- At-venue (expected) — sum for pay on site services (expected cash/card at appointment), also compared to the previous period.
When there is revenue in either the current or previous period, a callout may show total revenue change vs previous period (percentage and amounts).
Payment inflows chart
Section titled “Payment inflows chart”The section Payment inflows by day explains:
- Online — Stripe-paid bookings.
- At-venue — pay-on-site lines (expected collection at the appointment).
You get:
- Selected period — bar chart by day (online segment + at-venue segment).
- Previous period (same length) — same structure for the immediately preceding window, so you can compare shape week-to-week.
If there is no payment volume in the range, the UI states that there are no amounts for those days.
By status
Section titled “By status”A grid lists every booking status (pending, confirmed, cancelled, completed, no-show, etc.) with counts in the filtered range. Use this to spot spikes in cancellations or no-shows.
Breakdown tables
Section titled “Breakdown tables”Two tables sit side by side on large screens:
- By service — each service name (snapshot at booking time) with booking count.
- By staff — each staff member with booking count.
Empty states show No data for this range when filters exclude everything.
- Align Period with your payroll or accounting week if you reconcile manually.
- Filter Service when you run a promotion on one offering and want to isolate uptake.
- Combine Staff + Period to review individual performance for a month.
Related
Section titled “Related”- Day-to-day list: Services, availability, and bookings
- Plans: Billing and subscriptions