Use reports and export them to CSV

Reports live at /app/reports. The tabs along the top are Overview, Sales, Services, Staff, Customers, Bookings, Branches and Inventory.

Who can do this: roles with "View reports & exports". By default that's Owner, Admin and Manager.

Choosing dates and branches

1. 1Use the date menu to pick Today, Last 7 days, Last 30 days (the default), This month, Last month or Custom.
2. 2For Custom, choose the two dates and click Apply. Ranges are capped at about a year.
3. 3If you have two or more branches, use the branch menu to pick one branch or All branches. It starts on whatever the top-bar switcher is set to. If you're assigned to one branch, your reports always show that branch.

Your filters stay the same as you switch tabs.

What each report shows

• Overview: revenue collected, bookings, no-show rate, share of online bookings and a revenue trend.
• Sales: Collected (payments received in the period), Invoiced (invoices issued, including tax), tax collected and Discounts given, plus revenue by day, by payment method, and services against products. The tax table breaks tax down by rate for filing. For Indian businesses it treats every invoice as intra-state and shows CGST and SGST as equal halves, labelled "intra-state". Inter-state IGST isn't tracked yet, so adjust those invoices yourself.
• Services: revenue by service type, the top 8 services and a full table with quantity sold, net and gross revenue.
• Staff performance: revenue by team member and a Team scorecard with bookings, completed, no-shows, no-show rate, rating (all-time), revenue and commission. Commission is the staff member's commission % multiplied by the invoice line amount before tax (revenue is shown including tax).
• Customers: new, active and returning customers, the top customers by spend and a Win back these regulars list. The win-back list shows customers whose last visit was over 60 days ago and who have nothing booked. It's always based on today, whatever dates you choose. Click a phone number to open a WhatsApp chat.
• Bookings: bookings, No-show rate (no-shows divided by completed plus no-shows), cancellations and online share, plus bookings per day, booking sources, busiest hours, status and service type.
• Branch comparison: revenue, bookings and customers served for each branch side by side, with a trophy icon marking the top branch. If you're assigned to one branch, there's nothing to compare.
• Inventory: current stock value at cost and retail, products in stock, low-stock items and value by category. This report ignores the date range.

Exporting to CSV

Use the buttons with a download icon at the top right of each report: Sales CSV and a tax summary CSV (for example GST summary CSV) on Sales, Top customers CSV and Win-back CSV on Customers, and Export CSV on the other reports. The files open in Excel or Google Sheets, and their names include the date range.

Good to know

• Revenue counts the date a payment was received, while tax and service figures count the date the invoice was issued. The two can differ for the same period.
• Void invoices are left out.