Tracking your business activities with Reports
Note: Reports is a platinum feature. Click here to view our plans and pricing page.
The Reports module allows you to track your business activities in real-time and analyze performance. You'll gain the valuable insights you need to make data-driven decisions about your business.
Reports are separated into a few categories depending on what you'd like to analyze:
To access, click on Reports in the menu on the left-hand side.
- In the Reports gallery you will find two types of reports, chart and table, as indicated by the icon next to the report.
- Click on a category of reports to filter out reports that deal with that area of your business.
Note: Reports data refreshes once a day. For the most accurate data, view reports for the previous day and earlier only.
Appointment services performance >>
Payments received over time >>
Payment method distribution >>
New vs Returning Client Payments >>
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