Utilize the reports module for real-time business activity tracking and insightful analysis, empowering you to optimize operations and achieve your business goals.
Getting Started with Reports
Reports update every six hours, providing you with the latest information to power your decisions.
To access reports:
- Open the platform.
- Click Reports.
Reports are not included in all plans. Please contact support if you don't see it in the platform menu list.
Reports have six categories:
- All reports
- Payments
- Bookings
- Clients
- Marketing
- Staff
There are two types of report views:
- Table View:
- Chart View:
Filtering, Sorting, and Drilling Down
Each report module has unique filters to best view and analyze your data, and they include a date to set date ranges. You can choose from preset date ranges or set a custom one.
In the example below, you can set filters for appointment completion rates. The filters are in the same place for every report.
Click Last 365 Days and follow the prompts to set a filter date range.
To adjust the remaining filters, click More, then select from the dropdown menus.
Click Row Headings to sort by ascending or descending order.
You can also drill down by clicking on Rows with Report Statistics.
Booking Reports
Booking reports give you a bird's eye view of your event, appointment, and service performance.
Appointment Turnout Rates
This report states the turnout rate for your appointments.
Appointment Services Performance
This report displays the service categories for appointments, showing you which services are the most popular.
Events Performance Report
This report summarizes your events and turnout rates, helping you create the best events with maximum turn out.
Payment Reports
Payments reports inform you of what activities drive income to your business, helping you craft the best strategies and marketing campaigns.
Payments Received
A breakdown of payments received from individual clients. See who your most engaged customers are to best plan your services, offer coupons and packages, and tailor your business strategy.
Online and Offline Payments
- Paid Offline: Payments that were not processed online through the platform, such as recorded payments or payments synced through integrations
- Paid Online: Payments processed via the platform through an integrated gateway like Square, PayPal or Stripe
Payments Received Over Time
This chart displays revenue over time so you can analyze trends and plan for the future.
Payment Method Distribution
Use this pie chart to view your income by payment method.
Click the relevant payment method to see its history of transactions.
New vs Returning Clients
View and compare your income from one-time and returning clients. Plan how to best convert one-time clients into loyal customers.
Client Reports
Client reports help you analyze client sources and statuses to help you better understand your top sources and sales funnel.
Clients by Source
Find out which channels get you the most leads. If you use custom sources, they'll also be listed here.
Clients by Status
See which customer type uses your business to create engaging marketing campaigns. You'll see a breakdown of clients by status. If you use custom statuses, they'll also be listed here.
Client's Last Activity
Shows each client's most recent activity with you, such as an appointment or payment.
This information tells you:
- Your most active clients
- Popular appointment types
- No shows
You can adjust your business strategy accordingly. You can reward loyal clients with package deals or coupons, design a marketing campaign featuring the most popular appointment types, or change your booking policy to reduce no shows.
Field Description
- Last Activity: The last activity with that specific client, either as an appointment or payment
- Total Booking: How many bookings that client has booked
- Total Payments: How much revenue the client has generated for your business
- Total No Shows: Which client has the most "No Shows"
Marketing Reports
Marketing reports help you analyze and compare the performance of your promotional campaigns. You can optimize them to increase business revenue.
Campaign Conversion Rates
See how effective your campaigns have been in engaging clients. Click a campaign name to see stats and the number of times it was sent.
You can also view marketing stats under Marketing > Delivery History.
"Call to Action" Fields
Clicked: Number of times clients clicked the "Call to Action" (CTA)
Engaged: Number of times clients completed the CTA (Scheduling an appointment, redeeming a coupon etc.)
Staff Reports
Staff reports give insight into the performance of individual staff members. You can see who engages most with clients and books the most appointments and events.
Learn More: See related articles to learn more about marketing to clients.