Reports
The Reports section shows how your venue is doing: how many bookings you take, how much money comes in, how busy your time slots are and who gave away free bookings. You can export most views as CSV or PDF, and you can have reports emailed to you on a schedule.
Reports are available to owners and admins. Open Reports in the admin menu (on a phone it is under More). It contains:
- Analytics: the analytics dashboard with six tabs
- Revenue: money collected and delivered
- Capacity: how full your resources are
- Reconciliation: payment reconciliation, covered in Payments and refunds
- Scheduled Reports: reports sent to you by email
Most reports have a Site filter. Choose All Sites to see the whole business, or pick one venue to see only its numbers.
Analytics dashboard
Open Reports → Analytics to see the Analytics Dashboard.
At the top you choose:
- Site: All Sites or a single site
- Period: Last 7 Days, Last 30 Days, Last 3 Months or Last 12 Months
The dashboard has six tabs.
| Tab | What it shows |
|---|---|
| Overview | KPI cards (Total Bookings, Conversion Rate, Avg Lead Time, Cancellation Rate), plus the Booking Funnel, Booking Lead Time Distribution, Party Size Distribution and Booking Lifecycle charts |
| Booking Funnel | The Booking Conversion Funnel from holds to completed bookings, the Side-Branch Outcomes (no-shows, expired holds, cancellations) and rates such as Hold to Confirm Rate and Overall Conversion |
| Product Performance | A ranked table of products with bookings, revenue, conversion, utilization and average party size, plus a Revenue by Product chart |
| Capacity Heatmap | A day-of-week × hour grid. Darker cells mean busier times. Hover a cell to see the utilization and booking count |
| Cohort Analysis | Customer retention by cohort: how many customers from each starting period came back later. Cohorts are weekly for Last 7 Days and monthly for the longer periods |
| Forecasting | Three sub-tabs: Trend Forecast, Seasonal Patterns and Year-over-Year |
A few terms used on the dashboard:
- Total Bookings counts the holds created in the period, that is, every booking that was started.
- Conversion Rate is the share of those holds that became confirmed bookings.
- Avg Lead Time is how many days in advance people book.
- Cancellation Rate is the share of confirmed bookings that were later cancelled.
Forecasting
The Trend Forecast sub-tab projects revenue and bookings forward from your booking history.
- Choose a Method: Exponential moving average, Simple moving average or Linear trend.
- Choose Forecast Days: 7 days, 14 days or 30 days.
- Read the Projected Revenue, Projected Bookings and Avg Daily Revenue cards, and the Revenue Forecast and Booking Volume Forecast charts. The charts show actual values, the forecast, and an upper and lower bound.
Forecast Accuracy appears once you have a few weeks of bookings. Until then it says "Not enough history yet".
Seasonal Patterns shows your busiest and slowest days of the week and months of the year, with recommendations. Year-over-Year compares this year's bookings and revenue with last year's and says whether growth is accelerating, decelerating or stable.
Save your preferred view
Click the gear button next to the period filter to open Dashboard Preferences. Use Save as default to remember your current time period and your current tab. The dashboard then opens that way next time.
Export from the dashboard
- Export PDF (top right) saves the tab you are on as a PDF, with the period in the subtitle. It works on the Overview, Booking Funnel, Product Performance, Capacity Heatmap and Cohort Analysis tabs.
- Each of those five tabs also has its own CSV button: Export Overview CSV, Export Funnel CSV, Export Products CSV, Export Heatmap CSV and Export Cohorts CSV.
Use the CSV buttons when you want the numbers in a spreadsheet, and the PDF when you want to share a snapshot.
Revenue reports
Open Reports → Revenue to see Revenue Reports.
Collected or delivered
The Revenue view switch at the top changes which date a booking counts on:
- Revenue Collected: money settled in the period, counted on the day the payment cleared, whatever the service date. Use this to match your bank and payment provider.
- Revenue Delivered: service delivered in the period, counted on the day the booking starts, whatever the payment date. Use this to see what you actually served.
The same booking can fall in different months in the two views, for example a December party that was paid in November.
Filters
- Site: All Sites or a single site
- Time Period: Today, Last 7 Days, Last 30 Days, Last 12 Months or Custom Range (pick a Start Date and End Date)
- Granularity: Daily, Weekly or Monthly points on the chart
- Source: All sources, Online, Walk-in or Phone
What the page shows
- Net Collected in the collected view (gross sales minus refunds), or Total Revenue in the delivered view, with the change compared with the previous period.
- Bookings Paid in the collected view, or Total Bookings in the delivered view, with the number of refunds processed.
- Average Booking Value.
- Tax Collected, with the tax rate.
- Value Comped: the value of complimentary bookings. Click View comp activity → for the details (see below).
- The Revenue Over Time, Revenue by Product and Payment Methods charts.
- A Product Breakdown table with each product's revenue, bookings and % of Total.
Click Export CSV to download the report with your current filters.
Comp activity
The Comp Activity page lists every complimentary booking, so you can see who comped what and when. Open it with the View comp activity → link on the Revenue page.
- Set the Start date and End date.
- Read the summary: the number of comps and the value given away in the period.
- Check the table, which shows Comped at, Customer, Site, Source, List price, Comped by and Reason.
To learn how to comp a booking, see Payments and refunds.
Capacity reports
Open Reports → Capacity to see Capacity Reports. The page shows how full your resources were, so you can spot peak times and quiet periods.
Filters: Site, Time Period (same options as the Revenue page, including Custom Range) and Resource (All Resources or one resource).
The page shows:
- Average Utilization, Peak Utilization and Lowest Utilization cards
- a Recommendation based on your utilization, when there is one
- a Utilization Over Time chart
- a Utilization Heatmap of busy periods by day of week and hour
- a Resource Utilization chart comparing your resources
- a Peak Period Analysis table (period, average utilization, bookings, revenue)
- a Resource Details table (resource, type, average and peak utilization, capacity)
Click Export CSV to download the data.
Scheduled reports
Open Reports → Scheduled Reports to have reports emailed to you or your team automatically.
Create a scheduled report
- Click Create Report.
- Enter a Report Name and, if you like, a Description.
- Choose the Report Type: Analytics Overview, Revenue Report, Capacity Analysis, Booking Funnel or Cohort Analysis.
- Choose the Data Period: Last 7 days, Last 30 days, Last 90 days or Last 365 days.
- Choose the Output Format: PDF, CSV or PDF & CSV.
- Choose a Schedule: Every Monday at 8am, Every day at 8am, First of month at 9am, Every Friday at 5pm or First Monday of month at 8am.
- Under Recipients, type an email address and click Add. You need at least one recipient.
- Leave Active (report will run on schedule) ticked, then click Create Report.
Schedules run on Finnish time (Europe/Helsinki).
Manage scheduled reports
The list shows each report's type and period, its schedule and next run, the number of recipients, the last run and its status (Active or Paused). For each report you can:
- Run now: send the report immediately
- Pause or Activate: stop or restart the schedule
- Edit: change any setting
- View logs: open the Execution History, which shows each run's result (Success, Partial or Failed), the data period, the duration and how many recipients it was sent to or failed for
- Delete: remove the report after confirming
Related pages
- Payments and refunds covers reconciliation, refunds and comps.
- Daily overview covers the day's figures at a glance.
- Admin overview covers the dashboard you see when you sign in.