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Reports

The Reports section provides analytics and insights into your booking operations. This guide covers revenue reports, capacity utilization reports, reconciliation reports, and how to export and use this data.

Overview​

Reports help you understand:

  • Financial Performance: Revenue trends and booking values
  • Capacity Utilization: How efficiently you're using resources
  • Product Performance: Which products are most popular
  • Operational Metrics: Booking patterns and trends

Report Types​

  • Analytics Dashboard: Unified dashboard with KPIs, funnels, and visualizations
  • Revenue Reports: Financial data and revenue analytics
  • Capacity Reports: Resource utilization and efficiency
  • Reconciliation Reports: Payment reconciliation and discrepancies
  • Product Analytics: Product-specific performance metrics

Analytics Dashboard​

The Analytics Dashboard provides a unified view of all key metrics and visualizations.

Accessing Analytics​

Navigate to Reports > Analytics to access the unified analytics dashboard.

Dashboard Overview​

The analytics dashboard includes five main tabs:

Overview Tab:

  • KPI cards showing key metrics (bookings, revenue, conversion, utilization)
  • Booking funnel visualization (holds → tentative → paid → confirmed → completed)
  • Lead time distribution chart
  • Party size distribution pie chart
  • Lifecycle stages breakdown

Booking Funnel Tab:

  • Detailed conversion funnel with drop-off rates
  • Stage-by-stage metrics
  • Comparison with previous period

Product Performance Tab:

  • Product ranking table
  • Revenue per product
  • Booking count and conversion rates
  • Utilization percentages
  • Trend indicators

Capacity Heatmap Tab:

  • Interactive 7×24 grid (day of week × hour)
  • Color-coded utilization levels
  • Tooltips with booking counts
  • Identify peak and low-demand periods

Cohort Analysis Tab:

  • Customer retention matrix
  • Weekly/monthly cohort rows
  • Color-coded retention rates
  • Track customer loyalty over time

Period Selection​

Select the analysis period using the period selector:

  • 7 days: Last week
  • 30 days: Last month
  • 3 months: Last quarter
  • 12 months: Last year

Key Metrics​

Conversion Metrics:

  • Hold-to-confirmation rate
  • Funnel drop-off at each stage
  • Average conversion time

Lead Time Metrics:

  • Average booking lead time
  • Distribution by lead time buckets
  • Last-minute vs advance bookings

Party Size Metrics:

  • Average party size
  • Distribution by party size
  • Revenue correlation

Lifecycle Metrics:

  • Booking status distribution
  • Completion rate
  • Cancellation patterns

Revenue Reports​

Revenue reports show financial performance and booking revenue.

Revenue Report Overview​

What's Included:

  • Total revenue by period
  • Revenue by site or product
  • Booking count and average value
  • Completed vs confirmed revenue
  • Revenue trends over time

Generating Revenue Reports​

Access Reports:

  1. Navigate to Reports > Revenue
  2. Select date range
  3. Choose granularity (daily, weekly, monthly)
  4. Optionally filter by site or product
  5. View report

Report Parameters:

  • Start Date: Beginning of report period
  • End Date: End of report period
  • Granularity: Daily, weekly, or monthly breakdown
  • Site Filter (optional): Specific site
  • Product Filter (optional): Specific product

Revenue Report Data​

Metrics Included:

  • Total Revenue: Sum of all revenue in period
  • Booking Count: Number of bookings
  • Average Booking Value: Revenue per booking
  • Completed Revenue: Revenue from completed bookings
  • Confirmed Revenue: Revenue from confirmed bookings
  • Daily/Weekly/Monthly Breakdown: Period-by-period data

Revenue Calculation:

  • Based on grand total (includes tax)
  • Excludes cancelled bookings (unless specified)
  • Includes refunds (net revenue)
  • May include pending holds (configurable)

Revenue Report Views​

Summary View:

  • Total revenue for period
  • Comparison to previous period
  • Percentage change
  • Top products by revenue

Detailed View:

  • Day-by-day or period-by-period breakdown
  • Revenue per site
  • Revenue per product
  • Trend charts
  • Comparative analysis

Example Revenue Report:

Period: October 2025
Total Revenue: €15,450.00
Booking Count: 123
Average Booking Value: €125.61
Completed Revenue: €14,200.00
Confirmed Revenue: €15,450.00

Daily Breakdown:
Oct 1: €450.00 (5 bookings)
Oct 2: €620.00 (7 bookings)
...

Capacity Reports​

Capacity reports show how efficiently you're utilizing your resources and capacity.

Capacity Report Overview​

What's Included:

  • Capacity utilization percentages
  • Booking density by time
  • Resource usage statistics
  • Peak time analysis
  • Underutilized periods

Generating Capacity Reports​

Access Reports:

  1. Navigate to Reports > Capacity
  2. Select date range
  3. Optionally filter by resource or product
  4. View utilization data

Report Parameters:

  • Start Date: Beginning of report period
  • End Date: End of report period
  • Resource Filter (optional): Specific resource
  • Product Filter (optional): Specific product

Capacity Report Data​

Metrics Included:

  • Total Capacity: Available capacity across period
  • Used Capacity: Capacity utilized by bookings
  • Utilization Percentage: Efficiency metric
  • Peak Hours: Times with highest utilization
  • Low Utilization Periods: Times with available capacity
  • Booking Density: Bookings per time slot

Capacity Calculation:

  • Based on slot capacity
  • Considers confirmed and completed bookings
  • Excludes cancelled and no-show bookings
  • Shows actual vs. available capacity

Utilization Analysis​

Utilization Categories:

  • High Utilization (>80%): Peak times, high demand
  • Medium Utilization (50-80%): Good utilization
  • Low Utilization (<50%): Underutilized periods

Time Analysis:

  • Peak Hours: Identify busiest times
  • Quiet Hours: Identify slow periods
  • Day Patterns: Day-of-week trends
  • Seasonal Trends: Month-to-month patterns

Example Capacity Report:

Period: October 2025
Total Capacity: 1,200 slots
Used Capacity: 856 slots
Utilization: 71.3%

Peak Hours:
10:00-12:00: 92% utilization
14:00-16:00: 88% utilization

Low Utilization:
08:00-10:00: 35% utilization
18:00-20:00: 42% utilization

Resource Utilization​

Resource-Specific Reports:

  • Individual resource usage
  • Resource efficiency metrics
  • Overutilized resources
  • Underutilized resources

Resource Metrics:

  • Bookings per resource
  • Hours utilized
  • Utilization percentage
  • Revenue per resource

Reconciliation Reports​

Reconciliation reports help ensure payment accuracy and detect discrepancies.

Reconciliation Overview​

What's Included:

  • Payment vs. booking revenue comparison
  • Discrepancy detection
  • Reconciliation run history
  • Adjustment tracking

Running Reconciliation​

Manual Reconciliation:

  1. Navigate to Reports > Reconciliation
  2. Click "Run Reconciliation"
  3. System processes payments and bookings
  4. Review discrepancies
  5. Adjust discrepancies as needed

Automatic Reconciliation:

  • Scheduled reconciliation runs
  • Daily or weekly automatic checks
  • Email notifications for discrepancies
  • Automatic flagging of issues

Reconciliation Data​

Reconciliation Checks:

  • Payment amounts match booking totals
  • All payments accounted for
  • Refunds properly recorded
  • Missing payments detected
  • Duplicate payments identified

Discrepancy Types:

  • Amount Mismatch: Payment doesn't match booking total
  • Missing Payment: Booking has no payment
  • Duplicate Payment: Payment recorded twice
  • Refund Not Recorded: Refund processed but not in system

Handling Discrepancies​

Reviewing Discrepancies:

  1. View discrepancy list
  2. Review details for each discrepancy
  3. Investigate root cause
  4. Make adjustments if needed
  5. Resolve discrepancy

Adjustment Options:

  • Mark as Resolved: Discrepancy was expected
  • Adjust Amount: Correct payment amount
  • Add Missing Payment: Record missing payment
  • Remove Duplicate: Remove duplicate entry

Discrepancy Details:

  • Booking reference
  • Payment transaction ID
  • Expected amount
  • Actual amount
  • Difference
  • Timestamp
  • Status

Product Analytics​

Product-specific analytics show performance by product.

Product Performance Metrics​

Key Metrics:

  • Bookings per product
  • Revenue per product
  • Average booking value
  • Utilization by product
  • Popularity trends

Product Comparison:

  • Compare multiple products
  • Identify top performers
  • Find underperforming products
  • Analyze trends

Product Analytics Reports​

Available Reports:

  • Revenue by product
  • Booking count by product
  • Average value by product
  • Utilization by product
  • Growth trends

Report Export​

Export Formats​

CSV Export:

  • Comma-separated values
  • Compatible with Excel
  • Easy to analyze
  • Can import into other tools

Excel Export:

  • Native Excel format (coming soon)
  • Preserves formatting
  • Includes charts

PDF Export:

  • Print-ready format (coming soon)
  • Professional presentation
  • Suitable for sharing

Exporting Reports​

How to Export:

  1. Generate report
  2. Click "Export" button
  3. Select format (CSV, Excel, PDF)
  4. Choose what to include
  5. Download file

Export Options:

  • Export current view
  • Export full dataset
  • Include summary data
  • Include detailed breakdown

Report Scheduling​

Scheduled reports allow you to automate report delivery via email on a configurable schedule.

Accessing Scheduled Reports​

Navigate to Reports > Scheduled to manage scheduled reports.

Creating a Scheduled Report​

Steps:

  1. Click "Create Report"
  2. Enter report name and description
  3. Select report type:
    • Analytics Overview: Full dashboard analytics
    • Revenue Report: Financial performance data
    • Capacity Analysis: Utilization and capacity metrics
    • Booking Funnel: Conversion funnel data
    • Cohort Analysis: Customer retention data
  4. Choose data period (week, month, quarter, year)
  5. Select output format (PDF, CSV, or both)
  6. Configure schedule using presets:
    • Every Monday at 8am
    • Every day at 8am
    • First of month at 9am
    • Every Friday at 5pm
    • First Monday of month at 8am
  7. Add recipient email addresses
  8. Click "Create Report"

Managing Scheduled Reports​

Available Actions:

  • Edit: Modify report settings
  • Toggle: Enable or disable report
  • Trigger: Run report immediately
  • View Logs: See execution history
  • Delete: Remove scheduled report

Execution History​

View the execution history for each scheduled report:

  • Run status (Success, Partial, Failed)
  • Start and completion times
  • Recipients sent and failed
  • Error details if applicable
  • Data period covered

Schedule Configuration​

Cron-based Scheduling:

Reports use cron expressions for scheduling flexibility:

PresetSchedule
Every Monday at 8am0 8 * * 1
Every day at 8am0 8 * * *
First of month at 9am0 9 1 * *
Every Friday at 5pm0 17 * * 5

Timezone:

  • Defaults to Europe/Helsinki
  • Schedules execute in configured timezone

Email Delivery​

Report Delivery:

  • Reports sent as email attachments
  • Multiple recipients supported
  • Failed deliveries tracked
  • Retry on transient failures

Format Options:

  • PDF: Print-ready report with charts
  • CSV: Raw data for analysis
  • Both: PDF and CSV attachments

Understanding Report Data​

Key Metrics Explained​

Revenue Metrics:

  • Total Revenue: Sum of all booking payments
  • Net Revenue: Total minus refunds
  • Average Booking Value: Revenue per booking
  • Revenue Growth: Period-over-period change

Capacity Metrics:

  • Utilization Rate: Percentage of capacity used
  • Booking Density: Bookings per time period
  • Peak Utilization: Highest utilization periods
  • Capacity Waste: Unused capacity

Operational Metrics:

  • Booking Count: Total bookings
  • Completion Rate: Completed vs. confirmed
  • Cancellation Rate: Cancelled vs. total
  • No-Show Rate: No-shows vs. total

Trend Analysis​

Identifying Trends:

  • Compare periods
  • Look for patterns
  • Identify growth areas
  • Spot declining trends

Common Trends:

  • Seasonal patterns
  • Day-of-week patterns
  • Time-of-day patterns
  • Growth trends
  • Decline patterns

Report Best Practices​

Regular Review​

Recommended Schedule:

  • Daily: Quick dashboard check
  • Weekly: Detailed capacity review
  • Monthly: Comprehensive revenue analysis
  • Quarterly: Strategic planning review

Action Items from Reports​

Revenue Reports:

  • Identify top products
  • Analyze pricing effectiveness
  • Spot revenue opportunities
  • Monitor refund trends

Capacity Reports:

  • Optimize schedules
  • Adjust capacity
  • Identify peak times
  • Plan for demand

Reconciliation:

  • Fix discrepancies promptly
  • Investigate payment issues
  • Ensure accuracy
  • Maintain audit trail

Report Interpretation​

Understanding Numbers:

  • Context matters
  • Compare to benchmarks
  • Consider external factors
  • Look for outliers

Taking Action:

  • Identify actionable insights
  • Set targets based on reports
  • Monitor progress
  • Adjust strategies

Report Access and Permissions​

Permissions Required​

View Reports:

  • reporting:read permission required
  • Access to all report types
  • Can export reports

Run Reconciliation:

  • Additional permissions for reconciliation
  • Can trigger reconciliation runs
  • Can adjust discrepancies

Report Security​

Data Isolation:

  • Reports show only your tenant's data
  • Site-level filtering available
  • Product-level filtering available
  • Secure access controls

Troubleshooting​

Reports Not Loading​

Check:

  • Date range is valid
  • Permissions correct
  • Data exists for period
  • System availability

Solutions:

  • Adjust date range
  • Verify permissions
  • Check data availability
  • Refresh page

Incorrect Data​

Check:

  • Date range selection
  • Filters applied
  • Data completeness
  • Calculation method

Solutions:

  • Review date range
  • Check filters
  • Verify data completeness
  • Contact support if needed

Export Issues​

Check:

  • Export format supported
  • File size limits
  • Browser compatibility
  • Permissions

Solutions:

  • Try different format
  • Reduce date range
  • Use different browser
  • Check permissions

Next Steps​