Growing the business
Reports
Where analytics draws a picture, reports hand you the rows. Download one whenever you need it, or set up a scheduled report that runs itself and emails you the result.
Where to find them
Reports in the account view.
Needs the permission report_templates.create (create report templates) and report_runs.download (download reports). Owners and Admins have every permission by default.
What you can report on
- Summary. Waitlist, appointment and revenue figures per location, with the headline numbers in the email itself.
- Waitlist visits. Every waitlist visit: customer, queue, service, times, wait and serve minutes, who called and served it, notes and form answers.
- Appointments. Every booking: customer, service, resource, times, outcome, who it was assigned to, revenue, notes and form answers.
- Revenue by service. Waitlist visits served and appointments completed per service and location, at each service’s price.
- Team performance. Per team member: waitlist visits called and served, average serve time, and appointments completed or missed.
- Customers. Everyone who visited in the range: new or returning, visits, no-shows, first and last seen, and marketing consent.
- Messages sent. Customer messages per location and channel, and marketing sends: delivered, read, failed and not sent.
- Survey answers. Every survey answer: when, where, which survey and question, the answer and who gave it.
The summary is the same figures as analytics, one row per location with a total row at the bottom, so it’s the one to schedule for a Monday morning. The waitlist visits and appointments reports are a row per visit or booking, with a column for each of your own form fields. The survey answers report is a row per answer, across every survey, and is on the Business plan and above.
Which locations
Pick a location, or all of them. The download starts on the branch you have selected in the view switcher. A team member restricted to some locations only ever gets those, including in a scheduled report they set up for all locations.
Times
Every time is in the location’s own time zone, written as 2026-10-14 09:05 so a spreadsheet reads it as a date and sorts it properly.
Date ranges
- Yesterday
- The last 7 days
- The last 30 days
- This month so far
- Last month
Ranges resolve when the report runs — the whole point of “last week” is that it moves. A report saved today and run next month covers next month’s last week.
No range ever includes today
A report covering a day still in progress gives different numbers depending on when you ran it, which makes two copies of the same report disagree with neither of them wrong. Every range ends yesterday — so “this month so far” means up to and including yesterday.
Setting up a scheduled report
A scheduled report keeps the question — the type, the range, the branches — so you can run it again without setting it up. Each run is kept too, so the history is there: a template is a question, a run is one answer to it, and the answers are the useful half.
Scheduling one
It runs on the schedule you pick and arrives by email as a spreadsheet attachment.
- Only when I ask
- Every day
- Every week
- Every month
Timing
You pick the hour, and it is local to the shop. A report set for nine in the morning arrives at nine in the morning through a clock change rather than drifting to eight or ten, because scheduling works forward in local days rather than adding twenty-four hour blocks.
A failed run is not retried
A report is a snapshot of a window that has already closed, so re-running it produces the same numbers and a second email. Failures are recorded on the report’s history instead — worth a glance if one you expected never arrived.
What arrives
A spreadsheet file (CSV) that opens in anything, attached to the email. Summary, revenue, customer and survey answers reports also put their headline numbers in the email itself (joined, served, no-shows, revenue, new and returning customers, responses and average rating), so you can read how the week went without opening the file. Every report can be downloaded from the reports page as well; the emailed copy is a convenience, not the only copy.
What they are good for
- A weekly summary that turns up on Monday morning without anybody asking for it.
- Month-end numbers for the accounts, or for a landlord who charges on footfall.
- Getting the data out to work on somewhere else — a spreadsheet, your own reporting, an accountant.
- Keeping a copy before you close a branch or an account, since deleting either takes the history with it.
Getting the same data automatically
If you want visits in your own system continuously rather than as a weekly file, the API is the better tool.