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Reports and analytics in Reservation.Studio

The Reports & Analytics module provides valuable business insights, helping you make data‑driven decisions. This page walks through report types, how to generate and customize them, and how to analyze results.

What you'll learn​

  • Which report categories are available and what questions they answer.
  • How to navigate and filter reports by period, location, service, or staff.
  • How to filter reports by "Currency" for consistent totals.
  • How to save favorite reports and reuse them for planning.

Reports overview​

Reservation.Studio offers a wide range of reports grouped into several categories:

  • Financial reports: Revenue, expenses, profit
  • Booking reports: Number of bookings, utilization, cancellations
  • Customer reports: New customers, repeat visits, loyalty
  • Employee reports: Productivity, utilization, generated revenue
  • Service reports: Service popularity, revenue by service
  • Marketing reports: Campaign effectiveness, booking sources

Accessing reports​

  1. Sign in to Reservation.Studio.
  2. Click Reports in the main menu.
  3. Choose the report category you are interested in.
  4. Select a specific report from the list.

Quick access to frequent reports​

  1. Add reports to Favorites by clicking the star icon.
  2. Access favorites directly from the dashboard.
note

If you work with more than one currency, use the "Currency" filter to keep totals consistent.

Financial reports​

Revenue report​

Shows total revenue for a selected period:

  1. Choose Financial reports > Revenue.
  2. Set the period (day, week, month, year, or custom).
  3. Filter by:
    • Location
    • Service
    • Employee
    • Payment method
  4. View results as a table or chart.

Profit report​

Combines revenue and expenses:

  1. Choose Financial reports > Profit.
  2. Set the period.
  3. Review:
    • Total revenue
    • Total expenses
    • Net profit
    • Profit margin (%)

Tax report​

Helps with tax declarations:

  1. Choose Financial reports > Taxes.
  2. Set the tax period.
  3. Review:
    • Taxable revenue
    • VAT accrued
    • VAT paid
    • VAT due

Booking reports​

🗂️ Bulk actions (delete and restore)​

In Reports → Appointments → Last appointments, you can select multiple rows and use bulk actions like Delete / Restore.

This is useful when you need to correct many records at once (for example, deleting or restoring a group of appointments).

Booking summary​

Provides a general overview of bookings:

  1. Choose Booking reports > Summary.
  2. Set the period.
  3. Review:
    • Total bookings
    • Average duration
    • Utilization rate
    • Cancellation rate

Utilization report​

Shows how effectively available time is used:

  1. Choose Booking reports > Utilization.
  2. Set the period.
  3. Filter by:
    • Employee
    • Resource (room, equipment)
    • Day of week
    • Time of day
  4. Review utilization as a table or chart.

Cancellations report​

Analyzes canceled bookings:

  1. Choose Booking reports > Cancellations.
  2. Set the period.
  3. Review:
    • Number of cancellations
    • Cancellation rate
    • Top reasons
    • Distribution by day/time

Customer reports​

New and returning customers​

  1. Choose Customer reports > New vs returning.
  2. Review growth, retention, and frequency.

Loyalty and lifetime value​

  1. Choose Customer reports > Loyalty.
  2. Analyze visit frequency, spend per customer, and lifetime value indicators.

Employee reports​

Productivity​

  1. Choose Employee reports > Productivity.
  2. Review bookings completed, revenue generated, average duration, upsells.

Utilization by employee​

  1. Choose Employee reports > Utilization.
  2. Compare occupancy rates between employees.

Service reports​

  1. Choose Service reports > Popularity.
  2. Identify most/least booked services and revenue contributions.

Revenue by service​

  1. Choose Service reports > Revenue by service.
  2. Analyze revenue shares and trends.

Marketing reports​

Campaign effectiveness​

  1. Choose Marketing reports > Campaigns.
  2. Measure sessions, bookings, conversions, and revenue by UTM.

Sources of bookings​

  1. Choose Marketing reports > Sources.
  2. Evaluate bookings by source (social, search, email, referral, etc.).

Export and scheduling​

  • Export to CSV/XLSX for further analysis.
  • Schedule periodic delivery (daily/weekly/monthly) to email.
  • Share saved report views with teammates (permissions apply).
note

When you generate a report, the button shows that the request is being processed. If a report cannot be generated, you’ll see "Unable to generate report. Please try again."

note

In the mobile app, downloaded reports are saved to Downloads/Reservation.Studio (Android) or Files → Documents (iOS).

Best practices​

  • Standardize reporting periods for consistent comparisons.
  • Create saved views for common filters (e.g., key locations).
  • Pair utilization with revenue to spot quality vs quantity.
  • Include cancellations and reasons to spot process issues.

Frequently asked questions

Why does revenue differ between Reports and Dashboard?

Widgets can use different filters or time zones. Align filters and time range to compare like‑for‑like.

Can I schedule a report to email automatically?

Yes. Use the report scheduler to send daily, weekly, or monthly summaries to selected recipients.

How do I include taxes in revenue?

Use the tax-inclusive toggle (if available) or switch to the Taxes report for official tax figures.

How do I check cancellations by reason?

Use the Cancellations report and add the Reason dimension (where available) to break down counts by reason.