Reports and Analytics in Business

The Reports section is used to analyze appointments, check-ins, sales, payments, clients, and other business flows.

What it includes

Dashboard is a separate main menu entry, but it is still the best starting point for a quick overview.
The main report groups in this section are appointments, check-ins, sales, payments, clients, and vouchers.
Check-in reports are a separate group for the check-in flow and are not part of the appointment reports.
Some additional groups depend on active features:
- Inventory reports require the inventory feature;
- Membership reports require memberships;
- Commission reports require commissions.
Voucher reports are a separate group and are most useful when the business works with sold vouchers and issued codes.
Client reports now also include client wallet balances and wallet movements.
Some analytical views are part of Reports PRO.

On most report screens you can choose Generate & Download report.
After request, the file is generated asynchronously and downloaded from Download generated reports.
The format depends on the specific report.

Many aggregated amount-based reports use a report currency context.
In those reports, if Currency filter is not selected, values follow the business default currency.
Some list-style reports can show the original currency from the specific row/document item.
When comparing results across different reports, first verify you are using the same currency context.