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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​

Who can see the reports​

The business owner sees every report.

For an employee, a report opens only if their role or individual permissions include that exact report. If the permission is missing, the screen shows "Permission required:" and the name of the missing permission instead of the data.

So review your roles before the team goes looking for a specific report. If an employee tells you a report does not open, go to Roles and permissions, find the report in the permission list and tick it.

How to think about this section​

  • 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:
  • 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.

How export works​

  • 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.

Currency in reports​

  • 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.
💡No business profile yet?

To use these features in Business, you need a business profile. Create one and continue with setup.