Understand performance at a glance
Reports (/dashboard/reports) is admin-only. If you do not see it, ask an admin to upgrade your role or share exports manually.
What this covers: the widgets that matter most for appointment-heavy venues and how CSV exports fit finance workflows.
Reports (admin)
SMS usage, date range, then charts and CSV exports for the selected period.
Date range first
Pick a start and end date, then Apply. Most charts and tables respect that window, so align it with your payroll or marketing cadence.
Highlights for appointment businesses
- Summary tiles – volume, revenue mix, and channel split (online vs phone vs widget).
- By booking type – when you run multiple models, see which line drives growth.
- Team & services – who performs work and which catalogue items sell.
- No-shows & cancellations – download CSV slices for stand-ups.
Full exports
Use Export bookings and Export guests sections for spreadsheet backups or data science projects. These respect your permissions and can be large. Run them off-peak if your browser feels sluggish.
Clients tab and Contacts
Inside Reports, the Clients tab summarises guest value. For deep profile edits, tags, or cross-model history, jump to Contacts (/dashboard/contacts). The CRM view stays in sync with the same guest records.
Hygiene
Exports contain personal data. Store them securely and delete local copies when finished. Admins should rotate who can download full history as staff change roles.