Reports and analytics
Reports sits under Analytics in the sidebar. Every section shares a date-range filter in your business timezone.
Core sections (all plans)
- Open Reports (defaults to Overview).
- Set the date range for the period you care about.
- Move between sections as needed:
| Section | What it shows |
|---|---|
| Overview | Net revenue, bookings, MRR, trends, and top services |
| Revenue | Breakdowns by category, staff, or provider |
| Collections | Unpaid and outstanding bookings |
| Daily summary | Per-day drill-down of activity |
Advanced sections (Pro)
On Pro, additional sections unlock under the same Reports area:
- Operations - bookings by status
- Utilization - staff and resource fill
- Customers - top and at-risk students
- Staff - performance grid
- Services - service performance
Tips
- Start on Overview between students, then drill into Collections when cash is tight.
- Pair Daily summary with the daily summaries help article for gift-card recognition detail.
- Export-friendly tables are meant for owners and accountants - filter first, then copy or screenshot what you need for the week.