The five reports that matter in week one
Updated
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Sidebar: Reports.
The library is big, which is unhelpful on day one. Start with these five and ignore the rest until you have a question they cannot answer.
1. End of Day
Run it every day, before you lock up. Totals by payment type, tips by staff member, refunds, and the cash drawer count with how much it is over or short.
This is the only one here with a fixed time to run it. A mistake is easy to fix the same day and a mystery a week later. See The End of Day report and closing out.
2. Revenue Summary
Run it weekly or monthly. Money collected over the dates you choose.
It counts paid invoices, by the date they were paid. A visit that was never checked out and paid is not in it. That is nearly always why a month looks worse than it felt.
It is not your bank balance. Card money reaches your bank on the payout schedule, after fees.
3. Accounts Receivable Aging
Run it every two weeks. Who owes you money, and for how long.
The most ignored report in a small business, and the one most likely to find money you already earned. A groom in March still unpaid in June is lost margin.
4. Rebooking / Overdue List
Run it weekly. Every active pet with their last visit, days since, total visits and next booking. Filter to 60, 90 or 180 days, and sort by breed.
Grooming is repeat work. A dog who came every six weeks and has not been seen in four months has not told you they left. This is your call list.
5. Executive Summary
Run it on Monday mornings. The key numbers, trends and action items in one screen. If a number surprises you, go find the report that explains it.
Executive Summary needs the Professional plan or higher.
When you are ready for more
- Payments & Transactions — every payment, who took it, the tip, and refunds. For checking a day or for your accountant.
- Client Retention and At-Risk Clients — who is coming back and who has stopped.
- Cancellation & No-Show — if your schedule keeps falling apart. It only works if you mark no-shows.
- Peak Hours Analysis — before changing your hours or hiring.
- Revenue by Service — before changing prices.
- Revenue by Staff and Staff Productivity — before hiring, or at review time.
- Vaccination Compliance — a chase list instead of reacting pet by pet.
- Occupancy and Average Stay Duration — for boarding.
Reports with a Pro badge need the Professional plan or higher.
Reports show what was recorded
Visits never checked out, no-shows never marked, and cash taken without counting the drawer all quietly change the numbers. If a report looks wrong, check the habit before doubting the number.
Owners, and anyone with the Export reports permission (managers by default), can export these. See Exporting reports for your accountant.