Reports & Analytics
Finding the right report
Updated
On this page
Sidebar: Reports. The old Analytics page now opens the report library.
You need the View reports permission. If your business restricts off-site access, Reports is hidden when you sign in away from the office.
Using the library
The library is a grid of about 50 ready-made reports. Search by name, or filter by category.
- Click a report. It opens with a date picker at the top.
- Click the date button. On the Range tab, pick a preset or type two dates. On the Single day tab, pick one day. Some reports, such as Accounts Receivable Aging and the Client List, show the current picture and have no date picker. End of Day picks its day inside the report.
- Press the back arrow to return to the library.
The starting range runs from the first day of the month two months ago up to today.
Reports with a Pro badge need the Professional plan or higher.
Bundles
Four bundles group reports people run together:
- Morning Check-In — Today's Snapshot, Executive Summary, Appointment Volume, Occupancy
- End of Month Review — Revenue Summary, Profit & Loss, Client Retention, Staff Productivity
- Client Health — Client Retention, At-Risk Clients, New vs Returning, Client Spending, Customer Satisfaction
- Operations Check — Cancellation & No-Show, Occupancy, Staff Productivity, Check-In/Out
Categories
- Overview — Today's Snapshot, Executive Summary
- Financial — Payments & Transactions, End of Day, Revenue Summary, Profit & Loss Statement, Accounts Receivable Aging, Payment Collection, Revenue by Service, Tax Summary, Daily Sales, Refunds & Credits, Payment Method Analysis
- Operational — Daily Grooming Schedule, Daily Feeding Report, Daily Kennel Task Checklist, Medication Administration Log, Appointment Volume, Cancellation & No-Show, Peak Hours Analysis, Service Utilization, Booking Lead Time, Appointment Duration Analysis, Grooming Stage Efficiency
- Clients & Pets — Client Retention, New vs Returning Clients, Client Lifetime Value, Client Spending Analysis, Vaccination Compliance, Pet Demographics, Upcoming Pet Birthdays, At-Risk Clients, Rebooking / Overdue List, Client List, Pet List, Churn Prediction, Customer Satisfaction, Client Acquisition
- Reservations — Occupancy, Reservation Revenue, Average Stay Duration, Check-In/Out
- Products — Product Sales, Low Stock Alert
- Staff — Staff Productivity, Revenue by Staff
- Payroll — Payroll Summary, Time Tracking, Commission Earnings, Employee Hours
Common questions
| Question | Report |
|---|---|
| How did we do today? | End of Day |
| How did we do this month? | Revenue Summary, then Profit & Loss |
| Every payment, with who took it and tips | Payments & Transactions |
| Who owes us money? | Accounts Receivable Aging |
| Who is due back for a groom? | Rebooking / Overdue List |
| Which clients are drifting away? | At-Risk Clients, then Client Retention |
| Are we busy at the right times? | Peak Hours Analysis, Service Utilization |
| Which pets are overdue for shots? | Vaccination Compliance |
| How full were the kennels? | Occupancy |
| What do I owe the team? | Payroll Summary, Commission Earnings |
Printing and exporting
- Print is at the top of every report, for anyone who can open it.
- Export buttons sit inside each report. They appear for owners and for anyone with the Export reports permission. Managers have it by default.
- The Client List and Pet List need a separate permission, Export client & pet contact lists, because they hold phone numbers, emails and addresses. Without it, these two reports do not appear in the library at all.