Reports & Analytics
Finding the right report
Updated
On this page
Sidebar: Reports. Analytics lives here too — the old Analytics page now redirects into the report library.
The library is a searchable grid of pre-built reports with category filters. Pick one and it opens in the viewer with a date range picker; Back returns to the library. The default range runs from the start of the month two months ago to today.
Bundles
Four bundles group the reports people actually run together:
- Morning Check-In — what is happening today
- End of Month Review — the financial close
- Client Health — retention and risk
- Operations Check — utilisation and throughput
Categories
- Overview — Today's Snapshot, Executive Summary
- Financial — Revenue Summary, Profit and Loss, Accounts Receivable Aging, Payment Collection, Revenue by Service, Tax Summary, Daily Sales, Refunds and Credits, Payment Method Analysis
- Operational — Daily Grooming Schedule, Daily Feeding Report, Daily Kennel Task Checklist, Medication Administration Log, Appointment Volume, Cancellation and No-Show, Peak Hours Analysis, Service Utilization, Booking Lead Time, Appointment Duration Analysis
- Clients and Pets — Client Retention, New vs Returning Clients, Client Lifetime Value, Client Spending Analysis, Vaccination Compliance, Pet Demographics, Upcoming Pet Birthdays, At-Risk Clients, Churn Prediction, Customer Satisfaction, Client Acquisition
- Reservations — Occupancy, Reservation Revenue, Average Stay Duration, Check-In and Check-Out
- Products — Product Sales, Low Stock Alert
- Staff — Staff Productivity, Revenue by Staff
- Payroll — Payroll Summary, Time Tracking, Commission Earnings, Employee Hours
Common questions and where to answer them
| Question | Report |
|---|---|
| How did we do this month? | Revenue Summary, then Profit and Loss |
| Who owes us money? | Accounts Receivable Aging |
| 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 |
Exporting
Export and print buttons appear for business owners only. If you are a manager and cannot see them, that is why — ask an owner to run the export.