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Getting Started with Reporting and Intelligence

Getting Started

Reporting & Intelligence opens on the Overview tab for this month so far. Only the Owner Admin and Admin roles see it in the sidebar and can open it. For what every tab, deep dive and insight card holds, see Reporting and Intelligence Overview.

Open Reporting & Intelligence

Start here on your first visit.

  1. Open Reporting & Intelligence. The page is headed Business Intelligence, under your business name and logo, with Overview selected.

  2. Find the header card at the top of the page. It holds the date range, Compare & Forecast, Filter and the refresh control, with the mail, printer and download buttons beside the title.

The header card holds these controls:

  • Date range: the period the tabs show, which starts at this month so far. A blue badge shows how many days are selected, such as 26d

  • Compare & Forecast: opens the comparison and forecast dialog. A red dot appears on it while a period is on

  • Filter: narrows the figures to chosen team members or services. A red dot appears on it while a filter is on

  • The refresh control, which reads Updated and how long ago, or Refresh: opens Recalculate Analytics

  • The mail button, Email a full analytics summary to yourself: opens a summary in your email app for you to send

  • The printer button, Print PDF report for this tab: saves a PDF report of the open tab

  • The download button, Export current tab as CSV: saves the open tab's figures as a CSV file

The header has one layout. It has no Expand control.

Choose a date range

Most tabs show the dates you choose here. Day View and Week View keep their own dates, Weekly Wrap keeps its own weeks, and Map, Revenue Calendar, Packages and Memberships work to their own ranges.

  1. Open Reporting & Intelligence.

  2. Select the date range at the top of the page to open the calendar.

  3. Choose a preset, or select a start date and then an end date.

The presets are:

  • Today: today only

  • Yesterday: yesterday only

  • This Week: from Sunday to today, or from the day your reporting week starts if one is set with your targets

  • Last 7 Days: the past 7 days including today

  • Last 14 Days: the past 14 days including today

  • Last 28 Days: the past 28 days including today

  • Last 90 Days: the past 90 days including today

  • This Month: from the 1st of the month to today

  • Last Month: the whole of the previous calendar month

  • This Year: from 1 January to today

The range can be up to 365 days long and cannot include future dates. Changing it reloads every tab's figures.

Read the Overview tab

The Overview tab is the summary of the period you chose.

  1. Open Reporting & Intelligence and choose Overview.

  2. At the top, read Business Pulse: revenue and appointment counts for Today, This Week (to date), Month to Date, Last 3 Months and FY to Date (1 Jul), with a progress bar where you have set a target.

  3. Scroll the Key Metrics cards.

  4. Scroll down for the charts and lists.

Business Pulse keeps its own periods whatever dates you choose. To set a target, see Revenue targets. Under Business Pulse, the Account Health Check card opens a review of your setup and recent booking behaviour. See Account Health Check.

The Key Metrics cards are:

  • Revenue (earned): revenue earned in the period, with each visit counted on its visit date, plus packages, sales and memberships, with the average per day

  • Appointments: appointments booked in the period, whether or not they have finished, with the average per day

  • Add-ons: the share of non-cancelled appointments that carry an extra

  • Completion: the share of booked appointments that finished

  • Retained: the share of returning clients

  • Top Performer: the team member with the most appointments, with their photo

Below the metric cards, insight cards may appear in a carousel headed Intelligence. Further down you will find:

  • Revenue Trend: daily revenue over the period

  • Revenue by Service: a donut chart of which services earned the most

  • Add-ons sold: each extra, how many sold and what it earned

  • Revenue Mix: revenue split across appointments, packages, sales and memberships

  • Transaction Summary: a summary of collected money for a range you choose

  • Top Services: your highest-earning services, ranked

  • Team Recap: a written summary of the period that you can copy to your team. See Team Recap

Read an insight card

Insight cards appear on most tabs, between the metric cards and the charts.

  1. Open Reporting & Intelligence and choose Overview.

  2. Under Intelligence, swipe or use the arrows to move through the cards.

  3. On a card with a question mark badge in its corner, select the badge to open How is this calculated?.

Each card has a headline in bold, with its key values (amounts, percentages, numbers and day names) highlighted. Some add a line of detail with a suggestion, and some carry up to two buttons that take you somewhere relevant, such as View with a service's name, Create Special Service or Manage Payments.

The colour of the card's icon, and of its highlighted values, shows its tone: green for good news, amber for a warning, blue for a suggestion, red for a problem that needs attention, and grey for a neutral observation.

How is this calculated? works through the insight with your real figures, step by step. For a full explanation, see Understanding insight cards.

Switch between tabs

Each tab looks at the business from a different angle.

  1. Open Reporting & Intelligence.

  2. On a computer, select a tab in the row across the top of the page. On a phone or tablet, select it in the ribbon at the bottom of the screen.

The tabs are Overview, Day View, Week View, Appointments, Customers, Team, Services, Financial, Map, Revenue Calendar, Packages, Memberships, Marketing and Weekly Wrap. Memberships only appears once your business has a membership plan.

Run a deep dive

Some tabs hold deep dive cards: coloured cards near the foot of the tab that run a more detailed analysis. The Pet Demographics Deep Dive on the Customers tab is a good first one to try.

  1. Open Reporting & Intelligence and choose Customers.

  2. Scroll to the Pet Demographics Deep Dive card and select Deep Dive. The analysis opens full screen.

  3. Select Run Pet Analysis. Petboost works out breed distribution, ages, multi-pet households and more across all your active pets.

  4. Read the insight cards it produces. A button such as View Senior Pets opens a list, and a mail icon beside a row opens a pre-written email in your email app for you to review and send.

Once it has loaded, the analysis stays loaded when you switch tabs and come back. Changing the date range clears it.

Compare with an earlier period

Once you are comfortable with the figures, compare them with the period before.

  1. Open Reporting & Intelligence and choose Overview.

  2. Select Compare & Forecast.

  3. Under Look Back, set the count to 1.

  4. Select Done.

  5. Read the Revenue Trend chart and the Key Metrics cards.

  6. Optional: to try a forecast, open Compare & Forecast again, set Look Ahead to 1 and select Done.

With Look Back on, Revenue Trend adds a dashed grey line for the earlier period, drawn before this one, and the Revenue (earned) and Appointments cards add vs. previous period (or vs. prev. avg across two or three periods). With Look Ahead on, a dashed blue line projects revenue forward and the same two cards add Projected next. For full details, see Compare and forecast.

Next steps

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