Skip to main content

Getting Started with Reporting and Intelligence

Getting Started

Overview

This guide walks you through your first visit to Reporting and Intelligence, from navigating there to reading your first insight card and discovering the intelligence features built into your data.

Step 1: Open Reporting and Intelligence

Navigate to Reporting and Intelligence from the main sidebar. You'll land on the Business Intelligence page with the Overview tab selected by default.

Step 2: Understand the Header

At the top of the page, you'll see a compact header card with your business logo, the title "Business Intelligence", and a row of controls:

  • Date range picker: Shows the selected period, which starts at the last 30 days. A blue badge shows how many days are selected

  • Compare: Opens the comparison and forecast dialog. A red dot appears when comparison or forecast periods are active

  • Filter: Filter data by team member or service. A red dot appears when filters are active, with a count of active filters

  • Recalculate: Refresh pre-computed data for specific dates (shows "Updated X ago")

  • Email Summary: Generate an analytics summary and open it in your email client to send

  • Export: Download CSV data for the current tab

You can tap Expand to see the header in an expanded layout.

Step 3: Choose a Date Range

Tap the date range picker to open a calendar. You can either select custom dates or use one of the quick presets:

  • Today: Just today's data

  • Yesterday: Yesterday only

  • This Week: From the start of this week to today

  • 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 current month to today

  • Last Month: The entire previous calendar month

  • This Year: From 1 January to today

The maximum date range is 365 days. Changing the date range refreshes all tabs.

Step 4: Read the Overview Tab

The Overview tab opens with 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 progress bars where you have set a target. See Revenue targets.

Under it sits the Account Health Check card, which reviews your setup and recent booking behaviour. See Account Health Check.

Then the Key Metrics cards:

  • Revenue (Collected): Money taken for the period, with average per day

  • Appointments: Total appointment count, with average per day

  • Add-ons: The share of appointments carrying an extra

  • Completion: The percentage of appointments completed

  • Retained: The share of customers who came back

  • Top Performer: Your busiest team member by appointment count, with their photo

Below the metric cards, you may see insight cards: coloured cards with observations about your data. Swipe horizontally to see more.

Further down, you'll find:

  • Revenue Trend: A chart showing daily revenue over the selected period

  • Revenue by Service: A donut chart breaking down which services generated the most revenue

  • Revenue Mix: Where the money came from beyond appointments

  • Top Services: A ranked list of your highest-revenue services

  • Team Recap: A written summary of the period you can copy into your team chat. See Team Recap

Step 5: Explore Insight Cards

Insight cards appear between the metric cards and the charts on every tab. Each card has:

  • A headline message describing an observation, with key values (currencies, percentages, numbers) automatically highlighted

  • Optionally, a detail section with more context and a suggested action

  • Optionally, action buttons that take you somewhere relevant (e.g., "View [Service]", "Create Special Service", "Manage Payments")

Cards are colour-coded by tone: green for positive news, amber for warnings, blue for suggestions, red for issues needing attention, and grey for neutral observations.

Look for the help icon: Some cards show a small question mark badge in the corner. Tap it to see how the insight was calculated, step by step, using your real data.

For a full explanation, see Understanding Insight Cards.

Step 6: Switch Between Tabs

On desktop: Tabs appear as pills across the top of the content area. Click any tab to switch.

On mobile and tablet: Tabs appear as a sticky ribbon at the bottom of the screen. Tap any tab icon to switch.

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

Step 7: Try a Deep Dive

Some tabs contain deep dive cards: gradient-coloured cards near the bottom of the tab that invite you to run a deeper analysis. These are the richest analyses available and are worth exploring early.

A good first deep dive to try is the Pet Demographics Deep Dive on the Customers tab:

  1. Switch to the Customers tab

  2. Scroll to the bottom to find the "Pet Demographics Deep Dive" card

  3. Tap Deep Dive

  4. The analysis will open in a fullscreen view, fetching your pet data and computing breed distributions, age analysis, multi-pet household stats, and more

  5. Look through the insight cards generated: each one includes actionable suggestions and many have mail icons that open pre-written email templates in your email client for you to review and send

Once loaded, the results persist even if you switch tabs and come back.

Step 8: Try Compare and Forecast

Once you're comfortable with the base analytics, try comparing against a previous period:

  1. Tap the Compare button in the toolbar

  2. Under Look Back, set the quantity to 1

  3. Close the dialog and return to the Overview tab

  4. You'll see a dashed grey line on the Revenue Trend chart showing last period's revenue, and "vs. prev. avg" comparisons on the metric cards

  5. To try forecasting, open Compare again, and under Look Ahead, set the quantity to 1. A dashed violet line will project your revenue forward

For full details, see Compare and Forecast.

Next Steps

Related Articles
Did this answer your question?