Day View and Week View keep their own dates, so on those tabs the header shows only the mail, printer and download buttons. On every other tab the header also holds the date range, Compare & Forecast, Filter and the refresh control.
Choose a date range
The date range is the main control: most tabs show their figures for the dates you choose. Map, Revenue Calendar, Packages and Memberships work to their own ranges, and Weekly Wrap keeps its own weeks.
Open Reporting & Intelligence.
Select the date range at the top of the page to open the calendar.
Choose a preset from the list, or select a start date and then an end date.
Available presets
Preset | What it selects |
Today | Today only |
Yesterday | Yesterday only |
This Week | From the start of the current week (Sunday, or the day your reporting week starts if one is set with your targets) 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 page opens on This Month so far.
Limits
The range can be up to 365 days. A longer range shows Date range cannot exceed 365 days. and no figures
Compare & Forecast does not shorten the range: each Look Back period is the same length as your range and comes back beside it
Future dates are not allowed for the viewing range
A blue badge on the date field shows how many days are selected, such as 28d
Filter by team member or service
Do this to see revenue and appointment volume for some of your team or some of your services.
Open Reporting & Intelligence.
Select Filter.
Under Team Members, switch on each team member you want, or select Select All.
Under Services, switch on each service you want, or select All on a category heading.
Select Apply Filters.
The figures change as you switch; Apply Filters closes the dialog. While a filter is on, a red dot shows on Filter.
Team member filter
The Team Members list shows every team member who is not archived, with their photo or initials, plus any archived team member with revenue in the range, marked Archived. You can switch on more than one.
All Team Members (the default): no team filter. Switching it on clears the team filter
Select All appears while a team filter is on and clears it, the same as All Team Members
Service filter
The Services list groups services that are not archived by category, plus any archived service with revenue in the range, marked (archived). Each service shows its category's icon and a category badge. You can switch on more than one.
All Services (the default): no service filter. Switching it on clears the service filter
Select All appears while a service filter is on and clears it, the same as All Services
On a category heading, All switches on every service in that category and None clears it. When only some are on, a badge counts them, such as 1/3
What filters affect
Filters change revenue and appointment volume, trend charts, the change badges and Look Back periods, and service and team rankings. They are worked out on the server from every line in the period: a team filter counts the lines and add-ons each selected team member did, a service filter the lines of the selected services, each at its total after discounts.
Filters do not change completion and cancellation, status breakdown, add-ons, customers and pets, packages, sales, memberships, refunds, fees, collected money, payment counts, Day View, Week View, deep dives, Packages, Memberships, Revenue Calendar, or the period ribbon. Those figures cannot be split by team member or service, so they show the whole business.
Under a team filter, service lines with no team member are left out, and a badge above the tabs reads Unassigned: with the amount not shown.
When both a team filter and a service filter are set, totals follow the team filter and the service filter narrows rankings only.
Tiles that stay whole-business are marked All team · all services. Above the tabs, a badge names each team member and service in the filter, next to Whole-business numbers are marked. On Day View, Week View, Map, Revenue Calendar, Packages, Memberships, Marketing and Weekly Wrap, it reads Filters do not apply to this view, with Clear filters beside it.
The filters stay in the page's web address, so reloading the page or sharing the link keeps them. Clear All in the dialog removes every filter.
Recalculate analytics
Petboost works out each day's figures in the background: today's every hour, and the previous seven days again each night. If you have just completed or cancelled appointments, taken payments or issued refunds, or made other changes that affect revenue or appointment counts, the figures may not show them yet. Recalculating works them out again from the raw records for the dates you choose.
Open Reporting & Intelligence.
Select the refresh control in the header. It reads Updated and how long ago, or Refresh.
Under Date range to recalculate, choose the dates. They start at yesterday and today.
Select Recalculate.
Wait for Analytics recalculated.
The recalculation range is separate from your viewing range. For example, you can view the last 28 days and recalculate only yesterday.
Limits
Up to 7 days at a time. A longer range shows Date range cannot exceed 7 days., and future dates show Cannot refresh future dates.
The popover shows how many days are selected, such as 2 days selected
Today can always be recalculated. A day before today can be recalculated once its figures are at least 8 hours old, counting Petboost's own nightly updates. If any day before today in your range is newer than that, Recalculation failed shows the time you can try again
Export a tab as CSV
Do this to take a tab's figures into a spreadsheet.
Open Reporting & Intelligence and choose the tab.
Select the download button, Export current tab as CSV.
Export is available on Overview, Appointments, Customers, Team, Services and Financial. On Day View, Week View and the other tabs the button is off. Revenue Calendar has its own Export CSV button, and Packages and Memberships have their own export buttons inside the tab.
What each tab exports
Each CSV opens with the report context, one line each: Report, Period, Amounts, Locations, then Compare and Filters when they are on. A blank row follows, then the table. The table columns for each tab are:
Tab | CSV columns |
Overview | Date, Revenue (all sources), Appointments, Customer visits, Accounts created |
Appointments | Date, Appointments |
Customers | Date, Accounts created, Customer visits |
Team | Team Member, Service lines, Service line revenue, Avg Duration (min) |
Services | Service, Category, Service line revenue, Service lines, Avg line value, Avg Duration (min) |
Financial | Date, Revenue (all sources) |
Revenue (all sources) is appointments, packages, sales and memberships. Service line revenue is the service line totals after discounts.
CSV files are named {tab-name}-analytics.csv, such as overview-analytics.csv, and use the selected date range. If a team or service filter is on, the file name ends in -filtered (for example overview-analytics-filtered.csv), the revenue column becomes Appointment revenue (filtered lines), and the Overview CSV drops the Customer visits and Accounts created columns.
Export package balances
Outstanding package balances export from Customers & Pets, not from Reporting & Intelligence.
Open Customers & Pets and open the gear menu beside New.
Select Smart Export.
On Export Type, choose Package Balances.
Optional: switch on Include balances of 0 to include fully used packages with no credits left.
Select Download CSV.
Package Balances only appears when your business sells packages. Petboost builds the file from every customer's outstanding package credit balances, one row per owner:
Column | Description |
Owner First | Customer's first name |
Owner Last | Customer's surname |
Pet Names | Comma-separated list of the customer's pets |
Owner ID | Account identifier |
Owner Phone | Contact phone number |
Owner Email | Contact email address |
Package N Name | Name of each active package |
Package N ID | Package identifier |
Package N Remaining Uses | Number of credits remaining |
Package N Remaining Balance | Dollar value of remaining credits |
The CSV file is named outstanding-package-balances-{date}.csv.
Print a PDF report
Do this for a copy of a tab to keep or hand on.
Open Reporting & Intelligence and choose Overview, Appointments, Customers, Team, Services, Financial or Map.
Select the printer button, Print PDF report for this tab.
Petboost builds the report with the tab's charts and insight cards and downloads it as a PDF named after your business, the tab and the dates. Under a filter, the report names the filters and which figures stay whole-business. On the other tabs the button is off.
Email a summary
Do this to send yourself, or your team, a summary of the period.
Open Reporting & Intelligence and choose the date range.
Select the mail button, Email a full analytics summary to yourself.
In your email app, add a recipient and send the draft.
Petboost does not send the email itself. The draft's subject names your business and the dates, such as Pawfect Grooming Analytics Summary (01 Sep 2026 - 26 Sep 2026).
What the email includes
The summary is plain text, in sections:
Header: business name, the period, any filters, when the data was fetched, and your name
Overview: key revenue and appointment figures with period averages
Appointments: totals, completion rate, average duration, revenue and the status breakdown
Customers: customer visits, accounts created, average earned value per visit and pet visits
Team: team member count, appointments, revenue per member and a breakdown by member
Services: total revenue, appointments, average value and a breakdown by service
Financial: revenue by source (appointments, packages, sales, memberships), cancellation fees, refunds, average transaction and payments
Comparison (with Look Back on): the earlier periods' averages against this period
Forecast (with Look Ahead on): projected values for the next period
Footer: a disclaimer about the data, and Petboost's details
Sections include observations and suggested actions.
Deep dive emails
The Appointments Deep Dive, Pet Demographics Deep Dive and Revenue Forecast cards each have an Email button. It opens the same summary with an extra deep dive section at the end for that area, built from the same daily figures.
The header layout
The header has one compact layout. Its Expand button is hidden, so there is no expanded view. The header shows your business name, Business Intelligence and the mail, printer and download buttons, with the row of controls under them on every tab except Day View and Week View.
Deep dive results between tabs
When you run the Appointments Deep Dive, the Pet Demographics Deep Dive, Revenue Forecast, Forward Forecast or Capacity & Utilisation, or load Revenue Calendar or Marketing, the results stay loaded while you switch between tabs. Packages and Memberships load each time you open them and do not follow the date range. For example, run the Appointments Deep Dive, check utilisation on the Team tab, and the deep dive is still there when you come back to Appointments.
The Map tab does not keep its analysis, and nor do Customer Radar, Customer Performance or Service Client Analysis: run them again after you leave their tab. Changing the date range clears the others, so run them again for the new range.
Related articles
Getting started: a first visit, step by step
Compare and forecast: period comparison and projections
Understanding insight cards: how insight cards work