Overview

Reporting and Intelligence provides several controls for customising what data you see: date range selection, team member and service filters, data recalculation, CSV export, and email summaries. All of these are accessible from the toolbar at the top of the page.

Date Range Picker

The date range picker is the primary control. All tabs display data for the selected date range.

Selecting a Range

Tap the date field to open a calendar. You can:

Select custom dates: Click a start date, then click an end date
Use a preset: Choose from the sidebar presets

Available Presets

Preset	What It Selects
Today	Today only
Yesterday	Yesterday only
This Week	From the start of the current week (Sunday) to today
Last 7 Days	The past 7 days including today
Last 28 Days	The past 28 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

Limits

Maximum date range: 365 days
Future dates are not allowed for the viewing range
A blue badge on the date field shows the number of days selected (e.g., "28d")

Team Member Filter

Tap the Filter button to reveal the filter controls. The team member filter is a dropdown that lists all your team members.

No selection: All team members' data is included (default)
Select a team member: All tabs filter to show only that team member's appointments, revenue, and performance
Clear: Remove the filter to return to all-team data

Service Filter

Also accessed via the Filter button. The service filter works the same way as the team member filter but for specific services.

No selection: All services included (default)
Select a service: All tabs filter to show only that service's bookings and revenue
Clear: Remove the filter

Both filters can be used simultaneously. For example, you can view Sarah's Full Groom appointments specifically.

Recalculate Analytics

Tap the refresh control in the toolbar (shows "Updated X ago" or a refresh icon) to open the Recalculate popover.

When to Recalculate

The backend pre-computes analytics data. If you've recently:

Completed or cancelled appointments
Processed payments or refunds
Made changes that affect revenue or appointment counts

The pre-computed data may not yet reflect these changes. Use Recalculate to re-compute stats from raw data for specific dates.

How to Recalculate

Tap the refresh control in the toolbar
In the popover, select the date range you want to recalculate (defaults to yesterday and today)
Tap Recalculate
Wait for the confirmation toast: "Analytics recalculated"

The recalculate range is independent of your viewing range. For example, you can be viewing the last 28 days but only recalculate yesterday's data.

Maximum recalculation range: 365 days.

CSV Export

Tap the Export button (download icon) to download the current tab's analytics data as a CSV file. The export includes the data relevant to whatever tab is currently active.

Email Summary

Tap the Email button (mail icon) to compose an analytics summary email. This opens your email client with a pre-formatted summary of key metrics and insights for the selected date range.

Individual deep dive cards also have their own email buttons that send a summary specific to that deep dive analysis.

Header Modes

The toolbar has two modes:

Compressed (default): Shows business logo, title, and a single row of controls. Tap Expand to switch
Expanded: Shows the full header with controls spread across two rows and placeholder panels for future dashboard features. Tap Compress to return to the compact view

On-Demand Deep Dive State Persistence

When you run a deep dive (Appointments, Pet Demographics, Revenue Forecast, or Geographic Intelligence), the results remain loaded even if you switch to another tab. When you return, your results are still there.

This means you can: