Overview
The toolbar at the top of Reporting and Intelligence sets the date range, team and service filters, recalculation, CSV export and email summaries.
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: tap a start date, then tap 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 and service filters
To open the filter panel, tap Filter. If a red dot shows on Filter, a team or service filter is active.
Team member filter
The Team Members list shows every active team member with their photo or initials. You can tick more than one.
All Team Members (default): no team filter
Tick one or more team members to include their service lines
Tap Select All to tick every listed team member. If every listed member is already ticked, the control reads Deselect All
Selecting All Team Members clears the team filter. Select All ticks every listed row.
Service filter
The Services list groups services by category. Each row shows the service image (or category icon) and a category badge. You can tick more than one.
All Services (default): no service filter
Tick one or more services to include those service lines
Tap Select All to tick every listed service. If every listed service is already ticked, the control reads Deselect All
On a category heading, tap All to tick every service in that category, or None to clear that category
Selecting All Services clears the service filter. Select All ticks every listed row.
What filters affect
Filters change revenue and appointment volume from service lines, trend charts, and service and team rankings.
Filters do not change completion and cancellation, status breakdown, customers and pets, packages, sales, memberships, refunds, fees, payment counts, Day View, Week View, deep dives, Packages, Memberships, Revenue Calendar, or the period ribbon.
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.
Tap Clear All to remove every filter, or Apply Filters to close the panel.
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.
Limits
Maximum recalculation range: 12 months
Cooldown: After recalculating, there is an 8-hour cooldown before you can recalculate again. The popover shows the remaining time if you're on cooldown
A day count badge shows how many days are selected for recalculation
CSV export
Tap Export to download the active tab's analytics data as a CSV file. Export is available on Overview, Day View, Week View, Appointments, Customers, Team, Services and Financial.
What each tab exports
Tab | CSV Columns |
Overview | Date, Revenue, Appointments, Active Customers, New Customers |
Day View | Date, Revenue, Appointments |
Week View | Date, Revenue, Appointments |
Appointments | Date, Appointments |
Customers | Date, New Customers, Active Customers |
Team | Team Member, Appointments, Revenue, Avg Duration (min) |
Services | Service, Category, Revenue, Appointments, Avg Value, Avg Duration (min) |
Financial | Date, Revenue |
CSV files are named {tab-name}-analytics.csv and use the selected date range. If a team or service filter is active, the filename is suffixed -filtered (for example overview-analytics-filtered.csv). Under a filter, the Overview CSV drops the Active Customers and New Customers columns.
Package balances export
In addition to tab-level analytics exports, you can export outstanding package balances from the Customers & Pets page.
How to access:
Navigate to Customers & Pets
Tap Export
Select Package Balances as the export type
What it exports:
The Package Balances export fetches all customers' outstanding package credit balances directly from the API. The CSV includes:
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 |
Options:
Include balances of 0: Toggle on to include fully used packages with no remaining credits. By default, only packages with remaining credits are included.
The CSV file is named outstanding-package-balances-{date}.csv. This export is only available when your business has packages enabled.
Email summary
Tap Email Summary to compose an analytics summary email. This opens your default email client with a pre-formatted summary.
What the email includes
The email summary is a plain-text digest structured in sections:
Header: Business name, date range, timestamp, and your name
Overview section: Key revenue and appointment metrics with period averages
Appointments section: Totals, completion rate, cancellation count, status breakdown, and day-of-week patterns
Customers section: Active and new customer counts, average spend, and retention observations
Team section: Team member count, top performer, per-member breakdown, and workload observations
Services section: Revenue by service, category breakdown, and efficiency observations
Financial section: Revenue breakdown (appointments, packages, sales, memberships), payment success rate, and refund totals
Comparison section (if active): Previous period comparison with percentage changes
Forecast section (if active): Projected values for the next period
Footer: Data accuracy disclaimer and Petboost branding
Each section includes relevant insights formatted as observations with actionable recommendations.
Deep dive emails
Individual deep dive cards also have their own email buttons. Tapping the email icon on a deep dive card sends a top-level summary plus the detailed deep dive analysis appended as an additional section.
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. 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:
Run the Appointments Deep Dive on the Appointments tab
Switch to the Team tab to check utilisation
Switch back to the Appointments tab: your deep dive results are still loaded
You only need to re-run a deep dive if you change the date range or want fresh data.
Related articles
Getting Started: First-time walkthrough
Compare and Forecast: Period comparison and projections
Understanding Insight Cards: How insight cards work