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 and Service Filters

Tap the Filter button (settings icon) to open the filter panel. A red dot on the button indicates when filters are active.

Team Member Filter

The team member filter lists all your active team members with their photo or initials.

All Team Members (default): Data from all team members is included
Select a team member: Tap a team member to filter all tabs to show only their appointments, revenue, and performance
Only one team member can be selected at a time

Service Filter

The service filter lists all your services, showing each service's image (or category icon) and category badge.

All Services (default): Data from all services is included
Select a service: Tap a service to filter all tabs to show only that service's bookings and revenue
Only one service can be selected at a time

Using Both Filters Together

Both filters can be used simultaneously. For example, you can view Sarah's Full Groom appointments specifically by selecting both the team member and service filters.

What Filters Affect

When filters are active, an amber notice in the filter panel explains their scope:

Filtered data: Revenue totals, appointment volumes, trend charts, and rankings reflect only the filtered selection
Always full-business data: Status breakdowns, completion and cancellation rates, customer counts, and financial breakdowns always show full business data regardless of filters

When both a team member and a service are selected, revenue and volume are filtered to only appointments matching both criteria.

Active Filters Summary

Below the filter options, a summary panel shows your currently active filters with individual remove buttons. You can also tap Clear All to remove all filters, or Apply Filters to confirm and 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: 7 days
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 the Export button (download icon) to download the current tab's analytics data as a CSV file. Export is available on 6 of the 7 tabs (not available on the Map tab).

What Each Tab Exports

Tab	CSV Columns
Overview	Date, Revenue, Appointments, Active Customers, New Customers
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 respect your current filters and date range.

Email Summary

Tap the Email Summary button (mail icon) 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 comprehensive 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), 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 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: