How to pull reports
How much came in this month, who your repeat customers are, and what to hand your accountant. All on one screen.
Where to start
The "Home" tab, then "Reports"
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Open your home screen
Tap "Home" in the bottom bar.
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The "Home" tab. Go to the "Reports" tab
Three tabs sit at the top: "Dashboard", "Insights", and "Reports". Choose the third.
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The home screen tabs. Read the financial summary
At the top is a quick summary with range buttons: "Today", "Week", and "Month". Tapping switches the period.
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The financial summary with its range picker. Export data to a spreadsheet
Under "CSV Data Export" you can download a file of your bookings or your customers and open it in Excel or Google Sheets.
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The data export options. Generate an accountant report
Under "Accountant Report Generator" you pick a date range, optionally a specific team member, and produce a tidy report to send on.
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The accountant report screen.
Tips from the field
Exporting reports is available on Professional and above. Professional gives six months of history and up to 10 exports a month; Premium is full history with no export limit.
The "Insights" tab answers different questions: which services sell, which hours are busy, and how many customers come back.
Exporting at the end of each month takes a minute and saves reconstructing the year later.
The exported file opens in Excel, Google Sheets, and whatever your accountant uses.
Common questions
The financial summary is based on appointments that happened. The full export includes cancellations too, so you can analyse them.
The accountant report belongs to the higher plan. The financial summary and insights are available before that.
Yes. The accountant report can be filtered by date range and by team members.
Related guides
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