Reports
Booking reports help you analyze bookings, payments, expenses, and taxes. Filter by date range, service, or customer. Export to CSV or PDF for sharing or record-keeping.
Overview of Available Reports
The Booking app provides several reports to help you understand your business performance:
Report Types
- Booking Register — Lists all bookings in a date range. Shows service, customer, date, time, status, and amount. Use for full history or audit.
- Booking by Status — Breakdown of bookings by status (Scheduled, Confirmed, Completed, Cancelled, No Show). Helps track conversion and no-shows.
- Booking by Service — Count and revenue per service type. Identifies which services are most popular and profitable.
- Booking by Customer — Per-customer summary: number of bookings, total spent. Useful for loyalty or follow-up.
- Payment Register — All payments received in a period. Shows invoice, customer, amount, date, and payment method.
- Daily Collection — Total payments received per day. Quick view of daily revenue.
- Outstanding Balance — Unpaid amounts by customer. Lists invoices awaiting payment.
- Expense Register — All expenses in a date range. Shows category, amount, date, and payment method.
- Expense by Category — Total expenses per category. Helps identify spending patterns.
- GST Summary — Tax summary for a period. Shows taxable amount, tax collected, and tax breakdown.
- Invoice Tax Register — Tax details per invoice. Shows invoice number, tax rate, taxable amount, and tax amount.
Filtering Reports
Most reports support filters:
- Date range — From and to date. Defaults to current month or year.
- Service — Limit to one or more services.
- Customer — Limit to one or more customers.
Apply filters before generating or exporting the report.
Exporting Reports
Most reports can be exported:
- PDF — For printing or sharing. Preserves formatting.
- CSV/Excel — For further analysis in spreadsheets or other tools.
Click Export and choose the format. The report is generated with the current filters applied.
Tip: Review monthly reports at the end of each month. Compare Booking by Service with Expense by Category to understand profitability and plan for the next period.