Reports

Reports turn your appointments and clients into files you can open in a spreadsheet or print: how last month went, which services sell, who stopped coming. You ask for a report, it is prepared in the background, and you download it when it is ready.

For the numbers you glance at every day, use the Dashboard instead. See Dashboard and Analytics.

Who can open Reports

Click Reports in the sidebar.

Admins always have Reports, and see every report.
Providers do not see Reports until an Admin turns it on. In Studio settings, under Staff visibility, tick Allow staff to access Reports (off by default).
A provider who is let in sees only their own rows. Their reports cover their own appointments, and a report that lists them in a team table shows only their line.
Clients, Client retention and Client list export, and the ready-made reports built on them, list your clients and their contact details. They are for Admins only, so a provider never sees them.

Anyone without access who opens the page sees "Reports are available to studio admins."

Ready-made reports

Ready-made is the page's first tab. Pick one of the cards and click Run report. Each card already has its dates and settings filled in, so there is nothing else to choose. The bar under the cards tells you what will run.

Group	Card	What it gives you
Bookings	Last month at a glance	Completion and no-show rates
Bookings	Cancellations & no-shows	Last 30 days, with who cancelled
Bookings	Every appointment	Last month, one row each
Bookings	Online vs staff bookings	Last 90 days, by how they booked
Team	Provider scorecard	Last month, per provider
Team	Top services	Last 90 days, most booked first
Clients	Who never came back	One visit, 60+ days ago
Clients	Lapsed regulars	2+ visits, none in 90+ days
Clients	Came only twice	Exactly two visits
Clients	Retention this year	New vs returning, by month
Clients	Full client list	Everything on every profile

A card you are not allowed to run is not shown. Once you pick a card, Recent reports below narrows to that report's runs. The sliders button (tooltip Adjust in Build your own) on the picked card opens it in the builder so you can change its dates or filters, and the × (Clear) drops the pick.

Build your own

Switch to Build your own to set a report up yourself. Choose the Report, then fill in only the fields that report takes.

Report	What it shows
Appointment summary	Bookings per day with completion, cancellation and no-show rates
Appointments	Every appointment in the range: client, services, provider, status and value. Cancelled ones add who cancelled and why
Staff performance	Per provider: bookings, completed, cancellations, no-shows, booked hours and value
Service performance	Per service: bookings, cancellations, booked value, average price and hours
Client retention	New and returning clients by month, and how many rebooked within 60 days
Clients	Who never came back, who came a set number of times, and who has lapsed
Client list export	Every client and everything on their profile, with visit counts and dates

The fields you may see:

Dates — a start and end, or a quick pick: This month, Last month, 90 days, This year.
Filters — All providers, All services (or a whole category), and Any status. Pick Cancelled & no-shows to list only lost appointments, which swaps in the value those bookings had.
Who and Threshold — for Clients only. Never came back (days since their only visit), Came exactly (a number of visits) and Not back for a while (days since their last visit). Pick a preset or Custom…. A visit counts when it has happened and was not cancelled, declined or a no-show.

Client retention looks at rebooking within 60 days, so recent months read low: a visit under 60 days old only counts as rebooked if the client has already booked again.

Running a report

Click Run report. The new run appears at the top of Recent reports and shows Preparing until it is Ready. The row updates on its own; you can leave the page open or come back later.

If a run Failed, the row says why. Too long or too many rows: try a shorter date range. Stopped before it finished: run it again.

Running the same report twice

An identical report, with the same dates and filters, cannot be run again within a minute. The button reads Run again in a countdown (for example 0:42) and stays greyed out, with a link beside it to show the earlier run, which already has your answer. Change any setting and it runs at once.

Recent reports

Recent reports lists every run with when it was requested, the report, its Status and its options. Reports you run stay here for 30 days, then they are cleared. Run it again if you need it later.

Click a row to expand it. You see the filters it used, its headline numbers, and "As of" with the time, in your studio's time zone.

Downloading

A Ready report offers three downloads:

CSV — all rows, for any spreadsheet.
Excel — a spreadsheet file with all rows.
PDF — opens your browser's print dialog; choose Save as PDF. A PDF holds the first 5,000 rows, so use CSV or Excel for a bigger report.

Results are shown as downloads, not as a table on the page.

Reading the numbers

Booked value is not revenue. It is the price each appointment had when it was booked, for appointments that were not cancelled. It is not money received. For lost appointments, the value is the price at booking each one had.
Dates and times use your studio's time zone, wherever you are logged in from.
Services are shown as booked. Rename or delete a service later and past reports keep the name it was booked under.