All your reports are in one place: Growth → Reports in the sidebar. They come in two kinds. Dashboards give an overview of an area, such as sales or clients. Standard reports answer one question in a table. Which reports you see depends on your role.
Before you start
- Who can do it: anyone whose role includes reports. Team members usually see only their own figures, and pay figures need their own permission.
Find and open a report
Open Reports
Select Growth → Reports in the sidebar. The page opens on Last 30 days, a quick look at the business with a link to the Performance dashboard, and Your reports: your Favourites and what you've Recently viewed.
Search, or start with a question
Type in the search box at the top to find a report by name. Or choose a card under Start with a question, such as What am I selling? or How busy is my calendar?. Each card lists a few reports to start with, and See all opens the whole group.
Or browse every report
On the Every report card, select All reports, Favourites, Dashboards or Standard. On the list, the Show and Groups chips narrow it further.
Open it
Select the report.
Choose the dates
Use the date control, such as Last 30 days. Your choice follows you to other reports, so you always compare like with like.
Compare with another period
Set Compare to to Previous period (the same length of time just before) or Previous year (the same dates a year ago). Each figure shows its earlier value and the change. For a seasonal business, the previous year is usually fairer.
Filter and group
Most reports filter by location, team member and service. Some tables also have Group by, Filters and Columns. Filters are saved in the page address, so a link you share opens the same view.
Many figures link to what's behind them: select a number or a row to see the sales or appointments it adds up.
Export or reuse it
Open Options on a report:
| Option | What it does |
|---|---|
| Export CSV | Downloads every row straight away |
| Export Excel (.xlsx) | A spreadsheet file |
| Export PDF | A formatted PDF |
| Duplicate | Starts your own copy you can change |
| Add to favourites | Pins it under Favourites. Remove from favourites takes it off again |
See Export a report. To answer your own "X by Y" question, see Build a custom report.
Check it worked
The figures match the date range and location you chose. Change the dates and the figures update.
If something goes wrong
Two people see different numbers
Check, in order: the date range, the location in the location pill, and each person's role. Team members often see only their own figures.
"No data for this range"
Try a wider date range or another location.