Reports module

Reports is one of Bookinda's most complex modules. 11 top-level reports, each with 3-13 sub-tabs. This is where you see the full financial, operational, and customer picture of your business, and every report is exportable.

Where to find it

Left sidebar, Reports menu (/manager/reports).

The 11 top reports

Dashboard – KPI overview with all key metrics
Finance – financial details (revenue, payment methods, transactions)
Appointments – bookings, cancellations, waitlist
Team – team performance, occupancy, commission, wages
Clients – customer analysis, retention, cohorts
Sales – sales, channels, services
Discounts – discount preset statistics
Inventory – stock, movements, purchase orders
Group Classes – group class statistics
Catalog – services, packages, gift vouchers, loyalty program, etc.
AI Assistant – natural-language analysis on report data

Global filters (top, sticky)

Apply to every report:

Date range

Today / Yesterday
Last 7 / 30 days
This / Last month
This year
Custom (any start-end date)

Location

Only shows up if you have multiple locations and you're an Owner.

Staff

Filters by one team member (instead of aggregate).

Report-specific filters

E.g., Sales → item type (service, product, package), channel (online, in-store).

Global actions (top-right)

Export – CSV or Excel download
Print – browser print dialog
Schedule – scheduled email send (e.g., every Monday morning, last week's report)

When to use it

Scenario 1, end-of-month quick overview Reports → Dashboard → "Last month" preset. KPI cards immediately show: sales, bookings, avg ticket, occupancy, retention. 2 minutes.

Scenario 2, who's the top performer Reports → Team → Performance Summary. Sort by revenue. Top 3 at the top.

Scenario 3, underused time slots Reports → Dashboard → Hourly Occupancy chart. You see 14:00-16:00 is empty → happy-hour discount idea.

Scenario 4, unpaid invoices last month Reports → Sales → List → Status: Pending. List is there.

Scenario 5, accountant needs monthly financial file Reports → Finance → Summary. Export → Excel. Send.

Drill-down

Many reports let you click a row to jump to the source:

Booking ref → Calendar view at that time
Customer name → Customer profile
Sale # → Sales details

Pagination

Tables are paginated (50/page default). Previous/Next buttons, "X-Y of Z" indicator.

Tips

Learn the Dashboard first, that's where the 8 most important KPIs are. Other reports add detail.
Save your favorite filters (future feature) or use the "Schedule" button for weekly/monthly auto-reports.
Location filter only shows for Owner role, normal if you're Manager and don't see it.
Excel export is HTML-based, older Excel versions may need manual conversion. CSV is more universal.
AI Assistant is new, you can ask in natural language: "How much revenue did we make last month?" Try it.
Global filters persist across tab switches, no need to reset on every tab.

Reports module overview