Introduction
The Reports section provides detailed data tables for analysing your business performance across appointments, sales, team members, clients, and more. With 19 built-in reports, you can track everything from daily sales to client lifetime value and peak hours. Most reports support team member filtering, period-over-period comparison, summary totals, and CSV export.Accessing Reports
- Navigate to Insights > Reports in the sidebar
- You’ll see a grid of all available reports
- Click any report card to open that report
Common Features
Filters
All reports include a Date Range filter. Many also include:- Team Member Filter — Multi-select to focus on specific team members. Available on: Appointments Summary, Cancellations, Sales Summary, Service & Product Sales, Services Sales, Products Sales, Team Member Sales, Team Member Utilisation, Team Member Days Off, Client Retention, and Tips Summary.
- Comparison Toggle — Compare the selected period against the previous period (same number of days immediately before) or the same period last year. When enabled, delta indicators (green/red arrows with percentage change) appear on numeric columns. Available on: Sales Summary, Service & Product Sales, Services Sales, Products Sales, Team Member Sales, Team Member Utilisation, Client Retention, Booking Source, Gift Cards, Loyalty, and Tips Summary.
Summary Totals
Reports with numeric data display a Totals row at the bottom of the table, showing aggregated values across all matching records (not just the current page). When comparison mode is enabled, the totals row also shows delta indicators.CSV Export
All reports include an Export CSV button. The exported file contains all matching records with formatted values (currency, percentages, etc.). You can open CSV files in Excel or Google Sheets.Appointments Summary Report
The Appointments Summary report provides a comprehensive overview of your appointment bookings, team member performance, and client retention metrics.Filter Options
- Date Range — The period for which appointment data should be displayed.
- Team Members — Multi-select to filter by specific team members.
Data Fields
- Team Member — The name of the team member who performed the services.
- Services — The total number of individual services delivered by the team member within the selected period.
- Total Services Value — The total revenue generated from all services (including add-on prices) across all appointments handled by the team member.
- Average Services Value — The average revenue per service delivered (Total Services Value / Services count).
- Total Clients — The total number of unique clients served by the team member.
- New Clients — Clients who had appointments during the selected period but had no prior appointments.
- % New Clients — Percentage of total clients that were new clients.
- % Returning Clients — Percentage of total clients that were returning clients.
- Total Appointments — The total number of unique appointments handled by the team member.
- % Confirmed — Percentage of appointments with “Confirmed” status.
- % Completed — Percentage of appointments with “Completed” status.
- % Cancelled — Percentage of appointments with “Cancelled” status.
- No Shows — The number of appointments cancelled with a no-show reason.
- % No Show — Percentage of total appointments that were no-shows.
- Avg Duration (mins) — The average duration in minutes of services performed by the team member.
Appointment Cancellations Report
The Appointment Cancellations report provides detailed insights into cancelled appointments, helping you identify patterns and understand the reasons behind cancellations.Filter Options
- Date Range — The period for which cancelled appointment data should be displayed.
- Team Members — Multi-select to filter by specific team members.
Data Fields
- Reason — The cancellation reason provided when the appointment was cancelled.
- # Appointments — The total number of appointments cancelled with this specific reason.
- Value — The total monetary value of services from cancelled appointments for each reason.
- % of Total — The percentage of all cancellations represented by this reason.
Sales Summary Report
The Sales Summary report provides a day-by-day overview of your business’s sales performance, including services, products, payment breakdowns, and refunds.Filter Options
- Date Range — The period for which daily sales data should be displayed.
- Team Members — Multi-select to filter by specific team members.
- Comparison — Compare against the previous period or same period last year.
Data Fields
- Date — The local date when the sales occurred.
- # of Sales — The total number of unique sales transactions completed on that date.
- # Services — The total count of individual service items sold on that date.
- Services Sales — The total revenue generated from service sales on that date.
- # Products — The total count of individual product items sold on that date.
- Products Sales — The total revenue generated from product sales on that date.
- Refunds — The total value of refunds processed on that date.
- Total Sales — The net sales value (services + products − refunds).
- Cash — Total payments received in cash.
- Card — Total payments received by credit/debit card (including card on file).
- Gift Card — Total payments received via gift card redemptions.
- Discounts — Total loyalty discounts applied to sales.
Service & Product Sales Report
The Service & Product Sales report provides a comprehensive view of sales performance broken down by team member, showing both service and product sales separately with percentage splits.Filter Options
- Date Range — The period for which sales data should be displayed.
- Team Members — Multi-select to filter by specific team members.
- Comparison — Compare against the previous period or same period last year.
Data Fields
- Team Member — The name of the team member.
- # of Services — The total count of individual service items sold by the team member.
- Service Sales — The total revenue generated from service sales by the team member.
- # Products — The total count of individual product items sold by the team member.
- Product Sales — The total revenue generated from product sales by the team member.
- Total Sales — The combined revenue from both services and products.
- Service % — The percentage of total sales from services.
- Product % — The percentage of total sales from products.
Services Sales Report
The Services Sales report provides detailed insights into the performance of individual services, including pricing, revenue share, and duration metrics.Filter Options
- Date Range — The period for which service sales data should be displayed.
- Team Members — Multi-select to filter by specific team members.
- Comparison — Compare against the previous period or same period last year.
Data Fields
- Service Name — The name of the individual service.
- Service Category — The category that this service belongs to.
- # Services — The total number of times this service was sold.
- Sales — The total revenue generated from this service.
- Avg Price — The average price per service instance.
- % of Revenue — The percentage of total service revenue represented by this service.
- Avg Duration (mins) — The average duration in minutes for this service.
Products Sales Report
The Products Sales report provides detailed insights into retail product performance, showing which products are selling well, their average price, and revenue share.Filter Options
- Date Range — The period for which product sales data should be displayed.
- Team Members — Multi-select to filter by specific team members.
- Comparison — Compare against the previous period or same period last year.
Data Fields
- Product — The name of the retail product.
- # Products — The total quantity of this product sold.
- Sales — The total revenue generated from this product.
- Avg Price — The average price per unit sold.
- % of Revenue — The percentage of total product revenue represented by this product.
Team Member Sales Report
The Team Member Sales report provides comprehensive sales performance metrics for each team member, including productivity measures like service hours and sales per hour.Filter Options
- Date Range — The period for which team member sales data should be displayed.
- Team Members — Multi-select to filter by specific team members.
- Comparison — Compare against the previous period or same period last year.
Data Fields
- Team Member — The name of the team member.
- # of Sales — The total number of unique sales that include items attributed to this team member.
- Total Sales — The total revenue from all items attributed to this team member.
- Avg Services per Sale — The average number of service items per sale.
- Avg Products per Sale — The average number of product items per sale.
- Average Sale Value — The average value of items per sale (Total Sales / # of Sales).
- Service Hours — The total hours of services delivered by the team member.
- Sales per Hour — Revenue generated per service hour (Total Sales / Service Hours).
Team Member Utilisation Report
The Team Member Utilisation report provides insights into how effectively your team members’ available working hours are being utilised, including revenue metrics.Filter Options
- Date Range — The period for which utilisation data should be displayed.
- Team Members — Multi-select to filter by specific team members.
- Comparison — Compare against the previous period or same period last year.
Data Fields
- Team Member — The name of the team member.
- Available Hours — The total hours the team member was scheduled to work, excluding time off and blocked time.
- Booked — The total hours booked with client appointments.
- Unbooked — The available hours not booked (Available Hours − Booked).
- % Utilisation — The percentage of available hours that were booked (Booked / Available Hours × 100).
- Revenue — The total sales revenue generated by the team member during the period.
- Revenue per Hour — Revenue divided by booked hours (Revenue / Booked).
Team Member Days Off Report
The Team Member Days Off report provides a detailed listing of all scheduled time off for your team members, including the duration and hours impact.Filter Options
- Date Range — The period for which time-off data should be displayed.
- Team Members — Multi-select to filter by specific team members.
Data Fields
- Team Member — The name of the team member who has scheduled time off.
- Day — The specific date of the time off.
- Type — The type of time off.
- Total Days Off — The total number of days off for this team member in the selected period.
- Hours Missed — The total working hours missed due to the time off, based on the team member’s scheduled working hours.
Client Retention Report
The Client Retention report tracks new versus returning clients and rebooking rates by team member, helping you measure client loyalty and identify retention opportunities.Filter Options
- Date Range — The period for which retention data should be displayed.
- Team Members — Multi-select to filter by specific team members.
- Comparison — Compare against the previous period or same period last year.
Data Fields
- Team Member — The name of the team member.
- Total Clients — The total number of unique clients served by the team member.
- New Clients — Clients who had their first-ever appointment during the selected period.
- Returning Clients — Clients who had previous appointments before the selected period.
- Retention Rate (%) — The percentage of clients who are returning (Returning Clients / Total Clients × 100).
- Rebooking Rate (%) — The percentage of clients who have a future appointment booked at the time of viewing.
Booking Source Report
The Booking Source report shows where your bookings come from, helping you understand the effectiveness of your online booking page versus manual bookings.Filter Options
- Date Range — The period for which booking source data should be displayed.
- Comparison — Compare against the previous period or same period last year.
Data Fields
- Source — The booking origin: Online Booking, Business Dashboard, or System.
- Appointments — The total number of appointments from this source.
- Revenue — The total revenue generated from appointments booked through this source.
- % of Total — The percentage of all appointments represented by this source.
- Average Value — The average revenue per appointment from this source.
Gift Card Summary Report
The Gift Card Summary report tracks gift card sales, redemptions, and outstanding balances over time. This report is only visible when the gift cards feature is enabled.Filter Options
- Date Range — The period for which gift card data should be displayed.
- Comparison — Compare against the previous period or same period last year.
Data Fields
- Date — The date for the gift card activity.
- Gift Cards Sold — The number of gift cards sold on that date.
- Total Sold Amount — The total monetary value of gift cards sold.
- Gift Cards Redeemed — The number of gift cards that had redemptions on that date.
- Total Redeemed Amount — The total monetary value redeemed from gift cards.
- Outstanding Balance — The remaining unredeemed balance across all gift cards as of that date.
Loyalty Summary Report
The Loyalty Summary report monitors loyalty programme activity including points earned, redeemed, and expired. This report is only visible when the loyalty programme is enabled.Filter Options
- Date Range — The period for which loyalty data should be displayed.
- Comparison — Compare against the previous period or same period last year.
Data Fields
- Date — The date for the loyalty activity.
- Points Earned — The total loyalty points earned by clients on that date.
- Points Redeemed — The total loyalty points redeemed by clients on that date.
- Points Expired — The total loyalty points that expired on that date.
- Rewards Redeemed — The number of loyalty rewards claimed on that date.
- Active Members — The number of clients with a non-zero points balance as of that date.
Tips Summary Report
The Tips Summary report shows tips received by your team members over time. You can view tips aggregated by date or broken down by team member, making it easy to track gratuity trends.Filter Options
- Date Range — The period for which tip data should be displayed.
- Team Members — Multi-select to filter by specific team members.
- Comparison — Compare against the previous period or same period last year.
- Group By — Switch between two display modes:
- By Date (default) — One row per day across the selected period. All dates are shown, including days with zero tips.
- By Team Member — One row per team member. Expand any row to see a day-by-day breakdown for that person.
Data Fields — By Date
- Date — The local date.
- Tip Count — The number of tips received on that date.
- Total Tips — The total monetary value of tips received on that date.
- Average Tip — The average tip amount per transaction on that date (Total Tips ÷ Tip Count).
Data Fields — By Team Member
- Team Member — The name of the team member.
- Tip Count — The total number of tips received by this team member in the selected period.
- Total Tips — The total monetary value of tips received by this team member.
- Average Tip — The average tip amount per transaction (Total Tips ÷ Tip Count).
Packages Summary Report
The Packages Summary report tracks prepaid package sales, redemptions, and outstanding balances over time. This report is only visible when the packages feature is enabled.Filter Options
- Date Range — The period for which package data should be displayed.
- Comparison — Compare against the previous period or same period last year.
Data Fields
- Date — The date for the package activity.
- Packages Sold — The number of packages sold on that date.
- Total Sold Amount — The total monetary value of packages sold.
- Sessions Redeemed — The number of sessions redeemed on that date.
- Active Packages — The number of packages with remaining sessions as of that date.
At-Risk Clients Report
The At-Risk Clients report identifies clients who may be at risk of not returning, based on their average visit frequency. If a client typically visits every 4 weeks but hasn’t visited in 6 weeks, they are flagged as overdue.Filter Options
- Date Range — The period used to calculate visit patterns and identify at-risk clients.
Data Fields
- Client — The client’s name, linked to their profile.
- Last Visit — The date of the client’s most recent completed appointment.
- Average Frequency — The client’s average number of days between visits, calculated from their appointment history.
- Days Overdue — How many days past their expected visit date the client is.
- Overdue Ratio — The ratio of days overdue to average frequency. Higher values indicate greater risk of the client not returning.
- Total Spend — The client’s total spend across all completed appointments.
How It Works
The report analyses each client’s completed appointment history to calculate their typical visit frequency. Clients whose last visit exceeds their average frequency are considered at risk. The overdue ratio helps you prioritise outreach — a ratio of 2.0 means the client is twice as overdue as their normal interval.Client Lifetime Value Report
The Client Lifetime Value report projects the annual value of each client based on their visit history, helping you understand which clients contribute most to your revenue.Filter Options
- Date Range — The period used to calculate visit patterns and revenue.
Data Fields
- Client — The client’s name, linked to their profile.
- Total Visits — The number of completed appointments in the selected period.
- Total Spend — The total revenue generated from this client’s appointments.
- Average Spend — The average revenue per visit (Total Spend ÷ Total Visits).
- Average Frequency (days) — The average number of days between visits.
- Predicted Annual Value — The projected yearly revenue based on average spend and visit frequency.
Top Spenders Report
The Top Spenders report ranks clients by their total spending, helping you identify your most valuable clients for loyalty programmes, VIP treatment, and retention strategies.Filter Options
- Date Range — The period for which spending data should be displayed.
Data Fields
- Client — The client’s name, linked to their profile.
- Total Spend — The total revenue from this client’s completed appointments in the selected period.
- Total Visits — The number of completed appointments.
- Average Spend — The average revenue per visit.
- Last Visit — The date of the client’s most recent completed appointment.
Peak Hours Report
The Peak Hours report shows your busiest times across the week as a visual heatmap, helping you optimise staffing, promotions, and availability.Filter Options
- Date Range — The period for which appointment data should be analysed.
How It Works
The report builds a 7×14 heatmap (Monday–Sunday × 7am–8pm) showing the number of appointments at each hour of each day. Darker cells indicate busier times. The report also identifies your busiest 2-hour window across the entire week.Data Fields
- Heatmap — A grid showing appointment count per day and hour, colour-coded from light (fewer appointments) to dark (more appointments).
- Busiest Slot — The peak 2-hour window with the highest combined appointment count (e.g., “Tue 10am–12pm”).
- Total Appointments — The total number of non-cancelled appointments in the selected period.
Use Cases
- Staffing: Schedule more team members during peak hours and reduce coverage during quiet times.
- Promotions: Offer discounts during off-peak hours to balance your schedule.
- Availability: Extend or reduce online booking availability based on demand patterns.
FAQs
Q: Can I export reports to CSV? A: Yes. All reports include an Export CSV button. The export contains all matching records (not just the current page) with formatted values. You can open CSV files in Excel or Google Sheets. Q: How do I compare performance across periods? A: Many reports include a Comparison toggle. Select “Previous period” to compare against the same number of days immediately before your selected range, or “Same period last year” to compare against the equivalent dates one year ago. When enabled, delta indicators (green/red arrows) appear on numeric columns. Q: How do I schedule reports to run automatically? A: Automatic report scheduling is not currently available. You manually generate reports as needed. Q: Why don’t I see the Reports section? A: Reports access requires the “Reports → View all” permission. By default, Owners and Admins have this permission. Your account owner can grant report access to any role through Settings → Team Permissions. Q: How far back does report data go? A: Reports can access all historical data from when you started using BellaBooking. Q: Do reports update in real-time? A: Reports show data up to the current time when you load them. Refresh the page to see the latest data. Q: Can clients see any reports? A: No. Reports are internal business tools not accessible to clients. Q: Why don’t I see the Gift Cards or Loyalty reports? A: These reports are only visible when the corresponding feature (gift cards or loyalty programme) is enabled on your account.Note: Reports provide the detailed data you need for informed decision-making. Use them alongside the Dashboard for comprehensive business oversight.