Introduction
The Reports section provides detailed data tables for analysing your business performance across appointments, sales, team members, and more.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
Appointments Summary Report
The Appointments Summary report provides a comprehensive overview of your appointment bookings, team member performance, and client retention metrics. By selecting a specific time period, you can analyse key performance indicators to understand how your business is performing and identify areas for improvement.Filter Options
Currently, the report uses the following filter:- Period - The date range for which appointment data should be displayed. Select start and end dates to analyse performance within that timeframe.
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 (one appointment can include multiple services).
- Total Services Value - The total revenue generated from all services across all appointments handled by the team member (sum of all service prices from unique appointments).
- Average Services Value - The average revenue per service delivered by the team member (Total Services Value divided by Services count).
- Total Clients - The total number of unique clients served by the team member during the period.
- New Clients - The number of clients who had appointments during the selected period but had no appointments prior to the period start date (first-time clients relative to the date range).
- % New Clients - Percentage of total clients that were new clients (New Clients / Total Clients × 100).
- % Returning Clients - Percentage of total clients that were returning clients (clients who had previous appointments before the period start date).
- Total Appointments Count - The total number of unique appointments handled by the team member, regardless of status (one appointment may include multiple services).
- % Confirmed - Percentage of appointments with “Confirmed” status out of total appointments.
- % Completed - Percentage of appointments with “Completed” status out of total appointments.
- % Cancelled - Percentage of appointments with “Cancelled” status out of total appointments.
Appointment Cancellations Report
The Appointment Cancellations report provides detailed insights into cancelled appointments, helping you identify patterns and understand the reasons behind cancellations. By analysing cancellation data grouped by reason, you can take targeted actions to reduce future cancellations and improve client retention.Filter Options
Currently, the report uses the following filter:- Date Range - The period for which cancelled appointment data should be displayed. Select start and end dates to analyse cancellations within that timeframe.
Data Fields
- Reason - The cancellation reason provided when the appointment was cancelled.
- # Appointments - The total number of appointments that were cancelled with this specific reason during the selected period.
- Value - The total monetary value of all services from appointments cancelled with this reason. This is calculated by summing the prices of all services across all cancelled appointments for each reason.
Sales Summary Report
The Sales Summary report provides a day-by-day overview of your business’s sales performance, including services, products, and refunds. By analysing sales trends over a specific time period, you can identify peak business days, track revenue patterns, and make informed decisions about staffing and inventory.Filter Options
Currently, the report uses the following filter:- Date Range - The period for which daily sales data should be displayed. Select start and end dates to analyse sales performance within that timeframe.
Data Fields
- Date - The local date (based on your account’s timezone) when the sales occurred.
- # of Sales - The total number of unique sales transactions completed on that date. Multiple items on a single sale count as one sale.
- # Services - The total count of individual service items sold on that date. One sale can include multiple services.
- Services Sales - The total revenue generated from service sales on that date (sum of all service item prices).
- # Products - The total count of individual product items sold on that date. One sale can include multiple products.
- Products Sales - The total revenue generated from product sales on that date (sum of all product item prices).
- Refunds - The total value of refunds processed on that date. Refunds are displayed based on when they were processed (local refund date), not the original sale date.
- Total Sales - The net sales value for that date, calculated as the sum of all sale items (services + products) minus refunds processed on that date.
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. This report helps you understand which team members are driving revenue through services versus products, enabling you to identify top performers and training opportunities.Filter Options
The report uses the following filters:- Date Range - The period for which sales data should be displayed. Select start and end dates to analyse performance within that timeframe.
- Team Members - Multi-select filter to choose which team members to include in the report. By default, all team members are selected. You can select or deselect individual team members to focus on specific staff.
Data Fields
- Team Member - The name of the team member who performed the services or sold the products.
- # of Services - The total count of individual service items sold by the team member during the selected period. One sale can include multiple services.
- Service Sales - The total revenue generated from service sales by the team member (sum of all service item prices).
- # Products - The total count of individual product items sold by the team member during the selected period. One sale can include multiple products.
- Product Sales - The total revenue generated from product sales by the team member (sum of all product item prices).
- Total Sales - The combined revenue from both services and products for the team member (Service Sales + Product Sales).
Services Sales Report
The Services Sales report provides detailed insights into the performance of individual services. This report helps you understand which services are most popular, which generate the most revenuem.Filter Options
Currently, the report uses the following filter:- Date Range - The period for which service sales data should be displayed. Select start and end dates to analyse service performance within that timeframe.
Data Fields
- Service Name - The name of the individual service (e.g., “Women’s Haircut”, “Full Highlights”, “Deep Conditioning Treatment”).
- Service Category - The category that this service belongs to (e.g., “Haircuts”, “Color Services”, “Treatments”). Categories are defined in your Service Catalog.
- # Services - The total number of times this specific service was sold during the selected period. Each instance of the service being added to a sale counts as one service.
- Sales - The total revenue generated from this service during the selected period (sum of all prices for this service across all sales).
Products Sales Report
The Products Sales report provides detailed insights into retail product performance, showing which products are selling well and how much revenue each product generates.Filter Options
Currently, the report uses the following filter:- Date Range - The period for which product sales data should be displayed. Select start and end dates to analyse product performance within that timeframe.
Data Fields
- Product - The name of the retail product (e.g., “Shampoo 16oz”, “Styling Gel”, “Hair Mask”).
- # Products - The total quantity (number of units) of this product sold during the selected period. This is the sum of all quantities across all sales, not the number of transactions. For example, if 3 bottles were sold in one sale and 2 in another, this shows 5.
- Sales - The total revenue generated from this product during the selected period, calculated as the sum of (price × quantity) for each sale containing this product.
Team Member Sales Report
The Team Member Sales report provides comprehensive sales performance metrics for each team member. This report helps you evaluate individual performance, identify upselling strengths.Filter Options
Currently, the report uses the following filter:- Date Range - The period for which team member sales data should be displayed. Select start and end dates to analyse performance within that timeframe.
Data Fields
- Team Member - The name of the team member.
- # of Sales - The total number of unique sales that include at least one service or product attributed to this team member. If multiple team members work on the same sale, each is credited with that sale.
- Total Sales - The total revenue from all items (services and products) attributed to this team member, calculated as the sum of individual item prices. This represents only the value of items this team member performed or sold, not the complete invoice amounts.
- Avg Services per Sale - The average number of service items per sale for this team member, calculated as (total service items / number of sales). This metric indicates how well the team member bundles multiple services per appointment.
- Avg Products per Sale - The average number of product items per sale for this team member, calculated as (total product items / number of sales). This metric shows the team member’s retail selling effectiveness.
- Average Sale Value - The average value of items attributed to this team member per sale, calculated as (Total Sales / # of Sales). This represents the average contribution this team member makes to each sale they’re involved in, not the full invoice average.
Team Member Utilization Report
The Team Member Utilisation report provides insights into how effectively your team members’ available working hours are being utilised. By tracking available hours, booked hours, and utilisation percentages, you can optimise scheduling, identify capacity issues, and make informed staffing decisions.Filter Options
Currently, the report uses the following filter:- Date Range - The period for which team member utilisation data should be displayed. Select start and end dates to analyse productivity within that timeframe.
Data Fields
- Team Member - The name of the team member.
- Available Hours - The total number of hours the team member was scheduled to work during the selected period, based on their working hours configuration. This excludes time off, holidays, and any blocked time slots.
- Booked - The total number of hours the team member had booked with actual client appointments, calculated as the sum of all service durations assigned to them. Measured in hours (e.g., 25.50 hours).
- Unbooked - The number of hours the team member was available but not booked with appointments, calculated as (Available Hours - Booked Hours). This represents unused capacity.
- % Utilisation - The percentage of available hours that were booked, calculated as (Booked Hours / Available Hours) × 100. For example, 75% means three-quarters of their available time was filled with appointments.
Team Member Days Off Report
The Team Member Days Off report provides a detailed listing of all scheduled time off for your team members. This report helps you monitor staffing levels, plan for coverage needs, and track time-off patterns across your team.Filter Options
Currently, the report uses the following filter:- Date Range - The period for which time-off data should be displayed. Select start and end dates to view all scheduled days off within that timeframe.
Data Fields
- Team Member - The name of the team member who has scheduled time off.
- Day - The specific date of the time off, Each day appears as a separate row even if it’s part of a longer time-off period.
- Type - The type for the time off.
FAQs
Q: Can I export reports to Excel or PDF? A: Some reports include a Export CSV button to download data. You can open CSV files in Excel or Google Sheets. For other reports, use your browser’s print function if you need a paper copy. 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 is limited to Owners and Administrators. Check your user role with your account owner. 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.Note: Reports provide the detailed data you need for informed decision-making. Use them alongside the Dashboard for comprehensive business oversight.