Reports & exports
See how the business is doing, read your dashboard and reports, spot lapsed customers and get your data out whenever you want.
8 articles
Reports
Reading your reports
Reports shows revenue, bookings and how the business is performing across a period you choose.
2 min read
Your dashboard
The dashboard is the first screen you see and is built from widgets you can arrange around how you work.
2 min read
Numbers worth watching every week
Bookings taken, revenue, no-shows and how full next week looks are the four figures that tell you most for the least effort.
2 min read
Spotting customers who have stopped coming
Build a segment of customers with no recent booking, which is the cheapest source of new work you have.
2 min read
Money
Exports
Exporting your data
Exports produce a file of your underlying records, for your accountant, your own analysis or your peace of mind.
2 min read
Getting your data out if you leave
Export your customers, bookings and invoices before you close an account, because access ends when the subscription does.
2 min read
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