Understanding Reports

Modified on Tue, 26 Mar 2024 at 06:12 PM

The Reports provide an in-depth set of reporting tools to help you understand the health of your company, make important decisions, review client activity, pay staff, track expenses and much more.

There are a number of Financial Reports, Staff Pay Reports and Client Reports you can use to pinpoint the appropriate data you need. 

Tip: Running key reports monthly or quarterly can help you grow your business and enable you to make more informed decisions. Alongside our suite of financial reports, you may also want to consider connecting your software to our QuickBooks Integration, further expediting your accountancy requirements.

What Different Reports Can I Run?

Navigation: Reports > Access Report by name
Payments Report : Provides a list of all payments received, by payment date, for the dates selected.
Revenue & Tax Report: Bills Delivered : Reports the Invoice Totals, by Invoice creation date for dates selected, and calculates total tax liability based on Invoice creation date.
Revenue & Tax Report: Cash Received : Reports Total cash received during dates selected, and calculates tax liability based on the payment receipt date.
Staff Pay Report : Provides a summary of payments owed to sitters, as well as the full detail of visits assigned for each staff member.
Tips Report :  Compiles a list of all Tips received via Stripe Payment Methods for dates selected.
Schedule Stats Report : Delivers insights on total value of services delivered, with filters to view total value of services delivered for Client Areas and Referral Type.
Top Clients by Spend Report : Quick report of your top clients for any date range and Client Area.
Service Analysis Report Provides Analysis of service delivery such as Actual Service Length by Service Item and Actual Service Length by Staff Filter.
Last Client Service Report : Filters only clients who have used your service for the last time, within a given date range.
Client Inactivity Report : Filters only clients that have no booking activity within a date range.
Vaccination Report : Lists pets that need to have a vaccination added or updated.
Card Expiry   : Identifies clients with a payment card on file that will expire by date selected.
New Clients Report : Lists New Clients with their first service booked in the date range selected.
Connected Email Status Report : Displays SMTP/Google connection errors or unusual activity when sending emails. Check here first if a client reports they have not received an email.
Expenses Report :  A location to record and report on your Expenses throughout the year, for Taxes.

Pet Birthday Report: Lists all Pets that have a birthday, (Either Actual or Estimated), with the option to send an email to the client.

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