Reports and Exports: Generating Comprehensive Business Reports

Reports vs Analytics

Reports (/reports) are for structured, exportable views. Analytics (/analytics) is for interactive trends. Use both: glance in Analytics, then export from Reports for bookkeeping or weekly packs.

Step 1: Open Reports

1. Go to Reports (/reports).
2. Pick a report type from the list available to your organisation.
3. Set date range, products/services, and status filters.

Step 2: Export

Run the report and download/export in the format offered (commonly CSV). Store exports in your Business Document Vault (/vault) when they contain sensitive customer data.

Step 3: Cross-check money

Compare export totals with Financials (/financials) and settled transfers on Payout (/payouts). Investigate refunds and failed payments in Orders / Bookings before you adjust accounts.

Step 4: Operational follow-ups

• Low stock lines → Inventory
• No-show heavy services → Availability and booking policies
• Promo-heavy weeks → Marketing performance

Frequently asked questions

I cannot see Reports

You need analytics permission. Ask a Team admin to grant access.

Export looks incomplete

Widen the date filter, clear product filters, and confirm you are in the right organisation.

Is this the same as Expenses?

Expenses track costs you enter; Reports summarise platform activity. Use both for a full picture.

Export with purpose

Run your first report under /reports, then read analytics and financials. Marketplace: Shop.