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Owners and managers can group booking results. Transaction reports and money figures require finance access.

1 min read · Updated August 28, 2026

OwnerBooking and transaction reports
Manager with finance accessBooking and transaction reports
Manager without finance accessBooking reports without money columns
Team memberNo access to Insights or reports

Path: Insights › Reports

  1. Open Insights, then Reports. Booking reports are available to owners and managers. Choose transactions only if you have finance access and need the money ledger.
  2. Choose how to group the result. Depending on the subject, you can group by service, team member, client, status, place, time, transaction type, payment method, or direction.
  3. Set the period. Use a preset for a quick view or enter an exact start and end for a custom range.
  4. Add filters to narrow the result, then choose a table or chart. Select a column heading when you want to change the sort.
  5. Review the totals, then download the format that suits your work. A booking report downloaded without finance access omits money columns.

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  • Export for your accountant — Download a year-end summary or the transaction lines for the period you are reviewing.
  • Read your dashboard — Choose a period, then read appointments, earned revenue, clients, and the items that need your attention.
  • Booked money and earned money — A booking can carry a price before the service is completed or the money is collected.
  • Set a dashboard goal — Choose revenue, bookings, or new clients and enter a monthly target. The goal card measures the period shown on your dashboard.