Reports
This page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page.
Reports provide summarized insights into your booking data to help you monitor business performance and make informed decisions. You can analyze reports across the following categories:
- Appointments: Track booking volume, cancellations, and scheduling trends.
- Revenue: Monitor earnings and payment-related metrics.
- Event Types: Evaluate the performance and popularity of your services.
- Users: Measure staff workload and booking performance.
- Workspaces: Compare booking activity across different teams or departments.
1. How reports work
Reports can be generated based on bookings or revenue using filters like users, event types, workspaces, appointment status, and date ranges. Generated reports help track appointment trends, customer activity, earnings, and business performance over time. For example, a consulting firm can generate an Appointments by Staff report to compare bookings across consultants. If Sarah completed 120 appointments, John 95, and Emily 80 in a month, managers can use this data to balance workloads and plan staffing.
Who can access this feature? | |
Available on | |
Super admin, admins, workspace admins, and managers | Can create and edit the reports |
Staff | Cannot create or access the reports |
2. Steps to generate a report
- Click the Admin Center
icon, then click Reports under the Modules section.
- Click the + New Report button in the top-right corner to create a new report.
- Specify a name for the report under Report Name on the slider, which appears from the right.
- Select Bookings or Revenue under Report Type.
- Bookings Report: Shows the number of appointments, booking trends, and customer activity.
- Revenue Report: Tracks earnings, payments received, and overall financial performance.
- Select a required choice from the Select Report based on dropdown. The data generated in the report is based on this selection.
- Select a From and To value in the Date Range to generate a report for a specified time range.
If you choose the Custom Range option, you will need to specify the From and To dates to generate the report. - Click Add to generate a report based on the selected values.
You can view the generated report
You can generate a report to track booking trends and revenue, and easily compare them in the future. You can generate as many reports as you need. For example, you can create a report to check booking statistics for a specific user, another report to track revenue for a particular event type, and so on.
3. Manage reports
- You can modify the filters of any existing report by clicking the edit option.
You can edit the Name of the report, Report Type, Report Based On, Workspace and Date Range. Click Add to save the changes. - You can duplicate any existing report by clicking on the Duplicate option. The duplicated report will be saved and named as a copy of the existing report. You can edit the duplicated report and save the changes.
- You can delete any existing report by clicking on the delete option.
Note: Once a report is deleted, it will be permanently removed from your Zoho Bookings account. However, you can always generate a new report by using the same criteria.
Points to note
The generated reports are accessible to super admins, admins, workspace admins, and managers of the Bookings account.
Reports cannot be shared.
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