Insight

Reports that drive decisions.

Revenue, retention, utilization, and lifetime value — without pasting into a spreadsheet. Filter by provider, service, and location. Schedule weekly exports.

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Filter, group, drill

Every number leads to the rows that made it.

Click revenue → see the visits. Click utilization → see the empty slots. Click churn → see who left. The numbers don’t live in a spreadsheet; they live in the platform.

  • Filter by provider, service, location, and date
  • Drill from aggregate to row-level transactions
  • Schedule daily, weekly, or monthly email exports
  • CSV export from every report
How it works

From a question to an export in four steps.

  1. 01

    Pick

    Choose a report from the dashboard — revenue, retention, utilization, member LTV, or liability.

  2. 02

    Filter

    Filter by provider, service, location, and date range. Save the view as a named report.

  3. 03

    Drill

    Click any number to see the rows that produced it. Open a visit, an invoice, or a member.

  4. 04

    Export

    CSV export, scheduled email, or pipe to QuickBooks via Zapier.

Capabilities

The reports you actually open.

Revenue

Revenue dashboard

Today, this week, and this month — by service, provider, and location. Drill into any number.

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Retention

Retention & churn

Client retention by cohort, no-show rate, and lifecycle stage. The numbers operators actually open.

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Utilization

Provider utilization

Booked vs. available hours per provider per location, with conflict and idle-time visibility.

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Membership

MRR, churn, member LTV

Monthly recurring revenue, churn rate, and member lifetime value — without a spreadsheet.

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Inventory

Gift card & package liability

Outstanding liability dollar value — surfaced where your accountant can find it.

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Export

CSV & scheduled exports

Export any report to CSV. Schedule weekly email exports. Pipe to QuickBooks via Zapier.

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Common questions

What operators ask about reporting.

How real-time are the reports?

Reports update on every transaction. Revenue, member counts, and bookings reflect within seconds. Aggregated cohort and retention reports refresh hourly.

Can I filter by provider, service, or location?

Yes. Every report supports filtering and grouping by provider, service, location, and date range.

Can I schedule report emails?

Yes. Pick a report, set a cadence (daily, weekly, monthly), choose recipients. Reports arrive as a PDF with a CSV attachment.

Does it integrate with accounting software?

You can export to CSV and pipe to QuickBooks Online or Xero via Zapier. A direct QuickBooks integration is on the roadmap.

Can I build custom reports?

You can save filtered views as named reports and share them with your team. Fully custom reporting (SQL-level) is on the roadmap.

Stop running five tools

Stop running the business on a hunch.

Real-time analytics included in $19/seat. No add-on, no per-seat upcharge.

Start free trial Talk to us

14-day free trial · No credit card · Cancel anytime