Reports hub

Check what needs attention in the shop, inspect the bookings behind a figure and save a copy when you need to compare it later.

Open in app: Reports

Choose a report and date range

Open Reports, then choose Insights, Sales, Appointments, Clients, Pets, Team, Capacity & Demand or Month close. The pages you can open depend on your report permissions and location access.

Sales, Appointments, Clients, Pets and Team share the selected date range. Their filters narrow the figures and rows. Capacity & Demand has its own range because it focuses on staffing and booking demand. Dates use the business timezone.

Check why an insight appeared

In Insights, Worth a look highlights findings such as a suggested groom that has passed, a returning client past their care cycle, or repeated no-shows and late cancellations. Select View evidence to open Why this appeared and inspect the supporting visits, date window and relevant care cycle.

Choose Remind me in 7 days, Remind me in 30 days or Dismiss when appropriate. Undo reverses the decision. You can also mark the finding Useful, Not useful or Incorrect.

Decisions are shared across the business. A later visit or changed interval can produce a new finding. Reading care findings requires the appropriate whole-business care or booking-report access; changing their status also requires the relevant edit permission.

Business overview holds the peak-hour, service and team-performance charts. Those sales analytics have separate sales-report access requirements.

Understand Sales figures

The Sales report separates what was billed, what was collected and what remains unpaid:

• Gross is the billed value of settled bookings after their discounts.
• Net subtracts verified refunds from settled gross, including returned gift credit. Do not subtract discounts or gift-card redemptions again.
• Collected is recorded cash/card payments less cash/card refunds for the included bookings.
• Outstanding deducts recorded payments and gift-card tender from the original charge. A refund does not reopen that charge.
• Avg ticket is settled gross divided by the settled-booking count.

Gross, Net and average ticket use settled bookings. Collected and Outstanding can include confirmed and completed bookings too. If refund evidence cannot be verified, related figures may be unavailable rather than showing an invented amount.

Read a staff or service filter correctly

Staff and service filters allocate a booking's money to the selected work. The headline figures can therefore show a share while a table row shows the booking's full value. A shared booking is still one booking for each person involved; booking counts are not divided like money.

Team revenue is attributed at settlement, while Sales reports business-level amounts. Unassigned work and product attribution can make the totals differ. Check the period and the underlying records before comparing a Team report with a pay run.

Check imported bookings

An imported booking with money recorded in Seglo can contribute to revenue. Imported bookings without recorded payment amounts remain excluded from revenue calculations. Real imported appointments can still count in operational booking reports.

This reporting rule does not make an imported provider sale a new Seglo sale for Xero. See Xero payment sync for the accounting boundary.

Compare bookings, clients and team activity

Appointments shows booking counts and completion, cancellation and no-show measures. Multi-pet appointments count as one booking. Returning client rate compares clients who completed in the selected range with whether they had completed a visit before that range; it is not a count of newly created repeat appointments.

Clients shows customer activity and return patterns. Team shows attributed work, hours and pay-related figures. Access to a Team report does not itself grant access to its money columns; those require the relevant pay permission.

Use the comparison option to compare an analytical report with the previous equivalent period.

See which pets and breeds you groom (Pets report)

Open Reports → Pets. It answers how many pets you groomed, which breeds, and who needs follow-up. Pick a date range of up to one year, and Daily, Weekly or Monthly for the chart.

• Pets groomed: a bar chart split into Dogs, Cats, Other pets and Species not recorded. Each pet in a booking counts once, so a booking with two dogs is two pets groomed. Only completed grooms count.
• Different pets, First-time pets, Pets seen before and Need follow-up.
• Breeds: how often each breed was groomed and how many pets. Sales and Average per groom only show if you can see the Sales report for all locations. Sales counts paid grooms only, before refunds.
• Size, Grooming time, Coat condition and Behaviour: each counts only the grooms where your team recorded it, and says how many that is. Grooming time runs from In service to Ready for pickup. An average shows once 5 grooms are timed, by size and by breed, next to the booked time.
• Needs follow-up: pets whose next groom isn't arranged, the same list as Grooming Care. It shows who needs a booking today, whatever date range you chose.

If some completed bookings had no pet attached, a note says how many weren't counted.

The Pets tab needs a plan with reports, access to the Clients report for every location, and a pet business. It's in the web app only, and it has no export.

Export the matching rows

On Sales, Appointments, Clients or Team, set the date range, filters and sort order, then choose Export → Export CSV or Export PDF.

Exports include matching rows across pages, not just the visible table page. For a large export, narrow the dates or filters. Use CSV if the PDF cannot be produced because of its size or font requirements. Capacity & Demand, Pets and Month close do not use this report export control.

For a portable copy of client contacts, pet details, form answers, original files and other business records, the owner uses Settings → Data export. See Data export. Report downloads contain the analytical report rows, not the full business archive.

Save a month-close observation

Open Month close, select Month and choose Refresh. Review unpaid original booking charges, unredeemed gift-card value, aging and the month's cash/card refund records. Choose Save this observation to preserve the figures and supporting records; reopen it from Saved reports for [month].

The balances are observed now. Selecting a month sets the refund window; it does not reconstruct what every balance was at that month's historical closing date. A saved observation stays unchanged when later transactions occur.

Saving does not finalise an accounting period or change a payment. Month close requires whole-business, all-location Sales report access.

Decide whether more cover is needed

Use Capacity & Demand to compare staff booking load with demand from waitlists and searches that found no available times. Check the dates before inviting someone to work. An invitation is not an agreed shift until it is accepted.

See Extra shift invitations for staff availability, responses and cover suggestions.

Related

• Booking settlement — settle the trading day's bookings.
• Pay finalisation — review and finalise pay periods.
• Extra shift invitations — act on a staffing gap.