Guide4 min read
Read business reports
Use summary reporting to review bookings and business outcomes.
What this feature helps with
Use summary reporting to review bookings and business outcomes.
Step-by-step
- Open Reports in the provider workspace.
- Choose the relevant date range and business or staff filters.
- Compare total bookings, cancellations and completed work.
- Reconcile revenue figures against processor payouts and fees.
Review your results
- Different report periods can produce different totals.
- Gross sales and money deposited are not identical.