PocketSuite’s advanced reporting tool, Smart Reports, helps you keep track of every aspect of your business. Smart Reports allows you to view and customize data about your business.
These reports answer important questions like: What are my most popular services? What dates and times do I make the most on average? How much do my top clients spend on packages versus services? This feature makes it easy to see results, discover business trends, and plan for the future. Looking for some ideas on what questions you should be asking and how to answer them? Check out our article on the 10 important questions you can answer about your business using Smart Reports.
You can access all Smart Reports from your Income Dashboard. Go to Home>Income
In this article:
- Learn how to view your reports
- Learn how to add and compare metrics to reports
- Learn how to group reports in different ways
- Learn how to build and save custom reports
- Watch a tutorial video
View reports
To get started, go to your Home and tap Income. By default, you will see your Income Report. This is one of several built-in reports. It shows an overview of your earnings for a selected time period.
To change the time period of the data, tap Month to date. You can choose from one of our built-in date ranges or add a custom date range.
You can also choose to compare the data by “period over period” or “year over year.”
Smart Reports visualize your metrics using an interactive graph. Hover over any bar on the graph to get more specific data on that time period.
You can also view your data on a heat map to help you visualize what days of the week and times of each day you earn the most, book the most, and have the greatest amount of your schedule utilized.
Pro Tip: The Income Report is one of several built-in reports for your business. Tap the down arrow next to the report name at the top of the screen to see other pre-built reports.
Add and compare metrics
You can customize reports to compare different metrics. To add an additional metric to your report, tap the Customize icon.
Then tap the plus sign (+) at the top of the screen to choose from the list of available metrics, such as Utilization, Gratuity, Future expenses, Number of bookings, Number of cancellations, Number of new clients, capacity, and more.
You can choose up to four metrics to compare at once.
Now, your report will display all four metrics, and you can compare them at once!
Organize your data
You can organize your data by different variables. Simply tap the buttons below the graph to group your data.
Choose which variables you’ll use to group the data.
For the example below, we selected Item type and Lead Source as variables. Go back to see your updated report. Tap the down arrow next to each item on the list to see your data broken down by your chosen variable.
Pro tip: Tap on any item on the list to get an in-depth look or “drill down” on the data. You’ll be able to see all the transactions that fall under that group.
Build and save custom reports
We created a few built-in reports for your business, such as Income, Cancellations, Refunds, etc. You can also build and save custom reports to easily access data you’ll need often. Here’s how.
First, make sure to select your preferred date range, metrics, and variables for the custom report. Then tap the Save icon [📤] at the top of the screen.
Select Save as a new report.
Add a report name.
Then tap Done. Your new report will be saved to your list of reports.
You can edit, rename, or delete a custom-built report by tapping the three dots at the top of the screen.