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  2. Reporting

Reporting

Generate and customize reports to gain insights into your business

Getting Started with Reporting

  • Insights & opportunities
  • Introduction to Reporting
  • Report types overview
  • Advanced report settings
  • Saving a report
  • Advanced reports overview

See all 9 articles

Bookings

  • Bookings reports
  • Booking Source Report

Sales, Payouts and Accounting

  • Sales reports
  • Revenue by Type report
  • Payouts & Refunds report
  • Expenses and Discounts report
  • Credit Card Disputes report

Customers and Contacts

  • Customers report
  • Contacts report

Invoices

  • Payment Processing Documents report

Miscellaneous Reports

  • Resource Uses report
  • Gift Cards report
  • Custom Field Answers report
  • Campaigns report
  • Benefit Uses report

Frequently Asked Reporting Questions

  • Using reports to answer common questions

Legacy reports

  • Introduction to legacy reports
  • Detailed Bookings report
  • Custom Field Use report

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