Your account's reports are split between between several different pages: Dashboard, Revenue Sources, Tips, Taxes, Attendance, and Credits. In this guide we will explore the information available on the Dashboard.
Note that all reports pages can be accessed by clicking/hovering your mouse over the Reports icon in the left-hand menu bar, then selecting an option from the submenu.
Daily Values
An overview of daily values can be found at the top of your Reports Dashboard.
The left-hand side of this section includes a graph displaying payments processed each hour. The values for the current date are shown in pink while the values from yesterday's date are displayed in light grey.
Hover your mouse over any time on the graph to see the exact hourly values from yesterday and today's dates.
To the right-hand side of the graph you'll see some additional values. This includes the Gross Payment Volume, Unpaid Invoicing, and Outstanding Credits.
Gross Payment Volume | The total payments processed for the day so far. Includes Stripe payments and manually processed payments. Also displays total payments processed for yesterday's date.
Selecting "View" for this value opens the Revenue Sources page. |
Unpaid Invoicing | The current sum total of outstanding invoice payments. This includes values remaining on all unpaid and partially paid invoices. Also displays the number of invoices included in that total.
Selecting "View" for this value opens the "Unpaid" tab of the Invoices Index. |
Outstanding Credits | The current number of available credits across all customer profiles. The number of service credits is listed first, followed by the total dollar value of available cash credits.
Selecting "View" for this value opens the Credit Report page. |
Credit Report
The Credit Report page is accessed by selecting "View" for the Outstanding Credits value in the Daily Values section of the Reports Dashboard.
It can also be accessed by selecting "Credits" after hovering your mouse over the Reports icon in the left-hand menu bar.
This page includes two sections: Service Credits and Cash Credits.
The Service Credits section includes a list of all available service credits across all customer profiles. The list is broken down by service name, with each service displaying with the number of associated available credits.
Selecting any service name opens a more detailed list showing the clients with available credits of that kind, along with how many available credits each customer has.
The Cash Credits section includes a list of all clients with available cash credits on their profile. Each customer is listed by name along with the total amount of available cash credit on their profile. Selecting any customer's name opens their Customer Profile page.
If you would like a full, detailed list of available credits, the Credits export includes information on all available customer credits at the time of export. For more information check out our guide on Exporting Data From BusyPaws.
Detailed Account Activity
Beneath the Daily Values are a variety of data points for tracking various types of activity on your account. In this section of the guide we will take a look at how you can adjust the dates displayed, what type of data is available, and how the information is presented.
Adjusting the Displayed Date Range
You can adjust the displayed date using the date selector at the top-right of the section. Click the right-hand side of the date selector to open a drop-down with a variety of pre-set options including Today, Last 7 Days, Last 4 Weeks, Last 3 Months, Last 12 Months, Month to Date, Quarter to Date, Year to Date, and All Time.
Click the calendar icon at the left side of the date selector to instead choose a custom date range to display.
Available Data Types
Once you've chosen the desired date range, you can take a look at the associated data. Data graphs are sorted into two sub-sections: Financials and Activity.
Financials
Total Revenue | The sum value of subtotals for all non-draft invoices generated within the selected date range.
Note: This value is calculated only using generated invoices, not processed payments. It uses invoices subtotals (pre-tax and pre-discount). |
Discounts | The total value of all applied invoice discounts. Includes manually applied discounts and those applied via discount codes.
Note: Does not include discounts applied directly to specific line items. Includes only discounts listed in the "Discount" section beneath invoice subtotals. |
Net Income | The sum value of all non-draft invoices generated within the selected date range. Calculated using a sum of invoice subtotals minus applied invoice discounts. Does not include taxes or tips. |
Gross Payments Volume | The total value of all payments processed within the selected date range. This includes both Stripe payments and any manually processed payments. |
Net Payments Volume | The total value of all payments processed within the selected date range, less payment processing fees. This includes both Stripe payments and any manually processed payments, though fees are subtracted only from those payments processed through Stripe. |
Tips | The total value of all tips collected within the selected date range. |
Taxes Collected | The total value of all taxes collected within the selected date range. |
Successful Payments | The number of payments processed within the selected date range. This value includes both successful Stripe payments and manually processed payments. |
Average Payment Value | The average value of all payments processed during the selected date range. This includes Stripe and manually processed payments. |
MRR | The Monthly Recurring Revenue from active membership subscriptions. |
Activity
New Customers | The number of new customer and prospect profiles created during the selected date range. |
Active Memberships | The number of active membership subscriptions during the selected date range. |
Bookings | The number of bookings completed (i.e. scheduled sate/time passed) during the selected date range. |
Booking Conversion Rate | The percentage of initiated client self-booking processes that were completed during the selected date range. |
Booking Fill Rate | The fill rate for all group bookings within the selected date range. Measured as a percentage of overall capacity for group bookings. |
Sent Messages | Number of outgoing messages sent during the selected date range. Includes both email and SMS messages, automated and manual messages. Includes campaign messages (if any). |
Received Messages | Number of incoming messages (customer replies) received during the selected date range. Includes both email and SMS messages. |
SMS Segments | Number of SMS segments used during the selected date range. Includes manual and automated outgoing messages and incoming client responses. Does not include email messages.
Note: A single segment has a maximum of 153 characters. SMS messages longer than that are sent as multiple segments. |
Campaign Messages | Number of messages sent through email campaigns during the selected date range. |
Interpreting Your Data
Each set of data displayed on your activity page is listed in a similar format. At the top of a data set's card you'll see the data type followed by the overall value for the chosen date range. This may be a numerical value, a dollar value, or a percentage, depending on the type of information being communicated. To the right of the overall value is a percentage indicating the change in that value between the current range and the previous, equivalent range (i.e. this month vs. last month). The percentage will display green if the value has gone up (i.e. a positive change) or yellow if the value has gone down (a negative change).
Beneath the overall and comparative values is a line graph depicting how the value has changed over the course of the selected date range. Data for the current date range is shown in pink. Data from the previous, equivalent date range is shown on the same graph in light grey.
Hover your mouse over the graph at any point to get the value for a specific date/time within the range, as well as a comparative value from the previous range.
For more information on the other Reports pages available on your account, check out the following help guides: