The purpose of this article is to help you: 

  • Learn about each report section
  • See how each report can be filtered

 

Who has access to reports?

Inside BookingKoala, you can view your reports in the dashboard from the Reports tab if you have a Growing or Premium subscription.

The Starter plan does not have access to the Reports section.  

 

Reports Overview

From here, you will have access to a quick overview of 6 reports and you can use the filter at the top of the page to narrow down and specify your results.

6 reports:

  1. Revenue: See how much money your company is bringing in.
  2. Bookings: Learn how many bookings you are booking.
  3. Payments: Learn how many payments are being sent to your providers.
  4. Referrals: See how well your referral system is performing.
  5. Trends: Learn more details about your services and revenue. 
  6. Ratings: Learn how your company is doing.

On the bottom of the page under "More Reports" you will have access to three other reports:

  1. Cancellation Reports: See why your customers are canceling your services.
  2. Services: See which services are being booked most.
  3. Busiest Slowest Time: See which times are the busiest at your company.
  4. Customer Details: See how many new and active customers you have and what sort of revenue are they bringing to your company.

 

Report Filters

All of the popular reports on the main Reports page can be filtered by date/period, industry, and location. 

Under each of the reports, you can click the blue "Go To Reports" button to gain more options.

Some reports have additional filters available by clicking the key icon at the top right corner of the Reports page.  

 

Reports Details

Here is what you can check within each report.

Revenue Report

See how much money your company is bringing in.

  1. Total Revenue: Includes service fees, refunds given, sales tax, tips, parking, cancelations charged, adjustments made, and reschedule fees charges; and excludes declined payments.  
  2. Revenue Excluding Variables: Includes adjustments made and cancelation fees charges; and excludes service fees, tips, parking, sales tax, rescheduling fees, and declined payments. 
  3. Tips (when activated): All tips given by the customers.  
  4. Parking (when activated): All payments towards the provider's parking given by the customers.
  5. Service Fees (when activated): If you charge a fee for providers to travel ;
    ere, all fees collected from customers.  
  6. Sales Tax: All sales tax collected.  
  7. Cancelation Charges (when activated): If you charge cancelation fees, the total cancelation fees charged without sales tax.
  8. Reschedule Fees (when activated): If you charge reschedule fees, the total reschedule fees charged without sales tax.
  9. Refunds Given: Any refunds made through BookingKoala will be shown here, including refunds made for booking charges, additional charges, cancelation fees, tips, and rescheduling fees.  
  10. Declined Payments: The total of all declined payments.

 

Bookings Report

See how many bookings your company is bringing in.  

  1. Total Bookings: The total number of bookings set for the selected period including unassigned bookings. 
  2. Bookings Per Frequency: 
    • One Time: All bookings on the schedule set for a one-time occurrence.
    • Weekly: All bookings on the schedule set for a weekly frequency.  
    • Every 2 Weeks: All bookings on the schedule set for an every 2 weeks frequency.  
    • Every 4 Weeks: All bookings on the schedule set for an every 4 weeks frequency.  
    • Etc.  
  3. Canceled Bookings: The total number of bookings canceled including those on the same day.  
  4. Canceled Same Day: The total number of bookings canceled on the day of the service.  
  5. Unassigned Bookings: The total number of bookings in the unassigned folder for the selected period.  

Payments Report

Learn how many payments are being sent to your providers.

  1. Total Payment: Includes service fees, bonuses, tips, parking paid by customers, and reimbursements if there are any.
  2. Payments Excluding Variables: Excludes service fees, bonuses, tips, parking paid by customers, and reimbursements.  
  3. Tip: All tips given by customers.  
  4. Parking: All parking payments given by customers.
  5. Service Fee: All service fees paid by customers.  
  6. Bonus: All bonuses added for providers by admin and staff.  
  7. Cancelation Fee: All cancelation fee payouts are totaled here.
  8. Fuel Reimbursement:  If any fuel reimbursements or other reimbursements were made, they will be shown here.  
  9. Adjustment Payment: If an adjustment was made towards any payout it will be shown here, 

 

Referrals Report

See how well your referral system is performing.

  1. Referrals: Total number of bookings made from a referral that were marked as complete.
  2. Recurring customers (total recurring bookings): Total number of recurring bookings generated from a referral that were marked as complete.
  3. One-time customers (total one-time bookings): Total number of one-time bookings generated from a referral that were marked as complete.
  4. Top 10 successful referrals: Top 10 customers with the most successful referrals.
  5. Tip 10 referrals sent out: Top 10 customers with the most referrals sent out.  

 

Trends Report

Learn more details about your services and revenue. 

  1. Revenue Per Booking: Includes service fee, refunds given, sales tax, tips, parking, cancelations charged, and adjustments made; and excludes declined payments; divided by the total number of bookings in the selected period.
  2. Excluding Variables: Includes adjustments made and cancelation fees charged; excludes service fees, tips, parking, sales tax, and declined payments; divided by the total number of bookings in the selected period.  
  3. Average Bookings Per Customer: The total number of bookings divided by the total number of customers.  
  4. Average Recurring Bookings Per Customer: The total number of recurring bookings divided by the total number of recurring customers. 

 

Ratings Report

Learn how your company's approval of services is doing.  

  1. Overall Rating: Average rating of your company.
  2. Company Rating: Break down per each star rating.

 

Cancelation Reasons Report

See why your customers cancel your services, broken down by recurring frequency.

  1. Filters: The report above is filtered to show cancelations for all locations and industries this year.  
  2. Frequency of Service: Weekly. Four of the cancelations from this year were from customers with weekly services.  
  3. Frequency of Service: Every Other Week. Twelve of the cancelations from this year were from customers with every-other-weekly services. 
  4. Reason for Cancelation: Too expensive. One-third of the cancellations made by every-other-week customers were because the service was too expensive.  

 

Services Report

Which services are being booked? See which extras and frequencies are the most popular.  

  1. Filters: The report above is filtered to show service trends for all locations and industries this year.  
  2. Extras Used Most: See which extras are booked the most frequently.
  3. Extras: Deep Cleaning, Move In/Out: Deep cleaning and move in/out cleaning are requested at nearly the same rate. 
  4. Frequency Used Most: See which frequencies are booked the most often.
  5. Frequency: Every Other Week:  Every other week is the most popular frequency for this business.  

 

Busiest Slowest Time Report

Which times are busiest at your company?

  1. Filters: The report above is filtered to show the busiest and slowest trends for all locations and industries this month.  
  2. Busiest Time: The busiest time of day for this month is 9:00 AM with 9 total bookings.

 

Customers Report

How many new and active customers do you have and what sort of revenue are they bringing to your company?

  1. Filters: The report above is filtered to show revenue trends for all locations and industries as of today's date.  
  2. NewCustomers: There are no "new" customers as of today's date.  
  3. Active Customers: There are a total of 8 active customers as of today's date.  
  4. Active Every Other Week: Every other week brings in the most revenue out of all the recurring frequencies.  

  5. Customers: All of the active customers for this period are recurring customers.
  6. Revenue: The majority of revenue for this period comes from recurring bookings.  

  7. Filters: The report above is filtered to show revenue trends for all locations and industries for the last month.
  8. New Customer Revenue: There were 31 new customers last month which accounted for nearly $10,000 of the total revenue.  
  9. New Booking Revenue: There were 582 new bookings last month which account for over $63,000 in revenue.