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Reporting & Intelligence
Business intelligence, analytics, insights, and deep dives
23 guides
- Reporting and Intelligence OverviewReporting & Intelligence is the Business Intelligence page in Petboost. It turns your bookings, payments and customer records into tabs of figures and charts for the dates you choose, with insight cards that say what stands out and show how each figure was worked out.Updated 10 November 2026
- Getting Started with Reporting and IntelligenceA first visit to Reporting & Intelligence, step by step: open the page, choose the dates, read the Overview tab and its insight cards, move between tabs, run a deep dive and compare with an earlier period.Updated 10 November 2026
- Overview TabThe Overview tab is the summary page of Reporting & Intelligence for the dates you choose: Business Pulse and your revenue targets, the key metrics, insight cards, the revenue charts and your top services.Updated 10 November 2026
- Day View TabDay View is your live lens on one calendar day in Reporting & Intelligence: the money collected, how it was paid, the appointment pipeline, revenue by service and the transaction summary.Updated 10 November 2026
- Week View TabWeek View in Reporting & Intelligence shows one week at a time: the money taken and still expected, each day's appointments and takings, and how the week compares with the one before.Updated 10 November 2026
- Appointments TabThe Appointments tab in Reporting & Intelligence shows your booking volume, completion, status mix and busiest days for the selected period. Its Appointments Deep Dive analyses every appointment in a range you choose for add-on, client, payment and cancellation insight, and exports them as a CSV.Updated 10 November 2026
- Customers TabThe Customers tab in Reporting & Intelligence tracks customer visits, accounts created, booked value per visit and pet visits, with deep dives into your pets, your best and worst customers, and who is overdue.Updated 10 November 2026
- Team TabThe Team tab in Reporting & Intelligence compares your team members over the selected period: who is busiest, who earns the most per hour, how full each person's working hours are, and where team and resource time sits idle.Updated 10 November 2026
- Services TabThe Services tab in Reporting & Intelligence analyses how each service performs: which earn the most, which are booked most often, how well they use time, and where pricing opportunities are.Updated 10 November 2026
- Financial TabThe Financial tab in Reporting & Intelligence shows revenue for the period you choose, broken down by source, with payment status, package revenue, refunds, the transaction summary and revenue forecasting.Updated 10 November 2026
- Packages TabThe Packages tab in Reporting & Intelligence shows how much prepaid package credit you still owe your customers: every outstanding balance, what it is worth, how fast credits are used, and five exports.Updated 10 November 2026
- Memberships TabThe Memberships tab in Reporting & Intelligence is the health check on your recurring membership revenue: how many members you have, what they are worth each month, who is drifting and who has stopped paying.Updated 11 November 2026
- Marketing TabThe Marketing tab in Reporting & Intelligence shows where your clients come from, then turns your own customers, pets and bookings into campaign ideas and drafted emails with the recipients already worked out.Updated 10 November 2026
- Geographic Intelligence (Map Tab)Geographic Intelligence, on the Map tab of Reporting & Intelligence, maps your revenue by suburb, where your customers are, your team's coverage and which suburbs are busy on which days, from the suburbs on your customers' addresses.Updated 10 November 2026
- Capacity Utilisation (Team tab)Capacity & Utilisation is an on-demand panel on the Team tab of Reporting & Intelligence, also opened from the Financial tab. It measures how much of your team's and your resources' available hours were booked, where the idle time is, and what filling it would be worth.Updated 10 November 2026
- Understanding Insight CardsInsight cards are the plain-language findings Reporting & Intelligence adds to most tabs. Each says what stands out in your figures, what it means and what you could do, and many show exactly how they were worked out.Updated 10 November 2026
- Compare and ForecastCompare & Forecast sets earlier periods of the same length beside your date range under Look Back, and projects the periods after it under Look Ahead, on the trend charts and the Overview tab's key metrics.Updated 10 November 2026
- Filters and controlsThe header card at the top of Reporting & Intelligence sets the date range and the team and service filters for the tabs, recalculates the daily figures, and emails, prints or exports what you are looking at.Updated 10 November 2026
- Reporting and Intelligence FAQAnswers to common questions about Reporting & Intelligence: how the figures update, the tabs and deep dives, insight cards, comparison and forecasts, filters, reports and exports, and who can open it.Updated 10 November 2026
- How we countThe rules Reporting & Intelligence uses to count revenue, collected money, appointments, completion, customers, service and team revenue, add-ons, dates, GST, locations, Revenue Calendar days and campaign bookings, so each tile reads the way it is meant.Updated 10 November 2026
- Revenue targetsA revenue target is a daily, weekly or monthly figure you set in Reporting & Intelligence. Business Pulse on the Overview tab, and the weekly totals on Revenue Calendar, show your progress towards it.Updated 10 November 2026
- Team RecapTeam Recap writes a plain-English summary of a day, a week or a date range from your own appointment and revenue data, ready to paste into your team chat.Updated 10 November 2026
- Weekly WrapEvery Friday at 4pm, business time, Petboost emails each Owner Admin a summary of the week: what you earned, how many customers booked themselves, the time Petboost saved you and what is booked for next week. The same weeks are on the Weekly Wrap tab in Reporting & Intelligence.Updated 10 November 2026