Guide

Reporting & Intelligence

Day View Tab

Day 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 27 September 2026 - 2 min read
Open in Petboost

Collected money for the day covers appointments, retail, packages and membership charges taken that calendar day. Day View keeps its own date, separate from the main Reporting & Intelligence date range.

Check how a day is tracking

Do this during the day to see how today is tracking, or at the end of it to check collection pace and spot cancelled or declined payments.

  1. Open Reporting & Intelligence and choose Day View.
  2. To look at another day, select Previous day or Next day, or pick a date. Today brings you back to the current day.
  3. On Revenue, compare Expected, Collected and Outstanding.
  4. Under Payment Methods, check how the collected money was paid.

Under the three figures, the pace line shows the share collected and how many of the day's appointments are complete. Payment Methods splits every collected sale that day across Card Reader, Payment Link, Cash, Other EFTPOS and Card on File.

Switch Revenue from Collected to Earned to see the day's earned figure on its own: the card then shows one amount, and Payment Methods is hidden. Expected leaves cancelled appointments out. To count them, open View options and tick Include cancelled in expected revenue.

What else Day View shows

Below the revenue cards, each of these appears when the day has something to show:

  • Appointment Pipeline: the day's appointments by status, with a count and a value for each. View All lists the appointments, and each card shows the add-ons on that booking.
  • Appointments, Cancelled, Declined, Avg Value and Add-ons tiles. Add-ons is the percentage of non-cancelled appointments with an extra, plus how many have none.
  • Revenue by Service for appointments.
  • Add-ons sold: each extra by name, how many you sold, how many appointments they sat on, the attach rate and the revenue.
  • Net New Revenue, Package Redemptions, Team Performance and Attention Required.
  • Transaction Summary, with a total for each calendar day in the range you run, covering appointments, retail, packages and memberships. It exports as CSV or PDF. See Run a transaction summary.