Custom Report Builder

Data-driven business decisions. Pre-built dashboards show the big picture. Custom reports answer YOUR specific questions: "Which clients generate the most revenue?" "What's my Tuesday afternoon utilization rate?"

Report Components

Every custom report has 4 parts:

• Data Source: Clients, Payments, Appointments, Subscriptions
• Metrics: Count, Sum, Average, Min/Max, Percentage
• Dimensions: By client, By date, By tag, By custom field
• Filters: Date range, Status, Tags, Amount thresholds

Creating Your First Report

Example: Top 10 Clients by Revenue

1. Analytics → Custom Reports → "New Report"
2. Name: "Top 10 Clients by Revenue"
3. Data source: Payments
4. Metrics: Add metric → Sum → Select field: Amount
5. Dimensions: Add dimension → Client Name
6. Filters: Date range: Last 12 Months, Status: Paid
7. Sort: Total Amount (descending)
8. Limit: Top 10
9. Visualization: Bar Chart
10. Click "Run Report"

Common Report Templates

Revenue Reports

• Monthly Revenue Trend: Line chart of revenue over 12 months
• Revenue by Service Type: Pie chart by custom field
• Revenue by Payment Method: Table with counts

Client Reports

• Client Acquisition by Month: Bar chart showing new clients
• Client Retention Cohort: Cohort table by signup month
• Client Lifetime Value by Tag: Revenue per client by segment

Appointment Reports

• Utilization by Day of Week: Bar chart showing busiest days
• No-Show Rate by Client: Table sorted by no-show rate
• Average Session Duration: By service type

Visualization Types

Chart Type	Best For	Limit
Bar Chart	Comparing categories	< 15 categories
Line Chart	Trends over time	< 5 lines
Pie Chart	Parts of a whole	< 7 slices
Table	Detailed data	< 50 rows
Pivot Table	Multi-dimensional	2-3 dimensions

Scheduled Reports

1. Save report → "Schedule"
2. Configure:
   • Frequency: Daily, Weekly, Monthly, Quarterly
   • Time: 8:00 AM (your timezone)
   • Recipients: Email addresses
   • Format: PDF, Excel, CSV
3. Save schedule

Sharing Reports

Share with Team (Team Tier)

1. Save report → Click "Share"
2. Select team members
3. Set permissions: View Only, Edit, or Admin
4. Share

Next Steps

Master custom reports to:

• Make data-driven decisions - Stop guessing, start knowing
• Identify opportunities - Find high-value clients, underutilized time slots
• Track progress - Measure what matters, improve it over time
• Automate insights - Scheduled reports = no manual work

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Read time: ~12 minutes | Difficulty: Advanced