Reporting

What Reporting is

The mobile Finance summary separates this month’s received payments after refunds from estimated annual revenue. Received payments include any VAT and are before commission. The annual estimate is twelve times the monthly equivalent of subscriptions. It is not money already received or a bank payout. Different currencies are shown separately and are never added together.

Reporting shows what your business lives on: which services and subscribers bring in the most, how revenue develops and how many subscribers stay. It is a feature of the Pro version. In the Standard version, the menu item has a lock and leads to Pro activation.

Which reports you will find

Most reports work with monthly revenue from subscriptions, that is how much your subscriptions bring you converted to a monthly amount.

Revenue & segmentation:

• Revenue by service and Top subscribers,
• Revenue by branch, Revenue by region and Revenue by city (by branch address),
• Turnover by payment interval (monthly, quarterly and others),
• Revenue by subscriber’s city (the city from their billing address),
• Revenue by staff member (subscribers permanently assigned to staff members) and Visits by staff member (visits in the last 30 days).
• Revenue by catalog group: the same added up per catalog group; products without a group are in the Products without a group row.
• Revenue by catalog product: monthly revenue split across catalog products by the kind the subscriber chose and by the item’s share of the subscription price; items without the catalog are in the Items without catalog row.

Growth & retention:

• Revenue trend over time: development over the last 12 months, new subscribers and subscribers who left,
• Retention and cancellations: how many subscribers stayed and how many left each month,
• Retention by purchase month: how many subscribers who started in a given month are still active after several months.

How to choose which reports you see

1. Click Edit reports.
2. Check the reports you want to see.
3. Click Save selection.

The selection applies to the whole business. At the start, Revenue by service, Top subscribers, Revenue trend over time and Retention and cancellations are turned on.

Filter by subscriber address

Type a street, city or postcode into the Subscriber address field and click Filter. The reports then only count subscribers whose billing address contains the text you entered. Subscribers without an address are not counted. You remove the filter with Clear filter.

Reporting has no other filters. You do not choose a period: the trend shows the last 12 months, visits the last 30 days and the other reports the current state. Branches, services and staff members have their own reports.

If you have services in both CZK and EUR, choose the Report currency above the reports. Reports are always in one currency; amounts in different currencies are never added up or converted. The CSV export is in the selected currency.

Export to CSV and PDF

• On the website, use PDF to download a report for reading and printing, or CSV to work with the data.
• In the app, tap Send by email, choose PDF or CSV and receive the file at your email address.

The PDF identifies the business, creation date, currency, address filter and location scope. It includes a summary and table, plus a chart for breakdowns and trends. Monthly income is a subscription-based calculation, not received payments. The trend uses current subscription records and does not replace accounting history. In Top subscribers, total income includes subscribers outside the first fifteen.

Scheduled report delivery by email

Scheduled reports use the main business currency and do not apply the address filter from the open Reporting page. Frequency controls delivery time, not reporting periods: trends cover the last 12 months, visits the last 30 days and breakdowns the current state.

Reports can arrive automatically as CSV, PDF or both. Under Attachment format, choose CSV, PDF or PDF and CSV. The PDF combines selected reports into one document.

1. In Reporting, open Scheduled delivery.
2. Turn on Enable scheduled delivery.
3. Choose the frequency: daily, weekly (and the day of the week) or monthly (and the day of the month, 1–28).
4. Set the Send time.
5. Choose which reports to send. If you choose none, the ones you have displayed are sent.
6. Click Save changes.

• Reports are sent to your email. The setting is yours only: everyone on the team whom the owner gave the Scheduled sending permission sets up their own.
• The owner receives reports for the whole business, a member limited to locations only for their locations.
• When a member loses the permission or leaves the team, the reports stop.
• When the Pro version ends, the delivery stops.

Member limited to certain branches

A team member who only has access to some branches sees only the services of those branches in the reports and in the export. How to set up the limitation is described in Team and permissions.