Get a Custom Report

A Custom Report is a report our team builds for your business. You don't build it yourself. You tell us what you need, we create it, and it appears on your Reports page.

Custom Reports need the Ultimate plan.

Ask for a Custom Report#

1. Open Reports from the app's Dashboard.
2. Click Custom Reports.
3. Click Contact us. A chat opens with "Hi, I would like to setup a custom report. Here is what I need:" already typed.
4. Finish the message and send it.

Tell us as much as you can up front. It saves a round of questions:

• What you want to see, such as bookings by service, by team member, or by customer.
• Each field you need, for example the service booked, the customer's answers to your intake questions, or the internal notes on each booking.
• The date range the report should cover.
• How you'll use it, for example on screen or as a file to download.

When the report is ready, it shows on the Reports page under Custom report.

Change a report you already have#

If a report is missing something, message support and include:

• Which report: its name, or "Custom report 2" if you have several.
• What's missing or wrong, such as a field that is always empty.
• One example: a customer name or booking ID, and the date of a booking that should appear in the report but doesn't.

The example matters most. It lets us compare that booking with the report and find the problem quickly.