> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.meridiq.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Custom reports

The Custom Report section lets you build your own dashboard — choose the widgets you care about from booking, record and POS data, arrange them how you like and export the result.

| 📍 **Where to find this:** Reports → Custom Report

## ✅ What you can do

* Build a dashboard from 52 widgets across five categories
* Search the widget library and filter it by category
* Drag widgets into any order and set each one to half or full width
* Filter every widget at once by team member, service, period and date range
* Show POS revenue with or without VAT
* Save a layout as a template and reload it later
* Export the whole report to Excel or CSV

## 📊 Opening Custom Report

1. Click **Reports** in the left navigation menu.
2. Click **Custom Report** from the submenu.
* The page opens with the filter bar at the top and your saved dashboard below.

![Reports - Custom Report](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/custom-report-page_myf9jt.png =650x275)

|| ℹ️ The first time you open the page it is empty. Click **+ Add Widget** to start building.

## 🔽 Filters

Filters apply to every widget on the dashboard at once.

| Filter | Options |
| ---- |
| **Team Member** | Select a specific team member or **Everyone** |
| **Services** | Limit the report to selected services, or **All Services** |
| **Exclude services** | Leave selected services out of the report |
| **Period** | Daily, Weekly or Monthly |
| **Start date / End date** | Set a custom date range |
| **Show POS revenue excluding VAT** | Toggle to display POS revenue with VAT removed |
| **Export** | Click **Export** (top-right) to download the report |

## 🧩 Widget categories

The widget library groups all 52 widgets into five categories:

| Category | Widgets | Examples |
| ---- |
| **Overview** | 8 | Overview KPIs, Business Health Score, Revenue Forecast, Occupancy Rate |
| **Booking** | 12 | Booking Statistics, Bookings Over Time, Top Practitioners, Busy Times Heatmap |
| **Record** | 17 | Client Statistics, New Client Registrations, Client Age Distribution, At-Risk Clients |
| **POS** | 11 | POS Statistics, Revenue Breakdown, Top Selling Products, Refunds |
| **Insights** | 4 | Insights & Recommendations, Top Insight, Alerts, Trend Summary |

![Widget Library](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/custom-report-widget-library_ob3aok.png =650x397)

| 💡 Hover the **ⓘ** icon next to any metric to see what it means and how it is calculated.

## ➕ Add and arrange widgets

1. Click **+ Add Widget** to open the **Widget Library**.
2. *(optional)* Use the category list on the left, or the search box, to narrow the list.
3. Click a widget card to add it. The card is marked **Added**.
4. Close the library to return to your dashboard.
5. *(optional)* Drag a widget by its handle to move it into a different position.
6. *(optional)* Click the **gear** icon on a widget to switch it between **Half** and **Full** width.
7. *(optional)* Click the **✕** icon on a widget to remove it.

|| ℹ️ Each card in the library shows whether the widget is **Half width** or **Full width** by default. You can change this at any time after adding it.

## 💾 Save a template

A template stores your current widget selection and layout so you can return to it later.

1. Arrange your dashboard the way you want it.
2. Click **Templates** in the top-right.
3. Click **Save Current**.
4. Enter a name and confirm.

![Report Templates](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/custom-report-templates_m0fjxv.png =500x146)

To reuse a template, click **Templates** and select it from the list. To remove one, click the delete icon next to its name.

|| ℹ️ Templates are stored in the browser you are using. They are not shared with other team members and will not appear if you sign in from a different device or browser.

## 📤 Export your report

1. Click **Export** in the top-right.
2. Choose a format:
* **Export Excel (.xlsx)**
* **Export CSV (.csv)**

|| ℹ️ The **Export** button only appears once you have added at least one widget.

| 💡 For the standard fixed reports, see [Clinical record reports](https://help.meridiq.com/en/article/clinical-record-reports-111g8fq/), [Booking activity reports](https://help.meridiq.com/en/article/booking-activity-reports-jhm4fy/) and [POS & sales reports](https://help.meridiq.com/en/article/pos-sales-reports-1th4k98/).