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

Click Reports in the left navigation menu.
Click Custom Report from the submenu.

The page opens with the filter bar at the top and your saved dashboard below.

Reports - Custom Report

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

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

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

➕ Add and arrange widgets

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

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

Report Templates

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

Click Export in the top-right.
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, Booking activity reports and POS & sales reports.

Updated on: 06/08/2026

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