રિપોર્ટ (Reports)
Booking reports help you analyze bookings, payments, expenses, and taxes. Filter by date range, service, or customer. Export to CSV or PDF for sharing or record-keeping.
ઉપલબ્ધ રિપોર્ટની વિહંગી (Overview of Available Reports)
The Booking app provides several reports to help you understand your business performance:
રિપોર્ટના પ્રકાર (Report Types)
- Booking Register— Lists all bookings in a date range. Shows service, customer, date, time, status, and amount. Use for full history or audit.
- Booking by Status— Breakdown of bookings by status (Scheduled, Confirmed, Completed, Cancelled, No Show). Helps track conversion and no-shows.
- Booking by Service— Count and revenue per service type. Identifies which services are most popular and profitable.
- Booking by Customer— Per-customer summary: number of bookings, total spent. Useful for loyalty or follow-up.
- Payment Register— All payments received in a period. Shows invoice, customer, amount, date, and payment method.
- Daily Collection— Total payments received per day. Quick view of daily revenue.
- Outstanding Balance— Unpaid amounts by customer. Lists invoices awaiting payment.
- Expense Register— All expenses in a date range. Shows category, amount, date, and payment method.
- Expense by Category— Total expenses per category. Helps identify spending patterns.
- GST Summary— Tax summary for a period. Shows taxable amount, tax collected, and tax breakdown.
- Invoice Tax Register— Tax details per invoice. Shows invoice number, tax rate, taxable amount, and tax amount.
Filtering Reports
Most reports support filters:
- તારીખ શ્રેણી (Date range)— From and to date. Defaults to current month or year.
- Service— Limit to one or more services.
- ગ્રાહક (Customer)— Limit to one or more customers.
Apply filters before generating or exporting the report.
Exporting Reports
Most reports can be exported:
- PDF— For printing or sharing. Preserves formatting.
- CSV/Excel— For further analysis in spreadsheets or other tools.
Click Export and choose the format. The report is generated with the current filters applied.
ટિપ (Tip): Review monthly reports at the end of each month. Compare Booking by Service with Expense by Category to understand profitability and plan for the next period.