Appointment reporting
Review appointment volume, statuses, revenue, services, staff, dates, and locations.
Reporting
Understand what is happening across appointments, billing, stock, and clients.
Review appointment activity, invoice outcomes, payments, services, inventory, customer spend, gift cards, and profit/loss reporting from one connected workspace.
Reporting dashboard
Appointments, revenue, and payments
Appointments
186
24% up
Paid invoices
$42.8k
collected
Payments
214
records
Open invoices
$6.4k
follow-up
Reporting dashboard screenshot coming soon
This space is reserved for charts, summary cards, filters, and report tables.
Why reporting matters
Operational data is only useful when it explains the business clearly.
Reporting in Servorian brings together the records created by scheduling, billing, services, products, and clients.
Invoice reporting
Understand paid, unpaid, overdue, partial, void, and issued invoice performance.
Payment reporting
Track collected payments, refunds, methods, providers, dates, and location context.
Service reporting
Review service demand, revenue, duration, bookings, staff, categories, and locations.
Inventory reporting
Use product and stock data to understand inventory and retail performance.
Customer spend
Identify client value, purchasing patterns, and revenue contribution across the business.
How it works
From operational records to clearer decisions.
Reports let teams inspect trends, totals, breakdowns, and underlying records without rebuilding spreadsheets from scratch.
1
Choose the report area
Open appointments, invoices, payments, services, inventory, customer spend, gift cards, or profit/loss.
2
Apply filters
Use date ranges, statuses, locations, and report-specific filters to narrow the view.
3
Review charts and summaries
Read summary cards, trends, status charts, breakdowns, and report tables together.
4
Open the underlying records
Move from a report row back into appointments, invoices, payments, products, or other records.
Report detail screenshot coming soon
A future image will show filtered report views with trends, breakdowns, and underlying records.
Report visibility
Move between summary, trend, breakdown, and record-level views.
Good reporting gives the business enough detail to understand both the big picture and the records behind it.
Filter by time and location
Reporting views are designed around date ranges and location context where relevant.
Combine charts and tables
Summary figures, visual trends, breakdowns, and records help explain the same data from different angles.
Trace figures back to records
Reports are most useful when the team can open the operational records behind the numbers.
Connected workflows
Reporting gets stronger when every workflow feeds the same workspace.
Appointments
Appointment statuses, services, clients, and revenue feed operational reporting.
Invoices and payments
Billing records provide paid, unpaid, overdue, refund, and collection context.
Products and services
Catalogue data makes service, product, inventory, and profitability reporting easier to understand.
FAQ
Reporting questions
The tenant reporting area includes appointments, invoices, payments, services, inventory, customer spend, gift cards, and profit/loss report surfaces.