ResytechResytech Docs
Reporting & Analytics

Reporting & Analytics

Make data-driven decisions with comprehensive business reporting.

Resytech provides detailed reporting across every aspect of your business. The reporting suite includes ten report types covering revenue, bookings, activities, equipment, customers, locations, year-over-year trends, fiscal calendar analysis, operational metrics, and staff-payout tips.

New to the reports? Start with How report calculations work — it covers the shared rules every report follows for counting bookings, summing revenue, and bucketing by date. Knowing those rules makes every individual report page much easier to read.

Common Features

All reports share these capabilities:

  • Date range filtering — view data for any period (defaults to the last 30 days; the Year-over-Year and AR Aging sections are exceptions — they ignore date range by design)
  • Location filtering — switch the active location context to scope the report; the dedicated Location Comparison report does multi-location side-by-side
  • Export — download report data for external analysis
  • Visual charts — interactive charts powered by ApexCharts for quick insights

Shared rules at a glance

The detail lives in How report calculations work. The high points:

  • Bookings that count as revenue: Confirmed and Pending. Draft (cart) and Canceled bookings are excluded from revenue figures. The Operations report's Cancellation Analytics is the exception — it's measuring cancellations on purpose.
  • What counts as revenue: business revenue = GrandTotal − TipAmount. Tips are pass-through to staff and appear only on the dedicated Tip Report.
  • Date axis: most reports filter and group by booking creation date (CreatedAt). The Year-over-Year report and parts of the Booking Analytics report use service date (StartDateUtc); the Tip Report uses payment date.

Filter Options

Most reports accept a common set of filters that you can combine:

FilterDescription
Start date / End dateThe date range for the report. Defaults to the last 30 days.
ActivitiesFilter to specific activities by selecting one or more from the list.
EquipmentFilter to specific equipment items.
Add-onsFilter to specific add-on products.
CustomersFilter to specific customer records.
SourcesFilter by booking acquisition source (e.g., website, manual, API).
StatusesExplicitly filter by booking status (Draft, Pending, Confirmed, Canceled) — overrides the default revenue-recognition rule.
Min / Max amountFilter bookings within a customer-facing dollar amount range (compares against the price the customer saw, including tip).
Group byControl how time-series data is aggregated: day, week, month, or by entity (activity, equipment).

Chart Types

Reports use different chart types depending on the data:

  • Line charts — trend lines for revenue, bookings, and other metrics over time
  • Bar charts — horizontal bar comparisons for ranking activities, equipment, or locations
  • Pie / Donut charts — proportional breakdowns for sources, statuses, payment methods, and customer segments
  • Tables — detailed tabular data with sorting for drill-down analysis

On this page