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.
How calculations work
Revenue Reports
Booking Analytics
Activity Performance
Equipment Reports
Customer Analytics
Location Comparison
Year-over-Year
4-4-5 Fiscal Calendar
Operations
Tip Report
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:
| Filter | Description |
|---|---|
| Start date / End date | The date range for the report. Defaults to the last 30 days. |
| Activities | Filter to specific activities by selecting one or more from the list. |
| Equipment | Filter to specific equipment items. |
| Add-ons | Filter to specific add-on products. |
| Customers | Filter to specific customer records. |
| Sources | Filter by booking acquisition source (e.g., website, manual, API). |
| Statuses | Explicitly filter by booking status (Draft, Pending, Confirmed, Canceled) — overrides the default revenue-recognition rule. |
| Min / Max amount | Filter bookings within a customer-facing dollar amount range (compares against the price the customer saw, including tip). |
| Group by | Control 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
