# Use Year-over-Year Reports (/how-to/reporting/use-year-over-year-reports) The Year-over-Year (YoY) Report automatically compares your key metrics month by month across every year you have data. It does not require a date range -- the system pulls all historical data and overlays each year on a single chart. Use it to understand seasonal patterns, measure growth, and spot years that over- or under-performed. Before you begin [#before-you-begin] * You need at least two calendar years of booking data for year-over-year comparison to be meaningful. The report will still work with one year, but there will be nothing to compare against. * The report uses all historical data. You cannot set a date range, but you can filter by activity and booking source. Steps [#steps] 1. In the sidebar, expand **Reports** and click **Year over Year**. 2. The report loads automatically using all available data. No date range is needed. 3. Optionally filter by **Activity IDs** or **Sources** if you want to compare a specific segment. Understanding the tabs [#understanding-the-tabs] The report has four tabs. Click a tab to switch the chart and growth table. | Tab | What it measures | | --------------------- | --------------------------------------------------------------------------------------------------------------------------------------------- | | **Bookings Created** | Number of bookings created each month, by year. This reflects demand -- when customers decided to book. | | **Bookings Serviced** | Number of bookings whose service date fell in each month, by year. This reflects operational load -- when you actually delivered the service. | | **Revenue** | Total revenue per month by year. Matches the service or creation date depending on context. | | **New Customers** | Count of first-time customers acquired each month by year. Measures marketing effectiveness and market growth. | Understanding the chart [#understanding-the-chart] The main chart is a multi-line graph with one line per year. The x-axis shows months (Jan through Dec) and the y-axis shows the selected metric. Each year is assigned a distinct color. * **Lines that trend upward left to right** indicate a seasonal business that peaks later in the year. * **A year's line that sits above all others** indicates that year outperformed the rest for that metric. * **Lines that converge** in certain months indicate consistent demand during those periods regardless of year. Understanding the summary cards [#understanding-the-summary-cards] Four summary cards appear at the top: | Card | What it shows | | ----------------------- | ------------------------------------------------------------------------------------------------------------- | | **Latest Year** | Total bookings created, total revenue, and new customers for the most recent year. | | **Prior Year** | Same metrics for the year before. | | **YoY Bookings Growth** | Percentage change in total bookings between the latest and prior year. Green means growth, red means decline. | | **YoY Revenue Growth** | Percentage change in total revenue between the latest and prior year. | Understanding the growth table [#understanding-the-growth-table] Below the chart, a table shows monthly YoY growth for the currently selected tab. Each row includes: | Column | What it means | | ---------------------- | --------------------------------------------------------------- | | **Month** | The calendar month. | | **Prior Year Value** | The metric value for that month in the prior year. | | **Current Year Value** | The metric value for that month in the latest year. | | **Growth** | Percentage change. Positive values are green; negative are red. | Interpreting the data [#interpreting-the-data] **Positive growth across all months** Your business is expanding. Look at which months show the strongest growth to understand what is driving it (e.g., new activities launched, new marketing channels). **Growth in bookings but not revenue** You are getting more customers but earning less per booking. Check whether discounting increased or average order value dropped using the [Revenue Report](/how-to/reporting/run-a-revenue-report). **Negative growth in New Customers but stable bookings** Your repeat customer rate is increasing (good), but new customer acquisition is slowing (potential concern long-term). See [Customer Analytics](/how-to/reporting/view-customer-analytics) for churn and retention rates. **Strong seasonal spikes that are consistent across years** This confirms your peak season. Use this knowledge for staffing, inventory planning, and targeted marketing around shoulder seasons. Filter options [#filter-options] | Filter | Description | | ---------------- | ---------------------------------------------------------------------------------------------------------------------------------------- | | **Activity IDs** | Limit the comparison to specific activities. Useful for seeing if a particular activity is growing year over year. | | **Sources** | Limit to specific booking sources. For example, filter to "online" only to measure website growth independent of dashboard/POS bookings. | Tips [#tips] * **Compare Bookings Created vs. Bookings Serviced** to understand the lag between demand and fulfillment. If created bookings spike in March but serviced bookings spike in June, your customers book three months ahead. * **Use source filtering to measure channel growth.** Filter to "online" to see if your web checkout is growing, or filter to "pos" to see if in-person walk-ups are increasing. * **Watch New Customers month by month.** A steady decline in new customer acquisition, even if total revenue is growing, signals that you are increasingly dependent on repeat business -- a risk if retention drops.