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Reports

Generate detailed analytics and business intelligence reports.

Overview

Reports provide comprehensive analytics on bookings, revenue, customers, and operations. Generate standard reports or create custom reports to gain insights and make data-driven decisions.

Accessing Reports

Navigate to Venue Operations > Reports

Reports Dashboard

Reports Analytics

Reports Charts

Reports Data

Report Dashboard

Quick Stats

At-a-glance metrics:

Today's Overview

  • Total bookings
  • Confirmed covers
  • Current occupancy
  • Expected revenue
  • Cancellations
  • No-shows

This Week

  • Week-to-date bookings
  • Revenue trend
  • Average party size
  • Booking sources
  • Comparison to last week

This Month

  • Monthly performance
  • Revenue vs target
  • New customers
  • Returning customers
  • Growth rate
  • Year-over-year

Visual Charts

Dashboard charts:

  • Booking volume trends
  • Revenue by day/week
  • Source distribution
  • Service period breakdown
  • Customer segments
  • Table utilization
  • Peak time heatmap

Standard Reports

Booking Reports

Booking Summary

  • Total bookings by period
  • By status (confirmed, cancelled, etc.)
  • By source (online, phone, etc.)
  • By service period
  • Average party size
  • Booking lead time

Booking Trends

  • Daily/weekly/monthly patterns
  • Day of week analysis
  • Time of day distribution
  • Seasonal patterns
  • Growth trends
  • Forecasting

Table Utilization

  • Table occupancy rates
  • Turn times by table
  • Most/least used tables
  • Area performance
  • Capacity analysis
  • Optimization opportunities

Revenue Reports

Revenue Summary

  • Total revenue by period
  • Average revenue per booking
  • Revenue by source
  • Revenue by service
  • Revenue by table
  • Deposit tracking

Revenue Analysis

  • Revenue trends
  • Growth rates
  • Forecast vs actual
  • Budget performance
  • Profit margins
  • revenue optimization

Payment Reports

  • Payment methods
  • Deposit collected
  • Outstanding balances
  • Refunds issued
  • Payment trends
  • Transaction history

Customer Reports

Customer Overview

  • Total customers
  • New customers
  • Returning customers
  • Customer retention rate
  • Lifetime value
  • Acquisition cost

Customer Segmentation

  • VIP customers
  • Frequency distribution
  • Spend distribution
  • Geographic distribution
  • Demographics
  • Behavior patterns

Customer Lifetime Value

  • Total visits
  • Total spend
  • Average visit value
  • Visit frequency
  • Projected value
  • Retention probability

Operational Reports

No-Show Analysis

  • No-show rate
  • No-show patterns
  • By time/day
  • By customer segment
  • Cost impact
  • Prevention effectiveness

Cancellation Analysis

  • Cancellation rate
  • Cancellation reasons
  • Timing analysis (how far in advance)
  • By customer segment
  • Revenue impact
  • Policy effectiveness

Service Performance

  • Service speed
  • Table turn times
  • Wait times
  • Staff efficiency
  • Customer satisfaction
  • Operational bottlenecks

Marketing Reports

Source Performance

  • Bookings by source
  • Conversion rates
  • Source value
  • Marketing ROI
  • Channel effectiveness
  • Attribution analysis

Campaign Performance

  • Email campaigns
  • SMS campaigns
  • Special offers
  • Event promotions
  • Response rates
  • Revenue generated

Review & Feedback

  • Review scores
  • Review volume
  • Sentiment analysis
  • Common themes
  • Response rates
  • Improvement trends

Custom Reports

Report Builder

Create custom reports:

1. Select Report Type

  • Booking analysis
  • Revenue analysis
  • Customer analysis
  • Operational analysis
  • Custom metrics

2. Choose Date Range

  • Today/Week/Month/Year
  • Custom start and end
  • Comparison periods
  • Rolling periods
  • Fiscal periods

3. Select Metrics

  • Choose data points
  • Calculations
  • Aggregations
  • Formulas
  • Comparisons

4. Apply Filters

  • Venue
  • Service period
  • Booking source
  • Customer segment
  • Table area
  • Status
  • Tags
  • Custom criteria

5. Group & Sort

  • Group by dimensions
  • Sort order
  • Subtotals
  • Grand totals
  • Hierarchical grouping

6. Visualize

  • Table format
  • Charts
  • Graphs
  • Heatmaps
  • Dashboards

7. Save & Schedule

  • Name report
  • Save template
  • Schedule delivery
  • Email recipients
  • Export format

Report Scheduling

Automated Reports

Schedule regular delivery:

Frequency Options

  • Daily
  • Weekly
  • Monthly
  • Quarterly
  • Custom schedule

Delivery Settings

  • Email recipients
  • File format
  • Include charts
  • Attached or link
  • Time of delivery

Common Schedules

  • Daily sales report (end of day)
  • Weekly performance (Monday morning)
  • Monthly summary (1st of month)
  • Financial reports (monthly/quarterly)
  • Executive dashboard (weekly)

Exporting Reports

Export Formats

File Types

  • Excel (.xlsx)
  • PDF (formatted)
  • CSV (data only)
  • PowerPoint (.pptx)
  • Google Sheets
  • Image (PNG/JPG)

Export Options

  1. Click Export
  2. Choose format
  3. Select options:
    • Include charts
    • Include raw data
    • Page layout
    • Formatting
  4. Download file

Sharing Reports

Distribution Methods

  • Email directly
  • Download and share
  • Scheduled delivery
  • Shared links
  • Dashboard access
  • API export

Comparative Analysis

Period Comparison

Compare timeframes:

Common Comparisons

  • This week vs last week
  • This month vs last month
  • This year vs last year
  • Same day last week
  • Same month last year
  • Quarter over quarter

Metrics Compared

  • Booking volume (count & %)
  • Revenue (amount & growth)
  • Average values
  • Customer counts
  • Performance indicators
  • Trends

Venue Comparison

Multi-venue operations:

Compare Across Venues

  • Performance metrics
  • Revenue comparison
  • Booking volumes
  • Customer satisfaction
  • Operational efficiency
  • Best practices

Identify

  • Top performers
  • Underperformers
  • Best practices
  • Areas for improvement
  • Resource allocation
  • Investment priorities

Key Performance Indicators

KPI Dashboard

Track critical metrics:

Booking KPIs

  • Booking conversion rate
  • Average party size
  • Booking lead time
  • Online booking %
  • Confirmation rate

Revenue KPIs

  • Revenue per available seat hour (RevPASH)
  • Average check size
  • Covers per service
  • Revenue growth
  • Target achievement

Customer KPIs

  • Customer retention rate
  • Customer acquisition cost
  • Net Promoter Score (NPS)
  • Customer lifetime value
  • Repeat visit rate

Operational KPIs

  • Table turnover rate
  • No-show rate
  • Cancellation rate
  • Occupancy rate
  • Staff efficiency

Target Setting

Set and track goals:

Define Targets

  • Revenue goals
  • Booking targets
  • Customer acquisition
  • Retention goals
  • Operational targets

Track Progress

  • Current vs target
  • Trend analysis
  • Achievement percentage
  • Alerts for off-track
  • Action recommendations

Best Practices

Report Strategy

  1. Regular Reviews - Consistent schedule
  2. Actionable Insights - Focus on decisions
  3. Key Metrics - Don't track everything
  4. Trend Analysis - Look for patterns
  5. Comparative Data - Context matters

Data Interpretation

  1. Context - Understand the why
  2. Multiple Metrics - Holistic view
  3. Trends Over Time - Not just snapshots
  4. Segments - Break down data
  5. Validate - Double-check anomalies

Report Distribution

  1. Right People - Relevant stakeholders
  2. Right Frequency - Not too much/little
  3. Right Format - Easy to consume
  4. Executive Summary - Key highlights
  5. Action Items - What to do next

Advanced Analytics

Predictive Analytics

Forecast future performance:

Forecasting

  • Demand prediction
  • Revenue projection
  • Customer behavior
  • Seasonal patterns
  • Capacity planning

Optimization

  • Pricing strategies
  • Capacity allocation
  • Staff scheduling
  • Inventory planning
  • Marketing spend

Cohort Analysis

Track customer cohorts:

Cohort Groups

  • By acquisition month
  • By first visit date
  • By customer source
  • By spending tier
  • Custom cohorts

Metrics Tracked

  • Retention rates
  • Lifetime value
  • Visit frequency
  • Spend progression
  • Churn prediction

Integration

External Tools

Connect with analytics platforms:

Supported Integrations

  • Google Analytics
  • Tableau
  • Power BI
  • Excel/Google Sheets
  • Custom BI tools

API Access

  • Export via API
  • Automated data pulls
  • Real-time feeds
  • Custom integration
  • Developer documentation

Troubleshooting

Report Not Generating

If report fails:

  • Check date range valid
  • Verify filters correct
  • Reduce data volume
  • Check permissions
  • Clear cache
  • Try again
  • Contact support

Incorrect Data

If numbers seem wrong:

  • Verify date range
  • Check filters applied
  • Review data source
  • Compare with raw data
  • Check calculation method
  • Validate with other reports
  • Report bug if confirmed

Slow Report Generation

Performance issues:

  • Narrow date range
  • Reduce complexity
  • Remove unnecessary metrics
  • Run during off-peak
  • Export instead of view
  • Consider scheduled report

Export Issues

Problems downloading:

  • Try different format
  • Reduce size
  • Check browser settings
  • Disable popup blocker
  • Try different browser
  • Contact support

Support

Need help with Reports?


Data-Driven Decisions

Review key reports weekly to identify trends, opportunities, and issues early. Data beats gut feeling every time.