Reports
Reports is where you find out what the season actually did, as opposed to what it felt like at 6:40 AM on the long weekend. Admins only — staff see the grid, not the money.
Every report takes a date range: the season presets down the top (one per year you have bookings), or a custom from/to. Test bookings never count. Each one exports to CSV that opens cleanly in Excel or Numbers.
Dashboards
Reports opens on Booking breakdown. It and the three other presets — Revenue, Fleet utilization, Guests & trips — are dashboards made of tiles. A tile is one question: bookings by channel as a bar chart, collected this season as a number, guests by month as a line. The presets are ours and always there. Your own dashboards sit under them and are shared with every admin in your shop.
Booking breakdown
Where your bookings come from and how your booking page converts.
- Channel. Online, Phone, Email, Walk-in, Other, and Staff (not recorded) for staff bookings nobody tagged. Online and email holds are tagged for you; phone and walk-in need one tap on the booking (below).
- Online booking page. Visitors, how many started a trip, saw a boat they could book, filled in details, booked, paid — as a funnel, plus the visitor-to-booking rate and the reasons guests were turned away (no boat that size, wrong dates, too short notice). This reads your public booking page only. Nothing about how your staff use the app is in here.
Filters
Every dashboard has a Filters button next to the date range: channel, boat type, access point, and rental vs package. They narrow every tile at once. Online booking page tiles follow the date range only — the page doesn't know which boat a visitor wanted until they book.
Make it yours
- Customize on a preset copies it into a dashboard you own. The preset stays as it was.
- Edit on your dashboard: Add tile (pick what to show → break down by → chart → size, with a live preview), Edit or Remove a tile, drag the handle to reorder, rename, add a one-line description, pick the range it opens with. Filters you have on when you Save become its defaults.
- A tile can carry its own channel filter, so Booked online can sit next to All bookings.
- Reset to preset puts a customized copy back the way we shipped it. Duplicate and Delete do what they say. Presets can't be deleted.
- CSV on any tile downloads that tile's rows.
What a tile can show: bookings, booked revenue, collected (net, deposits, balances, refunds), guests, average party, cancellations, pending review, utilization, average lead time, average trip length, and the online booking page numbers. Break down by channel, boat type, boat, access point, rental vs package, status, month, week, day of week, party size, or how far ahead it was booked.
Tagging phone and walk-in bookings
On the Finish step of a new staff booking there is one optional row: How did this booking come in? Phone · Email · Walk-in · Other. Tap it or don't. You can set or change it later on the booking page (until the trip is cancelled or completed). Online bookings never ask — they're online.
If nobody tags them, they show as Staff (not recorded). The report is only as honest as the desk.
Season summary
Reports → Season summary. Booked revenue, what you actually collected (deposits, balances, refunds), bookings by source, cancellations, guests, and how hard each boat worked. The original one-page report; still here.
- Utilization is boat-days booked ÷ boat-days available. By type, and by boat with the least-used first, because the question is always "which hulls aren't earning."
- Revenue by access point and by month go by where and when the trip started.
- Revenue on a booking with several boats is split evenly across them so the per-boat table sums back to the headline.
Savings calculator
Reports → Savings calculator. Desk hours and dollars the app took off your plate, counted from your own board — and a second panel where you type a season and get the same math back.
From your bookings
For the range you pick, we count what the app did and multiply by your minutes per task:
| We counted | Default minutes | Why |
|---|---|---|
| Bookings taken online (book page or email hold) | 20 | The phone call, the confirmation email, the paper — none of it happened. |
| Staff bookings on the board | 6 | You still keyed it in, but no pencil wall and the confirmation sent itself. |
| In & Out sheet lines (every departure and every return) | 8 | One row someone would have written by hand. |
| Deliveries and pickups scheduled | 2 | Truck jobs the app planned from the booking. |
Hours × your hourly wage = dollars. Set the wage to 0 and you get hours only.
Your numbers. The defaults are one real shop's estimates: two rooms of wall charts, everything by phone. Change them to yours and Save — they stick for your shop, and every number on the page updates as you type. Reset to defaults puts them back.
Predict a season
Not on the app yet, or planning next year? Type bookings per season, the share you expect online, days open, departures + returns on a typical day, and truck jobs. Same math, same minutes, same wage.
If the range above has bookings, As is copies its numbers into the form. Scaled to N days stretches the span between your first and last trip to a full season — handy in July when you want to know what the whole year will look like.
Limits, honestly
- Dashboards count trips that overlap the range and money by the date it was recorded. A June booking paid in May shows in June's bookings and May's collected. That's on purpose; it's also why the two don't always match.
- Online booking page numbers are about an hour behind and count people, not page loads. A visitor who checked twice is one visitor. If the page tiles say "not connected", your shop's booking page stats haven't been hooked up on this environment yet — everything else still works.
- There's no bar-per-channel-per-month tile yet. Break down by one thing at a time, or filter the dashboard to one channel and break down by month.
- Bookings from before this shipped have no phone/email/walk-in tag and never will unless someone opens them and taps one.
- We do not count fewer truck kilometres from smart assignment or Optimize. There is no baseline for your shop to measure against, and a made-up percentage would be a sales number, not a report.
- We do not count double-bookings that never happened or refunds you never had to issue.
- The Savings calculator minutes are yours. If you tell it a delivery takes 30 minutes to write up, it will believe you.