Booking and Sales Reports

Reports show how your business is doing: what you sold, who came, what's still owed and which waivers are missing. Every report has date presets and exports to Excel.

Find a report

Go to Reports. The Start here group has the four reports most businesses use every week. Click the star on any report to keep it at the top.

Finance

• Revenue summary: sales, discounts, tax, refunds, fees and net, by day, week or month.
• Sales tax: taxable sales and tax collected by month or quarter, for filing.
• Payments and Refunds: every card, cash and check payment and refund. Payments match your Stripe payouts.
• Sales by item: revenue and quantity for each activity, package, add-on, ticket and membership plan.
• Balances due: bookings with money still owed, soonest first, so you can collect before guests arrive.
• Front desk payments (Administrators): payments taken at the desk and in the WaiverFile Venue app, by payment method, staff member and cash drawer session, with any over or short. See Front Desk Fees, Refunds and Reports.

Bookings

• Bookings and attendance: bookings, guests, check-ins and no-shows by day, weekday, hour or activity. Great for staffing.
• Waivers still needed: guests on upcoming bookings who haven't signed yet, so you can follow up before the day.
• Cancellations and no-shows and Event sales (tickets sold and spots left for each event).

Customers, memberships and check-in

• Customers: new and returning customers, your top customers and how they found you.
• Membership overview: active members by plan, joins and cancellations, and monthly recurring revenue.
• Membership billing and Member visits.
• Check-ins and scans: scans by day, hour, device and staff member.