Reports is where you go to find out how your shop is actually doing. Open it from the sidebar under MANAGEMENT → Reports. The URL is /reports.
The Calendar and Pipeline tell you what's happening today. Reports tells you what's happened over time — revenue, appointment volume, new client counts, your pet mix. Check it at the end of every week and every month, and you'll have a real feel for where your business is heading.
Report type dropdown — pick which report you're looking at. The default is Overview, which is the one covered in this collection.
Date range picker — pick the window the numbers are calculated over. The default is the current month.
Apply / Refresh button — the numbers don't recalculate until you tell them to. Change the date range, then tap Refresh to pull in the updated totals.
The date range picker lets you set any start and end date — a single day, a week, a month, a quarter, a whole year. Teddy uses whatever window you pick as the filter for every number on the page.
A few ranges that are worth building into your routine:
Yesterday — quick end-of-day check: how much did I bring in, how many pets did I groom?
This week — Friday-afternoon-or-weekend check: are my numbers tracking with what I expected?
This month — end-of-month check: run it on the 1st to close out the month just finished.
Last 90 days — good for spotting trends that don't show up week-to-week (is my new-client count going up or down?).
This year — tax-time and year-end review.
Remember to tap the refresh/apply button after you change the range — the report doesn't auto-update.
Most of the numbers on every report are derived from appointment statuses. A booking counted as "Completed" will show up in Revenue, while one still marked "Confirmed" won't count toward completed appointments yet.
This is why it's important to keep your appointment statuses current as the day goes — an appointment left as "Confirmed" after you've already finished it won't be counted in the money side of Reports. See Appointment statuses in the Scheduling collection for the full rundown.
Think of the three management pages as three different time horizons:
Pipeline — what's waiting to get onto the schedule (hours to days ahead)
Calendar — what's on the schedule right now (today and the next few weeks)
Reports — what's already happened (days, weeks, months, years behind you)
You'll work in Pipeline first thing in the morning, spend the bulk of your day in the Calendar, and drop into Reports once or twice a week to check the big picture.
Tip: Reports is where your pricing decisions should come from. Before raising a service price or changing your booking rules, run the same report over the last few months and see what's actually happening — don't go by gut feel alone.
