> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flashquotes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> Analyze business performance with powerful reporting and visualization tools

## Overview

The Reports dashboard provides comprehensive analytics and insights into your business performance. Track revenue, monitor service utilization, analyze customer behavior, and identify trends to make data-driven decisions about your business.

<Frame>
  <img src="https://mintcdn.com/flashquotes/_pa7v5Vp1rbBQViz/images/changelog/reports.webp?fit=max&auto=format&n=_pa7v5Vp1rbBQViz&q=85&s=8a935af78c396d22361c09fd9ccb5a65" alt="Reports dashboard showing service utilization, gratuity analysis, and top clients" width="3096" height="2322" data-path="images/changelog/reports.webp" />
</Frame>

## Accessing Reports

Navigate to **Reports** from the main navigation menu to access your analytics dashboard.

## Available Reports

### Service Asset Utilization

Monitor how efficiently your core service assets are being utilized over time. This visualization helps you:

* **Forecast busy periods**: Identify patterns in asset usage to predict peak demand
* **Optimize capacity**: Understand when you have available capacity for growth
* **Track quotes vs bookings**: See the relationship between quoted and confirmed events

**Key Metrics:**

* **Total Assets**: Number of core service resources in your inventory
* **Average Daily Use**: Mean number of assets in use per day
* **Busiest Day**: Peak utilization date in the selected period

The chart displays:

* **Booked Assets** (solid bars): Confirmed bookings
* **Quoted Assets** (dashed outline): Pending quotes
* **Max Capacity Line**: Your total available resources

<Note>
  Asset utilization is based on core service resources marked as "Affects Quote Availability" in your Resources settings.
</Note>

### Average Gratuity

Analyze gratuity patterns and customer tipping behavior across your bookings. This report helps you:

* **Understand tipping trends**: See how customers respond to gratuity options
* **Optimize gratuity settings**: Adjust percentage options based on customer preferences
* **Track total tips**: Monitor gratuity revenue over time

**Key Metrics:**

* **Total Gratuity**: Combined gratuity amount from all bookings
* **Average Amount**: Mean gratuity per booking with tips
* **Participation Rate**: Percentage of customers choosing to add gratuity

The pie chart shows the distribution of gratuity percentages selected by customers, with darker colors representing higher tip percentages.

<Info>
  This report only includes gratuity selected through booking forms. Tips added directly to invoices or via service charges are tracked separately.
</Info>

### Top Clients by Revenue

Identify your most valuable customers and understand revenue concentration. This report helps you:

* **Recognize VIP clients**: Focus retention efforts on high-value relationships
* **Analyze revenue distribution**: Understand customer concentration risk
* **Track client lifetime value**: Monitor revenue trends from repeat customers

**Key Metrics:**

* **Total Revenue**: Combined revenue from top 10 clients
* **Average per Client**: Mean revenue across displayed clients
* **Top Client Revenue**: Highest individual client contribution

The horizontal bar chart displays your top 10 clients ranked by total invoice amount, including all taxes, discounts, and service charges.

### Sales Tax

See total sales, taxable amounts, and tax collected per tax rate for any date range. [View the Sales Tax report guide →](/reports/sales-tax)

### Additional Metrics

The Reports page also displays essential business statistics:

<AccordionGroup>
  <Accordion icon="calendar" title="Event Metrics">
    * **Total Events**: Number of bookings in the period
    * **Total Guests**: Combined guest count across all events
    * **Event Duration**: Total hours of event time
  </Accordion>

  <Accordion icon="users" title="Staff Metrics">
    * **Service Hours**: Customer-facing staff time
    * **Shift Hours**: Total scheduled staff hours including setup/breakdown
  </Accordion>

  <Accordion icon="credit-card" title="Financial Metrics">
    * **Percent Paid**: Percentage of invoices fully paid
    * **Period comparisons**: Trend indicators vs previous period
  </Accordion>
</AccordionGroup>

## Filtering Reports

All reports can be filtered to show specific data:

### Date Range

Select custom date ranges or use presets:

* Today
* Last 7 days
* Last 30 days
* Custom range

### Location Filter

For multi-location businesses, filter reports by:

* All locations (combined)
* Individual location
* Multiple selected locations

<Tip>
  Use date range filters to compare seasonal trends, identify growth periods, and plan for future capacity needs.
</Tip>

## Best Practices

### Regular Review

* Review reports weekly to identify trends early
* Compare month-over-month metrics for growth tracking
* Export data monthly for historical records

### Data-Driven Decisions

Use report insights to:

* **Adjust pricing**: Increase rates during high-demand periods
* **Plan inventory**: Add resources before busy seasons
* **Focus marketing**: Target customer segments with highest value
* **Improve operations**: Optimize staffing based on actual usage

### Client Relationship Management

* Reach out to top clients with special offers
* Monitor changes in client spending patterns
* Identify at-risk relationships from declining bookings

<Warning>
  Historical data accuracy depends on maintaining consistent resource settings. Changes to resource availability settings will affect future reports but not past data.
</Warning>

## Related Articles

* [Managing Resources](/resources) - Configure service assets
* [Understanding Invoices](/invoices) - Track payment data
* [Contacts](/contacts) - Convert prospects to clients