Growth & Intelligence
Reports for daily service-business control.
Review bookings, sales, payment methods, staff or resource performance, follow-ups, unpaid balances, corrections, and daily activity without rebuilding reports from scattered tools.
Focus
Operational visibility
Sources
Booking and checkout
Exceptions
Visible where supported
Not
Accounting software
Bookings
38
Sales
$8.4k
Collected
$7.9k
Unpaid
$520
Payment summary
Today by method
Exceptions
Voids
2
Refunds
$180
Corrections
3
Unpaid
$520
Performance
The gap
What owners cannot see from scattered tools
01
Daily activity is reconstructed manually
Bookings, sales, payment methods, and receipts need one operational review path.
02
Exceptions are hidden
Corrections, voids, refunds, and unpaid amounts should be visible where supported.
03
Staff and resource performance is unclear
Owners need visibility into service delivery and attribution where supported.
04
Reports overclaim finance
Operational reporting is not tax filing, accounting, or guaranteed settlement reconciliation.
Core capabilities
What Reports make visible
A reporting area for daily operations: booking volume, checkout totals, payment summaries, staff/resource performance, follow-up signals, and exceptions.
Daily sales summary
Review checkout totals and collected activity.
- Sales, receipts, collected amounts, and unpaid balances stay separated where supported.
Booking activity
Understand appointment volume and status.
- Booking counts, completions, cancellations, and no-shows are visible where supported.
Payment method summary
Prepare the day for closing review.
- Cash, card, e-wallet, and bank transfer totals can be compared where supported.
Staff and resource performance
Support practical service-business management.
- Staff, room, chair, machine, or resource performance stays operational where supported.
Follow-up and customer signals
Give managers visibility into retention work.
- Inactive customers, outstanding balances, and follow-up backlog can be reviewed where supported.
Corrections and exceptions
Surface changes that affect closing confidence.
- Voids, refunds, corrections, and unpaid totals stay visible where supported.
How it runs
From source record to operational review
Activity recorded
Bookings, checkout, payments, receipts, and follow-ups create operational records.
Reports summarize
Owners review sales, payments, bookings, staff/resource activity, and exceptions where supported.
Questions surface
Outstanding balances, corrections, inactive customers, and daily activity become easier to inspect.
Managers act
Reports guide operational follow-up without pretending to be accounting or tax software.
Every step is tracked, every outcome logged — nothing disappears.
The result
Operational visibility improves without finance overclaiming.
Bookings, sales, payments, customers, and follow-ups become easier to review together.
Payment method summaries and daily closing controls are easier to inspect where supported.
Corrections, voids, refunds, and unpaid balances are visible where supported.
Reports remain practical operations reporting, not full accounting or tax filing.
Built for your business
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