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Home/Help/Dashboard & Analytics/Reports & Insights

Reports & Insights

Beyond the analytics overview, Stillpoint offers detailed reports that let you dig deeper into specific areas of your practice.

Available reports

Revenue report

  • Breakdown of revenue by service type, practitioner, and payment method
  • Outstanding invoices and collection rates
  • Monthly and quarterly revenue summaries

Appointment report

  • Total appointments by service, practitioner, and day of week
  • Cancellation and no-show breakdown with rates over time
  • Average appointments per day and per week

Client report

  • New vs. returning client ratios
  • Client retention rates over time
  • Most frequent clients and their booking patterns

Filtering and date ranges

All reports support:

  • Date range selection -- Focus on a specific period
  • Practitioner filter -- Isolate data for a specific practitioner (useful for multi-practitioner practices)
  • Service filter -- View metrics for a particular service type

Exporting data

You can export any report as a CSV file for use in spreadsheets or accounting software. Click the Export button at the top of any report to download.

Tips

  • Run the revenue report at the end of each month to reconcile with your accounting
  • Use the client report to identify clients who haven't booked recently and reach out to them
  • Compare practitioner reports to balance workloads across your team

Related Articles

Analytics Overview

View practice performance metrics and trends.

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