Every report of every app you use, for every business you run.
Open any app’s report in one place, for one business or all of them. Build your own, or ask a question and get the figure from your records.
Dishes
| Dish | Class | Sold | Price | Earns per plate |
|---|---|---|---|---|
| Tacos al pastor | Popular, earns well | 1,284 | $145.00 | $107.00 |
| Sopa de tortilla | Popular, earns little | 1,102 | $98.00 | $57.00 |
| Enchiladas suizas | Popular, earns well | 962 | $189.00 | $128.00 |
| Mole poblano | Earns well, rarely ordered | 418 | $265.00 | $191.00 |
| Quesadillas de flor | Rarely ordered, earns little | 302 | $85.00 | $46.00 |
| Chiles en nogada | Earns well, rarely ordered | 214 | $310.00 | $182.00 |
Categories
| Category | Currency | Units | Net | With tax |
|---|---|---|---|---|
| Pães | BRL | 7.840 | R$ 54.880,00 | R$ 58.720,00 |
| Doces | BRL | 3.920 | R$ 47.040,00 | R$ 50.330,00 |
| Salgados | BRL | 3.110 | R$ 31.100,00 | R$ 33.280,00 |
| Bebidas | BRL | 2.460 | R$ 17.220,00 | R$ 18.430,00 |
| Cafés | BRL | 820 | R$ 26.240,00 | R$ 28.080,00 |
| Presentes | BRL | 270 | R$ 13.500,00 | R$ 14.450,00 |
Pay Report
| Team Member | Regular | Overtime | Weeks Approved |
|---|---|---|---|
| Megan Clarke | 80.00 | 4.50 | 2 of 2 |
| Liam Tremblay | 80.00 | 6.00 | 2 of 2 |
| Priya Natarajan | 76.50 | 2.00 | 2 of 2 |
| Owen Gallant | 72.00 | 3.50 | 2 of 2 |
| Chloé Bouchard | 76.00 | 1.50 | 2 of 2 |
| Noah Fraser | 68.00 | 2.50 | 1 of 2 |
Coaches
| Coach | Clients | Classes Taught | People Coached | Revenue Served |
|---|---|---|---|---|
| Yuki Tanaka | 48 | 62 | 1,104 | ¥1,842,000 |
| Kenji Sato | 41 | 58 | 986 | ¥1,610,500 |
| Aoi Nakamura | 37 | 44 | 812 | ¥1,388,000 |
| Ren Kobayashi | 29 | 40 | 701 | ¥1,096,400 |
| Mei Watanabe | 33 | 36 | 664 | ¥1,021,800 |
| Sora Yamamoto | 22 | 28 | 498 | ¥774,200 |
By Stage
| Stage | Open | Open Value | Weighted Forecast | Win Share |
|---|---|---|---|---|
| Inquiry | 14 | £96,400.00 | £19,280.00 | 22% |
| Site Visit | 9 | £88,200.00 | £30,870.00 | 38% |
| Proposal Sent | 8 | £121,500.00 | £54,680.00 | 49% |
| Contract Out | 5 | £79,300.00 | £55,510.00 | 71% |
| Deposit Due | 2 | £27,200.00 | £16,320.00 | 83% |
Providers
| Provider | Location | How Full | Rebooked | Revenue |
|---|---|---|---|---|
| Laura Gómez | Chapinero | 91% | 68% | $ 14.820.000 |
| Camila Restrepo | Usaquén | 86% | 61% | $ 13.460.000 |
| Andrea Torres | Chapinero | 82% | 57% | $ 12.180.000 |
| Natalia Vargas | Usaquén | 77% | 52% | $ 10.940.000 |
| Mariana López | Chapinero | 73% | 49% | $ 9.860.000 |
| Sofía Herrera | Usaquén | 69% | 44% | $ 8.720.000 |
By kind of space
| Kind | Spaces | Hours booked | Hours used | Booked of open |
|---|---|---|---|---|
| Hot desk | 64 | 4,120 | 3,890 | 81% |
| Dedicated desk | 40 | 2,480 | 2,365 | 78% |
| Private office | 18 | 1,610 | 1,544 | 86% |
| Meeting room | 9 | 1,046 | 862 | 62% |
| Phone booth | 12 | 432 | 361 | 48% |
| Event space | 2 | 154 | 88 | 41% |
Dishes
| Dish | Class | Sold | Price | Earns per plate |
|---|---|---|---|---|
| Tacos al pastor | Popular, earns well | 1,284 | $145.00 | $107.00 |
| Sopa de tortilla | Popular, earns little | 1,102 | $98.00 | $57.00 |
| Enchiladas suizas | Popular, earns well | 962 | $189.00 | $128.00 |
| Mole poblano | Earns well, rarely ordered | 418 | $265.00 | $191.00 |
| Quesadillas de flor | Rarely ordered, earns little | 302 | $85.00 | $46.00 |
| Chiles en nogada | Earns well, rarely ordered | 214 | $310.00 | $182.00 |
Categories
| Category | Currency | Units | Net | With tax |
|---|---|---|---|---|
| Pães | BRL | 7.840 | R$ 54.880,00 | R$ 58.720,00 |
| Doces | BRL | 3.920 | R$ 47.040,00 | R$ 50.330,00 |
| Salgados | BRL | 3.110 | R$ 31.100,00 | R$ 33.280,00 |
| Bebidas | BRL | 2.460 | R$ 17.220,00 | R$ 18.430,00 |
| Cafés | BRL | 820 | R$ 26.240,00 | R$ 28.080,00 |
| Presentes | BRL | 270 | R$ 13.500,00 | R$ 14.450,00 |
Pay Report
| Team Member | Regular | Overtime | Weeks Approved |
|---|---|---|---|
| Megan Clarke | 80.00 | 4.50 | 2 of 2 |
| Liam Tremblay | 80.00 | 6.00 | 2 of 2 |
| Priya Natarajan | 76.50 | 2.00 | 2 of 2 |
| Owen Gallant | 72.00 | 3.50 | 2 of 2 |
| Chloé Bouchard | 76.00 | 1.50 | 2 of 2 |
| Noah Fraser | 68.00 | 2.50 | 1 of 2 |
Coaches
| Coach | Clients | Classes Taught | People Coached | Revenue Served |
|---|---|---|---|---|
| Yuki Tanaka | 48 | 62 | 1,104 | ¥1,842,000 |
| Kenji Sato | 41 | 58 | 986 | ¥1,610,500 |
| Aoi Nakamura | 37 | 44 | 812 | ¥1,388,000 |
| Ren Kobayashi | 29 | 40 | 701 | ¥1,096,400 |
| Mei Watanabe | 33 | 36 | 664 | ¥1,021,800 |
| Sora Yamamoto | 22 | 28 | 498 | ¥774,200 |
By Stage
| Stage | Open | Open Value | Weighted Forecast | Win Share |
|---|---|---|---|---|
| Inquiry | 14 | £96,400.00 | £19,280.00 | 22% |
| Site Visit | 9 | £88,200.00 | £30,870.00 | 38% |
| Proposal Sent | 8 | £121,500.00 | £54,680.00 | 49% |
| Contract Out | 5 | £79,300.00 | £55,510.00 | 71% |
| Deposit Due | 2 | £27,200.00 | £16,320.00 | 83% |
Providers
| Provider | Location | How Full | Rebooked | Revenue |
|---|---|---|---|---|
| Laura Gómez | Chapinero | 91% | 68% | $ 14.820.000 |
| Camila Restrepo | Usaquén | 86% | 61% | $ 13.460.000 |
| Andrea Torres | Chapinero | 82% | 57% | $ 12.180.000 |
| Natalia Vargas | Usaquén | 77% | 52% | $ 10.940.000 |
| Mariana López | Chapinero | 73% | 49% | $ 9.860.000 |
| Sofía Herrera | Usaquén | 69% | 44% | $ 8.720.000 |
By kind of space
| Kind | Spaces | Hours booked | Hours used | Booked of open |
|---|---|---|---|---|
| Hot desk | 64 | 4,120 | 3,890 | 81% |
| Dedicated desk | 40 | 2,480 | 2,365 | 78% |
| Private office | 18 | 1,610 | 1,544 | 86% |
| Meeting room | 9 | 1,046 | 862 | 62% |
| Phone booth | 12 | 432 | 361 | 48% |
| Event space | 2 | 154 | 88 | 41% |
Dishes
| Dish | Class | Sold | Price | Earns per plate |
|---|---|---|---|---|
| Tacos al pastor | Popular, earns well | 1,284 | $145.00 | $107.00 |
| Sopa de tortilla | Popular, earns little | 1,102 | $98.00 | $57.00 |
| Enchiladas suizas | Popular, earns well | 962 | $189.00 | $128.00 |
| Mole poblano | Earns well, rarely ordered | 418 | $265.00 | $191.00 |
| Quesadillas de flor | Rarely ordered, earns little | 302 | $85.00 | $46.00 |
| Chiles en nogada | Earns well, rarely ordered | 214 | $310.00 | $182.00 |
Categories
| Category | Currency | Units | Net | With tax |
|---|---|---|---|---|
| Pães | BRL | 7.840 | R$ 54.880,00 | R$ 58.720,00 |
| Doces | BRL | 3.920 | R$ 47.040,00 | R$ 50.330,00 |
| Salgados | BRL | 3.110 | R$ 31.100,00 | R$ 33.280,00 |
| Bebidas | BRL | 2.460 | R$ 17.220,00 | R$ 18.430,00 |
| Cafés | BRL | 820 | R$ 26.240,00 | R$ 28.080,00 |
| Presentes | BRL | 270 | R$ 13.500,00 | R$ 14.450,00 |
Pay Report
| Team Member | Regular | Overtime | Weeks Approved |
|---|---|---|---|
| Megan Clarke | 80.00 | 4.50 | 2 of 2 |
| Liam Tremblay | 80.00 | 6.00 | 2 of 2 |
| Priya Natarajan | 76.50 | 2.00 | 2 of 2 |
| Owen Gallant | 72.00 | 3.50 | 2 of 2 |
| Chloé Bouchard | 76.00 | 1.50 | 2 of 2 |
| Noah Fraser | 68.00 | 2.50 | 1 of 2 |
Coaches
| Coach | Clients | Classes Taught | People Coached | Revenue Served |
|---|---|---|---|---|
| Yuki Tanaka | 48 | 62 | 1,104 | ¥1,842,000 |
| Kenji Sato | 41 | 58 | 986 | ¥1,610,500 |
| Aoi Nakamura | 37 | 44 | 812 | ¥1,388,000 |
| Ren Kobayashi | 29 | 40 | 701 | ¥1,096,400 |
| Mei Watanabe | 33 | 36 | 664 | ¥1,021,800 |
| Sora Yamamoto | 22 | 28 | 498 | ¥774,200 |
By Stage
| Stage | Open | Open Value | Weighted Forecast | Win Share |
|---|---|---|---|---|
| Inquiry | 14 | £96,400.00 | £19,280.00 | 22% |
| Site Visit | 9 | £88,200.00 | £30,870.00 | 38% |
| Proposal Sent | 8 | £121,500.00 | £54,680.00 | 49% |
| Contract Out | 5 | £79,300.00 | £55,510.00 | 71% |
| Deposit Due | 2 | £27,200.00 | £16,320.00 | 83% |
Providers
| Provider | Location | How Full | Rebooked | Revenue |
|---|---|---|---|---|
| Laura Gómez | Chapinero | 91% | 68% | $ 14.820.000 |
| Camila Restrepo | Usaquén | 86% | 61% | $ 13.460.000 |
| Andrea Torres | Chapinero | 82% | 57% | $ 12.180.000 |
| Natalia Vargas | Usaquén | 77% | 52% | $ 10.940.000 |
| Mariana López | Chapinero | 73% | 49% | $ 9.860.000 |
| Sofía Herrera | Usaquén | 69% | 44% | $ 8.720.000 |
By kind of space
| Kind | Spaces | Hours booked | Hours used | Booked of open |
|---|---|---|---|---|
| Hot desk | 64 | 4,120 | 3,890 | 81% |
| Dedicated desk | 40 | 2,480 | 2,365 | 78% |
| Private office | 18 | 1,610 | 1,544 | 86% |
| Meeting room | 9 | 1,046 | 862 | 62% |
| Phone booth | 12 | 432 | 361 | 48% |
| Event space | 2 | 154 | 88 | 41% |
Dishes
| Dish | Class | Sold | Price | Earns per plate |
|---|---|---|---|---|
| Tacos al pastor | Popular, earns well | 1,284 | $145.00 | $107.00 |
| Sopa de tortilla | Popular, earns little | 1,102 | $98.00 | $57.00 |
| Enchiladas suizas | Popular, earns well | 962 | $189.00 | $128.00 |
| Mole poblano | Earns well, rarely ordered | 418 | $265.00 | $191.00 |
| Quesadillas de flor | Rarely ordered, earns little | 302 | $85.00 | $46.00 |
| Chiles en nogada | Earns well, rarely ordered | 214 | $310.00 | $182.00 |
Categories
| Category | Currency | Units | Net | With tax |
|---|---|---|---|---|
| Pães | BRL | 7.840 | R$ 54.880,00 | R$ 58.720,00 |
| Doces | BRL | 3.920 | R$ 47.040,00 | R$ 50.330,00 |
| Salgados | BRL | 3.110 | R$ 31.100,00 | R$ 33.280,00 |
| Bebidas | BRL | 2.460 | R$ 17.220,00 | R$ 18.430,00 |
| Cafés | BRL | 820 | R$ 26.240,00 | R$ 28.080,00 |
| Presentes | BRL | 270 | R$ 13.500,00 | R$ 14.450,00 |
Pay Report
| Team Member | Regular | Overtime | Weeks Approved |
|---|---|---|---|
| Megan Clarke | 80.00 | 4.50 | 2 of 2 |
| Liam Tremblay | 80.00 | 6.00 | 2 of 2 |
| Priya Natarajan | 76.50 | 2.00 | 2 of 2 |
| Owen Gallant | 72.00 | 3.50 | 2 of 2 |
| Chloé Bouchard | 76.00 | 1.50 | 2 of 2 |
| Noah Fraser | 68.00 | 2.50 | 1 of 2 |
Coaches
| Coach | Clients | Classes Taught | People Coached | Revenue Served |
|---|---|---|---|---|
| Yuki Tanaka | 48 | 62 | 1,104 | ¥1,842,000 |
| Kenji Sato | 41 | 58 | 986 | ¥1,610,500 |
| Aoi Nakamura | 37 | 44 | 812 | ¥1,388,000 |
| Ren Kobayashi | 29 | 40 | 701 | ¥1,096,400 |
| Mei Watanabe | 33 | 36 | 664 | ¥1,021,800 |
| Sora Yamamoto | 22 | 28 | 498 | ¥774,200 |
By Stage
| Stage | Open | Open Value | Weighted Forecast | Win Share |
|---|---|---|---|---|
| Inquiry | 14 | £96,400.00 | £19,280.00 | 22% |
| Site Visit | 9 | £88,200.00 | £30,870.00 | 38% |
| Proposal Sent | 8 | £121,500.00 | £54,680.00 | 49% |
| Contract Out | 5 | £79,300.00 | £55,510.00 | 71% |
| Deposit Due | 2 | £27,200.00 | £16,320.00 | 83% |
Providers
| Provider | Location | How Full | Rebooked | Revenue |
|---|---|---|---|---|
| Laura Gómez | Chapinero | 91% | 68% | $ 14.820.000 |
| Camila Restrepo | Usaquén | 86% | 61% | $ 13.460.000 |
| Andrea Torres | Chapinero | 82% | 57% | $ 12.180.000 |
| Natalia Vargas | Usaquén | 77% | 52% | $ 10.940.000 |
| Mariana López | Chapinero | 73% | 49% | $ 9.860.000 |
| Sofía Herrera | Usaquén | 69% | 44% | $ 8.720.000 |
By kind of space
| Kind | Spaces | Hours booked | Hours used | Booked of open |
|---|---|---|---|---|
| Hot desk | 64 | 4,120 | 3,890 | 81% |
| Dedicated desk | 40 | 2,480 | 2,365 | 78% |
| Private office | 18 | 1,610 | 1,544 | 86% |
| Meeting room | 9 | 1,046 | 862 | 62% |
| Phone booth | 12 | 432 | 361 | 48% |
| Event space | 2 | 154 | 88 | 41% |
Dishes
| Dish | Class | Sold | Price | Earns per plate |
|---|---|---|---|---|
| Tacos al pastor | Popular, earns well | 1,284 | $145.00 | $107.00 |
| Sopa de tortilla | Popular, earns little | 1,102 | $98.00 | $57.00 |
| Enchiladas suizas | Popular, earns well | 962 | $189.00 | $128.00 |
| Mole poblano | Earns well, rarely ordered | 418 | $265.00 | $191.00 |
| Quesadillas de flor | Rarely ordered, earns little | 302 | $85.00 | $46.00 |
| Chiles en nogada | Earns well, rarely ordered | 214 | $310.00 | $182.00 |
Categories
| Category | Currency | Units | Net | With tax |
|---|---|---|---|---|
| Pães | BRL | 7.840 | R$ 54.880,00 | R$ 58.720,00 |
| Doces | BRL | 3.920 | R$ 47.040,00 | R$ 50.330,00 |
| Salgados | BRL | 3.110 | R$ 31.100,00 | R$ 33.280,00 |
| Bebidas | BRL | 2.460 | R$ 17.220,00 | R$ 18.430,00 |
| Cafés | BRL | 820 | R$ 26.240,00 | R$ 28.080,00 |
| Presentes | BRL | 270 | R$ 13.500,00 | R$ 14.450,00 |
Pay Report
| Team Member | Regular | Overtime | Weeks Approved |
|---|---|---|---|
| Megan Clarke | 80.00 | 4.50 | 2 of 2 |
| Liam Tremblay | 80.00 | 6.00 | 2 of 2 |
| Priya Natarajan | 76.50 | 2.00 | 2 of 2 |
| Owen Gallant | 72.00 | 3.50 | 2 of 2 |
| Chloé Bouchard | 76.00 | 1.50 | 2 of 2 |
| Noah Fraser | 68.00 | 2.50 | 1 of 2 |
Coaches
| Coach | Clients | Classes Taught | People Coached | Revenue Served |
|---|---|---|---|---|
| Yuki Tanaka | 48 | 62 | 1,104 | ¥1,842,000 |
| Kenji Sato | 41 | 58 | 986 | ¥1,610,500 |
| Aoi Nakamura | 37 | 44 | 812 | ¥1,388,000 |
| Ren Kobayashi | 29 | 40 | 701 | ¥1,096,400 |
| Mei Watanabe | 33 | 36 | 664 | ¥1,021,800 |
| Sora Yamamoto | 22 | 28 | 498 | ¥774,200 |
By Stage
| Stage | Open | Open Value | Weighted Forecast | Win Share |
|---|---|---|---|---|
| Inquiry | 14 | £96,400.00 | £19,280.00 | 22% |
| Site Visit | 9 | £88,200.00 | £30,870.00 | 38% |
| Proposal Sent | 8 | £121,500.00 | £54,680.00 | 49% |
| Contract Out | 5 | £79,300.00 | £55,510.00 | 71% |
| Deposit Due | 2 | £27,200.00 | £16,320.00 | 83% |
Providers
| Provider | Location | How Full | Rebooked | Revenue |
|---|---|---|---|---|
| Laura Gómez | Chapinero | 91% | 68% | $ 14.820.000 |
| Camila Restrepo | Usaquén | 86% | 61% | $ 13.460.000 |
| Andrea Torres | Chapinero | 82% | 57% | $ 12.180.000 |
| Natalia Vargas | Usaquén | 77% | 52% | $ 10.940.000 |
| Mariana López | Chapinero | 73% | 49% | $ 9.860.000 |
| Sofía Herrera | Usaquén | 69% | 44% | $ 8.720.000 |
By kind of space
| Kind | Spaces | Hours booked | Hours used | Booked of open |
|---|---|---|---|---|
| Hot desk | 64 | 4,120 | 3,890 | 81% |
| Dedicated desk | 40 | 2,480 | 2,365 | 78% |
| Private office | 18 | 1,610 | 1,544 | 86% |
| Meeting room | 9 | 1,046 | 862 | 62% |
| Phone booth | 12 | 432 | 361 | 48% |
| Event space | 2 | 154 | 88 | 41% |
Every report you keep, and the ones you build
Included with every account. Each report opens in the app that makes it.
All Reports
Every app’s, by category.
Every Business
One, a group or all.
Custom Reports
Built by hand or described.
Ask
A question, its figure.
Scheduled
Emailed from your own mailbox.
Money
Only for those it is shared with.
On a Phone
Tabs, cards and kept pages.
Open any report your apps keep, where it lives
Every report of every app you have on is listed by category, with search. Each opens in the app that makes it, so its figures are that app’s own, never a copy. Each app’s own Reports lists its share of them.
Reports
Every report, in the app that owns it
By Category
Revenue, Occupancy & Utilization, Staff & Labor, Retention & Membership, Financial, Operations, Sales & Pipeline, Compliance, Inventory, and Marketing & Studio.
Reports
Every report, in the app that owns it
Search Every App’s Reports
Find a report by its name or what it shows, across every app you have on.
Reports
Every report, in the app that owns it
The Apps You Have On
The list follows the apps your business has switched on, each report named with its app.
Reports
Every report, in the app that owns it
A Report’s Period
In its app, pick the period a report covers, from today to last year.
By course
| Course | Players | Revenue | Per Player |
|---|---|---|---|
| Links Course | 10 540 | R 5 796 000,00 | R 549,91 |
| Vineyard Nine | 5 180 | R 1 940 950,00 | R 374,70 |
| Academy Course | 2 393 | R 776 200,00 | R 324,36 |
| Protea Nine | 1 860 | R 612 400,00 | R 329,25 |
| Fynbos Par 3 | 1 422 | R 386 250,00 | R 271,62 |
CSV and PDF
Download a report as a CSV or a PDF, made from the same tables you see.
Summary
| Measure | Value |
|---|---|
| Open | 38 |
| Open Value | £412,600.00 |
| Weighted Forecast | £176,660.00 |
| Won Value | £298,450.00 |
| Win Rate | 41% |
Schedule From the Report
Schedule on any report emails it on a cadence. That schedule is the app’s own, and Scheduled lists it too.
Coaches
| Coach | Clients | Classes Taught | People Coached | Revenue Served |
|---|---|---|---|---|
| Yuki Tanaka | 48 | 62 | 1,104 | ¥1,842,000 |
| Kenji Sato | 41 | 58 | 986 | ¥1,610,500 |
| Aoi Nakamura | 37 | 44 | 812 | ¥1,388,000 |
| Ren Kobayashi | 29 | 40 | 701 | ¥1,096,400 |
| Mei Watanabe | 33 | 36 | 664 | ¥1,021,800 |
| Sora Yamamoto | 22 | 28 | 498 | ¥774,200 |
Reports
Every report, in the app that owns it
Choose which businesses a report covers
Pick All, a group, one business or a station in the header’s business switcher. Every report, custom report run and question covers the businesses picked, and only ever businesses you belong to.
Reports
Every report, in the app that owns it
From Your Own Memberships
The businesses come from the ones you are a member of, so a report never reaches a business you are not in.
By building
| Building | Spaces | Hours booked | Hours used | Booked of open | Bookings |
|---|---|---|---|---|---|
| Savanna Kilimani | 58 | 4,120 | 3,846 | 81% | 1,288 |
| Savanna Westlands | 46 | 3,375 | 3,102 | 77% | 1,034 |
| Savanna Karen | 32 | 2,347 | 2,162 | 70% | 742 |
| Savanna Upper Hill | 30 | 2,618 | 2,431 | 73% | 816 |
| Savanna Nyali | 24 | 1,826 | 1,633 | 58% | 521 |
Build your own report from the records you keep
Pick a record type, its columns, its filters and its order, or start from a table on any app’s report page. Or describe it in a sentence, and the assistant lays it out for you to check and save. Run it, and export the run as a CSV.
- 01Record TypesContacts, Deals, Locations, Transactions, Team Seats, Bookings, Time, Expenses, Invoices, Projects and Stays.
- 02A Report Page’s TableAny table on a report page of an app you have on, read for its period, then filtered and ordered your way.
- 03FiltersIs, is not, more than, at least, less than, at most, contains and starts with, on any column.
- 04Statuses in WordsA coded column, such as a stay’s source or a deal’s status, reads in words and still filters by its code.
- 05Shared With the BusinessShare a report and every member can run it. Only the person who built it changes or deletes it.
- 06Nothing Saved Until You SaveA described report waits in the builder. With your business’s assistant off, build it by hand.
- 07The Same Reports EverywhereYour custom reports also appear in Purview and in each app’s own Reports. Deleting one removes its schedules.
Custom Reports
Build reports with custom columns, filters, and grouping
Custom Reports
Build reports with custom columns, filters, and grouping
Custom Reports
Build reports with custom columns, filters, and grouping
Custom Reports
Build reports with custom columns, filters, and grouping
| Guest | Room | Source | Status | Arrival | Nights | Balance Due |
|---|---|---|---|---|---|---|
| Claire Dubois | Suite Majorelle | Airbnb | Confirmed | 14/11/2026 | 5 | 6.250,00 MAD |
| Hannah Weber | Suite Koutoubia | Booking.com | Checked In | 08/11/2026 | 6 | 4.980,00 MAD |
| Amina Benali | Chambre Atlas | Direct | Confirmed | 19/11/2026 | 4 | 3.600,00 MAD |
| James Whitaker | Suite Menara | Expedia | Checked Out | 30/10/2026 | 3 | 2.850,00 MAD |
| Sofia Marino | Chambre Agafay | Calisto Stays | Confirmed | 23/11/2026 | 3 | 2.400,00 MAD |
| Lucas Martin | Chambre Ourika | Airbnb | Checked In | 09/11/2026 | 2 | 1.720,00 MAD |
| Tom Fischer | Suite Bahia | Booking.com | Confirmed | 28/11/2026 | 4 | 1.450,00 MAD |
Custom Reports
Build reports with custom columns, filters, and grouping
Custom Reports
Build reports with custom columns, filters, and grouping
Reports
Every report of this business, the reports you build and the ones emailed on a schedule
Contacts, Deals, Locations, Transactions, Team Seats, Bookings, Time, Expenses, Invoices, Projects and Stays.
Custom Reports
Build reports with custom columns, filters, and grouping
Any table on a report page of an app you have on, read for its period, then filtered and ordered your way.
Custom Reports
Build reports with custom columns, filters, and grouping
Is, is not, more than, at least, less than, at most, contains and starts with, on any column.
Custom Reports
Build reports with custom columns, filters, and grouping
A coded column, such as a stay’s source or a deal’s status, reads in words and still filters by its code.
Custom Reports
Build reports with custom columns, filters, and grouping
| Guest | Room | Source | Status | Arrival | Nights | Balance Due |
|---|---|---|---|---|---|---|
| Claire Dubois | Suite Majorelle | Airbnb | Confirmed | 14/11/2026 | 5 | 6.250,00 MAD |
| Hannah Weber | Suite Koutoubia | Booking.com | Checked In | 08/11/2026 | 6 | 4.980,00 MAD |
| Amina Benali | Chambre Atlas | Direct | Confirmed | 19/11/2026 | 4 | 3.600,00 MAD |
| James Whitaker | Suite Menara | Expedia | Checked Out | 30/10/2026 | 3 | 2.850,00 MAD |
| Sofia Marino | Chambre Agafay | Calisto Stays | Confirmed | 23/11/2026 | 3 | 2.400,00 MAD |
| Lucas Martin | Chambre Ourika | Airbnb | Checked In | 09/11/2026 | 2 | 1.720,00 MAD |
| Tom Fischer | Suite Bahia | Booking.com | Confirmed | 28/11/2026 | 4 | 1.450,00 MAD |
Share a report and every member can run it. Only the person who built it changes or deletes it.
Custom Reports
Build reports with custom columns, filters, and grouping
A described report waits in the builder. With your business’s assistant off, build it by hand.
Custom Reports
Build reports with custom columns, filters, and grouping
Your custom reports also appear in Purview and in each app’s own Reports. Deleting one removes its schedules.
Reports
Every report of this business, the reports you build and the ones emailed on a schedule
Ask a question about your records, and get the figure
Type a question and the assistant turns it into a report, run across the businesses picked. The figure that answers it is counted from the records that report read, and the report sits under it with its filters in words.
Ask
Ask a question about your records. The answer is worked out from them, with the report it came from.
| Number | Customer | Due | Total | Balance Due | Status |
|---|---|---|---|---|---|
| INV-2026-0418 | Southern Cross Health | 12/11/2026 | $3,840.00 | $3,840.00 | Sent |
| INV-2026-0402 | Nikau Rugby Club | 07/11/2026 | $2,650.00 | $2,650.00 | Overdue |
| INV-2026-0421 | Ruby Walker | 16/11/2026 | $1,480.00 | $980.00 | Partly Paid |
| INV-2026-0425 | Ponsonby Netball | 19/11/2026 | $1,920.00 | $1,920.00 | Sent |
| INV-2026-0409 | Hemi Parata | 09/11/2026 | $760.00 | $760.00 | Overdue |
| INV-2026-0430 | Sophie Chen | 24/11/2026 | $1,140.00 | $840.00 | Partly Paid |
| INV-2026-0433 | Takapuna Rowing | 28/11/2026 | $2,210.50 | $2,210.50 | Issued |
Money Per Currency
Ask
Ask a question about your records. The answer is worked out from them, with the report it came from.
| Guest | Room | Arrival | Paid |
|---|---|---|---|
| Michael Brennan | Villa Coral | 05/10/2026 | US$6,400.00 |
| Ana Rodríguez | Casita Palma | 07/10/2026 | RD$148,500.00 |
| Laura Bennett | Villa Arrecife | 10/10/2026 | US$8,950.00 |
| José Martínez | Casita Brisa | 12/10/2026 | RD$96,200.00 |
| Emily Carter | Villa Mangle | 16/10/2026 | US$5,320.00 |
| Rosa Jiménez | Casita Palma | 22/10/2026 | RD$121,800.00 |
A sum or an average is given for each currency on its own, never added across currencies.
Withheld, Never Zero
Ask
Ask a question about your records. The answer is worked out from them, with the report it came from.
| Number | Customer | Issued | Paid |
|---|---|---|---|
| F-2026-118 | Nordlys Kaffe | 05.10.2026 | Not shared with you |
| F-2026-121 | Bryggen Arkitekter | 11.10.2026 | Not shared with you |
| F-2026-124 | Oslo Jazzfestival | 18.10.2026 | Not shared with you |
| F-2026-127 | Vinmonopolet | 24.10.2026 | Not shared with you |
| F-2026-130 | Haugen & Lie | 01.11.2026 | Not shared with you |
| F-2026-133 | Fjellstue Hytter | 06.11.2026 | Not shared with you |
A figure you may not see is withheld, never shown as zero.
Save as Report
Ask
Ask a question about your records. The answer is worked out from them, with the report it came from.
| Number | Customer | Due | Balance Due | Status |
|---|---|---|---|---|
| NF-3381 | Café Jardins | 04/11/2026 | R$ 2.480,00 | Overdue |
| NF-3392 | Empório Vila Madalena | 13/11/2026 | R$ 1.760,00 | Sent |
| NF-3394 | Hotel Paulista Plaza | 15/11/2026 | R$ 2.390,00 | Partly Paid |
| NF-3397 | Bistrô Moema | 18/11/2026 | R$ 1.215,00 | Sent |
| NF-3401 | Padaria Itaim | 21/11/2026 | R$ 980,00 | Issued |
| NF-3405 | Coworking Faria Lima | 25/11/2026 | R$ 1.640,00 | Sent |
Keep the report behind an answer with your custom reports, or export its rows as a CSV.
With the Assistant Off
Custom Reports
Build reports with custom columns, filters, and grouping
If your business has its assistant switched off, build the report by hand.
Have a report emailed every day, week or month
Choose the time in your business’s time zone, a PDF, a CSV or both, the addresses, and the period it covers. It is sent from your business’s own mailbox, and every app’s schedules sit side by side, your custom reports first.
The Period It Covers
Today, yesterday, this or last week, month, quarter or year, or the last 7, 30 or 90 days.
Send Now
Send any schedule’s report at once. A double press sends one email.
An Automation, With Automations
Each schedule is listed, paused and logged in Automations. A failed send is tried again, then stopped and shown.
Automations
Steps that run by themselves when something happens in your business.
| Automation | When | Then | Last 7 days | Last run | Status |
|---|---|---|---|---|---|
| Email the report Meeting room hoursCustom cron expression | Custom cron expression | Email the report | 4 | 07/11/2026 18:00 | Paused after errors |
| Email the report Desk bookings by buildingCustom cron expression | Custom cron expression | Email the report | 7 | 07:00 | Active |
| Email the report Day passes this weekCustom cron expression | Custom cron expression | Email the report | 1 | 04/11/2026 08:00 | Active |
| Email the report Unpaid member invoicesCustom cron expression | Custom cron expression | Email the report | 7 | 08:30 | Active |
| Email the report Westlands occupancyCustom cron expression | Custom cron expression | Email the report | 7 | 06:30 | Active |
| Email the report Karen events pipelineCustom cron expression | Custom cron expression | Email the report | 1 | 05/11/2026 09:00 | Active |
| Email the report Board pack, monthlyCustom cron expression | Custom cron expression | Email the report | No runs | Never | Paused |
One Schedule, Two Screens
A schedule set here is the same one its app’s own Reports shows.
From Your Mailbox, With Mail
With no mailbox connected, nothing is sent from Calisto in its place.
Your scheduled report is attached.
Weekly pipeline · Pipeline Forecast · 2 – 8 Nov 2026
Money reaches only the people it is shared with
A figure a person may not see reads “Not shared with you”. A custom report shows its money only when every business it covers shares sales reports with that person; expenses and project estimates follow who may see costs.
Custom Reports
Build reports with custom columns, filters, and grouping
| Number | Customer | Due | Total | Balance Due |
|---|---|---|---|---|
| HP-10482 | Muskoka Trail Co. | 2026-12-03 | Not shared with you | Not shared with you |
| HP-10485 | Lakeshore Paddle Club | 2026-12-04 | Not shared with you | Not shared with you |
| HP-10489 | Algonquin Base Camp | 2026-12-05 | Not shared with you | Not shared with you |
| HP-10491 | Northern Lights Lodge | 2026-12-06 | Not shared with you | Not shared with you |
| HP-10494 | Bruce Peninsula Outfitters | 2026-12-07 | Not shared with you | Not shared with you |
| HP-10497 | Georgian Bay Kayak | 2026-12-08 | Not shared with you | Not shared with you |
| HP-10499 | Kawartha Cottage Supply | 2026-12-09 | Not shared with you | Not shared with you |
Custom Reports
Build reports with custom columns, filters, and grouping
| Name | Location | Check-in | Guests | Balance Due |
|---|---|---|---|---|
| Mariana Gómez | Chapinero | 03/11/2026 | 2 | Not shared with you |
| Felipe Castro | Usaquén | 04/11/2026 | 1 | Not shared with you |
| Laura Restrepo | Chapinero | 04/11/2026 | 3 | Not shared with you |
| Camila Torres | Usaquén | 05/11/2026 | 1 | Not shared with you |
| Andrés Vargas | Chapinero | 06/11/2026 | 2 | Not shared with you |
| Daniela Ruiz | Usaquén | 07/11/2026 | 2 | Not shared with you |
| Sara Moreno | Chapinero | 08/11/2026 | 1 | Not shared with you |
Read, build and schedule reports from your phone
All Reports, Custom Reports and Scheduled are the tabs, and Settings is under More. A report’s tables become cards, the builder opens as a sheet above the keyboard, and Scheduled refreshes with a pull.
Kept on This Device
All Reports and your saved custom reports open with no signal on a device you keep Reports on. A run is never kept: it carries figures.
Where Reports touches everything else.
2 of these 6 connections are in your plan today; the others are their own apps.
Purview
The businesses you pick in the header, and who may see sales, costs and the rest, are the owner’s settings in Purview.
Blueprint
Pick a group in the header and every report reads all of its businesses together.
Automations
Every schedule is an automation, listed, paused and logged in Automations.
A scheduled report is emailed from your business’s own mailbox.
Ledger
Financial statements are Ledger’s reports, listed here and opened in Ledger, where their schedules are set.
Workforce
Hours, labor and scorecards are Workforce’s reports, and its schedules sit beside the others.
No setup cost. Pay when you start using.
Every report of every app, across your businesses.
Included with every Calisto account
Every app’s reports in one place, across one business, a group or all of them, plus custom and scheduled reports.
Everything included in Calisto Reports.
- Every report of every app your business has switched on, each named with its app and opened in it.
- Revenue, Occupancy & Utilization, Staff & Labor, Retention & Membership, Financial, Operations, Sales & Pipeline, Compliance, Inventory, Marketing & Studio.
- Find a report by its name or what it shows, across every app.
- The same reports in each app’s own menu, with its Custom Reports and Scheduled beside them.
- Its period on one line, Download CSV and Download PDF from the tables you see, and Schedule.
- All, a group, one business or a station, picked in the header’s business switcher, from your own memberships only.
- Every business in a group read together.
- Only what their station grants.
- A record type, its columns, filters and order, saved with a name and a description.
- Contacts, Deals, Locations, Transactions, Team Seats, Bookings, Time, Expenses, Invoices, Projects and Stays.
- Any table on a report page of an app you have on, for the period you choose.
- Equals, is not, greater or less than, at least, at most, contains and starts with.
- A status, a source or a lead source shown in words and filtered by its code.
- A project’s, a person’s, a client’s and a location’s name read after the records.
- A sentence becomes the builder’s columns, filters and order; nothing is saved until you save.
- A question turned into a report, run across the businesses picked, and the figure that answers it counted from its rows.
- Per currency, never added across; withheld, never zero, from someone the business does not share it with.
- Its filters in words, its rows, Save as Report and Export CSV.
- Across the businesses picked, each amount in its own record’s currency, never converted.
- Any run as a CSV.
- By the person who built the report; deleting it removes its schedules.
- Shared with the business, every member may run a report; only its builder changes it.
- The same custom reports in Purview and in each app’s own Reports.
- Sales and folio charges at a test location are left out of the books, and of the reports read from them.
- Every app’s schedules side by side, your custom reports’ first; an app with nothing scheduled folded to one row.
- Every day, every week on a weekday, or every month on a day, at a time in your business’s time zone.
- A PDF, a CSV, or both on one email.
- Today, yesterday, this or last week, month, quarter or year, or the last 7, 30 or 90 days.
- Up to 50 email addresses.
- Your business’s own mailbox; without one, nothing is sent from Calisto in its place.
- A schedule’s report sent at once; a double press sends one email.
- Each schedule an automation, listed, paused and logged there; a failed send tried three more times, then stopped.
- A schedule set in Reports is the one its app’s own Reports shows.
- Their saved and financial reports carry their own schedules, set on the report.
- A figure a person may not see reads “Not shared with you”.
- Shown only when every business covered shares sales reports, or costs for expenses and project estimates.
- A filter or an order on a withheld column is not applied.
- Reaches only members who may see it, and is scheduled only by them.
- Who sees sales, costs and the rest, set by the owner, person by person.
- All Reports, Custom Reports and Scheduled as tabs; Ask and Settings under More.
- Tables as cards, totals as a highlighted card, 50 rows then Show More; downloads and Schedule in one row.
- A card per saved report with Run at the thumb; the builder as a sheet above the keyboard; a run as cards.
- Scheduled reads every app’s schedules again.
- All Reports and your saved custom reports readable with no signal on a device you keep Reports on; a run never kept.
- All Reports from Calisto’s icon, beside your other apps’ shortcuts.
- Inside the Calisto app, never as an app of its own.
- Your own notices filed under Reports, and This Device.
- Included with every Calisto account.
Questions about Calisto Reports
No. Every report belongs to the app that makes it, and each app keeps its reports in its own menu. Reports lists every report of every app you have on and opens each one in its app: the same report, never a second copy of a number.
Yes. Pick All, a group, one business or a station in the header. Every report, custom report run and question covers the businesses picked, and only ever businesses you are a member of.
Contacts, Deals, Locations, Transactions, Team Seats, Bookings, Time, Expenses, Invoices, Projects and Stays, with the columns, filters and order you choose. It can also start from any table on a report page of an app you have on, for a period.
Yes. Describe it in a sentence and the assistant lays out its record type, columns, filters and order in the builder. Nothing is saved until you check it and save it. If your business has its assistant switched off, build it by hand.
Yes. Ask turns your question into a report, runs it across the businesses picked and gives the figure that answers it, counted from the records it read and given per currency. The report sits under the figure, and you can save it with your custom reports.
The person who builds a report is the only one who changes or deletes it. Shared with the business, every member can run it, and each run shows only the money that person may see.
From your business’s own mailbox, as a PDF, a CSV or both, every day, week or month at a time in your business’s time zone. Each schedule is an automation, listed, paused and logged in Automations, and Send Now sends it at once.
Whoever the owner shares it with, set person by person in Purview. A figure a person may not see reads “Not shared with you”, a custom report shows money only when every business it covers shares it, and a scheduled report never sends it to a member who may not see it.
Yes. All Reports, Custom Reports and Scheduled are the tabs. On a device you keep Reports on, All Reports and your saved custom reports open with no signal; a run is always read fresh, and Scheduled needs a connection.
Nothing extra: it is included with every Calisto account, with Purview, Blueprint and Sovereign.