Reading your reports

The Reports page is your organisation's scoreboard: every headline metric on one wall, with drill-down reports underneath. Only Admins can open it — staff and managers don't see the link and are redirected to the dashboard if they follow the URL.

Filtering the view

The filter bar reads like a sentence — "Show me reports for Period at Location" — with secondary pills underneath.

1. Pick a location, or leave it on all locations for the whole organisation.
2. Pick a period. The default is month to date. Presets cover Today, MTD, QTD, FYTD, Last Month and Last Quarter for looking back, and This Week, Next 7 Days, Next 30 Days, Rest of Quarter and Next Quarter for the pipeline ahead. Use More Filters for a custom date range.
3. Day mode defaults to weekdays only — the way most daycares read utilisation. Switch it to all days to include weekends.
4. Granularity — day, week or month — sets how the charts bucket the numbers.

Filters live in the page URL, so a configured view can be bookmarked or shared with another Admin as a link.

All dates and times are worked out in the selected location's timezone. On the all-locations view, WagDay uses the shared timezone when every location agrees, and falls back to Australia/Melbourne when your locations span timezones.

The metric wall

The Performance metrics section puts every headline number — occupancy, revenue and trends, service economics, repeat usage and team performance — on uniform cards. Click any card to dig into the detail behind it.

If you sell packages, a notice at the top of the page explains how package-credit purchases feed into the revenue figures. Whether package sales count at the time of sale or as credits are redeemed is an organisation-wide setting your facility controls.

Featured reports

Five purpose-built reports sit above the catalogue, each with a dedicated, print-ready layout:

• Daily Venue Snapshot — expected volume and capacity across every venue for a chosen day.
• Daily Run Sheet — roster, feeding, medications and care cards for a selected day.
• Daily Space Sheet — each venue's spaces with the day's pets grouped beneath, formatted for the floor and printing.
• Lead Source Attribution — where enquiries and bookings originate across marketing channels.
• Occupancy Trends — daycare and boarding occupancy over time; reconciles with the occupancy metric cards.

The report catalogue

Twenty drill-down reports in three groups. Each opens to its own page with the same filter bar, an Export menu and a print button.

Operations — day-to-day working views:

• Photo Update Schedule — on-site pets who haven't received a photo update to their owner today.
• Transport (Taxi) — bookings with pickup and dropoff requirements.
• Vaccination Compliance — pets with expired or expiring vaccinations requiring action.
• Space Utilisation — occupancy rates by space over a selected period.
• Staff Utilisation — staff scheduled hours versus available capacity.

Customer & Pet — behaviour and demographics:

• No-Show Patterns — repeat no-show customers, to identify where policy enforcement is needed.
• Booking Source — booking distribution by source channel (dashboard, portal, walk-in).
• Breed & Demographics — breed, gender, size class and customer type distribution.
• Mailing List Export — marketing opt-in customer export list.
• Conversion Funnel — bookings that didn't complete (cancelled, no-show) versus completed.
• Customer Retention — repeat versus one-time customers and retention rate.

Financial — revenue, invoicing and payment deep dives:

• Extras Revenue — revenue and quantity totals per extra item.
• Balance & Outstanding — invoice status breakdown and ageing buckets.
• Deposits — deposit amounts and payment status across bookings in the selected range.
• Items to Invoice — completed or confirmed bookings awaiting invoice creation.
• Customer Invoice — the invoice ledger with due and paid timing per customer.
• GST Summary (BAS) — GST collected per month (ex-GST subtotal, GST, total) for BAS preparation.
• Payments — payment transactions by customer across bookings.
• Revenue by Service — revenue breakdown by service type.
• Revenue Forecast — projected revenue from confirmed and pending bookings.

Exporting and printing

Every report page has an Export menu with four formats: CSV, Excel (XLSX), PDF and XML. On the main Reports page the export bundles the current view into one file named for your date range; on a drill-down report it exports that report's table. The Excel export stores amounts and dates as real number and date cells, so you can sort and sum without reformatting.

Featured reports are laid out specifically for printing, and catalogue reports carry a print button next to Export — handy for the run sheet and space sheet on the floor.

What's next?

• Act on repeat no-shows: No-show and late-cancel charges
• Chase compliance daily: Incidents and the Issues inbox
• Push the numbers to your ledger: Integrations: Xero, webhooks and API keys