Reports overview
Browse and open operational reports for bookings, finance, and customers.
The Reports page is a library of read-only analytics. Use it to answer operational questions and export data — not to change bookings or transactions.
Summary area
The top of the page introduces the report library. Use category chips (Bookings, Financial, Customers) and search to find a report quickly.
Filters on this page
| Control | Purpose |
|---|---|
| Category | Limit cards to Bookings, Financial, or Customers |
| Search | Match report name, description, or keywords |
| Clear filters | Reset category and search |
Each report opens on its own page with date range and dimension filters specific to that report.
All reports
Bookings
| Report | Guide |
|---|---|
| Bookings Summary | Bookings Summary |
| Receivers Bookings | Receivers Bookings |
| Service Bookings | Service Bookings |
| Team Bookings | Team Bookings |
Financial
| Report | Guide |
|---|---|
| Transactions Summary | Transactions Summary |
| Transaction Totals | Transaction Totals |
| Gross Profit | Gross Profit |
| Payments | Payments |
| Refunds | Refunds |
| Customer Credits | Customer Credits |
| Non-Gateway Payments | Non-Gateway Payments |
| Outstanding Balance | Outstanding Balance |
Customers
| Report | Guide |
|---|---|
| Customers Summary | Customers Summary |
Export
Individual reports support CSV export where shown on the report page. There is no scheduled email export in the product today.
SaaS billing vs tenant payments
These reports cover your customers' payments to you. Your ServEase subscription invoice is under Billing and pricing.