Reports that tell you what your numbers mean.
Boclar reports cover sales, appointments, clients, services, professionals, payments and accounting, in plain words. Click any bar to see the records behind it, compare with the previous period, and send your accountant a monthly pack.
Know your numbers without being an accountant.
Plain-language insights
A line that reads the numbers for you, when it helps.
Compared, always
Green means better, red means worse, against the previous period.
Click to see why
Any bar or row opens the sales or appointments behind it.
Accountant packs
Excel, CSV or PDF for a month or year, with a 7-day share link.
Every report reads the same way.
Key numbers with the change against the previous period, one chart, one table with every number, then a download.
| Category | Reports |
|---|---|
| Sales | Summary, by service, professional, location, payment method, by day / week / month, discounts, refunds |
| Appointments | Summary, by day, status, professional, service, location, cancellations, no-shows, reschedules, booking sources, lead time |
| Clients | Summary, new, acquisition, returning, not returned, frequency, gap between visits, birthdays, top clients, spending |
| Services | Performance, revenue, most booked, duration, revenue per hour, by professional |
| Professionals | Performance, sales, clients, tips, utilization, hours |
| Payments | Summary, by method, received, partial, outstanding, refunds, tips |
| Accounting | Money summary, money in each day, month by month, every sale, exports |
Every report shows key numbers, one chart, one table and a download.
Your numbers, in three steps.
Open a category
Sales, appointments, clients and more.
Read the key numbers and chart
Then click into the records behind them.
Download or share
Excel, CSV or PDF of exactly what’s on screen.
Where numbers drive decisions.
Reports, answered.
Which reports are there?
Sales, Appointments, Clients, Services, Professionals, Payments and Accounting. Product, commission, expense and tax reports are not currently included.
Can I send numbers to my accountant?
Yes. Reports › Accounting › Exports builds an Excel, CSV zip or PDF pack for a month, a year or chosen dates, and “Send to accountant” emails a link that works for seven days.
Do reports work on my phone?
Yes. You can view reports and download exports from your phone, tablet or computer, subject to your role's permissions.
What does the privacy lock do to reports?
With earnings hidden, every amount shows “•••” while counts, rates and change chips stay. Downloads leave out money columns.
Know your numbers.
Start free and see your first report after your first checkout.