Check Cherry's reporting gives you insight into every part of your business — from which packages are selling best to where your leads come from to how much you've collected in tips.
Bookings Reports
- Bookings — List and export data from your bookings and proposals, organized by event date.
- Most Frequently Booked — See your most popular packages, add-ons, and backdrops.
- Outstanding Balance — Track bookings with remaining balances due.
Payment Reports
- Payment History — All received payments with date, amount, and payment method.
- Tips — Tips collected, broken down by booking.
- Profit and Loss — Breakdown of income and expenses for tax time.
Tax Reports
- Sales Tax — Itemized sales tax collected, broken down by region.
Lead Reports
- Leads — Lead data including source, status, and conversion rates.
Package Reports
- Utilization — How often each package, add-on, and backdrop gets booked.
- Packages & Add-ons — Detailed information on all your packages, add-ons, and backdrops.
Staff Reports
- Time Off — Staff time off requests and blockout dates.
Client Reports
- Client List — Export client contact information along with staff and admin accounts.
Expense Reports
- Expenses — All logged expenses with categories and totals.
Message Reports
- Message History — Incoming and outgoing email and SMS activity.
- Email Event History — Track email opens, clicks, deliveries, bounces, and more for troubleshooting.
Login History Reports
- Login History — Track login activity across all user accounts for security.
You can save any report with your filters applied and schedule it to be emailed to you automatically — great for monthly financial summaries or weekly booking reports.