Custom reports

Drag and drop the report you need.

Drop totals, charts and tables onto a page, then drag in the fields you want, like sales, bookings, items or staff hours. Save it under My reports, export it, or have it emailed to your team every week.

Included on the Pro plan. 21-day free trial, no credit card required.
Six starters

Begin from sales by item, who still owes money and more.

Live preview

The report updates with every field you drop in.

Export any report

Download it as a CSV, Excel file or PDF.

Emailed on a schedule

Daily, weekly or monthly, to the people you pick.

MY REPORTS

Start from a starter, or a blank page.

My reports sits under Reports in the sidebar. Pick one of six starters, like Sales by item, Bookings by day of week or Who still owes money, and it opens ready to change. Or press New report and build from an empty page.

Every report you save is listed with what it shows, the dates it covers and who gets it by email.

HOW A REPORT IS BUILT

Four blocks, and the fields to fill them.

Drag a block onto the page, then drag fields into it. Put several blocks on one page for a season summary with totals, a chart and a table together.

$84.2kSales
1,034Bookings

Numbers

Headline totals like sales, bookings and the average booking, side by side.

Chart

Bars or a line across any date or field, like sales by month or bookings by day of week.

ITEMSALES
Item one$28,080
Item two$19,280
Item three$18,260

Table

One line for each item, customer or staff member, with the totals you choose to add up.

August was our busiest month. Add two more staff for weekends next summer.

Note

A line of context for whoever reads the report, kept right next to the numbers.

Booking dateStatusBooking sourceLocation Rental itemExperienceCategoryStore product QuantitySalesPaidStill owed

Fields come from your bookings, booking lines, payments, customers, sessions, store sales and staff hours.

EMAIL AND EXPORT

Lands in their inbox, on schedule.

Press Email it, pick who gets the report and how often: every day, every week or every month. Your manager starts Monday with last week's numbers without logging in.

Need it somewhere else? Export any report as a CSV, an Excel file or a PDF, and saved reports open on your phone too.

OR JUST ASK

Describe it, and Dash builds it.

Type the report you want in plain words, like sales by staff member this summer. Dash builds it with the same blocks and fields, and asks you to OK it before it is saved to My reports.

See what Dash AI can do

FREQUENTLY ASKED QUESTIONS

Common questions about custom reports

Find answers to your questions below. Contact us if you couldn't find what you're looking for.

Contact Us

What can I report on?

Your bookings, booking lines, payments, customers, sessions, store sales and staff hours. Group by fields like booking date, location, item or category, and add up sales, paid, still owed, quantity and bookings.

Do I need to know spreadsheets to build one?

Are there ready-made reports to start from?

Can a report be emailed automatically?

Can my staff see sales figures in reports?

Can I open reports on my phone?

Can Dash AI build a report for me?

Which plan includes custom reports?

Build the report you keep asking for.

Start your free 21-day trial and save your first custom report in minutes.

Will EquipDash suit my business?
Ask Dash — it knows every feature.