Two kinds of thing on the Reports page
Open Reports and you'll find the page split into two groups of cards. The first, Income, is for understanding your takings. The second, Exports, is for getting your records out into Excel. Click any card to open it.
Every report works the same way: you view it on screen first — with the numbers laid out in a table, and a chart where it helps — and an Export to Excel button in the top corner saves exactly what you're looking at as a spreadsheet.
The income reports
All three income reports break your appointments down the same way, so once you've read one you've read them all. Each row shows four groupings side by side:
- Booked — appointments that are in the diary but not yet done.
- Completed — grooms you've marked complete but not yet been paid for.
- Paid — appointments settled in full.
- Total — all three added together.
For each grouping you see both a count (how many appointments) and the income (what they're worth), with a bold totals line along the bottom adding every column up. The split between Completed and Paid is the useful one for chasing money — it tells you at a glance what work you've done that's still waiting to be paid for, so you know exactly who to follow up.
Income By Client
This report lists each client and the income tied to their appointments, sorted with your highest-value clients at the top. Pick a date range at the top of the page — it opens on the current month — and the table redraws for that period. A bar chart highlights your top clients by income, so you can see your best customers at a glance. Handy for spotting your regulars, or for working out who you've not seen in a while.
Income By Week
This one shows your weekly takings across the last 30 weeks, each row labelled with the week's start date. A chart sits above the table so you can see the shape of your trade — the busy spells and the quiet ones — at a glance. Good for spotting seasonal patterns and planning ahead.
Income By Month
The same idea, zoomed out: your income month by month over the last two years. This is the one to reach for when you want the long view — how this spring compares to last, or whether you're busier than you were a year ago. It's also a tidy summary to hand to your accountant.
The exports
The three exports under the Exports heading do something different: instead of summing up your income, they hand you your raw records as an Excel spreadsheet you can keep, print, or work with however you like. Each opens with the data shown on screen in a table, and the Export to Excel button saves it.
Appointment Export
Pick a date range and this gives you every appointment in that window, one per row: the date and time, how long it ran, the client and pet, the service, its status, the price and any notes. Useful for a day's worth of paperwork, an end-of-month tally, or just keeping a record outside the app.
Client Export
This pulls all your clients into a spreadsheet in one go — name, email, every phone number you hold, their address and postcode, alternative contact, vet, whether messaging is switched on for them, and any notes. It's your whole client book in one file: a back-up, a mailing list, or a way to bring your contacts into another tool.
Pet Export
The same for your pets: each dog with its owner, breed, colour, date of birth, gender, whether it's neutered, whether it's vaccinated, and importantly any alert or allergies you've recorded. A printed copy of this is a handy reference to keep on the grooming table.
A note on big exports
Exports are generous — they'll comfortably cover years of records. If you ever ask for an unusually large export and Woofle says there's too much to pull out at once, simply narrow the date range and export it in a couple of pieces. In day-to-day use you'll never bump into this.
Putting it to use
Most groomers settle into a rhythm: a glance at Income By Month to see how the year's shaping up, Income By Client when it's time to nudge the regulars, and an Appointment Export at month-end for the books. The exports are there for the bigger moments — a back-up, a tax return, or moving your records around — and they're always a single click away.
Want to understand the rest of the app the same way? Have a browse of the guides index.