Custom Report Builder
Turn your data into actionable insights
Create powerful custom reports tailored to your business needs. Our drag-and-drop report builder lets you visualize revenue, client trends, staff performance, and more—with scheduled delivery straight to your inbox.
- Drag-and-drop report builder
- Pre-built templates for common reports
- Scheduled email delivery (daily, weekly, monthly)
- Export to PDF, Excel, or CSV
- Share reports with team members
- Real-time data updates
Feature Specifications
How Studios Use This
Real-world applications that drive results
Monthly Performance Reviews
Generate comprehensive monthly reports showing revenue trends, top-performing services, client retention rates, and staff productivity metrics for team meetings.
Financial Planning
Build custom financial reports for accountants, tax preparation, or investor presentations. Track revenue by service, product sales, and payment methods.
Staff Commission Reports
Automatically calculate and distribute commission reports to your team. Track individual performance, tip distribution, and bonus eligibility.
Why Studios Love Custom Report Builder
- Make data-driven decisions with confidence
- Save hours of manual report creation
- Keep stakeholders informed automatically
- Identify trends and opportunities quickly
- Streamline tax and accounting prep
- Track KPIs that matter to your business
“Every report on this page is generated from live production data: $1.25M in payments across 2,426 transactions, accumulated over 34 months at a working New York studio.”
Frequently Asked Questions
Everything you need to know about Custom Report Builder
Can I schedule reports to be sent automatically?
Yes! Set up any report to be automatically generated and emailed daily, weekly, or monthly. Choose recipients, format (PDF or Excel), and the exact delivery time.
What data can I include in custom reports?
Custom reports can include any data in your InkedCore account: appointments, revenue, clients, products, staff performance, inventory, marketing campaigns, and more. Combine data sources for comprehensive insights.
Can I share reports with my accountant?
Absolutely! Export reports in accountant-friendly formats (Excel, CSV) or set up scheduled email delivery directly to your accountant. You can also generate read-only share links.
How far back does historical data go?
Report data is available for up to 5 years, depending on your plan. Enterprise plans include unlimited data retention for complete historical analysis.
Ready to Try Custom Report Builder?
Run your studio on the platform we operate ourselves. Start your free trial today.