We’ve enhanced the existing reporting module with improved navigation, enriched metrics, and customizable display options—making it easier than ever to uncover deeper business insights and make data-driven decisions to optimize your operations.
All detailed reports are available across all plan tiers!

To better understand each metric and interpret your data effectively, visit [MoeGo Insights – Revamped Report Metrics Explained], a comprehensive guide to unlocking insights that can drive growth and efficiency.

In this video, you'll get a quick tour of the Reports section and learn how to use Group By, Custom Displayed Columns, and Filters to view insights tailored to your needs.

Further Reading:

MoeGo Insights - Revamped Report Metrics

Navigate To Revamped Reports

🖥️ Desktop:

On your desktop, navigate to "Insights" from the left-hand menu.
Click on "Reports (Beta)".
Browse and select specific reports to view summaries or detailed data.

📱App:

In the app, navigate to "Insights" from the left-hand menu.
Tap "New Insights" in the top-right corner to switch to the new report dashboard.
Tap "Report" from the top menu to select and view detailed data within each report.

Data Sync Frequency

Dashboard and report data are not updated in real time. Instead, the data is refreshed every hour to ensure accuracy and performance.

You can check the last updated time in the top-right corner of the dashboard for reference.

Explore Report Customization

Take full control of your data with our enhanced report customization tools. Whether you're filtering by service, customizing visible metrics, or grouping data by dimension, the revamped Reports section gives you flexibility and precision.

Customized Columns

With the new interactive reporting tables, you can tailor your view by clicking the ⚙️ config icon to select which columns to display—focusing only on the metrics that matter most.

Rearrange columns to prioritize key information.
Eliminate noise by hiding irrelevant data.
Save time by focusing your analysis on decision-critical metrics.

Select from available metrics to display in your report.
You can also drag and drop the metrics to customize the display order according to your preferences.

Smart Filters (Ultimate Plan Only✨)

Narrow down your data by applying one or multiple filters using the Filter option for more refined and targeted insights.

You can filter by a variety of fields, including staff, date range, service type, payment status, and more.

Examples:
- Use the Care Type filter in the Sales Summary Report to view only invoices where a grooming service was performed.
- Use the Total Unpaid filter (e.g., greater than $1) to identify invoices with an outstanding balance.

Group By

Change the perspective of your report using the "Group By" dropdown to view the same metric across different dimensions.

Group By is available for all Summary Reports, though the available grouping options may vary depending on the specific report you’ve selected.

Grouping Dimension	Description
Appointment/Sales Date	Group by day, week, month, or year based on the appointment date.
Transaction Date	Group by day, week, month, or year based on the payment date.
Payment Method	Filter by selected method at checkout.
Transaction Type	Sale or refund.
Business Name	Location of the transaction.
Processed By	Staff member who processed the checkout.
Assigned Staff	Staff member who provided the service.
Created By	Staff who created the appointment.
Create Date	Original creation date of the appointment.
Source	Booking source: online or by staff.
Category	Service, add-on, service charge, package, or product.
Care Type	Classifies service type: Grooming, Boarding, Daycare, or non-service sales
Service/Product/Add-on	Specific items linked to the appointment or sale.
Appointment/Payment Status	Current status of the record.
Van	Indicates the sale by van, applicable to mobile businesses.
Location Info	State, city, or ZIP code.
Pet Info	Breed, type, or pet code.
Client Name	Associated client.
Business ID	Unique identifier for each business location
Evaluation	Lists evaluation appointments only, applicable to Boarding & Daycare.

View Invoices

Easily view detailed invoices directly from the reports interface.

For Sales summary, payment summary, and appointment summary report, you can simply drill down detailed reports by clicking on each line.

For the Sales invoice report, payment transaction report, and appointment list report, you can click on the Invoice ID to see the itemized records for each metric.

Download Reports

Download the data collected and save it in an offline format. You may want to keep this information for your records or for sharing & collaboration reasons.

Download the full report data or download it under filters.
Only the column displayed will be exported when downloading the report.

Report Metric Definition

Each report is designed with a specific purpose, tracking distinct metrics to help you analyze different aspects of your business. Below is a breakdown by report category:

Finance Report

All finance reports display data based on the payment transaction date.

⚠️ Note: The payment date may not always match the sales date for appointments.

Payment Summary Report
Analyze total payment amounts grouped by payment method, payment date, or sales date.
Payment Transaction Report
A detailed list of all individual payment transactions, including status and method.

Sales Report

Sales reports reflect data based on the sales date.

📌 For Boarding & Daycare, sales are split by each day the pet stayed.

For example, if a pet stays from July 10–18, and you select the report date range for July 12, only the prorated amount for July 12 will be shown.

📌For Grooming, sales are based on the appointment date.

Sales summary report: View and analyze total gross sales, net sales by category, payment status, etc.

Sales invoice report: Detailed view of all sales invoices.

Appointments Report

These reports focus on appointment-based sales only and exclude product, package, and membership sales.

Reports reflect data based on the appointment date.

Grooming Appointment Summary Report
Overview of grooming appointment data by source, status, payment, and more.
Grooming Appointment List Report
A detailed list of all grooming appointments, including time, staff, and service details.
Boarding Appointment List Report
A detailed list of all boarding appointments, including check-in/out dates and pet details.
Daycare Appointment Report
A detailed list of all daycare appointments, with attendance tracking and service types.

Employee Report

Staff performance report: Summary view to understand sales contribution, customer satisfaction, and utilization of each staff member.

Clients Insight

Client & Pet Summary Report
A summarized view to help you understand client and pet distribution, behavior trends, and demographics across your business.
Pet Incident Report
A detailed log of all reported incidents, including pet details, assigned staff, incident type, date, and a description of each event.

Payroll Report

The Payroll Report provides a detailed view of employee compensation, including:

Total commissions
Total tips
Total hourly wages
Total working hours
Total payout

You can filter the data by a specific date range or business location for more targeted insights.

Individual Staff Payroll: Click on any staff member to view a breakdown of their commission, tips, and hourly wage details (if applicable).
Appointment Details: Click on the Booking ID to view the associated appointment information.

The payroll report has no major change compared to the payroll report in the old report section. Please feel free to refer to more details here.

Customized Reports

Customized Reports are currently in the alpha testing phase. More details and documentation will be available upon official release.

Mapping Reports: Understanding the New vs. Old Reports

Explore Report Customization

You can tailor your report views using the tabs, Group By, and Filter options described earlier.
These tools allow you to easily drill down into specific data points based on your business needs.

Examples:
- In the Sales Summary Report, use Group By: Assigned Staff to view sales by employee.
- Apply the Assigned Staff filter to isolate results for a particular staff member.

Mapping: Existing Reports vs. Revamped Reports

Area of Focus	New Report (Revamped)	Old Report (Existing)
Detailed breakdown of each sale	Sales Invoice Report	Sales and Appointment Report Tips by Employee
Detailed view of employee compensation	Payroll Report	Employee Payroll Report
Summary of sales quantities and values using advanced filters/groups	Sales Summary Report	Sales by Employee Sales by Services Sales by Payment Methods Sales by Week Sales by Month Sales by Client Sales by Day of the Week Sales by City and Demographics Sales by Zip Code and Demographics Sales by Service Area and Demographics Product by Stock Product Sales Report
Filtered appointment list by status or conditions	Appointment List Report	Appointment Schedules Unpaid Appointments Cancelled Appointments No-Show Appointments Waitlist Appointments Appointments by Staff Unclosed Appointments
Appointment activity and client/pet engagement	Appointment Summary Report	Total Appointments Total Clients Total Pets Booking Capacity
Detailed view of each payment transaction	Payment Transaction Report	Transaction History Report
Summary of all payments received	Payment Summary Report	Collected Revenue Payment Method Overview
Team or location-based business performance overview	Staff Performance Report	Employee Full Report
Client & pet behavior insights	Client & Pet Summary	Pet List Pets with Expired Vaccinations Number of Pets by Breed Number of Pets by Pet Codes Recurring Client Report

Mapping Data Between Old and New Reports

For sales involving appointment services only, here’s how some metrics in the revamped (beta) report align with the legacy version:

Revamped Report Metric	Old Report Equivalent
Gross Sale	Expected service price + Expected service charge
Net Sale	Collected service price + Collected service charge
Total Collected	Collected Revenue
Unpaid Invoice	Expected Revenue - Collected Revenue

⚠️ Important Notes:

Data discrepancies may exist between the old and new reports due to differences in calculation logic.
The old report does not include metrics for membership, packages, retail, or client processing fees.
For Boarding appointments, the old report displays the full amount on the appointment start date, while the new report splits the revenue across each night of the stay.

Frequently Asked Questions

Why isn’t the data updated in real time?

With the new dashboards and reports, MoeGo introduces more complex analytical metrics—such as rebook rate and average earnings per breed. These require additional processing and validation, so the data is refreshed hourly rather than in real time.

Will I still have access to the existing reports?

Yes, the existing reports will remain accessible until all related reporting and metrics have been fully migrated to the revamped version.

How can I update staff access to the revamped reports?

Go to Settings > Staff > Role Settings > enable Access to Report for the appropriate roles.

Is there an additional charge for the Revamped Report?

No, the Revamped Report is included in all plan tiers, giving you full access to core reporting features and data.
However, certain advanced dashboards and features—such as MoeGo Insights and the Sales Dashboard—are exclusive to Ultimate Plan users.