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Reports Overview ​

Run printable reports for bookings, vehicles, members, staff, and invoicing over a date range you choose.

Open Reports ​

  1. Go to Insights.
  2. Click Reports.
  3. Use Search reports... to find a report by name, or browse the cards on the hub.

Reports hub with searchable report cardsAn example of the Reports hub showing available report cards.

Bookings reports ​

ReportWhat it shows
Bookings ListBookings for a selected week range and optional vehicle, including the BSOG service code when assigned
Bookings TimelineVehicle timeline by week — useful for printing
Bookings OccupancyTime utilisation and seat occupancy per vehicle
MileageEstimated, recorded, expected vs recorded, billable, and invoiced miles by vehicle, type, driver, and BSOG service code, plus trips missing end mileage or a required BSOG code
IncidentsBooking and vehicle incidents with status and resolution details

Staff reports ​

ReportWhat it shows
Staff TimelineStaff driver timeline by week for printing
Staff AvailabilityWeekly availability and exceptions
Licence ChecksLicence status and check history
Sign OffsDriving sign-off status
Staff ComplianceDBS, right to work, and First Aid status
Staff QualificationsHeld qualifications grouped by type, with a summary, expiry dates, and status for each

Members reports ​

ReportWhat it shows
Members TotalsMember counts and compliance overview
SubscriptionsMembership subscription status for members and organisations
Direct DebitMandate status, scheme, and account holder for members and organisations (shown when GoCardless is offered on invoices)
Member TrainingTraining completion summary per member
Driver Own & Group MembersLicence, sign-off, and training for driver and group members

Vehicles reports ​

ReportWhat it shows
Vehicles ListPrintable fleet list with registration, type, and notes
Vehicles ComplianceFleet compliance summary per vehicle
Vehicle BookingsWeekly booking counts and 12-week average per vehicle

Invoicing reports ​

ReportWhat it shows
Invoices ListIssued invoices for a selected date range
Invoicing SummaryInvoice totals and breakdowns for a period
Overdue InvoicesUnpaid invoices past their due date
AR AgingOutstanding balances grouped by age
Payments ListRecorded payments for a date range, with method and voided filters, plus pending and failed online collections when Stripe or GoCardless is offered
Online collectionsStripe and GoCardless in-flight, failed, and reversed collections for a date range (shown when a provider is offered on invoices)

Run a report ​

  1. Open the report from the hub.
  2. Set the date range or filters shown at the top.
  3. Review the results on screen.
  4. Use Print or Export CSV where available.

Start from the calendar

The Bookings Timeline report can also be opened from a link on the bookings calendar when you need a printable week view.