Reports
Analyze your business data with built-in and custom reports covering financials, sales overview, bookings, payments, invoices, and user-defined queries.
Reports give you insight into your business performance. Itsy provides five built-in reports for the most common needs -- financials, sales overview, bookings, payments, and invoices -- plus a custom reporting system for anything else.
Built-in reports
These reports are ready to use immediately with no setup required:
| Report | What it shows |
|---|---|
| Financials | Revenue trends, payments, and booking volume over time with daily bar charts and breakdowns by segment or label. Read-only dashboard -- no export. |
| Sales Overview | Product capacity and utilization across trips, with two view modes (trip products and inventory products), booking drill-down, saved views, column picker, and CSV export via download or email. |
| Bookings | All booking line items across your workspace with chip-based filters (date with field toggle, supplier, inventory item, trip), saved views, and per-row attachment uploads. |
| Payments | Payment transactions grouped by payment method, with totals and expandable detail rows. Chip-based filters (paid on, travels on, created on, team member, include failed). Saved views. CSV export. Requires at least one date filter. |
| Invoices | Invoice history with chip-based filters (date, client), saved views, and CSV export. |
Chip-based filters
Most reports use a chip-based filter bar. Filters appear as compact chips in a horizontal row. Click a chip to edit it, click the X to remove it, or click + to add optional filters. The date filter is always visible on most reports. Other filters are optional and vary by report.
Saved views
The Sales Overview, Bookings, Payments, and Invoices reports support saved views -- named filter configurations that you can save, share with your workspace, and set as your personal default. When you set a default view, it loads automatically each time you open that report.
CSV export
You can export data as a CSV file packaged in a ZIP download. The Sales Overview report also supports email delivery and lets you preview the data before exporting. Financials is the only built-in report without export -- it serves as a read-only dashboard.
Custom reports
When the built-in reports do not cover your needs, you can create custom reports. Custom reports are reusable, named queries configured by workspace administrators. Each report defines its own parameters that you fill in before running:
- Text and number inputs
- Date and date range pickers
- Boolean toggles
- Dropdowns pulling from suppliers, trips, payment methods, or segments
Results appear in a dynamic table that you can export to CSV. Every execution is logged, so you can revisit past results.
How it works
- Navigate to Reports in the sidebar.
- Choose a built-in report or select a custom report from the Custom page.
- Set your filters -- date range, supplier, team member, and so on. Most reports update results automatically as you change filters. The Payments report requires at least one date filter before it runs.
- Review the data in the table or chart.
- Click Export or the download button to get a ZIP file containing your CSV data.
How it connects
- Orders -- Bookings and payment reports pull data from orders, including client information, booking details, and financial data.
- Trips -- Reports show trip names and departure dates alongside booking and payment data.
- Data -- Suppliers, segments, labels, and payment methods appear as filters and groupings in reports.