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 breakdowns by segment or label |
| Sales Overview | Product capacity and utilization across all trips, with booking drill-down, saved views, a column picker for customizing exports, and CSV export via download or email |
| Bookings | All bookings across your workspace with chip-based filters (date, supplier, inventory, trip) and saved views |
| Payments | Payment transactions grouped by payment method, with totals and export |
| Invoices | Invoice history with chip-based filters (date, client), saved views, and CSV export |
Each built-in report lets you filter by date range, view results in a table, and export the data as a CSV file (packaged as a ZIP download).
Chip-based filters and saved views
The Sales Overview, Bookings, and Invoices reports use a chip-based filter bar. Filters appear as compact chips that you click to edit, remove with the X icon, or add via the + button. Each of these reports also supports saved views — named filter configurations that you can save, share with your team, and set as your personal default. See the individual report pages for details.
Custom Reports
When the built-in reports don't cover your needs, you can use custom reports to create your own. Custom reports are reusable, named queries that your workspace administrator configures. Each report defines its own parameters — date ranges, dropdowns (pulling from suppliers, trips, payment methods, or segments), text inputs, numbers, and boolean toggles — that you fill in before running. Results appear in a dynamic table that you can export to CSV.
Custom reports are useful for ad-hoc analysis, recurring business questions, or any data view that the built-in reports don't cover out of the box.
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, etc.) — most reports update results automatically as you change filters
- Review the data in the table
- Click Export or the download button to download as a ZIP file containing 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, and payment methods appear as filters and groupings in reports.