Reports
Analyze your business data with built-in and custom reports covering bookings, payments, and invoices.
Reports give you insight into your business performance. Itsy provides three built-in reports for the most common needs — 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 |
|---|---|
| Bookings | All bookings across your workspace, filtered by date range, supplier, and tags |
| Payments | Payment transactions grouped by payment method, with totals and export |
| Invoices | Invoice history with client details, amounts, and tax breakdowns |
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).
Custom Reports
When the built-in reports don't cover your needs, you can use custom reports to query your workspace data with configurable parameters. Custom reports support dynamic inputs like date ranges, dropdowns, and text filters, and display results in a table that you can export.
How It Works
- Navigate to Reports in the sidebar
- Choose a built-in report or select a custom report from the General page
- Set your filters (date range, supplier, etc.)
- Click Run to generate the results
- Review the data in the table
- Click Export 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.