HoneyBook's Reports page provides you with an overview of your bookings, financial analytics, and leads. Below, we'll walk through the different reports on this page, and guide you through what all the numbers mean and how to use them.
📣 Note
If you have multiple companies in HoneyBook, your Reports page will show insights for projects and files created in the company you are currently under.
Only the account owner will have a full view of Reports. Team members will only see information in this tab for projects they created.
Access the Reports page
Click the Finance tab in your top navigation bar > select Reports
Scroll through the page to adjust and view insights for pre-set report types
Or, locate the Reports and insights section > click Go to Reports to customize and download pre-set CSV reports
Reports and insights
📣 Note
Only super admin team members and account owners are able to download reports.
This area of the Reports page allows you to customize and download pre-set CSV reports to your device. To download a report:
From the Reports and insights section of the Reports page, click Go to Reports
From the pop-up that appears,, select the report type that you’d like to download
See below for a description of and use cases for each report type
Select the time frame for the data you’d like to show in your report
If you select Custom, make sure to enter the date range in the From and To fields
Click Download
Your custom CSV report will download to your device, from where you can open it to view all of your insights. If needed, you can also export the CSV file as a PDF from your device.
Payments completed
Select this report type to download a report of payments completed, including project and client details, total paid, gratuity, discounts, and refunds for the selected timeframe.
📚 Tip
The Payments completed report is perfect if you need a detailed overview of your income over a month, year, or any other period of time.
Need to see the total amount of processing fees deducted from payments? Transaction fees are listed in Column T of the Payments completed report.
Leads
Select this report type to download a report of leads from the HoneyBook contact form, including project & client details, lead source, and booking date for the selected timeframe.
Projects
Select this report type to download a report of booked and unbooked project details, participants, and financials for projects that have a created date within selected timeframe. This report type is available for Essentials and Premium plan members only.
Booked projects per client
Select this report type to download a breakdown of booked projects and the associated clients, including client contact details and project details, for the selected timeframe. This report type is available for Essentials and Premium plan members only.
Team members
Select this report type to download a breakdown of all your company’s team members and their roles, projects they’re involved in, and more. This report type is available for Premium plan members only.
Clients
Select this report type to download a breakdown of all clients including contact info, number of projects, client worth, and more. This report type is available for Premium plan members only.
Monthly sales report
The bar graph here reflects your booked files or revenue, month after month, for the chosen calendar year.
From the drop-down areas, select the calendar year and whether you'd like to see insights for booked files or booked revenue.
You'll also see values for:
Gross booked amount: The total expected payments, both paid and scheduled for the future, on booked files within the selected timeframe
Files booked: The total number of files in which a contract has been signed and/or a payment made within the selected timeframe
Booked vs. sent files
The bar graph here reflects the number of files you sent, and the number of files you sent that were booked, within each month. This section can be modified to display monthly insights for any given calendar year.
📚 Tip
A file is considered booked if a contract has been signed and/or a payment made.
You’ll also see a value for:
Booking rate: The % of files booked out of the total number of files sent within the selected timeframe
Project bookings
This section shows financial insights for all booked projects that have a project date within the selected date range.
📚 Tip
A project is considered booked if it contains a contract that has been signed and/or a payment that has been made.
Lead generation from contact forms
📣 Note
Lead reports are available for Essentials and Premium plan members. Learn more about the features included in each plan here
These reports show data only for projects that were created via HoneyBook contact form
Distribution
This graph gives you a breakdown of where your leads have come in from, based on the lead sources you've set in your Company Settings. This section can be modified to display a specific date range.
Value
This report breaks down the average value of all booked projects from each lead source. This section can be modified to display a specific date range.
The date range selected will show data for projects/leads that were created within that date range (rather than the project date).
Conversion
This report details what percentage of leads from a particular lead source have been booked (contract signed and/or payment made).
For example: If you received two leads from Google within a certain date range and only one has made a payment, the Google bar of the graph will display a 50% conversion rate for that lead source
The date range selected will show data for projects/leads that were created within that date range (rather than using the project date or the date the first payment was made).
Time-to-Book
This report provides the average number of days between when a lead is created via the contact form and when the project is booked (contract signed and/or payment made), broken down by lead source. Since the lowest values are the "best" lead sources with the shortest time to booking, you'll see the bars grow from left to right in this graph.
The date range selected will show data for projects/leads that were created within that date range (rather than using the project date or the date the payment was made).