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HoneyBook reports overview: Track revenue, leads, projects, and more

HoneyBook's Reports page helps you analyze leads, bookings, and revenue; and monitor trends over time

Updated yesterday

HoneyBook reports give you clear, exportable insights into your business performance—tracking everything from income to lead sources. You can access reports from both the web and mobile app to stay on top of your business anytime, anywhere.

📣 Notes

  • Only the account owner will have a full view of the “Reports” page. Team members will only see information for projects they created.

  • If you have multiple companies in HoneyBook, your “Reports” page will show insights for projects and files created in the company you're currently under

Available reports

Payments completed

  • Includes project and client details, total paid, tips, discounts, and refunds

  • This report is perfect if you need a detailed overview of your income over a month, year, or any other period of time

Leads

  • Presents a breakdown of leads from the HoneyBook contact form, including contact and project details, lead sources, and booking dates

Archived projects

  • Includes archived projects, reasons for archival, and client details

Projects

  • Includes booked and unbooked project details, participants, and financials for projects that have a created date

Booked projects per client

  • Presents a breakdown of booked projects and the associated clients, including client contact details, project statistics, worth, total paid, and balance

Team members

  • Presents a breakdown of all your company’s team members, including roles, projects they’re involved in, project values, and more

Clients

  • Presents a breakdown of all clients, including contact information, number of projects, client worth, and other statistics

Monthly sales report

  • Available on desktop and mobile

  • Presents a monthly breakdown of booked files and revenue

  • From the drop-downs, select the calendar year and whether you’d like to see insights for booked revenue or booked files

  • You’ll also see values for gross booked amount and files booked

Booked vs. sent files

  • Available on desktop and mobile

  • Summary of files sent to those booked within a given year

    • This section can be modified to display monthly insights for any given calendar year

    • A file is considered booked if a contract has been signed or a payment has been made

  • You’ll also see a value for booking rate, which is the percentage of files booked out of the total number of files sent within a selected time frame

Project bookings

  • Available on desktop and mobile

  • Financial insights for all booked projects with a project date within a given time period

    • A project is considered booked if it contains a contract that has been signed or a payment that has been made

Lead generation from contact forms

  • Available on desktop and mobile

  • Only available for Essentials and Premium plan members

  • These reports show data only for projects that were created through the HoneyBook contact form

  • Show the source of your leads within a given time period. There are 4 graph types:

    • Distribution: This graph breaks down your lead sources, allowing you to identify your most (or least) lucrative leads

    • Value: This graph shows your revenue by lead source, highlighting the average booked project amount per lead source

    • Conversion: This graph breaks down your lead source conversions, showing the percentage of booked projects from each lead source

    • Time-to-book: This graph shows your lead source conversion time, highlighting the average time-to-book per lead sources

Understand taxable amount in reports

When you download financial reports from HoneyBook, you might notice a column for taxable amount. This column reflects how much of each payment is subject to tax based on your invoice setup.

How it’s calculated

(full payment amount - payment tax) × taxable percent of total file value

To calculate the taxable percent of total file value, HoneyBook uses:

invoice total taxable amount / invoice subtotal

This ensures each payment is accurately attributed based on what parts of the invoice were marked as taxable.

📚 Tip

  • Taxable = line items or packages marked as “Taxed” on your invoice

  • Non-taxable = items that were left unchecked (not taxed)

This breakdown allows you to confidently determine how much of your income is taxable for reporting or accounting purposes.

Access reports on the web

From the web, you can view, customize, and download select reports: great for bookkeeping, tax filing, and analyzing trends over time.

  1. From the navigation menu, select Reports

  2. Download a report:

    1. By “Reports and insights,” select Download reports

    2. From the “Download a report” pop-up that appears, select the time frame for the data you’d like to show in your report

      1. If you select Custom, make sure to enter the month and year range in the “From” and “To” fields

    3. Select the report type you’d like to download > Download

    4. Your custom CSV report will download to your device, from where you can open it to view all your insights

      1. If needed, you can also export the CSV as a PDF from your device

      2. If you don't see the downloaded report, try checking your browser's pop-up settings

  3. View a HoneyBook preset report:

    1. Scroll through the Reports page to view the preset HoneyBook reports

      1. Adjust the date range to customize the timeframe for which insights appear

      2. Use project type and tags filters to adjust the results that appear

Access reports from the mobile app

  1. Open the HoneyBook mobile app

    1. Make sure you're using the most up-to-date version

  2. From the navigation menu, select Tools > Reports

  3. From there, you’ll be able to access the following report types:

    1. Monthly sales report

    2. Booked vs. sent files

    3. Project bookings

    4. Lead generation from contact forms

Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!

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