Requirements
Plans: Pro and Pro Plus (Starter: Day view only)
Payments report: Goldie Payments enabled
Expenses report: Pro Plus
Goldie's reports show how much you've earned in any period, so you can follow your business at a glance.
How to View Your Earnings
Open Goldie and go to Menu (☰) → Reports.
Select the report you want to view (see the table below).
Choose the time period: Day, Week, Month, Year, or Custom. Use the arrows or tap the graph to move between periods.
Report | What it shows |
Appointments | Total earned from your appointment prices in the selected period. No-shows and cancellations aren't included. |
Payments | Total charged in the selected period, including deposits, payments, and refunds. |
Clients | How many clients had an appointment, how many were existing or new (first-time), and your top clients. |
Products | Revenue and quantities from products sold from your cart or added to appointments. |
Expenses | Your expenses by category (Pro Plus). |
Want to include upcoming appointments? Turn on Include forecast under the total amount. For a full tour of every report, see the Reports Overview.
Earned vs. Charged
The Appointments and Payments reports can show different totals for the same period. The Appointments report uses appointment prices and dates, while the Payments report uses the money actually collected and the collection date.
Learn more in Appointment Reports vs. Payment Reports.
Exporting Your Earnings
Tap Export in any report. On iOS and Android, Goldie emails a PDF and an Excel (XLSX) file to your account's email address within 15 minutes. In the Web App, the files download immediately as a ZIP file.
Learn more in Can I export my appointment data for tax purposes?.
Still can't find what you're looking for? Return to the Help Center homepage to search for additional articles or reach out to us - we're always here to help.