WellnessHub

Analytics reports and CSV/PDF exports

Test report filters, report families, and export download flow.

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Business OwnerOperations and Performance15 min
Guide scope
Use this to prepare before starting execution.

Primary route: /console/reports

Prerequisites

  • Data exists for bookings, sales, and customers.
Step-by-step test instructions
Follow in exact order. Do not skip steps.
  1. 1. Set snapshot date and range controls.
  2. 2. Check revenue, booking, service, staff, and customer report blocks.
  3. 3. Review package/gift reconciliation and platform fee report blocks.
  4. 4. Run export jobs for CSV and PDF from export center.
  5. 5. Download completed exports and validate file naming and content scope.
Pass criteria
Guide is complete only when all checks below are true.
  • Report cards and rows match underlying transaction and booking data.
  • Exports complete and are downloadable from the export center.
  • Filters control output deterministically.
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