What this guide covers
Review bookings, revenue, scheduled hours, and staff load for your studio only. Use the same month/week/day toolbar rhythm as Sessions and Users, then export a monthly CSV or configure automated business reports.
Before you start
- Tenant owner or admin access (WorkOS org admin alone is not enough for tenant data)
- Optional: set each person's weekly open hours under Brand → Business (their weekly total is the target) for balance insights
Step by step
- Open Admin → Analytics. The default section is Operations for the current month.
- Use Month | Week | Day and the date strip to change the anchor period. Narrow the range with the focus scrubber when you want part of a month or week.
- Filter by location, event type, or staff to match how you run Sessions.
- Switch sections with Operations, Customers, Team, Insights, or Reports — one focused view at a time instead of scrolling a four-panel grid.
- Open Reports for period summaries, CSV export, and the weekly email report setting (sent Mondays for the week before, to the owner and studio admins).
MonthWeekDayDate strip · filters
OperationsCustomersTeamInsightsReports
Operational health
BookingsCustomersSessionsCredits
More you can do here
- With tips on (Payments → Tips), Team (and the wide layout) shows Tips for the picked range: each staff member's Online, In person and Total, plus All staff. Tips are owed to staff, so they're never in the revenue trend or Collected in person.
- Set Business profession under Brand → General so Strategic insights match your studio type (wording only — not a data filter)
- Platform operators with Taktics admin email may expand Platform analytics at the bottom (global stats only)