The Reports section in Breely gives you an at-a-glance view of your business activity—bookings, clients, forms, classes, and revenue—all in one place. With flexible filters, grouping, and export options, you can quickly find the data you need and tailor reports to your workflow.
Creating a Report
When you open the Reports page, select Create Report to get started.
You can either build a report from scratch or use one of the pre-built templates:
Start from scratch – Begin with a blank table and choose exactly which data to include. Custom reports can be created for:
Clients - all clients including any custom fields and metadata about the client
Events - all events, their times, event types, who it was booked with, and any form fields or custom fields associated with the booking
Forms - includes answers for all form submissions
Packages/Subscriptions - list of all packages and subscriptions granted to individual clients and includes the status and balances remaining
Classes - overview for each class instance including the event type, date/time, total number of attendees, max number of attendees for each class
Payments - details on all payments made for events, packages, manual payments, or any other payments
Gift Certificates - show all gift certificates and balances
Invoices - show statuses for gift certificates and amounts
Last month bookings – View all appointments from the previous month.
All Clients – Generate a list of every client in your account.
Revenue per event type – See which services or event types are generating the most revenue.
All Classes – Review attendance and details for group events or classes.
Revenue – Quickly track overall earnings across your business.
Each report can be customized and saved for easy access later.
Working with Data
Once a report is created, you’ll see your data displayed in a familiar table layout. Every column can be filtered, sorted, resized, and grouped—giving you full control over how you view your information.
Click on "Columns" on the right side of the page to choose which columns to display or hide.
Filtering
Click the filter icon (funnel) in any column header to narrow down results.
You can filter by conditions such as:
Contains / Does not contain
Equals / Does not equal
Begins with / Ends with
Simply type your keyword or value in the Filter box to apply it.For Date fields you can also filter if a date is Before, After, or Between other dates
Sorting
Use the menu icon (three vertical dots) next to each column name to:
Sort Ascending or Descending
Pin a column to keep it visible while scrolling
Autosize one or all columns
Group by a specific field
Reset columns to their default view
Grouping and Custom Views
Organize your data by grouping—such as by Form Name, Event Type, or Client Name—to quickly identify patterns.
When you’ve arranged your table just the way you like it, click Save View to keep that layout for future use.
Exporting Your Report
Once your report looks right, click Export to CSV in the top right corner.
This creates a downloadable CSV file that you can open in Excel, Google Sheets, or any other data tool for deeper analysis or sharing with your team.