Reports and Analytics

See what's working and what isn't

See how your business is really doing. Occasion gives you clear sales, accounting, and marketing numbers, and they're yours to export anytime.

Popular times chart, ad tracking toggles and a tax report table in OccasionTrends and Revenue Recognition report cards in Occasion
Trusted by 8,000+ businesses
Tours
Tours
Tours
Tours
Tours
Tours
Skating Rink
Skating Rink
Skating Rink
Skating Rink
Skating Rink
Skating Rink
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Pottery, Glass & Craft Studio
Play Space
Play Space
Play Space
Play Space
Photography
Photography
Park District
Park District
Painting
Painting
Painting
Painting
Painting
Painting
Painting
Painting
Painting
Painting
Hobby Shop
Hobby Shop
Hobby Shop
Hobby Shop
Hobby Shop
Hobby Shop
Hobby Shop
Hobby Shop
Hobby Shop
Hobby Shop
Falconry
Falconry
Cooking School
Cooking School
Cooking School
Cooking School
Cooking School
Cooking School
Cooking School
Cooking School
Cooking School
Cooking School
Cooking School
Cooking School
Cooking School
Cooking School
Community Organization
Community Organization
Animal Cafe
Animal Cafe
Animal Cafe
Animal Cafe

“Occasion has truly made running my business 10 times easier. Their tools are intuitive, and their customer service is the best I've ever experienced.”

Get the full picture

The Reports grid in Occasion, showing prebuilt sales, tax and trends reports
Sales at a glance

See your revenue and performance in one dashboard.

Books in order

Reconciliation and tax reports, ready to export.

Measure your ads

Send booking data to Google Analytics, Meta, and Google Ads.

Own your data

Export orders, customers, and reports anytime.

Spot the patterns and sell more

Occasion's analytics dashboard gives you deep business insights, no spreadsheet required.

Understand popular times

See your busiest days and times, and add events when people book.

Focus on your best venues

See which locations earn the most and put your energy there.

Get event intelligence

See how many visitors book and fix what isn't working.

Drill down to specifics

Look up information on individual orders.

Trends Report in Occasion showing popular order times by hour
Monthly Taxes Report in Occasion with gross sales, taxable sales and tax amount by month

Keep your books in order

Occasion collects the numbers your accountant needs, ready to send anytime.

Reconcile your deposits

Match your sales to your bank deposits, so nothing slips.

Stay ready for tax time

See the sales tax you owe each month, ready to file.

Hand over clean books

Accrual-ready reports and a QuickBooks export for your accountant.

Custom reports

Save the columns and filters you use and reuse them.

Google Analytics, Google Ads, Meta and TikTok feeding data into Occasion

See which campaigns pay off

Bring all important stats on one dashboard, inside Occasion.

Spreadsheets vs. Occasion

Doing it by hand
Occasion
Sales numbers
Tallied in a spreadsheet
Shown in your dashboard
Reconciliation
Matched by hand
Reconciled automatically
Ad results
Tracked in separate tools
All on one dashboard
Your data
Locked on multiple platforms
Yours to export anytime

More reporting tools

Built-in CRM illustration

Built-in CRM

All customers and the bookings tied to them, in one place.

Export anything illustration

Export anything

Orders, customers, and reports to Excel, PDF, or print.

Import your list illustration

Import your list

Bring your existing customer list into Occasion.

Signed waivers dashboard in Occasion

Run your business on real numbers

No more stitching together spreadsheets and ad dashboards. Book a demo, and we'll show you how everything can fit on one dashboard inside Occasion.

Occasion’s mission is to empower those who build happier communities.

We achieve our mission by giving individuals more time back, enabling them to create and share meaningful human experiences together.

Child making pottery in a classChef teaching a cooking classPainting class in a studioCeramics class with an instructor

Clay Cafe Avalon has been using Occasion since 2016