Reporting
Floatist reports live where the work happens. Each module has its own dashboards and reports, and the Reports menu in the app holds the reports that cut across your fleet. This page shows what you can report on in each module and where to find it.
Where to start
Section titled “Where to start”| Question | Go to |
|---|---|
| What’s happening at each base today? | Bookings dashboard |
| How well did the fleet sell this season? | Fleet utilization |
| Where did my team’s hours go? | Logged hours |
| What did each boat cost in stock? | Inventory dashboard |
| What do I charge each boat owner? | Cost of each boat |
| What do I need to order? | Shopping list |
| How do I get this data into Excel or my own tools? | Data export or the API |
Bookings
Section titled “Bookings”- Bookings dashboard. The page every operator lands on. One row per base with boats departing, arriving, out on charter and staying today. Click any count to open the matching bookings.
- Fleet utilization. How well your fleet sold this season, compared with a season you pick. Filter by home base or boat type. Only visible to users with the Booking admin permission.
- Booking list exports. Filter the bookings list and download it. See Data export.
Task management
Section titled “Task management”- Logged hours. See Logged hours below.
- Component hours. Running hours on engines, generators and other components across the fleet over time. See Where can I find engine hours?
- Task PDFs. Export one task, or up to 200 at a time, as formal PDF reports, for example for an owner or a surveyor. See Export tasks as PDF.
- Task list exports. Filter the task list and download it. See Data export.
Logged hours
Section titled “Logged hours”The Logged hours report in the Reports menu (Reports > Logged hours) charts the labor hours your team logged on tasks. Switch the chart between grouping by boat and grouping by user, and filter by boat, assignee or a search to narrow it down. Use it to see where your team’s time goes over a season, or to check the hours behind a boat owner’s bill.
Inventory Management
Section titled “Inventory Management”- Dashboard. Stock value, what’s running low or out of stock, stock awaiting a task, and what was used in a period, including Cost by boat and Most used parts.
- Usage summary. Stock used, grouped by part, boat, warehouse or person. Click a row to drill in.
- Shopping list. What to order, per warehouse, with an estimated cost.
- Bills. Group a boat’s stock, labor and other expenses into a bill and export it as a PDF.
- Reporting use cases. Step-by-step answers to common questions, from cost per boat owner to stock lost or damaged.
Marketing website and payments
Section titled “Marketing website and payments”- Payout reports. If you take guest payments online, a weekly payout statement email or QuickBooks invoices, so you can reconcile payouts with bookings.
- Payment dashboards. If your account settles through Adyen, dashboards for transactions, payouts, disputes and reports.
Across Floatist
Section titled “Across Floatist”- Data export. Download most tables in the app, with your filters applied, to work with in Excel, Google Sheets or Tableau.
- API. Pull bookings, tasks, boats and bases into your accounting or reporting tools on a schedule.