Available Reports

The reports described in this article are available on the Reports screen.

To access reports, you must be an Admin user, or you must have the Can access company reports permission enabled in Staff Member settings.

Staff Reports

Learn more about the available Staff reports.

Report	Description
Payroll	Includes payroll information for staff members. Learn more about this report.
Service & Product Sales By Staff	Includes quantities and sales totals for services and products sold by each staff member.
Time Clock	Includes information on staff member working hours. This report is available if the Time Clock feature is enabled.
Days Off	Includes days off for staff members during the selected time period and for the selected locations.

Learn more about the available Sales reports.

Report	Description
Sales Summary	Includes quantities and sales totals of services and products for each day.
Service Sales	Includes quantities and sales totals of services.
Product Sales	Includes quantities and sales totals of products.
Sales by Time Period	Includes service and product sales totals grouped by day, week, or month for the selected time period and locations.

If the Gift Cards feature is enabled for your account, the following Gift Card reports are available.

Learn more about the available Gift Card reports.

Report	Description
Gift Card Usage	Includes gift card usage details, including reversed gift card payments.
Gift Card Balances	Includes outstanding gift card balances at the end of the selected day.
Gift Card Sales	Includes quantities and sales totals of gift cards.

If the Packages feature is enabled for your account, the following Packages reports are available.

Learn more about the available Packages reports.

Report	Description
Package Usage	Includes package usage details.
Outstanding Packages	Includes outstanding package credits as of today.
Package Sales	Includes quantities and sales totals of packages.
Package Sales Details	Includes details for each package sale.

If the Memberships feature is enabled for your account, the following Membership reports are available.

Learn more about the available Membership reports.

Report	Description
Membership Payments	Includes payments for new memberships and membership renewals.
Membership Service Usage	Includes details for used membership services.
Memberships Started	Includes new memberships that were started within the selected time period.
Memberships Cancellations	Includes canceled memberships within the selected time period.

Learn more about the available Payment reports.

Report	Description
Payment Summary	Includes quantities and totals of payments by payment method. Also includes membership usage, package usage, and reversal payments for non-credit card payments.
Payment Details	Includes payment details for each sale such as payment method and payment amount (including reversal payments for non-credit card payments).
Cash Drawer Activity	Includes all cash payments, reversed cash payments, cash drawer pay-ins/pay-outs, and manual adjustments to the cash drawer. This report is available if the Cash Drawer feature is enabled.
Deposits Collected	Includes deposits collected via online booking or Express Booking™.
Deposits Used	Includes used deposits based on their associated sale date.

Learn more about the available Inventory reports.

Report	Description
Cost of Goods	Includes costs and profits of products.
Product Inventory	Includes the stock of products at the end of the selected day.
Product Inventory Changes	Includes product inventory changes.
Product Usage	Includes product usage details.

Learn more about the available Business reports.

Report	Description
Cashflow	Includes gross and net totals for cashflow. Includes all cash-equivalent forms of payment including cash, checks, and credit cards. This report ignores non-cash payments such as gift cards and packages.
Business Intelligence: Appointments	Provides insight into appointment metrics such as booked percentage (productivity), pre-bookings, walk-ins, and staff requests.
Business Intelligence: Sales	Provides insight into sales metrics such as average product total per sale for each staff member.
Business Intelligence: Forecast	Provides insight into future business metrics such as productivity and appointments booked.
Client Retention	Specifies how many clients from the selected time period visited again within 90 or 180 days.
Appointment Cancellations	Includes client and appointment details for canceled appointments, deleted appointments, and expired Express Bookings™.

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