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
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 including adjustments, applied packages, and applied memberships. |
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 specified date range and for the specified location. |
Sales Reports
Report | Description |
---|---|
Sales Summary | Includes quantities and sales totals of services and products for each day. The Service Sales column includes the value of applied packages and memberships. |
Service Sales | Includes quantities and sales totals of services. The sales total includes the value of applied packages and memberships. Enable the Include service customization details toggle to view the specific customizations that were sold. |
Product Sales | Includes quantities and sales totals of products. Download the Excel report to see additional details including client information and staff member. |
Sales by Time Period | Includes service and product sales totals by day, week, month, or custom date range. |
Gift Card Reports
If the Gift Cards feature is enabled for your account, the following Gift Card reports are available.
Report | Description |
---|---|
Gift Card Usage | Includes gift card usage details, including reversed gift card payments. |
Gift Card Balances | Includes outstanding gift card balances. Download the Excel report to see any notes that were added for each gift card. Note: When a gift card payment is reversed, the updated gift card balance appears in this report immediately. |
Gift Card Sales | Includes quantities, adjustments, and sales totals of gift cards. Note: When a gift card is sold, it is considered deferred revenue until the gift card is redeemed. |
Packages Reports
If the Packages feature is enabled for your account, the following Packages reports are available.
Report | Description |
---|---|
Package Usage | Includes package usage details. |
Outstanding Packages | Includes outstanding package credits as of today. |
Package Sales | Includes the number of packages sold and sales totals of packages. Note: When a package is sold, it is considered deferred revenue until the package is redeemed. |
Package Sales Details | Includes details for each package sale. Download the Excel report to see client emails. |
Membership Reports
If the Memberships feature is enabled for your account, the following Membership reports are available.
Report | Description |
---|---|
Membership Payments | Includes payments for new memberships and membership renewals. |
Membership Service Usage | Includes details of membership services used. |
Memberships Started | Includes memberships that were started within the selected time period. |
Memberships Cancellations | Includes memberships that were canceled within the selected time period. |
Payment Reports
In the Payment Summary and Payment Details reports, payments and reversal payments are included based on the date they occurred.
In most cases, payments occur on the sale date, but the payment may occur on a different date if:
A deposit was charged before the appointment and the sale was completed on a later date.
A sale was reopened on a different date and another payment was added.
The date of a sale is changed after the payment is completed.
Report | Description |
---|---|
Payment Summary | Includes quantities and totals of payments by payment method. Also includes reversal payments for non-credit card payments. • Credit Card (in-person): Transactions where a card is used in person (tap, insert, or swipe). • Credit Card (virtual): Transactions where a card is not used in person, including cards on file and online payments/deposits. |
Payment Details | Includes payment details for each sale such as payment method and payment amount (including reversal payments for non-credit card payments). Download the Excel report to see additional details including service, product, and sale notes. |
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 app is enabled. |
Deposits Collected | Includes deposit payments collected via online booking or Express Booking™. |
Deposits Used | Includes used deposit payments based on their associated sale date once the sale is closed. |
Inventory Reports
Report | Description |
---|---|
Cost of Goods | Includes costs and profits of products. This report only includes products that have purchase costs associated with them. |
Product Inventory | Includes the stock of products at the end of the selected day. Download the Excel report to see the product brand. |
Product Inventory Changes | Includes product inventory changes. Download the Excel report to see the Description for Other inventory changes. |
Product Usage | Includes product usage details. Download the Excel report to see additional details including SKU and Purchase Cost/Unit. |
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 insights into appointment metrics such as booked percentage (productivity), pre-bookings, walk-ins, and staff requests. Learn more about this report. |
Business Intelligence: Sales | Provides insights into sales metrics such as average product total per sale by each staff member. |
Business Intelligence: Forecast | Provides insights into future business metrics such as productivity and appointments booked. |
Client Retention | Specifies how many clients from an initial time period visited again within 90 days or 180 days. |
Appointment Cancellations | Includes client and appointment details for canceled appointments, deleted appointments, and expired Express Bookings™. Download the Excel report to see additional details including email, service, service price, appointment notes, and who canceled the appointment. |
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