Reports overview
Reports help you understand how your business is doing. Go to Reports in the main menu to see them all.
Sales reports
- Sales - gross and net sales for each team member, with discounts, tax, tips, card and cash payments and refunds.
- Retail sales - your retail product sales.
- Sales tax - the tax you've collected.
- Transaction detail - every line item of every transaction.
Appointment and client reports
- Appointments - your appointment history with date, time, client, status, team member and total.
- Most valuable clients - your top 10 clients by amount spent.
Product, package and gift card reports
- Inventory - product sales.
- Packages activity - every package purchase, with its items and expiry date.
- Gift card sales - gift cards sold by promotion, team member and location.
- Gift card sales detail - one row per gift card issued, with purchaser and owner.
- Gift card usage - every time a gift card was spent or refunded back.
- Gift card balances - balances still on issued cards, and the total you owe.