Customise a report: period, filters and columns

You can set up every table report the way you want. The choices differ per report: a report without a period, such as the Product list, has no period picker, and grouping only works on reports that offer it.

Choose the period

1. Open a report from Reports. It shows Month to date by default.
2. Click the period and choose a fixed one: Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, Week to date, Month to date, Last month, Quarter to date, Year to date or Last year.
3. Or under Custom range, pick a date for From and To and click Apply.

A period is two years at most. The roster reports, such as Scheduled shifts, show 93 days at most; choices that are too long are greyed out there. Week to date starts on the first day of the week your salon has set.

Filter

1. Click Filters.
2. Tick what you want to see for each filter, for example under Location, Team member, Payment method or Status.
3. Click Apply. The button shows how many filters are on. Clear filters removes them all.

You only see the locations you may work at. A filter with only one choice, such as the location in a salon with one location, is not shown.

Group, sort and columns

• Group by: choose how rows are combined, for example by team member or by month.
• Sorting: click a column header. Numbers sort high to low first, text A to Z. Click again to reverse. If you choose another grouping, the sorting starts over.
• Columns: tick which columns you see. The top shows how many of the columns are shown.
• Below the table you see how many results there are. Load more fetches the next 50 rows.

Some cells are links: a client opens the client profile, an appointment the calendar, and a sale number the sale.

Who may do this

Anyone who may open a report can customise it. Which reports you may open is explained in the article on report access.

Frequently asked questions