Find your way in reports
How the reports overview works: dashboards, standard and custom reports, categories, search, favourites and folders.
Under Reports you find all your salon's figures: sales, payments, appointments, your team, clients and stock. You open a report, set it up the way you want to see it and keep it if you need it more often.
Open reports
Click Reports in the menu. On a phone, tap Menu in the bar at the bottom and then Reports. You arrive on the Reporting and analytics page.
How the overview is laid out
On the left under Reports you choose which reports you see:
- All reports: Saloon's reports, plus the saved reports you made yourself or that were shared with you.
- Favourites: the reports you marked with a star.
- Dashboards: the Performance dashboard and the Online presence dashboard, with cards and charts.
- Standard: all of Saloon's table reports, such as the Sales summary or the Appointments list.
- Custom: reports saved without a folder.
- Folders: your salon's folders, with the saved reports in them. Add folder creates a new one.
Above the list you filter by category: Sales, Finance, Appointments, Team, Clients and Inventory. The search box searches by name or description, and you sort by Category or A-Z. On a phone or tablet the list on the left, the folders, the category and the sort are under the filter icon button next to the search box.
Open a report and keep it as a favourite
- Go to Reports and find the report, for example with the category or the search box.
- Click the report to open it. A report with a period shows Month to date by default.
- Click the star next to the name to add the report to Favourites. Click again to take it off.
- Back takes you back to the overview.
Labels on a report
- Coming soon: the report is in the list but cannot be opened yet. This applies to, for example, cash flow, commissions, wages and working hours.
- No access: your role does not give access to this report. Ask the owner to change your role. On a narrow phone screen these labels are not shown; the report is greyed out and does not open.
- A saved report shows which report it is based on and who made it.
Who may do this
To open Reports you need the permission Can open reports, in the Reports area. Many reports also need a permission from another area. You set this under Settings › Team members › Permission roles.
Frequently asked questions
Why don't I see Reports in the menu?
Your role does not have the permission Can open reports. Ask the owner to change your role.
Can I set targets, such as a monthly sales target?
Not yet. On a computer, Targets is already in the menu on the left of the Reports page, with the label Soon.
Can I get reports sent to me by email automatically?
No, that is not possible. You open a report in Saloon or export it as PDF, CSV or Excel.
Where is the daily sales summary?
That is called Daily sales and is not under Reports: you open it from Checkout › Daily sales. You need the permission Can view the daily sales summary for it.