Save reports, put them in folders and share them

Once you have set up a report the way you want to see it more often, you save it. A saved report keeps the settings, not the figures: each time you open it, Saloon calculates afresh.

Save a report

1. Open a table report from Reports and set the period, filters, grouping, sorting and columns.
2. Click Save as.
3. Fill in a Name and, if you like, a Description.
4. Under Folder, choose an existing folder, No folder (under Custom), or New folder… to create a folder straight away.
5. Click Save. The saved report opens right away.

A fixed period, such as Month to date, moves along with the calendar. A custom range stays on the same dates, unless those dates are exactly a fixed period. If you may edit a saved report, click Save after a change to update it; Save as is then under Options.

Use folders

• You create a folder in the overview with Add folder: give a Folder name and, if you like, a description.
• Open a folder and click Add: choose a Report and give it a name. It is added to the folder as a new saved report.
• You move a report with Change name and folder in the report's menu.
• In an open folder, Options holds Edit folder, Share folder and Delete folder. The pencil next to Folders lets you change the order of the folders.
• If you delete a folder, its reports move to Custom. You can also choose to delete the reports you have full access to along with it.

Folders belong to the salon: everyone who may open reports sees them. In a folder you only see the reports shared with you or made by you; the salon owner sees all of them.

Share a report

1. In the overview, open the menu next to a saved report and choose Share. You only see it on reports you have full access to.
2. Choose the access for each team member: Full access, Can edit, View only or No access.
3. Each change is saved at once. Click Close when you are done.

• View only: open. Can edit: open and change. Full access: also share and delete.
• Whoever made the report and the salon owner always have full access.
• Everyone only sees the figures their own role and locations allow, in a shared report too.
• Share folder gives access in one go to all reports in the folder that you have full access to. Reports you add to the folder later are shared separately.

Who may do this

Anyone with Can open reports can save reports their role may open. You can share reports you have full access to, and only with team members who also have Can open reports. You set this under Settings › Team members › Permission roles.

Frequently asked questions