Reports
Look at your figures, set reports up the way you want, and save, share and export them.
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Find your way in reports
How the reports overview works: dashboards, standard and custom reports, categories, search, favourites and folders.
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Read the performance dashboard
The performance dashboard shows sales, appointments, occupancy and your top services, compared with the period before. Also the dashboard for online bookings.
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Use the sales summary
The sales summary counts your sales and turnover, grouped the way you want: by type, team member, client or month. With extra columns for cost of sales and margin.
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Customise a report: period, filters and columns
In a table report, choose the period, filter by location or team member, group, sort and choose which columns you see.
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Save reports, put them in folders and share them
Save a report with your own settings, organise it in folders and share it with colleagues who may only view it or may also edit it.
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Export a report as PDF, CSV or Excel
Export a table report as PDF, CSV or Excel, with the period, filters and columns you chose. For example for your accountant.
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See outstanding gift cards in the liability report
Use Liability summary and Liability activity to see how much clients still hold on gift cards, and what came in and went out in a period.
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Decide who may see which reports
Read which permission opens reports, which permissions each report needs, and what the default roles can do in reports.
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