Reports
Revenue, cash register and customer reports, and exports.
Reports: the overview panel and what counts as revenue
See your revenue, costs and profit on one screen; learn which date filter each report has, which records count as revenue, what the cards show and who can see the reports.
The cash register report and Excel/PDF export
Review income and expenses by payment method, staff member, customer and day; download the report as Excel or PDF and see which filters reach the file.
The customer report and segment analysis
Sort and filter your customers by spending, visits and outstanding debt, and export the list.
Staff report: who earned how much, and what commission is due?
See each staff member's revenue from appointments, product and package sales and the commission they earned in one table; click a row to drill into their transactions and the payments made to them.
Staff Appointment Counter: counting sessions, classes and events for staff pay
Count how many individual appointments, group classes and group events each staff member delivered in a period, using your own rules. Sessions deducted from packages are included; save the settings once and skip repeating your choices every month.
Product stock report: stock on hand, movements and critical level
See how many units of each product you have left, the ins and outs within the period, units sold and stock value. Flag products running low with the critical stock threshold.
Package sales report: which package sells, and how much was collected?
List the packages sold in the period with amount, paid, outstanding and usage. See the highest-earning packages and the breakdown by sales consultant.
Channel/source report: where do your customers find you?
See which channel new customers came from, which existing customers refer the most people, and the spending per channel. Use it to decide where to put your marketing budget.