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.
Last updated: 7 October 2026
Click Reports in the left menu to open its eight pages: Overview, Cash Register Reports, Customer Reports, Staff Reports, Staff Appointment Counter, Product Stock Report, Package Sales Report and Channel/Source Report. If the Facility Rental module is enabled in Pi Store, Facility Rental Report appears in the list too. You switch between reports from the same submenu.
Who can see the reports?
The Reports menu appears for users whose role includes the Raporları görebilir (view reports) permission. The Excel and PDF buttons also need the Raporları dışarı aktarabilir (export reports) permission — permission names are shown in Turkish. The business owner and the built-in Yönetici (Manager) role have both; the built-in Personel (Staff) and Muhasebe (Accounting) roles have no report permissions.
To open the reports to an employee, go to My Business → Settings → Roles & Permissions, copy their role with ⋮ → Copy, open the copy with Edit, tick the permissions in the Reports group and give the employee that role. Built-in roles cannot be edited; the “Roles and permissions” article has the details.
Date range
Each report has its own date filter, and the options differ from report to report:
Overview: Today, Yesterday, This Week, Last Week, This Month, Last Month, This Year and Custom Range. It opens with This Month; in Custom Range you cannot pick a date after today.
Cash Register Reports, Product Stock Report, Package Sales Report and Channel/Source Report: the same seven preset periods plus Custom Date. Cash Register Reports opens with Today, the others with This Month. The Facility Rental Report also offers the same seven periods plus Custom range and opens with This Month.
Staff Reports: Today, This Week, This Month, This Year and Custom Range; it opens with Today. There is no Yesterday, Last Week or Last Month — for last month, pick the first and last day of the month in Custom Range.
Staff Appointment Counter: This week, Last week, This month, Last month and Custom range; there is no Today. In the first ten days of a month it opens with Last month, on other days with This month.
Customer Reports: there is no period selector. The Registration Date (From) and Registration Date (To) fields only filter by the customer's registration date; spending and debt cover all time.
This Week, This Month and This Year run from the start of the period to the end of today; appointments booked for later in the month, for example, are not included in This Month. Weeks start on Monday. Day boundaries follow Türkiye time; Overview uses the time zone chosen in Company Profile if you set a different one.
The Overview page
Reports → Overview summarises the selected period in cards. The date picker sits at the top right with the Refresh button (circular arrows) next to it. There is no Excel/PDF export on this page; for a detailed breakdown use Cash Register Reports or Customer Reports.
Net Profit card
Revenue: all payments collected in the selected period.
Expense: expense payments made in the selected period.
Net Profit: revenue minus expenses.
Profit Margin: net profit as a share of revenue.
What counts as revenue: only completed payments count, and they are grouped by payment date. Receivables recorded on credit and collected later also enter revenue on the day they are collected. Receivables that have not been collected yet and cancelled payments are not included.
Appointment cards
Online Appointments: appointments held by video call — those created with the “Online Appointments” switch turned on, or booked on the customer site for a service set up as an “Online Service”. Not every appointment booked through the online booking page is counted here.
In-Person Appointments: all the other, face-to-face appointments.
Awaiting Approval: appointment requests that start in the period and have not been approved yet; approve them from the Pending Approvals panel in the top bar.
Appointment Statuses and Appointment Trend: the period's appointments by status and day by day.
Other cards
Revenue Trend: money collected in the period, day by day.
Sales Summary: service and product sales on completed sales cards, plus packages sold in the period (cancelled packages excluded).
Sales Trend: service and product sales on completed sales cards, day by day; package sales are not part of this chart.
Payment Summary: Revenue, Receivables and Overdue amounts.
Customer Metrics: based on the visit rhythm — On rhythm, Off rhythm (Late + At risk), Lost or never visited, and the Typical visit rhythm. Clicking a status in the visit status breakdown opens the customer list with that filter.
Top Customers: the five customers who spent the most in the period through completed sales cards and package purchases.
Staff Performance, Popular Services and Popular Products.
Package Status and Review Summary.
Expense Breakdown: expenses paid in the period, by category.
Marketing Summary: active automations, campaigns sent and reviews awaiting approval.
Class Summary appears only if the Class System module is enabled in Pi Store, and Access Summary only if the Subscription Management module is.
Cards that ignore the selected period
The following values do not change with the date picker; they show the situation today:
Overdue in Payment Summary: every receivable that is past its due date and not yet collected.
In Customer Metrics: Total Customers, On rhythm, Off rhythm, Lost or never visited, On-rhythm rate and Typical visit rhythm. Only New Customers follows the period; Average Revenue per Customer divides the period's revenue by the total number of customers.
Package Status: the current status of all customer packages (Active, Expiring Soon within 7 days, Expired and Total).
Review Summary: all approved reviews and those awaiting approval.
The three figures in Marketing Summary.
Active Classes and Active Enrollments in Class Summary, and the subscription counts in Access Summary.
Receivables in Payment Summary only shows pending amounts that were added later to a sales card or a sold package as a Receivable Record and are dated in the selected period. Payments planned for a later date when you sell a package, subscription or product, or for event participation and facility bookings, are not included. For all open receivables, see My Business → Accounting & Finance → Receivables.
When does the data refresh?
Overview keeps the figures it calculates in your browser for five minutes. If you come back to the page or pick the same period again within that time, the figures may not yet include a payment or appointment you have just entered. When most of the cards come from this stored copy, the time they were calculated appears next to a clock icon to the left of the date picker. For up-to-date figures, press Refresh; every card on the page is recalculated.
On mobile, open Reports from the menu. The strip at the top holds seven reports: Overview, Cash Register Reports, Customer Reports, Staff Reports, Product Stock Report, Package Sales Report and Channel/Source Report. The Staff Appointment Counter and the Facility Rental Report are only in the web panel. The screen opens for users whose role includes the “Raporları görebilir” (view reports) permission.
On Overview, choose the period with the chips at the top: Today, This Week, This Month (the default), This Year or Custom. The period you pick is remembered on the phone. Yesterday, Last Week and Last Month are only available on the web.
Net Profit: revenue minus expenses for the period, with the period's income underneath.
Appointments: appointments in the period, with the number completed underneath.
Total Sales: service, product and package sales in the period, with service sales underneath.
Receivables: every receivable not yet collected, regardless of the period; the overdue amount appears underneath when there is one.
Under Customers, the tiles show Total Customers (with the new customers of the period) and On rhythm (with the number off rhythm). Underneath, the Off rhythm card lists the five most overdue customers (it needs the customer list permission); tap a row to open the customer, or View all to open the customer list filtered to Late + At risk.
If something is awaiting approval, a banner appears at the top; tap it to see the pending requests. The Quick Access shortcuts at the bottom open Calendar, Sales Card, Customers and Sales. Figures are kept on the phone for five minutes; to get fresh numbers, tap the refresh button at the top right or pull the screen down.
Excel and PDF export are not available on mobile; use the web panel to download files.