Getting started with Reports

Reports brings sales, finance, appointments, team, clients, stock and marketing together in one place.

Find a report

1. 1

   Select Reports in the left-hand menu.
2. 2

   Use Search reports, or choose a category: Sales, Finance, Appointments, Team, Clients, Inventory, Marketing or Other.
   
3. 3

   Select a report to open it.

Popular reports include Business Overview, Online Booking Overview, Team Pay Overview, Sales Overview and Sales Register (every till receipt). Standard reports are ready to use. Advanced reports, like Business Performance and Performance Trends, go into more detail.

Save your favourites

Select the star (3) to add a report to Favourites.

Save a view

Open a report, set the filters you use often, then Save this view. It appears under Saved reports. Saving a view doesn't change the original report.

Folders

Folders are your own shortlists. Type a name in New folder (4), open the folder, then use the folder icon on a report to add it. Deleting a folder doesn't delete its reports.

Export

Every report downloads as CSV, Excel or PDF, using the filters on screen.

Good to know

• Select a figure to see the appointments or sales behind it.
• Finance reports cover VAT, how clients paid and payouts.
• Appointment reports always use the booked price.

Related: Team Pay reports · Run pay and record payouts