Report Types & What They Show
1. Performance Overview
Purpose: Quick snapshot of your business health
Shows:
Total revenue for selected period
Total expenses
Net profit/loss
Completed bookings vs cancellations
New vs returning customers
Top expense categories
Best For: Daily business review, quick health check
2. Business Reports
Business Performance Report
Purpose: Compare performance across multiple days/periods
Shows:
Daily revenue breakdown
Staff performance trends
Service popularity over time
Branch comparison metrics
Best For: Identifying trends, comparing days
Daily Performance Report
Purpose: Detailed breakdown for a single day
Shows:
Every transaction type
Staff who worked
Hour-by-hour performance
Payment method distribution
Best For: Understanding what happened on a specific day
Branch Comparison Report
Purpose: Compare multiple branch locations
Shows:
Revenue per branch
Customer visits per branch
Staff utilization per branch
Product sales comparison
Best For: Multi-location management, identifying best performers
Branch Forecast Report
Purpose: Predict future business based on historical data
Shows:
Expected revenue
Predicted booking volume
Staffing recommendations
Seasonal trends
Best For: Planning ahead, scheduling staff, inventory planning
3. Appointments Reports
Booking Reports
Purpose: Complete view of all bookings
Shows:
List of all bookings with details
Customer information
Services performed
Staff assigned
Booking status (completed, cancelled, no-show)
Cancellation reasons
Revenue per booking
Features:
Search by customer name, phone, email
Filter by booking status
Pagination (50 bookings per page)
Export to CSV
Print report
Best For: Reviewing appointment history, investigating issues
Service Reports
Purpose: Analyze which services perform best
Shows:
Services booked count
Revenue per service
Completion rates
Cancellation rates
Staff assignments per service
Filters:
Filter by service category
Filter by specific staff members
Best For: Deciding which services to promote, which to discontinue
Appointment Summary
Purpose: Quick summary of appointment metrics
Shows:
Total appointments
Completed vs cancelled
Average appointment value
Peak booking times
No-show rate
Best For: Understanding appointment patterns
Cancelled & No-Show Reports
Purpose: Analyze appointment failures
Shows:
Cancellation reasons breakdown
No-show statistics
Customers with high no-show rates
Revenue lost from cancellations
Best For: Reducing no-shows, improving booking policies
4. Finance Reports
Financial Overview
Purpose: Complete financial picture
Shows:
Revenue:
Bookings revenue
Products sold revenue
Memberships revenue
Gift cards revenue
Expenses:
Staff payments
Product procurement costs
Other expenses
Net Balance: Total revenue minus all costs
Tips: Collected by payment method
Discounts: Total discounts given
VAT: Tax collected
Payment Method Breakdown:
Bookings by payment method (cash, card, etc.)
Products by payment method
Memberships by payment method
Gift cards by payment method
Tips by payment method
Best For: Understanding profit margins, cash flow
Income Statement
Purpose: Detailed profit & loss statement
Shows:
All revenue sources
All expense categories
Gross profit
Operating expenses
Net profit
Best For: Accounting, tax preparation
General Ledger
Purpose: Complete transaction history
Shows:
Every financial transaction
Transaction dates and times
Categories and descriptions
Debits and credits
Running balance
Best For: Accounting reconciliation, audit trails
GL Mapped Report
Purpose: Reports mapped to General Ledger accounts
Shows:
Transactions organized by GL account codes
Account descriptions
Debit/credit breakdown
Requires: GL Mapping setup (see GL Mapping below)
Best For: Accounting integration, financial reporting
Outstanding Amounts
Purpose: Track unpaid customer balances
Shows:
Unpaid deposits
Partial payments
Outstanding balances
Customer contact information
Best For: Collections, follow-up with customers
Liability Overview
Purpose: Track gift card and membership liabilities
Shows:
Gift cards issued vs redeemed
Gift card balances outstanding
Memberships sold vs used
Membership value remaining
Best For: Managing liabilities, financial planning
Liability Log
Purpose: Detailed liability transaction history
Shows:
Gift card purchases and redemptions
Membership sales and usage
Liability changes over time
Best For: Tracking liability changes, reconciling accounts
5. Staff Reports
Staff Reports (All Staff)
Purpose: Compare performance across all staff members
Shows:
Revenue generated per staff
Bookings completed
Hours worked vs hours booked
Utilization rate
Tips received
Goals achievement (booking & revenue goals)
Filters: Apply branch and period filters
Best For: Performance reviews, bonus calculations
Individual Staff Report
Purpose: Detailed view of one staff member
Shows:
All bookings with details
Services performed
Revenue breakdown
Tips collected
Work hours
Attendance records
Payroll information
Best For: Individual performance tracking, payroll preparation
Attendance Reports
Purpose: Track staff attendance
Shows:
Clock-in and clock-out times
Scheduled vs actual hours
Late arrivals
Overtime hours
Attendance rate
Best For: Managing staff schedules, attendance tracking
6. Client Reports
Client Reports
Purpose: Understand customer behavior
Shows:
Top spending customers
Customer visit frequency
Average spending per customer
New vs returning customer breakdown
Customer lifetime value
Best For: Customer retention, loyalty programs
Survey Reviews
Purpose: View Google Reviews integration
Shows:
Customer ratings
Review content
Review dates
Response status
Best For: Reputation management, service improvement
7. Marketing Reports
Marketing Reports
Purpose: Track marketing campaign effectiveness
Shows:
Gift vouchers issued and redeemed
Gift voucher revenue
Memberships sold
Membership revenue
Campaign performance metrics
Best For: ROI analysis, campaign optimization
8. Website Reports
Website Booking Report
Purpose: Track website-generated bookings
Shows:
Online booking funnel (visits → views → bookings)
Conversion rates
Booking completion rate
Drop-off points
Best For: Optimizing website conversion
Website Traffic Report
Purpose: Website analytics
Shows:
Total sessions and page views
Traffic sources (direct, Google, social media)
Device breakdown (mobile, tablet, desktop)
Browser statistics
Operating system breakdown
Hourly traffic patterns
Daily performance trends
Best For: Website optimization, marketing strategy
9. Inventory Reports
Inventory Overview
Purpose: Track inventory status
Shows:
Products in stock
Stock value
Low stock items
Stock age distribution
Supplier information
Best For: Inventory planning, reordering
Stock Usage History
Purpose: Track product consumption
Shows:
Products used over time
Usage by service
Usage trends
Cost of goods used
Best For: Understanding product consumption, cost management
Categories Summary
Purpose: Analyze inventory by category
Shows:
Revenue by product category
Units sold by category
Top categories by value
Margin by category
Best For: Category-level decisions, pricing strategy
Daily Inventory Log
Purpose: Track inventory changes daily
Shows:
Stock additions
Stock removals
Adjustments
Current stock levels
Best For: Inventory reconciliation, loss prevention