Overview
This article provides reports that offer insights into product sales, client activity, service and employee performance, and financial data. These reports assist in tracking business performance and optimizing operations.
Products
These reports provide insights into product sales performance, total product availability by supplier, and sales data categorized by product type.
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Report Name | Description | How Its Calculated |
Product Sales Statistics | Products sales and inventory statistics. | Shows Gross Profit, Discounts and Net Profit per product |
Product Shelf Total by Supplier | Product shelf total grouped by supplier. | Sum of all products broken out by supplier. Provides Shelf total per product and total of product count broken down by supplier |
Products Sold Grouped by Category | List of all products sold on tickets for a given date range grouped by category. | Sum of Products sold by Category. Listed out by ticket and separated by category |
Clients
These reports provide insights into client balances, appointment cancellations via text, invalid contact information, loyalty point balances, client spending, item sales with client names, marketing referrals for new clients, new client lists, no-show data, non-returning clients, and feedback from new client surveys.
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Report Name | Description | How Its Calculated |
All Clients with a Balance (Tab) | List of clients with a non zero balance. Positive indicates client owes business; negative indicates business owes client. | Includes Client ID Name, Balance and Balance Comment
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Appointments Canceled by Text | List of all appointments canceled by text over a given date range. | Includes Ticket ID, Date Scheduled, Date Canceled, Time Canceled, Client Name, Mobile Number, Cancel Comment(?) |
Client Invalid E-Mail and Text Number Report | Clients who have been contacted using an e-mail address and/or text number recorded on file that has bounced back messages due to the information being invalid. | Includes Client ID, First and Last Name, Type of Invalid Info (Phone Number/Email), Information That is Bad |
Client Loyalty Point Balance | A list of all clients displaying their current loyalty point balance. | Total balance of loyalty points Shows Client ID, Client Name, Number of Tickets, Last Visit and Total Loyalty Points No date range selection on this report |
Client Spending | List of all clients and the amount they have spent with the business. | Sum of number of Tickets, Product Total and Qty, Service Total and Qty, Client Total Sales, Avg Sale (Total Sales/Number of Tickets) Numbers included in report are only based on date range selected Amounts do not include tax Tickets with gift cards will show up in the Number of Tickets but are not calculated in the Totals for Services or Products |
Items Sold and Client Names | List of products and/or services sold, amounts, and clients that purchased for a range of days | Sum Total of Services or Product totals sold over time period selected Report can be run based on services, products, or products and services together Results show service/product ID, Description, Ticket ID for each time sold in date range, Client Name, Date Closed, Amount - Grouped by Service or Product ID Amount is service or product base price and does not include tax when sold |
Marketing Referral Type for New Clients | Quantity of unique new client marketing referral types. | Total number of Marketing Referral entered on the Marketing Referral section of the Client Profile Date range selected and number that shows corresponds to the date a client was created |
New Client List | List of new clients based on a selected date created date range | Selected date range corresponds to date created of the client. Shows last Employee, Customer ID and Name, Date Created, First and Last Visit, Total Visits and Referral info |
No Show Report for All Clients for All Days | List of all tickets marked as no show for a selected range of days. | Provides Ticket ID, Date Scheduled, Customer Name and ID |
Non-Returning Clients | List of clients who have not returned to the business in 90 days. | Provides client name, and visit information with last visit date, contact information If last visit date is outside of 90 days clients will show up on this report |
Survey of New Clients | List of new clients based on first visit and purchase details for a given range of dates. | Clients whose first visit is within the date range selected, including purchase history since, grouped by employee |
Sales
These reports provide insights into open ticket management, daily sales forecasting, monthly client membership cost and revenue, personalized employee performance, product sales percentage maintenance, promotion effectiveness, regional and demographic sales trends, sales patterns by day of the week and hour, employee category performance, and detailed sales data by month, week, and ZIP code demographics.
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Report Name | Description | How Its Calculated |
All Open Tickets | List of all open tickets. | <--- See to the left Totals all open tickets at the end of the report and also breaks up by employee |
Forecast by Day | Estimated income based on existing open and closed tickets by day. | Report is not REALLY a forecast but is pulling historical information. Can be used as kind of a heat map per say Grouped by day of the week shows Number of Tickets, Ticket Total, Ticket Total w/ Tax, Average Ticket Excluding Tax, Max Ticket Excluding Tax, Minimum Ticket Excluding Tax Ticket Total = Sum of ticket subtotals over time period selected (Does not include tax) Ticket Total w/ Tax = Sum of ticket absolute total over time period selected (Includes tax) Average = Ticket Total/Number of Tickets (Excludes tax) |
Monthly Client Membership Cost/Revenue | Client membership revenue and cost in a selected range of dates grouped by month and membership. The revenue is the total membership payments and the cost is the total amount in backbar and payroll commission. | Revenue = Sum of membership payments over time period selected
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My Totals Report (for employee logged in) | Total report for employee currently logged in.
| Only shows information for employee logged in
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Product Sales Percentage Maintained | List of employees, how much each has sold in products and services, and percent maintained (total product sales / total service sales * 100%) | total product sales / total service sales * 100% (Rounded up or down accordingly to a full percentage number) |
Promotion Summary | Summary of promotions used in a selected range of dates. Each promotion can be analyzed in more detail by client, employee and ticket. | Summary Discount by Type Total Net Discount = Service Net + Product Net + Package Net Discount by Employee |
Sales By City And Demographics | All sales by client city and demographics. | Total and Average Sales broken out by city listed in customer profile Total Sales = Sum of closed tickets Average Sales = Total Sales/Total Tickets |
Sales by Day of the Week | Sales statistics grouped by day of the week. | Sum of sales totals per day of the week Total Ticket = Sum of tickets closed with time period selected Average Ticket = Total Ticket/Tickets Max Ticket = highest ticket total in time period selected |
Sales By Employee Category | Sales totals grouped by employee and employee category. | Sum of Totals for Employee and Category of Employee over time period Products + Services - Returns = Total |
Sales by Hour of the Day | Sales statistics grouped by hour of the day. | Total sales for tickets closed within a certain hour of the day (24 hour format) Total = Sum of tickets closed within that hour over time period selected Average Ticket = Total/Number of Tickets (ex: hour 10 is 10-10:59am, 15 is 3-3:59pm) |
Sales by Month | Total sales summed by month. | Total Ticket Amount, Average Ticket Amount, Max Ticket by Month and Year tickets were closed Total Ticket = Sum of Tickets Average Ticket = Total/Number of Tickets Max Ticket = Highest ticket total in time period selected for that month |
Sales by Week | Total sales summed by week. | Total Ticket Amount, Average Ticket Amount, Max Ticket By Week and Year tickets were closed Total Ticket = Sum of Tickets Average Ticket = Total Ticket/Tickets Max Ticket = Highest ticket total in time period selected Note: Week timeframe runs from Sunday to Saturday (ex: March 10, 2024 - March 16, 2024) |
Sales By ZIP And Demographics | All sales by client ZIP Code and demographics. | Sales information by Zip code entered in customer information for dates selected Total Sales = Ticket Totals over period selected Average Sales = Total Sales/Total Tickets Existing Clients does not populate a number when selecting All Dates. This would need to have a specific time frame selected to populate information here |
Sales Totals and Sales Tax by Range of Days | Total sales and sales tax for a given range of days. | Summary Payment and Change Taxes Employees and Booth Renters Anything labeled with Details can be viewed separately and provide a drill in |
Ticket Referral Totals | Ticket referral totals. | Total number of tickets that have a Ticket Type selected on the Appointment and broken out by that specific ticket type |
Tickets that were marked as voided, canceled, or no show | A list of tickets that were marked as voided, canceled, or no show. | List of voided, canceled, or no show tickets as they are marked in the software based on date searched. Groups these together by date scheduled |
Services
These reports provide insights into prepaid service balances, overall service sales performance, and the breakdown of services sold by category.
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Report Name | Description | How Its Calculated |
Current Prepaid Service Balances | Current unused balance of pre-paid services purchased over the selected range of dates. | Total of services left to redeem based on date purchased and if that falls into time period searched |
Service Sales Statistics | Service sales and profit statistics. | Shows Gross Profit, Discounts, Backbar and Net Profit per service
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Services Sold Grouped by Category | List of all services sold on tickets for a given date range grouped by category. | Sum of Services sold by Category. Listed out by ticket and separated by category |
Employees
These reports provide insights into employee hours, performance, client assignments, time clock entries, and tips claimed, as well as the breakdown of hours worked and booking percentages by employee.
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Report Name | Description | How Its Calculated |
Employee Hours Booked By Service Category | Amount of time booked per employee by service category. Note: Multiple appointments per time slot will count towards amount booked. | Sum of hours booked per service Category Hours Booked = Total sum of hours for service category based on time of services on tickets |
Employee Performance Report | Key information about employee sales, booking, and client visitation to summarize the performance of a single employee. DOES NOT INCLUDE WALK IN TICKETS IN TOTALS | Client Retention Number Retained = Client would have to have more than 2 visits total with that employee, and the number of visits within the date range vs total visits have to be over 50% with that employee Percentage Retained = (Number Retained/Total Number of Clients) x 100 Client Demographics Information broken out by Gender, Ticket count/gender, percentage of tickets for that gender, Sum of amount spent on those tickets/gender Percentage = (Ticket Count/Sum of Tickets/Gender) x 100 Percentage Booked (Hours Booked/Hours Scheduled) x 100 Ticket Statistics
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Employees' Clients | List of all clients to see an employee based on closed tickets and a range of dates. | Lists out clients that have visited within a time frame to include ticket ID and client information |
Hours Worked Based on Time Clock Entries | Summary of hours each employee has worked based on time clock entries. | Total Sum of Hours based on time clock entries. Calculated in decimal hours, not hours and minutes. Avg Hours = Total hours recorded/Number of time clock entries Grand Total = Sum of all employee subtotals |
Hours Worked Based on Time Clock Entries per Day | Hours per day each employee has worked based on time clock entries. | Total Sum of Hours based on time clock broken out by employee and day Calculated in decimal hours, not hours and minutes. Time Clock Entry Hours (That day) + Time Clock Entry Hours (That day) = Sum for the day for the employee Employee Subtotal = Sum of all day in time period based on time clock hours recorded Grand Total = Sum of all hours recorded |
Percentage Booked | List of employees, hours worked, hours scheduled, and percentage booked for a range of days. (note: multiple appointments per time slot will NOT count towards hours worked) | Includes Employee ID, Employee Name, Hours Booked, Hours Scheduled, Percent Booked over date range selected Hours Booked = Sum of time of services on tickets over time range selected Hours Scheduled = Hours on employee schedule over time range selected Percent Booked = Hours Booked/Hours Scheduled (Rounded to nearest percent) |
Return Details by Employee | All product return details listed by employee over specified date range. | Products returned listed out per ticket and grouped by employee Subtotal = Sum of returns for tickets with that employee selected |
Tips Claimed by Employee (Details) | List of tips claimed on each ticket grouped by employee name. | List of employees and Subtotal of tips claimed per employee. Broken out by ticket. date, amount of tip, withheld or settled, how it was settled and the date settled Subtotal = Sum of all tips for employee over tme period searched |
Tips Claimed by Employee (Summary) | Total amount of tips claimed by each employee. | List of employees and Total of Tips claimed for time period searched
Ticket only needs to be closed with a tip to show here. This will include tips that are still withheld |
Accounting
This report provides insights into expenses, breaking them down by category.
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Report Name | Description | How Its Calculated |
Expense Details By Category | A list of expense items grouped by category. | Subtotal and Total of expenses entered in software for time period searched broken down by category Subtotal = Sum of expense for that category |
Gift Cards
These reports provide insights into gift card sales, redemption patterns, unused balances, and outstanding balances, including details on sales by month and the status of gift cards over time
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Report Name | Description | How Its Calculated |
Gift Card Sales | Tickets that contain the sale of at least one gift card. | Sum total of gift cards sold by day. Subtotal = Sum of Gift Cards sold that day Total = Sum of Gift Cards sold over time period searched |
Gift Card Sales by Month | Total and average sales of gift cards grouped by month. | Gift cards grouped by month for period selected Min = Smallest amount sold on a gift card Avg= Total amount/Total Card Count Sold |
Gift Cards Redeemed | Tickets that contain at least one gift card redeemed. | List report of tickets that had a gift card redemption associated with the ticket |
Gift Cards Redeemed by Month | Total and average sales of gift cards redeemed by month. | Think of this report as in negative numbers or money out
Avg= Total Redeemed/Total Card Count Redeemed |
Gift Cards Unused Balance by Date | Gift cards purchased within a specified date range with an unused balance | Gift cards purchased on report search date/range and remaining balance Remaining amount = Gift card amount - amount used on tickets |
Outstanding Balance Total on All Gift Cards | Total amount of outstanding balances (unused funds) on all gift cards. | Remaining amount = Gift card amount - amount used on tickets |
Online Booking
These reports provide insights into income from online ticket bookings, services booked online by employee, and the top clients making online bookings.
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Report Name | Description | How Its Calculated |
Income From Tickets Booked Online | Income generated by online booking by date closed. | List of individual tickets created from Online Booking and Ticket Total Total = Sum of ticket total |
Services Booked Online by Employee | Services booked online by employee by date. | Detailed list of Client and service booked through Online Booking broken down by employee Total = Sum of Service Prices |
Top Online Booking Clients | Top clients of online booking by date. | Total Money spent on services/products on tickets created through Online Booking Tickets must be closed to show here |
Resources
This report provides insights into room usage.
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Report Name | Description | How Its Calculated |
Room Utilization | Measure of room occupancy against capacity over a range of dates. | Percentage of hours booked for resources Resource Hours Booked divided by Total hours possible to be booked = Utilization Rate |