Reports Overview
The Reports section gives you analytics across sales, clients, services, and staff. Open Reports in the sidebar to see four category cards — click a report to view detailed charts and tables for that area of your business.
Report Categories
Sales Reports
Revenue and financial performance.
- Sales Summary — Total revenue, daily breakdowns, and payment method analysis
- Revenue by Location — Compare revenue and service performance across locations
Client Reports
Customer analytics and growth.
- Top Clients — Your highest-value clients by revenue and visit frequency
- Client Acquisition — New client trends, growth, and retention over time
Service Reports
Service popularity and performance.
- Top Services — Most booked and highest-revenue services
- Service Trends — How services perform over time, including seasonal patterns
Staff Reports
Team performance and compensation.
- Staff Analytics — Individual performance metrics per team member
- Services by Staff — Which services each staff member provides
- Commission Report — Earnings and commission calculations
Exporting Data
Most reports include an Export Reports button to download data as CSV — useful for sharing with your team or analyzing further in Excel or Google Sheets.
Next Steps
Quick Tip
Review the previous month's reports at the start of each month to spot trends and plan ahead.