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Reports
Updated over a week ago

To access reports, click the App Drawer , then click View All > Reports.

Understanding reports

Reports allow you to view important information about your business. They're essential for keeping an eye on important metrics and how your business is changing over time. Additionally, reports can be useful when making changes to your business because you can view the impact those changes have.

What you can do with reports

There are several different reports you can view to analyze and assess your business. Reports are separated into multiple categories based on the area of your business they relate to.

Here’s a breakdown of the report categories:

  • Client reports – Reports on your clients, their engagement with your business, and their billing information.

  • Attendance reports – Reports on the use of the services offered by your business over time.

  • Staff reports – Reports on your staff members, their pay, and their interactions with clients.

  • Sales reports – Reports on financial metrics, including revenue, refunds, taxes, and transactions.

  • Marketing reports – Reports on all email, SMS, and postcard communications between your business and your clients.

  • Enterprise reports – Reports for Enterprise customers that allow you to view and compare metrics for each Enterprise Location. Enterprise reports are only available to Enterprise Headquarters business accounts.

Key tips

  • Wait times for updates

    • After changes are made in the system, reports can take up to five minutes to update.

  • Maximum number of entries in a report

    • Reports can only display a total of 10,000 entries. When viewing a report, we recommend using the advanced filters to generate more specific results.

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