Review booking volume and appointment statuses

Audit completed services

Validate pricing or cancellation data

Investigate appointment trends

Appointments: Track appointment trends, cancellations, no-shows, and booking patterns across your business. Filter by location, staff, client, or booking source to understand frequency, cancellation reasons, and opportunities to reduce no-shows.

Appointment line items: See which services are being booked, how often, and identify add-on trends by staff or location. Filter by service, staff, or location to understand your most popular offerings and make smarter scheduling decisions.

Review service or product setup details

Analyze inventory levels

Track inventory adjustments

Validate membership configurations

Product inventory activity: Track every inventory quantity change by product, location, or reason to support audits and accountability. Filter by product, location, or adjustment reason to investigate shrinkage, catch discrepancies, and confirm whether changes were made manually or by the system.

Product inventory on hand: See what's currently in stock across all locations to support purchasing and inventory decisions. Filter by product, brand, category, or supplier to review quantities and make informed purchasing decisions before you run low.

Location records: Review how your business locations are configured, including groupings, tags, and operational details. Helpful for multi-location owners who want to confirm setup accuracy or reference location attributes at a glance. No performance data included.

Membership records: See how your membership plans are set up, including pricing, billing cadence, and eligibility. Helpful for reviewing your current offerings, catching configuration errors, or preparing for a membership update. No sales data included.

Product records: Review how retail products are configured in the system, including pricing and catalog status. Helpful for troubleshooting missing products, verifying pricing, or ensuring your catalog is up to date. No sales or inventory data included.

Service records: Review how your services are set up, including duration, pricing, categories, and availability. Great for auditing your service menu, validating configurations before a launch, or confirming that everything is set up correctly. No performance data included.

Measure client retention

Monitor loyalty program activity

Track referral performance

Review outstanding liabilities

Identify canceled or past-due memberships

Account credit balance: See which clients have outstanding credit balances as of a specific date for reconciliation or audit. Helpful for understanding your financial liability, resolving client billing questions, or preparing for a reconciliation or audit.

Client loyalty activity: See how clients are earning and redeeming loyalty points and audit adjustments by client or staff. Filter by client, staff, or activity type to audit your loyalty program and ensure points are being applied correctly.

Client ratings: See client feedback across staff, services, and locations to spot performance trends and concerns. Filter by rating score or date to recognize top performers and quickly address service concerns.

Client records: Pull a clean list of all client profiles and stored information for data clean-up or operational reference. No sales or behavioral data included.

Client referrals: Track who's referring new clients, the value generated, and whether rewards are being issued as expected. Helpful for validating your referral program and understanding word-of-mouth impact.

Client retention: Compare return rates by location to identify where clients are coming back and where there's churn risk. Compare retention rates across time windows to identify opportunities to improve the experience and reduce churn.

Client sales: Understand how clients are engaging with and spending with your business. Filter by audiences, tags, membership status, marketing consent, and more to identify your highest-value clients, spot retention risks, and build smarter rebooking and marketing strategies.

Client memberships: Get a complete view of every membership a client holds, past or present. Helpful for resolving client billing questions, auditing subscription activity, or confirming the current state of a membership including plan details, billing dates, and status.

Client waitlist: See all clients waiting for appointments across locations, services, and staff to reduce missed bookings. Helpful for identifying high-demand time slots and keeping your schedule as full as possible.

Gift card balance: See which clients still have unused gift card balances as of a specific date for reconciliation or audit. Helpful for understanding your

Membership cancellations: Audit membership cancellations and scheduled cancellations by client, including reasons, financial impact, and who initiated the change. Helpful for investigating churn patterns and prioritizing retention outreach.

Membership event summary: Track membership activations, cancellations, pauses, and past-due transitions to monitor subscriber base health over time.

Memberships past due: Identify members with failed or overdue payments so your team can prioritize outreach and resolve billing issues quickly.

outstanding gift card liability or preparing for a financial reconciliation.

Referral performance: Find out which referral sources are driving the most clients, bookings, and revenue so you can focus your marketing where it matters most.

Voucher balance: See all unredeemed vouchers by client, location, or service category to track outstanding liability and ensure your records are accurate.

Reconcile payments and refunds

Audit discounts or disputes

Review daily revenue totals

Analyze sales performance by category

Monitor liability changes

Account credit activity: See a full log of every account credit issued and redeemed to track redemptions or reconcile balances. Filter by client, staff, or location to track a specific transaction or reconcile account credit balances.

Daily summary: Get a quick daily rollup of sales, refunds, discounts, and adjustments to validate end-of-day performance. Great for spotting anomalies early and keeping a pulse on financial activity by location.

Disputes activity: Track the individual actions and stages of a disputed charge from start to finish. Helpful for following a specific dispute through the resolution process and keeping your records accurate.

Disputes summary: Get an overview of all payment disputes, including amounts, statuses, and resolution progress. Helpful for monitoring your financial exposure and ensuring your team is following up on open disputes.

Gift card activity: See every gift card issued and redeemed at a transaction level to track redemptions and reconcile balances. Filter by location, client, or date to confirm all redemptions and reconcile outstanding balances.

Membership sales: Track new and recurring membership sales across locations and plans to measure growth and refund trends. Helpful for evaluating which plans are performing best.

Order line items: See every sale, refund, and amendment at the order line-item level to reconcile order totals and investigate discrepancies. The most granular view of all sales activity.

Order line item discounts: See every discount applied at the transaction level to audit usage and flag unusual patterns. Filter by staff, client, or discount type to audit how discounts are being used across your business.

Order payments: See all payment and refund transactions by method or merchant account to support settlement tracking. Filter by payment method, merchant account, or date to keep your financial records reconciled.

Package sales: See how packages are selling across locations and categories to evaluate demand and inform pricing decisions.

Register closeout entries: Review cash drawer reconciliation results by day or shift to validate accuracy and stay audit-ready.

Retail sales: Understand how retail products are performing by location, category, brand, or SKU to inform purchasing decisions. Analyze sales trends, evaluate margins, and make smarter inventory decisions.

Service sales: Track completed service revenue across locations and categories to understand performance and refund trends. Filter by date or service to measure discount impact and monitor refund trends over time.

Supplier sales: See retail sales grouped by supplier to understand which vendor relationships are driving the most revenue and inform your next purchasing or negotiation decisions.

Voucher activity: Track the full lifecycle of your vouchers from sale to redemption, refund, or expiration. Helpful for reconciling voucher liability, investigating discrepancies, and ensuring your financial records are accurate.

Voucher summary: Get a high-level view of how financial liabilities such as credits, vouchers, and gift cards have changed over a selected period. Helpful for accounting reviews and end-of-period closes.

Measure campaign engagement

Evaluate booking attribution

Monitor message performance

Campaign performance: Evaluate both automated and blast campaign delivery, opens, clicks, and attributed bookings by campaign, channel, or location to understand what's resonating with clients and where to focus your efforts.

Analyze sales by staff

Monitor utilization and productivity

Review commission earnings

Track time and attendance

Measure retention attributed to staff

Commission summary: See total commissions and tips earned per staff member to support payroll and performance monitoring. Helpful for payroll processing and comparing performance across your team.

Commission line items: Validate commission payouts at the transaction level across services, products, memberships, and packages. Filter by staff, location, or item type to audit earned commissions and confirm compensation is being calculated correctly.

Operator sales: See a consolidated view of front desk operators' bookings, checkouts, sales, discounts, and refunds. Helpful for evaluating performance and identifying coaching opportunities at the front desk.

Staff attendance summary: Get a full picture of your team's scheduling, hours worked, and timecard activity across locations. Helpful for identifying attendance patterns and monitoring utilization.

Staff performance: Get a comprehensive view of how each team member is performing across appointments, sales, and client behavior. Filter by role, location, or time period to support performance reviews, compensation decisions, and staffing strategy.

Staff records: Pull a quick reference list of staff records, including names, emails, and basic details. Helpful for administrative tasks, onboarding reviews, or confirming staff information is accurate in the system.

Schedule entries: View scheduled shift times and total hours per staff member to monitor coverage and staffing distribution.

Staff client retention: Understand how well each staff member is bringing clients back across multiple return windows. Compare return rates to identify your strongest performers and inform coaching conversations.

Staff retail sales: See how each team member is contributing to retail sales, including discounts and refund behavior. Helpful for identifying top performers and monitoring discount behavior.

Staff service sales: Review service revenue by individual staff members to validate commissions and evaluate performance. Filter by location, role, or service category to understand each provider's impact.

Time card entries: Compare scheduled hours against actual clock-in/clock-out activity to validate hours and support payroll processing. Filter by role, location, or date to ensure your attendance records are accurate.

Time block entries: Review staff time blocks, including blocked dates, durations, reasons, and who created the block. Great for auditing availability constraints and ensuring schedules are configured as intended.

Schedule detail: Pull a detailed view of your staff's scheduled and completed activities by service, location, and date. Ideal for printing and sharing with your team as a day-to-day schedule reference.