The Reports tab has been redesigned — here's what to expect.

Your historical data is intact, and legacy reports remain accessible while you get familiar with the new experience. Most report names and navigation have changed, but the underlying data is the same. Read on to see what's changing so you and your staff are prepared.

Use the toggle to the left of Reports in the top left navigation bar to switch between the new and original reporting experiences.

Turn the toggle off to return to the original reporting experience, where you can access report summaries and any custom report templates you've previously created. To switch back to the new reporting experience, turn the toggle on again.

If you don't see the Reports toggle, your staff profile may not have permission to switch between reporting experience. Contact your account administrator for assistance.

When you open the Reports tab, you'll now land on the Business summary Dashboard — a visual snapshot of business performance with key metrics like sales, client return rate, appointments, and staff utilization. Use it for quick daily check-ins and to monitor what and who is driving performance.

For more details, see Business summary Dashboard.

The Reports tab now has a persistent left sidebar so you can easily navigate between available reports and dashboards. From the sidebar, you can:

For more details, see Navigating the Reports Tab.

Reports are now grouped into six categories in the Reports List: Appointments, Catalog, Clients, Financials, Marketing and Staff Operations.

Select a category to expand the list, then choose a report to open it. For a full list of available reports in each category, see Detailed reports.

Report customization options are now accessed via the Customize button in the top-right corner of each report, which opens a right-side panel. From there you can:

For more details, see Customizing and Filtering Reports.

Once a custom report view has been created, you can find and manage it under Views.

Admins now have finer-grained control over what staff can see in Reports. In addition to requiring permission to access reports on the Dashboard and Professional app, admins can now:

If a staff member doesn't have access to a report category, that category won't appear in the list of Detailed Reports. Dashboards may display limited or no data with a message explaining the restriction. For full details, see Reporting Permissions.

We've simplified the report library by removing folders, eliminating separate report copies, consolidating redundant reports and summaries, and retiring outdated reports.

All reports are now available from the list of Detailed reports, and custom report views are saved directly within the original report instead of appearing as separate reports. As a result, some reports you've used before may now have a new name or have been merged into a single report.