Overview

The Daily Summary report provides a summary of daily activity by appointments, services, and products. This is the best all-purpose report, so if you want to build a customized report, but don’t know where to start we recommend starting with the daily summary.

Note: As of August 1, all sales metrics include the value of vouchers that have been redeemed for services. If you use vouchers in your business, please see Vouchers as Payments: Before and After for more info and a breakdown of voucher value.

Default Metrics

Metric	Definition
Appointment Count	distinct count of appointments
Requested Appointment Count	number of appointments where a staff member was requested
Sale Date	date of sale
Service Count	count of total services complete
Service Sales	net sales amount for service line items
Service Sales Tax	total sales tax for service line items
Product Quantity Sold	total quantity of products sold
Product Sales	net sales value for product line items
Product Sales Tax	total sales tax for product line items
Tip Sales	net sales from gratuity line items
Product Client Count	count of unique clients who purchased a product
Gross Sales	All sales before discounts and refunds. This includes Services, Retail, Packages, Memberships, Gift Cards, Gratuity, Account Balance, Offset Fees, and Prepaid Units. Sales do not include Sales Tax.
Net Sales	All sales after discounts and refunds. This includes Services, Retail, Packages, Memberships, Gift Cards, Gratuity, Account Balance, Offset Fees, and Prepaid Units. Sales do not include Sales Tax.

Secondary Metrics

Metric	Definition
Account Balance Sales	Net sales for account balance line items
Amendments	Gross sales for amendment line items
Business Blocked Hours	Sum of Hours with Business Block
Business Charges	Sum of business charges
Capped Business Charges	Lowest value between Net Sales and Business charges for the line item, 0 if this value is negative
Discount Amount	Sum of discount amount
Discretionary Discounts	Discount Amount minus Promotional Discounts
Gift Card Refunds Count	Count of line items that are Refunds of a Gift Card
Gift Card Sales Count	Sum of gift card sales quantities
Gift Card Sales	Net Sales value for Gift Card Sales
Gross Gift Card Sales	Gross sales value for gift card sales
Gross Gratuity	Gross Sales value for Gratuity line items that are either Amendments or Sales
Gross New Membership Sales	Gross Sales value for New Membership sales
Gross Package Sales	Gross Sales value for line items where the sale type is Amendment or Sale and the Product is a Package
Gross Recurring Membership Sales	Gross Sales value for Recurring Membership Sales with Amendment or Sale type
Gross Retail Product Sales	Gross Sales value for Product sales that aren’t packages or subscriptions
Gross Service Sales	Gross Sales value for Service line items
Gross Total Membership Sales	Gross Sales value for Product line items where the Product is a Membership
Hours Booked	Sum of hours booked for services
Hours Scheduled	Sum of hours scheduled Excludes Scheduled hours for: Staff that can’t perform services Staff that have been deactivated at a Location after the deactivation date Staff that have been deactivated Business-wide
Net Gift Card Sales	Net Sales for Gift Card line items
Net Gratuity	Net Sales for Gratuity line items
Net New Membership Sales	Net Sales for Membership purchases that are not renewals
Net Sales (Less Vouchers)
Net Service Sales	Net Sales value for Service line items
New Client Count - Non Requested	Unique count of Clients who had their first Appointment and did not request the Staff member
New Client Count - Requested	Distinct count of Clients who had their first Appointment and requested the Staff member
New Client Count	Unique count of Clients who had their first Appointment
New Memberships Count	Count of new membership purchases
New Memberships Refunds Count	Count of new membership refunds
Order Client Count	Number of clients who had an order
Order Count	Count of orders
Package Count	Count of package line items
Package Refunds Count	Count of package refunds line items
Personal Blocked Hours	Sum of hours blocked as personal
Prebooked %	Percentage of appointments that were Prebooked; Percentage of appointments prebooked on the day of service before midnight. Checkout prebooking appointments for more details on how the metric is calculated.
Prebooked Appointment Count	Count of Appointments that were Prebooked
Prebooked Service Client Count	Count of Clients that had a Prebooked Appointment
Prepaid Product Quantity Sold	Sum of Quantity of prepaid product units sold
Prepaid Product Sales	Sum of prepaid product unit sales
Product Client Count	Count of clients who bought a product
Product Sales Tax	Total sales tax for product line items
Product Sales	Net sales value for product line items
Recurring Membership Count	Count of Membership renewal line items
Recurring Membership Refunds Count	Count of Membership renewals that were Refunded
Redeemed Voucher Value	Value of the voucher that was redeemed on this line item
Refund Business Covered Amount	Gross Sales value for Refunds where the strategy is covered
Refund Clawback Amount	Gross Sales value for Refunds where the strategy is clawback
Refunded Gift Card Sales	Gross Sales value for Refunded Gift Card sales
Refunded Gratuity	Gross Sales value for Gratuity line items
Refunded New Membership Sales	Gross Sales value for New Memberships that were Refunded
Refunded Package Sales	Gross Sales value for Packages that were Refunded
Refunded Recurring Membership Sales	Gross Sales value for Recurring Membership sales
Refunded Retail Product Sales	Gross Sales value for Product sales that aren’t part of a Membership or Package
Refunded Service Sales	Gross Sales value for Service line items that were Refunded
Refunded Total Membership Sales	Gross Sales value for Refunded Membership line items
Refunds	Gross Sales value for Refund line items
Requested Appointment %	Percentage of Appointments where the Staff member was requested
Retail Product Count	Count of Product line items that aren’t Memberships or Packages
Retail Product Refunds Count	Count of Product line item refunds that aren’t Memberships or Packages
Retail to Service %	Gross Retail Product Sales divided by Gross Service Sales (0 if Gross Service Sales = 0)
Returning Client Count - Non Requested	Count of Clients that didn’t have their first Appointment and didn’t request the Staff member NOTE: This is a unique count, meaning if a client returns more than 1x in the timeframe the report is pulled they will only count as 1 returning client
Returning Client Count - Requested	Count of Clients that didn’t have their first Appointment and requested the Staff member NOTE: This is a unique count, meaning if a client returns more than 1x in the timeframe the report is pulled they will only count as 1 returning client
Returning Client Count	Count of Clients that didn’t have their first Appointment
Sales Tax	Total sales tax
Sales Per Order (Less Vouchers)	Net sales divided by order count, without voucher redemptions.
Sales Per Order	Net sales divided by order count
Self-Booked %	Percentage of Appointments where the Client booked the Appointment themselves
Self-Booked Appointment Count	Count of Appointments where the Client booked the Appointment themselves
Self-Booked Sales (Less Vouchers)	Net Sales value for appointments that were booked by the client, without voucher redemptions.
Self-Booked Sales	Net Sales value for Appointments that were booked by the Client
Service Client Count	Total services completed
Service Discretionary Discounts	Discount Amount for Service line items
Service Product Usage Cost	Total Cost of Service Product usage
Service Product Usage Quantity	Number of Service Products used
Service Refunds Count	Count of Services that were Refunded
Service Sales (Less Vouchers)	Shows all service sales without voucher redemptions.
Service Sales Per Appointment (Less Vouchers)	Service sales divided by appointment count, without voucher redemptions.
Service Sales Per Appointment	Service sales divided by appointment count
Service Staff Count	Total services completed
Total Memberships Count	Count of membership sales
Total Membership Refunds Count	Count of membership refunds
Utilization %	Hours Booked / (Hours Scheduled - Business Blocked Hours)
Voucher Adjustment	The difference between the list price and the voucher value.

Customization Options

Customizing reports gives you complete control, so you can see where you can improve and make data-driven decisions that drive your business forward.

Location and Staff

Sale Date and Location

Staff and Date OR Date and Staff

Membership Sales

Additional columns can be added to track membership sales, including New Membership Sales, Recurring Membership Sales, and Total Membership Sales. A membership sales report provides insight into membership acquisition trends and helps track performance.

Add columns for New Membership Sales, Recurring Membership Sales, and Total Membership Sales.

Tag Summary

To view a tag summary, group the rows by order tag and add the following columns:

Appointment Count
Retail Product Count
Package Count
Total Membership Count