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Summary Deprecation

We’ve outlined what summaries (classic reports) are moving and how you can recreate the same (beta) report using our customizable templates.

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Written by Training BLVD
Updated over a week ago

Overview

We’re making some updates to reports which includes moving some of our summaries (classic reports) to reports (formerly beta reports). To help you prepare, we’ve outlined what’s moving and how you can recreate the same summaries using our customizable templates.

If you’re not using these in Reports yet, check them out. All the same data is there, but with even more functionality and customization. Take any report and sort, filter, rearrange, and group to find the insights you need. It’s all there!

Summary

Corresponding Report

Notes

Detailed Line Item

Staff Performance

Sales Breakdown

Service Sales by Staff

The summary has information for every service category, regardless of the category having sales or not, while the report does not show data when a Service Category does not have sales in the date range.

Product Sales by Staff

The report version of this summary does not include data for average product units per client and average product revenue.

Net Revenue by Day

The report version of this summary does not include data for service revenue, product revenue, and net revenue.

Net Revenue by Staff

The report version of this summary does not include data for service revenue, product revenue, and net revenue.

Service Sales by Category

The report version of this summary does not include data for total.

Business Charges

Inventory On-Hand

Product Sales by Brand

The report version of this summary does not include data for cost value and total.

Product Sales by Category

*This report defaults to view product sales by category.

The beta report version of this summary does not include data for cost value and total.

Product Quantity Adjustments

Product Name and Adjustment Reason must be added as rows to replicate this report.

Referral Sources

Client Accounts Receivable

Client Accounts Liability

Gift Card Liability

Voucher Liability

Voucher Redemptions

Tag Summary

Resource Utilization

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