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	Detailed Line Item Report
Staff Performance	Staff Performance Report
Sales Breakdown	Sales Breakdown Report
Service Sales by Staff	Service Sales by Staff Report	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	Product Sales by Staff Report	The report version of this summary does not include data for average product units per client and average product revenue.
Net Revenue by Day	Daily Summary Report	The report version of this summary does not include data for service revenue, product revenue, and net revenue.
Net Revenue by Staff	Daily Summary Report	The report version of this summary does not include data for service revenue, product revenue, and net revenue.
Service Sales by Category	Service Sales Report	The report version of this summary does not include data for total.
Business Charges	Service Sales Report
Inventory On-Hand	Inventory On-Hand Report
Product Sales by Brand	Product Sales Report	The report version of this summary does not include data for cost value and total.
Product Sales by Category	Product Sales Report *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	Inventory Adjustments Report	Product Name and Adjustment Reason must be added as rows to replicate this report.
Referral Sources	Referral Sources Report
Client Accounts Receivable	Account Balances Report
Client Accounts Liability	Account Balances Report
Gift Card Liability	Gift Card Liabilities Report
Voucher Liability	Voucher Liability Report
Voucher Redemptions	Voucher Redemptions Report
Tag Summary	Daily Summary Report
Resource Utilization	Staff Performance Report
Voucher Liability Summary	Voucher Liability Summary Report
Gift Card Liability Summary	Gift Cards Liability Report