Overview

The operator activity report provides detailed performance metrics by operator. An operator is defined as the staff member who completes the order.

Default Metrics

Metric	Definition
Sale Operator Name	Name of operator who created the order
Order Count	Count of orders
New Client Count	Unique count of clients who had their first appointment
Service Sales	Net sales amount for service line items
Appointment Count	Unique count of appointments
Product Client Count	Unique count of clients who purchased a product
Product Quantity Sold	Total quantity of products sold
Product Sales	Net sales amount for product line items

It’s recommended to add additional columns for the following metrics:

Net Sales (Net gift card sales, Net package sales, Net New Membership sales, Net recurring membership sales, net retail product sales, Net total membership sales)

To view operator activity by day of week, group rows by Day of Week.

NOTE: This was formerly a beta report.