Legacy Reports
Descriptions of each legacy report
By Operations and 1 other2 authors38 articles
- Daily Summary ReportOverview of the daily summary report metrics and customization options.
- Product Sales ReportOverview of the product sales report metrics and customization options.
- Service Sales ReportOverview of the service sales report metrics and customization options.
- Detailed Line Item ReportThe detailed line item report itemizes every transaction or entry over a specific period.
- Sales by Supplier ReportDetailed breakdown of sales by supplier which provides product supplier metrics including sales, sales tax, and average sales per order.
- Discounts & Offers ReportOverview of discounts & offers report metrics and customization options including by discount ID.
- Discount Sales ReportBreakdown of the discount sales report which provides a summary of discount sales grouped by staff.
- Time Clock Summary ReportDefault metrics and customization options including how to track by staff name & date or staff name & reason.
- Register Closeout Summary ReportThe register closeout summary report provides a summary of daily register closeout activities.
- Payments & Refunds ReportThe payments and refunds report tracks all transactions involving payments and refunds over a specific period.
- Staff Performance ReportOverview of metrics included in the Staff Performance report and how to customize by service and product.
- Staff Performance by Day of Week ReportThe staff performance by day of week report provides detailed performance metrics by staff member by day of week.
- Sales Breakdown ReportThe Sales Breakdown report provides sales performance by staff member and role giving you valuable insights into individual performance.
- Service Sales by Staff ReportBreakdown of service sales by staff report metrics and customization options.
- Product Sales by Staff ReportThe product sales by staff report provides detailed product sales by staff member.
- Operator Activity ReportThe operator activity report provides detailed performance metrics by operator.
- Client Sales ReportThe client sales report provides detailed metrics of client sales by products and services.
- Referral Sources ReportDetailed breakdown of Referral Sources report
- Referral Sources by Client ReportThe referral sources by client report provides performance metrics by referral source and client name.
- Subscriptions ReportThe subscriptions report provides a view of all membership subscriptions and their status.
- Gift Card Liabilities ReportOverview of the Gift Card Liabilities report which provides you with a detailed list of all unused gift card balances.
- Gift Card Redemptions ReportThe gift card redemptions report provides a summary of used gift card balances.
- Voucher Redemptions ReportThe voucher redemptions report provides metrics for membership, package, or reward vouchers redeemed by clients.
- Account Balances ReportThe Account Balances report is a point-in-time report that provides stored balances on clients accounts.
- Location Retention ReportOverview of the location retention report metrics and use cases.
- Staff Retention ReportOverview of the staff retention report metrics and use cases.
- Client Referrals ReportThe client referrals report provides a summary of client referrals by date, primary client, and gross sales.
- Referral Program Leaderboard ReportMonitor your client referral program
- Outstanding Voucher Liability ReportThe outstanding voucher liability report provides a summary of all issued vouchers that have not yet been redeemed
- Detailed Voucher Activity ReportThe detailed voucher activity report tracks all actions related to vouchers that change liability over a specific period.
- Voucher Liability Summary ReportThe voucher liability summary report is an overview of changes in liabilities over a period of time.
- Inventory On-Hand ReportThe Inventory On-Hand report provides a current catalog of products at each location.
- Inventory Adjustments ReportThe inventory adjustments report provides metrics detailing changes in product quantities and shrinkage.
- Marketing Campaign Performance ReportThe marketing campaign performance report provides performance metrics of marketing campaigns by location.
- Marketing Generated Appointments ReportThis report provides a summary of clients that booked appointments after receiving a marketing communication.
- Membership Scheduled Cancellation ReportFocused report that only shows memberships in the scheduled cancellation status.
- Past Due Memberships ReportThe Past Due Memberships Report helps you keep track of memberships with overdue or failed payments
- Account Credit Activity ReportThis report expands on the credit activity shown in an individual client’s Wallet by surfacing the same information across your entire business.