97

Forecast By Day

Estimated income based on existing open and closed tickets by day.

Ticket total/number of tickets=Average (excl. Tax)
Average (excl. tax) = average ticket total for day of week
Max (excl. tax) = predicted max for day
Min (excl. tax) = predicted min for day

136

Forecast By Date

Estimated income based on existing open and closed tickets by date.

Ticket total/number of tickets=Average (excl. Tax)
Average (excl. tax) = average ticket total for date
Max (excl. tax) = max ticket total w/o tax for specific date
Min (excl. tax) = min ticket total w/o tax for specific date

118

Forecast By Employee

Total amount of sales on open and closed tickets for all employees over a range of dates

Total = total for open/closed tickets for employee during range of days.

Average = Ticket totals/number of tickets during range of days.
Max = Highest ticket total during range
Min = Lowest ticket total during range

108

My Totals Report (For employee logged in)

Displays totals and sales tax for given range for the logged in employee. Must have password set up set to require password in order to run.

Individual closed ticket totals for products, services, returns, backbar as well as overall total. Also includes number of closed tickets and tips.

158

Sales By Employee Category

Sales totals grouped by employee and employee category.

Sales totals for closed tickets grouped by employee and product/services totals as well as returns, overall total and number of tickets. Grand total is the combination of the above fields.

156

Sales By City and Demographics

All sales by client city and demographics.

Displays break down of Total Sales (open/closed, does not count balance added to client), Average Sales, Total Tickets, Total Clients, New Clients, Existing Clients, Male Clients, Female Clients, No Gender Clients by City. Grand total is the combination of the above fields.

10

Sales By Day

Total sales summed by day. The totals below represent the sum of the "Total" field from each ticket in the requested date range. For a more complete breakdown, use the following report: "Totals Report by Range of Days" (Report #104).

Unique clients, Number of Tickets, Transaction totals for tickets in range (open/closed, does not count balance added to client), Average ticket value (total/ticket=avg), and Max ticket (highest ticket value for range). Grand total is the combination of the above fields.

​Transaction total will not include tickets closed with balance added to customers account

34

Sales By Day Of Week

Sales statistics grouped by day of the week.

Unique clients, Number of Tickets, Transaction totals for tickets by day of week (open/closed, does not count balance added to client), Average ticket value (total/ticket=avg), and Max ticket (highest ticket value for day of week). Grand total is the combination of the above fields.

54

Sales By Hour Of The Day

Sales statistics grouped by hour of the day.

Hour Closed (24 hr), Unique clients, Totals for tickets by hour for range (open/closed, does not count balance added to client), Number of Tickets, and Average ticket value (total/ticket=avg). Grand total is the combination of the above fields.

11

Sales By Month

Total sales summed by month.

Month, Year, Unique clients, Number of Tickets, Totals (open/closed, does not count balance added to client), Average ticket value (total/ticket=avg), and Max ticket. Grand total is the combination of the above fields.

42

Sales By Week

Total sales summed by week.

Calendar Week #, Year, Unique clients, Number of Tickets, Totals for tickets (open/closed, does not count balance added to client), Average ticket value (total/ticket=avg), and Max ticket. Grand total is the combination of the above fields.

Profit And Loss

Gross income and expenses for date range. Accounts for your business expenses based on your general ledger entries. Can be selected without including sales transactions and with or without payroll.

Gross income shows sales totals as well as withheld tips and general ledger deposits. Expenses are broken down between sales expenses, settled tips, payroll, and general ledger. Gross Income - Expenses = Net Income

160

Sales By Day Of The Week By Employee

Sales statistics grouped by day of the week and employee.

Employee Name, Day of week, Unique Clients, Tickets, Average Sale (Total Sales/Tickets=Avg.), Max (highest sale in range). Grand total is the combination of the above fields.

12

Sales By Year

Total sales summed by year. The totals below represent the sum of the "Total" field from each ticket in the requested date range. For a more complete breakdown, use the following report: "Totals Report by Range of Years" (Report #107).

Year, Unique Clients, Number of Tickets, Total (open/closed, does not count balance added to client), Average Ticket (Total/Tickets=Avg), Max Ticket.

1

Sales Totals And Sales Tax By Range Of Days

After choosing a range of dates, the report will generate sales totals based on the scheduled date of each closed ticket within the date range you selected. It will display totals for:

It will also generate a report for employees on the bottom for product and service totals, returns, backbar, and an overall total.

Summary shows total for closed tickets. Products + Services + Withheld Tips (+/-) + Credits (+/-) + Gift Certs (+/-) + Gift Cards (+/-) + Petty Cash (+/-) - Loyalty Point Rewards - Coupons redeemed = Total

Payments and Change does not include petty cash deposits.

46

Sales Totals And Sales Tax For Today

The report will generate sales totals for closed tickets with today’s date as their closed date. It will display totals for:

It will also generate a report for employees on the bottom for product and service totals, returns, backbar, and an overall total.

Summary shows total for closed tickets. Products + Services + Withheld Tips (+/-) + Credits (+/-) + Gift Certs (+/-) + Gift Cards (+/-) + Petty Cash (+/-) - Loyalty Point Rewards - Coupons redeemed = Total

Payments and Change does not include petty cash deposits.
​

47

Sales Totals And Sales Tax For Yesterday

The report will generate sales totals for closed tickets with yesterday’s date as their closed date. It will display totals for:

It will also generate a report for employees on the bottom for product and service totals, returns, backbar, and an overall total.

Summary shows total for closed tickets. Products + Services + Withheld Tips (+/-) + Credits (+/-) + Gift Certs (+/-) + Gift Cards (+/-) + Petty Cash (+/-) - Loyalty Point Rewards - Coupons redeemed = Total

Payments and Change does not include petty cash deposits.

104

Totals Report By Range Of Days

Displays totals (product, services, returns, tips, client credit, gift certs, gift cards, petty cash) for the days in the date range selected.

Closed ticket totals by day for Products, Services, Sales Tax, Product & Service Returns, Withheld Tips, Settled Tips, Client Credits Added & Used, Gift Cert Purchased and Redeemed, Gift Cards Purchased & Redeemed.

105

Totals Report By Range Of Weeks

Displays totals (product, services, returns, tips, client credit, gift certs, gift cards, petty cash) for the weeks in the date range selected.

Closed ticket totals by week for Products, Services, Sales Tax, Product & Service Returns, Withheld Tips, Settled Tips, Client Credits Added & Used, Gift Cert Purchased and Redeemed, Gift Cards Purchased & Redeemed.

106

Totals Report By Range Of Months

Displays totals (product, services, returns, tips, client credit, gift certs, gift cards, petty cash) for the months in the date range selected.

Closed ticket totals by month for Products, Services, Sales Tax, Product & Service Returns, Withheld Tips, Settled Tips, Client Credits Added & Used, Gift Cert Purchased and Redeemed, Gift Cards Purchased & Redeemed.

107

Totals Report By Range Of Years

Displays totals (product, services, returns, tips, client credit, gift certs, gift cards, petty cash) for the years in the date range selected.

Closed ticket totals by years for Products, Services, Sales Tax, Product & Service Returns, Withheld Tips, Settled Tips, Client Credits Added & Used, Gift Cert Purchased and Redeemed, Gift Cards Purchased & Redeemed.

​Does not take into account subtracting settled tips

148

Total Taxable vs. Non-Taxable Product and Service Sales

A summary of all products and services that were sold which were marked as taxable and non-taxable, over a range of dates. All other sale types, as well as product and service returns, are included in the 'Non Product/Service Sales' column.

Taxable Services, Taxable Products, Non-taxable Services, Non-Taxable Products, Non Product/Services Sales (Gift Cards etc), and Total Sales.

164

Monthly Client Membership Cost/Revenue

Client membership revenue and cost in a selected range of dates grouped by month and membership. The revenue is the total membership payments and the cost is the total amount in backbar and payroll commission.

79

All Clients with a Balance (Tab)

List of clients with a non zero balance. Positive indicates client owes business; negative indicates business owes client.

ID, Name, Balance, and Balance Comment.

27

All Clients with a Default Discount

List of all clients that have a non-zero default discount amount.

Client ID, Name, Product Discount %, Service Discount %.

103

Appointments for Client Without an E-mail Address

Clients who have an appointment but did NOT receive an email reminder because they do not have an email address

Filterable by date range, Employee, Ticket ID, Date Scheduled, Time Scheduled, Email reminder, Name, Home Number, Mobile Number, Work Number, Description, Price.

159

Appointments for Clients Without a Text Number

Clients who have an appointment but did NOT receive a text message reminder because they do not have a text number entered.

Filterable by date range, Employee, Ticket ID, Date Scheduled, Time Scheduled, Text Reminder, Name, Home Number, Mobile Number, Work Number, Description, Price.

57

Client Referrals - All

List of all clients that have referred another client.

Referring Client ID, Referring Client Name, New Client ID, New Client Name, Credited (T/F)

58

Client Referrals - Not Credited

List of clients that have referred another client and have not been credited.

Referring Client ID, Referring Client Name, New Client ID, New Client Name, Credited (T/F)

100

Client Referrals with Totals - All

List of all clients that have referred another client.

Referring Client ID, Referring Client Name, New Client ID, New Client Name, Credited (T/F), Ticket ID, Total. Also shows Total for Referring Client ID and Grand Total of Service purchase by the New Client.

101

Clients Referrals with Totals - Not Credited

List of clients that have referred another client and have not been credited.

Referring Client ID, Referring Client Name, New Client ID, New Client Name, Credited, Ticket ID, Total. Displays all Tickets for clients whose referrer has not been credited yet.

40

Clients by First Visit Date - By Employee

List of clients based on a selected first visit date range.

First Employee, Last Employee, ID, Name, First Visit, Last Visit, Total Visits, and Referral.

41

Clients by Last Visit Date - By Employee

List of clients based on a selected last visit date range.

First Employee, Last Employee, ID, Name, Last Visit, Last Visit, Total Visits, and Referral.

30

Client by Number of Visits

List of clients with more than a specified number of visits.

Name, Last Visit Date, Last Employee, Number of Visits.

155

Client Loyalty Point Balance

A list of all clients displaying their current loyalty point balance.

Client ID, Client Name, Number of Tickets, Last Visit, Loyalty Points.

129

Client Spending

List of all clients and the amount they have spent with the business.

Client ID, First Name, Last Name, Number of Tickets in Date Range, Product Total for Date Range, Product Count for Date Range, Service Total for Date Range, Service Count for Date Range, Client Total Sales, Client Average Sale.

151

Clients With an Item Balance

All Clients that currently have a non-zero balance of units.

Client ID, First Name, Last Name, Balance (sum of items/training sessions on the clients profile), and Last Visit.

162

Client With Invalid E-Mail And Text Number

Clients who have been contacted using an e-mail address and/or text number recorded on file that has bounced back messages due to the information being invalid.

Client ID, First Name, Last Name, Type (Email or Text), and Bad Data.

121

Current Prepaid Service Balances

Current unused balance of pre-paid services purchased over the selected range of dates.

Client ID, Client Name, Ticket ID, Date Created, Last Used, Service ID, Description, Purchased Quantity, Service Price Paid, Quantity Remaining, and Total. Filterable by range of days.

General Clients Report/Mailing/Mail Merge

After choosing a filter criteria, the report will display a list of clients that match the filter you chose. (X days/weeks/months/years since last visit, X days/weeks/months/years since first visit, birthday in X days/weeks/months/years, and more custom criteria.)

Client Report filterable by quick filters or custom criteria. Client ID, Title, First Name, Last Name, Pet Name, Breed, Address line 1, Address Line 2, City, State, ZIP, Home #, Work #, Mobile #, Email, SMS, Class, Gender, and Last Employee.

43

List of Clients by First Name

List of clients with a particular first name.

Displays all clients with the first name entered into the search field. Last Employee, Name, ID, First Visit, Last Visit, Total Visits, and Referral.

44

List of Clients by Last Name

List of clients with a particular last name.

Displays all clients with the last name entered into the search field. Last Employee, Name, ID, First Visit, Last Visit, Total Visits, and Referral.

154

Marketing Referral Types for New Clients

Quantity of unique new client marketing referral types.

Referral Type and total for recorded new client referrals.

39

New Client List

List of new clients based on a selected date created date range

Last Employee, ID, Name, Date Created, First Visit, Last Visit, Total Visits, and Referral.

111

No Show Report for All Clients

List of all tickets marked as no show for a selected range of days.

Ticket ID, Date Scheduled, First Name, Last Name, and Client ID.

149

Non-Returning Clients

List of clients who have not returned to the business in 90 days.

Displays all clients by First Name, Last Name, Total Visits, Last Visit Date, Email Address, Primary Phone Number

29

Marketing Referral Type for New Clients vs. Last Employee

List of employees and quantity of unique new client marketing referral types.

Last Employee, Total, Internet, Magazine, Newspaper, and No Referral Type Specified.

45

Survey of New Clients

List of new clients based on first visit and purchase details for a given range of dates.

First Employee, ID, Name, First Visit, Total Visits, Home Phone, Work Phone, Email, Ticket ID, Item ID, Date Closed, Description, and Total for Item.

Top Spending Clients

Top spending clients broken down by business and employee

Count by entire store/employee, Client ID, Client Name, and Amount spent on closed tickets.

*May not match the Total Spent in client profile, total spent does not include client balance adjustments or refunds.

151

Clients With Balance of Units

All clients that currently have a non-zero balance of units

Displays all clients that meet this criteria by Client ID, First Name, Last Name, Number of Units Remaining, and Last Visit Date

130

Clients With Appointments Without E-Mail Address

Clients that have an appointment during the selected range of dates and no e-mail address entered.

Displays all clients that meet this criteria by Full Name, Date Scheduled, Ticket ID, Home Phone, Cell Phone, Work Phone, Time Scheduled, Description, and Price.

It groups each ticket by the client that’s on the ticket. If Example client #1 has 3 tickets, it’ll show all 3 tickets, then give a Total Price line. Then at the very bottom, it’ll give a Grand Total for every ticket on this report.

Day Off History

Display a list of Employees with their days off categorized by what type of day off it was.

After choosing a date range, it’ll display the every employee that had a day off within the date range and what type.

Employee Name, Date (of day off), Regular (Day off), Vacation Day, Sick Day, Personal Day, Other, and Comment.

48

Employees' Clients

List of all clients to see an employee based on closed tickets and a range of dates.

Searchable by all employees or specific. Employee, Last visit, Ticket ID, Client ID, Client, Mobile Phone, Email address, Count.

28

Employees' Client Count Based on Preferred Employee

Total number of clients that have the preferred employee option selected grouped by their selected employee.

Employee and # of Clients.

120

Employees' Clients Based on Preferred Employee

List of all clients that have a preferred employee selected and their contact information.

Searchable by all employees or specific. Employee, Client, Home Phone, Cell Phone, Work Phone, Address, City, State, Zip, E-mail, Last Visit Date, and Count.

26

Employees' Client Gender Count Based on Preferred Employee

Gender count of clients who have a preferred employee grouped by their selected employee.

Employee, Male, and Female.

132

Employees' Clients with Contact Information

Employees' clients with their contact information based on ticket closed date range.

Searchable by date range and by all employees or specific. Employee, Last Visit, Ticket ID , Client, Address, City, State, Zip, E-mail, Home Phone, Cell Phone, and Work Phone.

157

Employee Hours Booked By Service Category

Amount of time booked per employee by service category.
Note: Multiple appointments per time slot will count towards amount booked.

Searchable by date range, Employee Name, Category, and hours booked including grand total for all.

161

Employee Totals Grouped by Employee Category

Employee product and service sales for selected range of dates, grouped by employee category.

Searchable by date range and by employee(s), category, employee ID, employee, services sold ($), products sold ($), and total ($).

112

Employee Totals Grouped by Product/ Service Category

Total employee product and service sales for selected range of dates, grouped by product/service category.

Searchable by date range and by employee(s), category, employee, quantity sold(#), and total for category ($).

118

Forecast by Employee

Total amount of sales on open and closed tickets for all employees over a range of dates.

Searchable by date range, employee, total ($), average ($), max ($), and min ($).

37

Hours Worked Based on Time Clock Entries

Summary of hours each employee has worked based on time clock entries.

After choosing dates and employees: Employees, Total Hours, Average Hours, Total per Employee, then a Grand Total.

38

Hours Worked Based on Time Clock Entries Per Day

Hours per day each employee has worked based on time clock entries.

After choosing dates and employees, it’ll display each date and a column for each employee with how many hours that employee worked for that day.

143

Payment Type for All Independent Contractors

A list of payment types for all independent contractors.

Independent Contractor Name, Tender, In, Out, Total, Total Per Employee, Grand Total for all employees.

Percentage Booked

Percentage of hours booked based on hours scheduled. can be ran for Today, Past x Days, Date Range, or All Dates

Employee, Hours Booked, Hours Scheduled, Percentage Booked (hours booked / hours scheduled)

Client Retention

Employee, Business and Combined Retention based on parameters set before running report

Employee Name, New Clients, Employee Retention (# Retained, % Retained), Business Retention (# Retained, % Retained), Combined Retention (# Retained, % Retained)

78

Product Sales Percentage Maintained

List of employees, how much each has sold in products and services, and percent maintained (total product sales / total service sales * 100%)

Employee Name, Total($), Products ($), Services ($), Products Total, Services Total, Percent Maintained (%) (total product sales / total service sales * 100%)

138

Return Details by Employee

All product return details listed by employee over specified date range.

After choosing date range and employees: Employee, Ticket ID (of return) Return Dates, Item Description, Amount ($)

150

Employee Goal Report

The employee goals report lets you know how your employees are performing and whether or not they are reaching their goals. You can set goals for each employee by clicking the “Edit Goals” button on this report

Provides Goal for employee with actual value and then shows differences in those amounts and percentage of goal reached

Rows: Number of Tickets, Total Product + Service Sales, Total Service Sales, Total Product Sales, Average Ticket Total (excl. tax), Average Service Price, Average Product Price, Service Sales % of Total, Product Sales % of Total, Product Sales % of Service Sales

Columns: Descriptions, Goal Value, Actual Value, Amount Difference, Percent of Goal Reached

87

All Product Sales - Grouped by Category

List of all products sold by quantity, gross and net profit grouped by category.

NOTE: Any products sold on a 'Back Bar' ticket (a ticket where the 'Back Bar' client is selected) are not included in this report.

Organized by Categories in alphabetical order.

Category, Product ID, Description, Qty Sold (For Date Range Chosen), Qty Returned. Net Qty Sold, Retail Value, Wholesale Cost, Gross Profit, Net Profit

93

All Product Sales Details Grouped by Category

Product sales including sales count, return count, wholesale, retail, and gross markup.

Organized by Categories in alphabetical order.

Category, Product ID, Description, Qty Sold (For Date Range Chosen), Qty Returned. Net Qty Sold, Retail Value, Wholesale Cost, Gross Profit, Net Profit

127

Amount Spent by Supplier

Based on all POs, the total amount spent with each supplier.

Supplier, Sub-total, Shipping Cost, Tax 1, Tax 2, Tax 3, Total

94

Backbar Product Usage - Grouped by Category

List of all products sold to the 'Back Bar' client grouped by category. This report shows the total cost of products used for in-house services.

Category, ID, Description, Quantity, Retail Price, Wholesale Price

49

Items Sold and Client Names

List of products and/or services sold, amounts, and clients that purchased for a range of days.

Products:

Ticket ID, Client Name, Date Closed, Amount, Product ID, Product Description

Services:

Ticket ID, Client Name, Date Closed, Amount, Service ID, Service Description

Product Sales Statistics

Amount sold, wholesale cost, total wholesale, gross profit and net profit of products sold

Product ID, Description, Quantity Sold, Wholesale Cost Per Item, Total Wholesale Cost (Quantity sold * Wholesale cost Per Item), Gross Profit, Net Profit

137

Product Sales as Percent of Total Product and Service Sales

The percentage of products sold compared to the total sales of all products and services by range of dates.

Grouped per employee:

Employee Name, Date, Products ($), Services ($), Total (Products + Services) Products Sales As Percent of Service Sales (Products * 100 / Services), Products Sales as Percent of Total Sales (Products * 100 / Total)

8

Product Shelf Total

Total cost of on-shelf products.

Is Product a Backbar Item? (true or false), Product ID, Description, Size, Category, Make, Stock Count, Wholesale, Retail, Shelf Cost (Stock Count * Wholesale)

113

Product Shelf Total by Supplier

Product shelf total grouped by supplier.

Same as Product Shelf Total report, but organized by Suppler with a subtotal for each Supplier.

Supplier, Is Product a Backbar Item? (true or false), Product ID, Description, Size, Category, Make, Stock Count, Wholesale, Retail, Shelf Cost (Stock Count * Wholesale)

126

Products Ordered by Date

Products added to a PO on a specified date.

Date (Of Order), Product Order ID, Supplier, Product ID, Product Name, Quantity Ordered, Product Cost, Total Cost

84

Products Sold Grouped by Category

List of all products sold on tickets for a given date range grouped by category.

Organized by category with subtotals for each category and a grand total

Category Name, Ticket ID, Date Closed, Employee, Product ID, Description, Total

86

Products Sold Grouped by Employee and Category

List of all products sold on tickets for a given date range grouped by category.

Organized by employees with a subtotal for each employee and a grand total.

Employee Name, Category, Ticket ID, Date Closed, Product ID, Description, Total

116

Products Sold Grouped by Make

Product sales grouped by make.

Organized by Makes with a subtotal for each Make.

Make, Ticket ID, Date Closed, Employee Name, Product ID, Description, Total

114

Products Sold Grouped by Supplier

Product sales grouped by supplier.

Organized by Supplier Name with a subtotal for each Supplier.

Supplier, Ticket ID, Product ID, Description, Qty Prch, Row Total, Retail Price, Wholesale cost

18

Profit of a Single Product Sold vs. Employee

Amount of gross profit for a particular product for all employees.

After choosing a date range and product ID, it’ll display each employee and how much Gross Profit each employee has made for the date range selected.

16

Profit of Products Sold vs. Employee

List of employees and gross profit by products sold.

After a date range is selected, it’ll show every product and how much gross profit each employee has made with a total for each employee.

17

Quantity of a Single Product Sold vs. Employee

Quantity of a specific product sold by each employee.

After choosing a date range and a product ID, it’ll show each employee and how many quantities of the selected product the employee has sold for the date range given.

15

Quantity of Products Sold vs. Employee

List of products sold by each employee.

After choosing a date range, it’ll show each employee and how many quantities of each product the employee has sold for the date range given.

119

Specific Category Statistics

Product statistics for a specific category.

After selecting a product category, it’ll display:

Category Name, Product Description, Product ID, Make, Size, Qty Sold, Current Stock Count, Inventory History Total

14

Tickets Containing a Specific Product or Service

A list of all closed tickets containing a specific product or service.

After choosing a date range and a Product ID, it’ll show every ticket within that date range that has that product ID in the ticket.

Ticket ID, Scheduled, Time, Closed, Client Name, Employee Name, ID, Description, Item Price, Total, Grand Total

88

All Service Sales Details - Grouped by Category

List of all services sold by quantity, gross and net profit grouped by category.

After choosing a date range, it’ll display all services grouped by category and their details within the date range selected.

Category, Service ID, Service Description, Qty Sold, Retail Value, Backbar, Gross Profit, Net Profit (Gross Profit - Backbar)

Items Sold and Client Names

List of products and/or services sold, amounts, and clients that purchased for a range of days

After choosing a date range and whether you’d like to see data for just products, just services, or both services and products, the report will show you product/service data for the date range selected.

Product ID, Description, Ticket ID, Client Name, Date Closed, Amount ($)

50

Monthly Sales

Total and average sales of any product or service grouped by month.

Year, Month, Number of Tickets (That selected product/service was sold), Min, Max, Average, Total

19

Quantity of All Service Sold vs. Employee

Number quantity of all services sold for each employee.

Employee, Total, Then each service you have in alphabetical order in quantities sold by each employee.

21

Quantity of a Single Service Sold vs. Employee

Number quantity of a particular service sold per employee.

Employee, Total, Then the service you selected in quantities sold by each employee.

20

Service Sales vs. Employee

Dollar amount quantity of all services sold for each employee.

Employee Name, Total, Then each service listed with profit totals for each service for employees.

Grand Total of each service.

6

Service Sales Statistics

Service sales and profit statistics.

Choose a date range.

Service ID, Description, Quantity, Gross Profit, Discounts (Quantity) Total Backbar, Net Profit (Gross Profit - Total Backbar)

83

Services Sold Grouped by Category

List of all services sold on tickets for a given date range grouped by category.

Choose a date range.

Service Category, Ticket ID, Sate Closed, Employee Name, Service ID, Description, Total ($) (All within date range selected)

85

Service Sold Grouped by Employee and Category

List of all services sold on tickets for a given date range grouped by employee and category.

Choose a date range.

Employee name and category, Ticket ID, Date Closed, Employee Name, Service ID, Description, Total

22

Single Service Sales vs. Employee

Dollar amount quantity of a particular service sold per employee.

Choose a date range and a Service ID.

Employee Name, Total ($) of service selected for date range.

14

Tickets Containing a Specific Product or Service

A list of all closed tickets containing a specific product or service.

Choose a date range and Service ID.

Ticket ID, Scheduled Date, Time, Closed Date, Client Name, Employee Name, Service ID, Description, Item Price, Ticket Total ($)

35

All Open Tickets

List of all open tickets.

Choose a date range.

Employee Name, Ticket ID, Date Scheduled, Time Scheduled, Confirmation Type, Client Name, Home Phone, Work Phone, Description, Price

130

Clients with Appointments without an E-Mail Address

Clients that have an appointment during the selected range of dates and no e-mail address entered.

Choose a date range.

Tickets grouped by client who is scheduled for ticket.

Client Name, Date Scheduled, Ticket ID, Home Phone, Cell Phone, Work Phone, Time Scheduled, Service Description, Price

123

Open Tickets by Confirmation Type

Open tickets grouped by Confirmation type over selected range of dates.

Choose a date range.

Confirmation Type, Ticket ID, Date Scheduled, Client Name, Home Phone, Work Phone, Mobile Phone, Total ($)

122

Open Tickets by Created By Type

Open tickets grouped by Created By type over selected range of dates.

Choose a date range.

Created By Name, Ticket ID, Date Scheduled, Confirmation Type, Client Name, Home Phone, Work Phone, Mobile Phone, Total ($)

142

Rebooked Tickets

A list of rebooked tickets by date scheduled.

Only works when Check out/Close & Rebook button is used during checkout.

125

Returns Done by Employee

Total value of all returns performed, grouped by employee.

Choose a date range.

Employee Name, Ticket ID, Type (R), Return Amount ($)

139

Ticket Referrals by Employee

A list of all ticket referrals grouped by employee.

Choose a date range.

Grouped by each employee.

Employee Name, Referral Type, Number of Tickets, Ticket Totals ($)

Sub total for each Referral type

Grand Total

117

Ticket Referral Totals

Ticket referral totals.

Choose a date range and each employee you want to run the report for.

Referral Type, Number of Tickets, Total Ticket Value

Grand Total

32

Ticket Payment Types

Total of each unique payment type for tickets.

Choose a date range.

Tender Type, Number Of Tickets, Average Ticket Total, Total Tender Amount, Average Tender Amount

Grand Total for Number of Tickets and Total Tender Amount columns.

140

Tickets Created by Range of Days

A list of tickets ordered by date created.

Choose a date range.

Grouped by Date.

Date Created, Ticket ID, Employee Created By, Referral Type, Count.

Subtotal for each date.

Grand Total.

144

Tickets Marked as Canceled, Voided, or No Show

A list of tickets that were marked as voided, canceled, or no show.

Choose a date range.

Grouped by Status Type.

Type, Date Scheduled, Date Voided, Ticket ID, Client Name, Mobile Phone, Email Address, Comment

Sub Total for each type

31

Tickets vs. Referral Types

Total of each unique referral type for tickets.

Choose a date range.

Number of Tickets, Average Ticket Price, Referral Type

55

Tickets with Discounts

List of all tickets that have at least one product with a non-zero currency or percent discount.

Choose a date range.

Date Closed, Time Closed, Ticket ID, Employee Name, Client Name, Description, Price, Currency Discount, Percent Discount

141

Tickets with Products not Marked as Taxable

A list of closed tickets that contain products not marked as taxable.

Date Closed, Ticket ID, Product ID, Item, Total

Grand total for Total column.

56

Tickets with Returns

List of all tickets that contain at least one return.

Choose a date range.

Date Closed, Time Closed, Ticket ID, Employee Name, Client Name, Description, Type (Return, Service, Product), Price, Currency Discount, Percent Discount, Total (Totals in parentheses indicate a return)

124

Total Value of Discounts Given

The dollar value of all discounts given in closed tickets over a range of dates.

Ticket ID, Client ID, Client Name, Item ID, Description, Quantity Purchased, Quantity Used, Price Per Item, Total Price, Total Discount, Total ($)

36

Unconfirmed Open Tickets

List of all open tickets that have not been confirmed.

Choose a date range.

Grouped by employees.

Employee Name, Ticket ID, Date Scheduled, Time Scheduled, Confirmation Type, Client Name, Home Phone, Work Phone, Description, Price

Subtotal for each employee

818

Appointments canceled by Text

List of all appointments canceled by text or a given date range

7

Percentage of Coupons Returned

Percentage of coupons returned for closed tickets.

Coupon ID, Description, # Issued, # Redeemed, % Redeemed

33

Tickets Using Coupons

List of all tickets using a coupon.

Choose a date range.

Coupon ID, Ticket ID, Client Name, Date Closed, Coupon Description, Discount Percentage, Discount Total ($)

81

All Payments Grouped by Category

List of all General Ledger payments grouped and summed by category.

Choose a date range and which General Ledger Account you’d like to run the report for.

Grouped by Category with a subtotal for each category and a grand total for the Quantity, Unit Cost, and Total Cost columns.

Category, Description, Date, Supplier, Check Number, Quantity, Unit Cost, Total Cost

82

All Deposits Grouped by Category

List of all General Ledger deposits grouped and summed by category.

Choose a date range and which General Ledger Account you’d like to run the report for.

Category, Description, Date, Supplier, Check Number, Quantity, Unit Cost, Total Cost

77

Checks Grouped by Supplier

List of all checks grouped and summed by supplier.

Choose a date range and which General Ledger Account you’d like to run the report for.

Grouped by Supplier with a subtotal for each Supplier.

Supplier Name, Category, Check Number, Description, Date, Comment, Payment, Deposit, Type.

76

Checks Ordered by Category

List of all checks grouped and summed by category.

Choose a date range and which General Ledger Account you’d like to run the report for.

Grouped by Category with a subtotal for each Category.

Category, Check Number, Supplier Name, Description, Date, Comment, Payment, Deposit, Type.

75

Checks Ordered by Check Number

List of checks according to check number.

Choose a date range and which General Ledger Account you’d like to run the report for.

Check Number, Category, Supplier, Description, Date, Comment, Amount, Type.

67

Non-Products Grouped by Category

List of non-products entered on the General Ledger grouped and summed by category.

Choose a date range and which General Ledger Account you’d like to run the report for.

Grouped by Category with a total row for each category.

Category, Description, Date, Supplier, Check Number, Quantity, Unit Cost, Total Cost

70

Non-Products Grouped by Category (Checks Only)

List of non-products entered on the General Ledger grouped and summed by category.

Choose a date range and which General Ledger Account you’d like to run the report for.

Grouped by Category, with a Total row for each.

Description, Category, Date, Supplier, Check Number, Quantity, Unit Cost, Total Cost

66

Non-Products Grouped by Description

List of non-products entered on the General Ledger grouped and summed by description.

Choose a date range and which General Ledger Account you’d like to run the report for.

Grouped by Description, with a Total row for each.

Description, Category, Date, Supplier, Check Number, Quantity, Unit Cost, Total Cost

69

Non-Products Grouped by Description (Checks Only)

List of non-products entered on the General Ledger grouped and summed by description.

Choose a date range and which General Ledger Account you’d like to run the report for.

Grouped by Description, with a Total row for each.

Description, Category, Date, Supplier, Check Number, Quantity, Unit Cost, Total Cost

68

Non-Products grouped by Supplier

List of non-products entered on the General Ledger grouped and summed by supplier.

Choose a date range and which General Ledger Account you’d like to run the report for.

Grouped by Supplier, with a Total row for each.

Supplier, Description, Category, Date, Check Number, Quantity, Unit Cost, Total Cost

71

Non-Products grouped by Supplier (Checks Only)

List of non-products entered on the General Ledger grouped and summed by supplier.

Choose a date range and which General Ledger Account you’d like to run the report for.

Grouped by Supplier, with a Total row for each.

Supplier, Description, Category, Date, Check Number, Quantity, Unit Cost, Total Cost

59

Products Received Ordered by Date

List of ordered products received by date.

Choose a date range and which General Ledger Account you’d like to run the report for.

Date, Product ID, Description, Size, Supplier, Check Number, Quantity, Unit Cost, Total Cost

60

Products Received Ordered by Product ID

List of products entered on the General Ledger sorted by product ID.

Choose a date range and which General Ledger Account you’d like to run the report for.

Date, Product ID, Description, Size, Supplier, Check Number, Quantity, Unit Cost, Total Cost

61

Products Received Grouped by Product ID (Simple)

List of products entered on the General Ledger grouped and summed by product ID.

Choose a date range and which General Ledger Account you’d like to run the report for.

Date, Description, Size, Quantity, Total Cost

62

Products Received Grouped by Product ID (Detailed)

List of products entered on the General Ledger grouped and summed by product ID.

Choose a date range and which General Ledger Account you’d like to run the report for.

Date, Product ID, Description, Size, Supplier, Check Number, Quantity, Unit Cost, Total Cost

64

Products Received Grouped by Category

List of products entered on the General Ledger grouped and summed by category.

Choose a date range and which General Ledger Account you’d like to run the report for.

Category, Supplier, Date, Product ID, Description, Size, Check Number, Quantity, Unit Cost, Total Cost

63

Products Received Grouped by Date

List of products entered on the General Ledger grouped and summed by date and product ID.

Choose a date range and which General Ledger Account you’d like to run the report for.

Date, Product ID, Description, Size, Supplier, Check Number, Quantity, Unit Cost, Total Cost

65

Products Received Grouped by Supplier

List of products entered on the General Ledger grouped and summed by supplier.

Choose a date range and which General Ledger Account you’d like to run the report for.

Supplier, Date, Product ID, Description, Size, Check Number, Quantity, Unit Cost, Total Cost

73

Search by Category

List of products according to category.

Choose a General Ledger Account and type in the Category you’d like to run the report for.

Date, Category, Product ID, Description, Size, Supplier, Check Number, Quantity, Unit Cost, Total Cost

72

Search by Product ID

List of products according to product ID.

Choose a General Ledger Account and type in the Product ID you’d like to run the report for.

Date, Category, Product ID, Description, Size, Supplier, Check Number, Quantity, Unit Cost, Total Cost

74

Search by Supplier

List of products according to supplier.

Choose a General Ledger Account and type in the Supplier Name you’d like to run the report for.

Date. Category, Product ID, Description, Size, Supplier, Check Number, Quantity, Unit Cost, Total Cost

90

Gift Cards Redeemed

Tickets that contain at least one gift card redeemed.

Choose a date range.

Date Closed, Ticket ID, Type, Client Name, Description, Amount.

92

Gift Cards Redeemed by Month

Total and average sales of gift cards redeemed by month.

Choose a date range.

Year, Month, Count, Min, Max, Average, Total (Numbers in parentheses notates a negative amount.)

89

Gift Card Sales

Tickets that contain the sale of at least one gift card.

Choose a date range.

Grouped by dates, with a subtotal for each date and a grand total for the Amount column.

Date Closed, Ticket ID, Client Name, Description, Amount

91

Gift Card Sales by Month

Total and average sales of gift cards grouped by month.

Choose a date range.

Year, Month, Count, Min, Max, Average, Total

131

Gift Cards Unused Balance By Date

Gift cards purchased within a specified date range with an unused balance

Choose a date range.

Purchase Date, Gift Card ID, Type, Balance, Expiration Date, Comment

109

Outstanding Balance on All Gift Cards

Total amount of outstanding balances (unused funds) on all gift cards.

Gift Card ID, Type, Date Purchased, Last Modified, Expiration Date, Client Name, Balance

Grand Total for the Balance column.

23

Gift Certificate Statistics

Sales and return statistics for gift certificates.

Choose a date range.

Total, Average, Max, Min

24

Gift Certificate Statistics by Month

Sales and return statistics for gift certificates by months.

Choose a date range.

Month, Year, Number, Average, Max, Min

128

Gift Certificate Unused Balance

All gift certificates that currently have a non-zero balance.

Gift Cert ID, Currency Balance

110

Outstanding Cash Balance on All Open Gift Certificates

Total amount of outstanding cash balances on all open gift certificates.

Gift Cert ID, Date Purchased, Last Used, Original Amount, Balance

Grand Total for the Original Amount and Balance columns.

133

Outstanding Item Balance on All Open Gift Certificates

Total amount of outstanding item balances on all open gift certificates.

Grouped by Gift Certificate with a subtotal for each Gift Certificate and a grand total.

Gift Cert ID, Item ID, Retail Price, % Discount, Currency Discount, Original Amount, Original Currency Equivalence, Remaining Balance, Remaining Currency Equivalence

13

Tickets Using Gift Certificates

List of all tickets referencing a gift certificate.

Ticket ID, Client Name, Date Closed, Gift Cert ID

51

Tips Claimed by Employee (Summary)

Total amount of tips claimed by each employee.

Employee, Amount ($)

Grand Total (Sum of every Amount)

52

Tips Claimed by Employee (Details)

List of tips claimed on each ticket grouped by employee name.

Grouped by Employee with a subtotal for each employee and a grand total.

Employee Name, Ticket ID, Date Scheduled, Amount, Tip Type (Withheld or Direct) Settle Type (Settled or Unsettled), Settle Date

53

Tips Claimed by Ticket

List of tips claimed ordered by ticket ID.

Employee Name, Ticket ID, Date, Amount

Grand Total (Sum of Amounts)

115

Tips with Client Names

List of tips received with client names over selected range of dates.

Grouped by Employee with a subtotal for each employee.

Employee Name, Ticket ID, Date Scheduled, Amount, Client Name, Tip Type (Withheld or Direct) Settle Type (Settled or Unsettled), Settle Date

301

Income From Tickets Booked Online

Income generated by online booking by date closed.

Date Scheduled, Ticket ID, Client Name, Total ($)

300

Services Booked Online By Employee

Services booked online by employee by date.

Grouped by Employee with a subtotal for each employee and a grand total.

Employee Name, Ticket ID, Date Requested, Appointment Date, Service Name, Ticket Status, Price, Quantity, Total

302

Top Online Booking Clients

Top clients of online booking by date.

Client ID, First Name, Last Name, Service/Product Total

9

Gum Label List

List of all gum labels formats in database

Name (of Gum label format), Height, Width, Rows, Columns

96

Tickets with Charge for Process or Finish Time

List of all tickets that incorrectly have a non-zero amount associated with the process or finish times.

This report is outdated. When a service has a processing/finishing time, you used to be able to add a price to the processing/finishing time on the ticket, but you can no longer do that.

95

Ticket with Tender Less Than Total

List of all tickets that incorrectly have a tender less than the total.

This report is outdated, as the software will no longer allow a ticket to be closed when the tender is less than the total without putting the remaining balance to the client’s balance.