Reports
Find, filter and download reports
Open any report, choose the period and location, and download it as a spreadsheet.
- Go to Reports. Search or tap a group: Sales, Finance, Appointments, Team, Clients or Stock.
- Open a report and choose the period, for example This month, Last financial year or Custom dates….
- With several locations, choose this location or All locations.
- Press ⬇ Download CSV to open it in Excel or Google Sheets. The download matches what's on screen.
Star (☆) the reports you use most and they'll show under Favourites. Favourites are yours only.
Handy reports
- GST summary for your BAS, and Payments by method to match your bank.
- Cancellations and no-shows, Busiest times and Booked ahead.
- Team utilisation, Team targets and Team ratings.
- Clients who haven't come back and New clients by source.
- Stock on hand with what to order.
The financial year starts on 1 July. Which reports someone sees depends on their access: see Choose what managers and staff can do.
Still stuck?
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