Reporting
By Angel and 2 others3 authors10 articles
- Product Ordering OverviewTrack which products need to be reordered, set up auto reordering and pop-up reminders, create and email purchase orders, print products on order, and receive ordered products.
- Reports OverviewLearn how to find and run reports, customize report columns and headers, create graphs and charts, and get started with the most commonly used reports.
- Profit & Loss StatementRun the Profit and Loss Report to analyze your business's income, expenses, and net profit, including general ledger entries and payroll.
- Payroll Reports & Extras
- Employee Goals ReportSet goals for your employees across key sales benchmarks and use the Employee Goals Report to track each employee's progress over any date range.
- Employee Performance ReportRun the Employee Performance Report to review a selected employee's client retention, client demographics, percentage booked, and ticket statistics.
- Mailing Report OverviewUse the Mailing Report to filter your client list by dozens of criteria to create mail merge lists, print mailing labels, or build targeted client lists.
- Sales Total & Sales Tax ReportRun the Sales Totals and Sales Tax Report to see business totals, taxes, payments, and employee or booth renter/independent contractor totals for any date and time range.
- Client Retention ReportRun the Client Retention Report to see what percentage of new clients return for repeat services, with return rates for each employee and an overall average for your business.
- Report Details (Desktop)Browse every desktop report by category, with each report’s number, a description, and how its results are calculated.